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$WAYMO · Waymo researcher presents self-supervised bootstrapping for embodied reasoning across manipulation, locomotion, and driving
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$GENERAL-INSTINCTbullish· highbill
General Instinct founders claim 500ms inference for world action models on Jetson via distillation and architecture changes
Bill and Guanming argue world action models (WAMs) are too slow and expensive for robotics (2GB, 200s, $70K) and have built infrastructure optimizing diffusion transformers, VAEs,…
Physical Intelligence intern demonstrates MEM system achieving long-horizon tasks and in-context adaptation with memory-augmented VLAs
Marcel presents research from Physical Intelligence showing that adding hierarchical memory (short-term visual + long-term language) to VLAs enables 20+ minute tasks and mistake c…
$RERUNbullish· highnico
Rerun CEO pitches robotics application companies as the new SaaS with data infrastructure as key moat
Nico argues robotics application companies (full-stack, teleop-first, off-the-shelf hardware) will transform the physical economy like SaaS did for software, and Rerun's unified d…
$WAYMObullish· mediummilan ganai
Waymo researcher presents self-supervised bootstrapping for embodied reasoning across manipulation, locomotion, and driving
Milan demonstrates RNB encore, a variational inference framework that discovers embodiment-specific reasoning (move+gripper for manipulation, structural affordances for locomotion…