20 days away from Long Horizon! I'm very proud of the team for assembling one of the most exciting rosters of speakers in Physical AI today.
Christmas is coming in October this year!
OpenAI claims to have solved the Navier-Stokes Problem, one of the biggest open problems in math, using a swarm of AI agents. Besides being a historic occasion, this brings with it an interesting and potentially unintuitive consequence.
Three years ago I wrote in eric-landau.medium.com/one-y…: “Using AI, deep mathematical puzzles like the Riemann Hypothesis may be laid bare as a trivial exercise. Yet, the formulation of interesting questions might be bottlenecked by our own ability and appetite to answer them.”
We are closer than ever to this world, where we are restricted not by our ability to solve challenging problems, but by our appetite to process and understand the solutions. This is what Terence Tao refers to as “proof indigestion.”
In this dynamic, we might get to the point where human attention is no longer primarily directed toward seeking answers, but toward seeking the right questions. We become pure "consumers" of discovery. AI may give us an infinite syllabus to learn from, and our main job becomes setting the lesson plan.
Probably the most useful mental model for AI in the wake of the Hugging Face report is thinking about it the same way we think about bacteria.
No one anthropomorphizes bacteria, but colonies can still display an amazing level of coordination and emergent intelligence. Bacteria can also be beneficial or harmful without having any inherent desire or conception of either.
Maybe OpenAI should hire more microbiologists.
NVIDIA told the @FT this week that it expects its Physical AI revenue to grow 10x over the next decade. “The opportunity for Physical AI is arguably an order of magnitude larger” than in digital AI. I agree with this, partly due to the huge diversity of potential applications in Physical AI, but I also think this diversity will bring up a number of challenges to solve.
Many economically valuable digital workflows, such as law, coding and finance, share similar modalities and mass availability of data. In contrast, the multiplicity of ways to operate in the physical world brings many different types of materials, sensors, and contact dynamics. A lawyer and a programmer can work through the same keyboard and screen but a farmer, a surgeon and an electrician operate with very different tools and environments. Even within one simple task like picking up an object, handling a rigid component is very different from handling fabric or a cable.
Ken Goldberg put it well in the same piece. "We can predict the motion of an asteroid a million miles away, but we still don't fully understand a fingertip on a shoelace."
Training data will need to cover that variation in tasks, materials and environments. The amount needed, both in quantity and in diversity, will be enormous. My sense is that diversity will end up being the harder constraint on how fast Physical AI scales.
The better an AI system gets, the harder it is to find failure cases to train on. At 80% reliability, failures are abundant but at 99.999%, reality becomes a terrible failure-data generator. The upshot is that synthetic data should get more valuable as models get better.
If there is one thing all these frontier model hacks have taught us, it's that this is the end of security through obscurity.
If you are a great product company, people love you. If you are a great infrastructure company, people rely on you. The best tech companies find a way to do both.
Congrats to @DynaRobotics on Dyna-2! This feels like an important result for robotics. A few points that stood out to me when reading through the report:
1. The model doesn't need to explicitly "daydream" the future before acting:
Future video prediction is used in training to help build the representation, but at inference time the action policy doesn't attend to predicted future video. This feels close to how humans actually operate. We sometimes imagine how things will play out, but most physical action feels much more "automatic."
2. Vision > Text:
In many other VLAs, the action pathway attends directly to text. In Dyna-2, the text instruction gets absorbed into the vision representation and the action tower never needs to see the text directly. A sufficiently rich visual representation seems able to absorb the task intent and implicit reasoning needed to act. This also feels more human-like. When we are in the midst of following instructions, we often don't think about the explicit wording of the instructions and instead just act instinctively based on what we are seeing.
3. We are going to need a lot more data:
Dyna showed some preliminary scaling laws from their analysis which is very intriguing. They go from 20% to 53% normalized performance as video scales from 1 thousand to 1 million hours. That's roughly 11 points per 10x of data. If you do a naive extrapolation, this implies for ~99% performance you need of order magnitude 10 billion hours of video. That's more video than on all of YouTube. We are going to need a bigger boat.
My sense is we are still at the "Attention Is All You Need" era for robotics, where there is still exploration on the right architecture and recipe to scale.
Dyna-2 feels like a promising step forward where we are moving towards a more "human" approach to robotics, but it also shows that there is still a fair amount of work to be done to properly solve the data problem.
Link to their report: dyna.co/dyna-2
I’m excited to announce that @QuanVng will be speaking at the Long Horizon Summit!
At Physical Intelligence, he’s building foundation models designed to work across any robot: one of the most ambitious (and most exciting) efforts in the field.
