no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Generalist builds foundation models for physical world robotics. Gen 0 (Nov) first showed predictable scaling laws with compute/data. Gen 1 (Apr) crosses into commercial viability for dexterous manipulation (wire harnessing, unstructured tasks). Data hierarchy: lived experience S-tier, internet video B-tier, mocap C-tier, simulation C-tier, internet text B-tier, world models/synthetic F-tier. Industrial applications (logistics, manufacturing) will scale before consumer.