What We're Watching: Inside Physical Intelligence's $5.6B Robot Brain

A San Francisco startup wants to build the ChatGPT of robotics—we revisit the company two years after first covering it.

In this week's What We're Watching, Sachin & Adam head inside Physical Intelligence's San Francisco lab to see what $5.6 billion buys you in the race to build a general-purpose "brain" for robots. They watch the company's machines fumble and improve in real time on tasks that sound trivial—folding laundry, making coffee, peeling produce—and sit down with co-founder Lachy Groom and Thrive Capital investor Philip Clark to talk about why those everyday chores have been so hard for robots to crack, and what the next few years look like. If you want an unscripted look at the lab behind the buzziest name in robot AI right now, this one's worth your time.

I thought these robots looked familiar when I watched the video. That's because I covered Physical Intelligence back in 2024, when it was a much newer startup training its first foundation model, π0, and I was skeptical that a robot maid was anywhere close to reality. Two years and a jump from roughly $2 billion to $5.6 billion later, the robots are still folding laundry. Whether they're folding it well is a different question, and this video answers it fairly honestly.

About the Author

Laura Davis

Editor-in-Chief, New Equipment Digest

Laura Davis is the editor in chief of New Equipment Digest (NED), a brand part of the Manufacturing Group at EndeavorB2B. NED covers all products, equipment, solutions, and technology related to the broad scope of manufacturing, from mops and buckets to robots and automation. Laura has been a manufacturing product writer for eight years, knowledgeable about the ins and outs of the industry, along with what readers are looking for when wanting to learn about the latest products on the market.

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