Physical Intelligence is building a foundation model that can control any robot to do any task — what the team describes as the GPT-1 moment for robotics. The company's cross-embodiment approach trains across many different robot platforms, and recent results show tasks being performed zero-shot that last year required hundreds of hours of data collection.

In this episode of The Lightcone, co-founder Quan Vuong sat down with Garry, Jared, Diana, and Harj to talk about why robotics is finally ready for its scaling moment, how PI runs its models in the cloud rather than on-device, and the playbook for what Quan sees as a Cambrian explosion of vertical robotics companies.