.@AppliedInt CTO Peter Ludwig says the model is only 1% of a physical AI system:
"General purpose models that come from companies like Anthropic or OpenAI, those are great and they're very useful for very general purpose tasks. But when you're dealing with things that have a very deep safety-critical component, things where lives are literally on the line... just the model is not enough."
"That's like 1% of the full solution."
"These very, very complex workflows to actually build physical AI maybe would require switching between 20 different tools in the past for different tasks, and deeply understanding the precise flow of information between all of those things to accomplish your end goal."
"Now with Dana, all of those complex workflows can be very seamlessly orchestrated from an agentic interface where you're able to write things in plain English and receive answers in plain English."
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Video
a16z (@a16z)
.@AppliedInt Co-founder and CTO Peter Ludwig says "a billion machines will become autonomous or intelligent over the next ten years."
"Cars, trucks, tractors, mining haulers, defense systems, warehouse robots, humanoids—the physical economy will be rebuilt around software that perceives, decides, and acts."
"The prevailing assumption about how we get there goes something like this: models keep improving, world models mature, foundation models for robotics arrive, and autonomy falls out the other end. Intelligence is the whole game; scale the intelligence and the machines will follow."
"The contrarian bet, then, isn't against intelligence. It's that the next order of magnitude in physical AI comes from making the engineering system as intelligent as the models it carries."
Full piece on compounding systems and Applied Intuition's newest platform, Dana: a16z.news/p/the-next-ai-moat…
Link
The Next AI Moat Isn’t a Better Model
Everyone is betting on bigger models. But with physical AI, the intelligence isn’t the multiplier. Learning is.
a16z.news
— https://nitter.net/a16z/status/2082111195813904787#m