.@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…
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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.
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