Really looking forward to this one.
Join the waitlist to see him live at Fort Mason in San Francisco, October 20–21: encord.com/long-horizon
Pro tip: never give your hedge fund a name that may be deemed ironic in retrospect (Long Term Capital Management, Situational Awareness, etc)
Few people have spent longer thinking about how robots grasp the world than @Ken_Goldberg. I'm pleased to announce he'll be speaking at the Long Horizon Summit!
Ken, professor at UC Berkeley and co-founder of Ambi Robotics, has been a defining voice in robot manipulation for over three decades. His lab's work on grasping shaped how an entire generation of warehouse robots pick things up.
Looking forward to hear him speak about how we can close the data gap for real-world robots.
Join the waitlist to see him live at Fort Mason in San Francisco, October 20–21: encord.com/long-horizon
.@deepakpathak taught robots to become curious. I'm pleased to share he'll open the Long Horizon Summit with our first keynote!
A professor at CMU before founding Skild AI, Deepak is now building a general-purpose brain for robots, and raised one of the largest Series A rounds in robotics to do it.
Really excited to have him kick things off for us.
Join the waitlist to see him live at Fort Mason in San Francisco, October 20–21: encord.com/long-horizon
Great to see @TechCrunch cover some of the frontier work happening at @encord_team's robotics R&D facility! To break the data bottleneck in Physical AI we are pushing to the next frontier...the brain.
Our robotics team is experimenting with measuring the brain activity of pilots as they demonstrate tasks to robots to explore whether signals associated with intent, effort, and surprise can enrich the training data alongside their physical movements.
Very few are generating robotics data like this today and it's hard not to be excited about where it’s all heading.
Huge credit to our robotics team for pushing into genuinely new territory. The future of AI may be in the mind!
Not many people can say they taught a humanoid how to move. Alberto Rodriguez is one of them. I'm pleased to share he'll be speaking at the Long Horizon Summit!
Alberto spent years as an MIT professor pushing the science of robot manipulation, and now leads robot behavior for Atlas at Boston Dynamics, probably the most recognizable humanoid in the world.
Really looking forward to welcoming him to our summit stage.
Join the waitlist to see Alberto live at Fort Mason in San Francisco, October 20–21: encord.com/long-horizon
I'm pleased to announce that Ben Burchfiel will be speaking at the Long Horizon Summit!
Ben led Large Behavior Models at Toyota Research Institute before co-founding Walden Robotics, which came out of stealth last week with $300M in funding at a $1B+ valuation. To my mind, Walden is one of the most hotly anticipated robotics companies of the year. They went from their first pilot to real production work in under two months.
We're really excited to welcome Ben at Long Horizon, where he'll be speaking on general-purpose robots that learn on the job.
Join the waitlist to see him live at Fort Mason in San Francisco, October 20–21: encord.com/long-horizon
Physical AI has left the lab. In October, we're bringing together the people making it work in the real world.
Long Horizon – The Physical AI Summit.
Coming to Fort Mason, San Francisco, October 20–21.
Join the waitlist: encord.com/long-horizon
Halfway through 2026, and this is already the biggest year in @encord_team's history.
Looking at a sample of the year so far, we've:
- Announced our $60M Series C led by Wellington Management.
- Expanded into new offices in New York and London.
- Opened our robotics R&D facility in the Bay Area.
- Launched our new agent Merlin to automate the AI data lifecycle.
- Doubled the size of the team.
2026 is the year AI is moving from text boxes into the physical, multimodal world, and we are building the data infrastructure to power that shift.
Huge credit to the Encord team, our customers, and our investors for making the first half of the year such a special one. We are not slowing down now.
I'm very excited to share that today we're launching Merlin, the agentic intelligence layer for Encord!
Software is changing in front of us. Interfaces are becoming conversational and starting to consolidate across the stack. We are getting to the point of treating software systems as colleagues and helpers that meet you where you already work rather than as disparate, insular tools.
Merlin brings that shift to AI data infrastructure.
With Merlin, you can go from a prompt to a complete annotation or evaluation setup in seconds, get a live read on data quality, and find and fix the issues holding your model back, all through a single conversation.
It is now available via MCP in Claude, Codex, and all major agentic cording platforms, with Slack and more systems coming soon.
Anyone building AI systems knows how much manual effort goes into getting data ready before a single annotation is made. Merlin changes that.
We're opening early access to a selected group of customers. Reach out if you are interested in joining the waitlist!
Read the full Merlin blog here: encord.com/blog/merlin-encor…







