Physical AI: why the money is now going to humanoid robots

Wed, 04 Nov 2026 00:00:00 +0000

We talk a lot about artificial intelligence, but almost always about the “mental” kind. Today I talk about the other one: Physical AI.

What Physical AI is

When we say AI we think of LLMs, the models that learn from text and spit text back out, and of software agents. Physical AI is something else: it’s artificial intelligence that interacts with the physical world.

The future of robotics and Physical AI

Tue, 06 Oct 2026 00:00:00 +0000

Free-flowing thoughts, in the morning while I walk, about robotics and the future of general purpose robots.

Even if the bubble bursts, something stays

Investors are pouring huge amounts of money into artificial intelligence: ChatGPT, Anthropic, the Chinese models, the open weights ones. By now it’s clear that even if the so-called bubble bursts, something of enormous value will remain.

Agentic programming, summarizing and writing text, video, music: they’re here to stay. Maybe at a higher cost, we’ll see how the market settles.

Physical Ai on Baldarn's

Physical AI: why the money is now going to humanoid robots

What Physical AI is

The future of robotics and Physical AI

Even if the bubble bursts, something stays