Is the open web tapped out for AI training?In our latest episode with @SignalFire investor @RyanWexler,
we break down:
🔹 Shift from scale to hyper-specificity in post-training data
🔹 Phase 2 data strategies: selling to frontier labs vs. keeping data internal
🔹 The economics of robotics training data & teleop
🔹 Why physical AI needs its own evaluation frameworks
#StartupStrategy #AIFounders #PostTraining #DataMarket #DeepTech #SignalFire
🎧 Catch the full episode: youtu.be/RoRJNv90iMQ?si=HASf…
"A robot policy that fails 20% of the time is unusable on a factory floor."
On the latest episode, We chatted with Miki (@mikisafr), Co-founder of @NorthstarRobotics, about what it actually takes to bridge the 70% ➔ 99.999% reliability gap in Physical AI.
🧵 Here are 5 takeaways on failure recovery data, DAGGER interventions, and why lab demos don't survive production:
#PhysicalAI #Robotech #RoboticsTrainingData
Success data teaches robots what to do. Failure data teaches them what not to do. In physical AI, failure data isn’t a bug—it’s gold. 🪙
Great insights from @mikisafr at @NorthstarRobots and why edge cases and real-world mistakes are the most valuable training data in robotics.
What are your thoughts on what makes training data move the needle? Drop in the comments below 👇
Stay tuned for the full episode coming out tomorrow.
#RoboticsTrainingData #PhysicalAI #Formant
#PhysicalAI is moving faster than anyone predicted.
In just 3 months, we’ve seen:
Massive pre-training data buyouts
Expanding lab budgets & contract sizes
The rise of "neo-integrators" pairing off-the-shelf hardware with open-source models
Is deployment finally here? 🤖🔥
Check out what @mikisafr from @NorthstarRobots had to say on what's driving it. Stay tuned for more insights.
Formant retweeted
What goes into one hour of useful data when there is hardware involved?
A piece of my conversation with @henrikbennetsen from @FormantInc
When @theSamPadilla shut down EIDON AI, a hardware and data startup building training data for physical AI, he and his co-founders open-sourced the company's data, hardware designs and firmware. Then Padilla published a post-mortem called Robotics Data Is a Broken Business that had a viral moment last week.
We invited Sam to share his hard earned wisdom on our podcast: youtube.com/watch?v=cZAd8y5y…
Check out Sam's piece here xitter.cf/theSamPadilla/status/2…
After 2+ years in the robotics data space, we are shutting @Eidon_AI down.
The thesis was right. But the business is brutally hard.
We close this chapter by open-sourcing everything we built and sharing lessons for anyone venturing into the space.
@theSamPadilla continues to share important truth in his follow up piece from today.
xitter.cf/henrikbennetsen/status…
The section on Specificity gets at how we need training data to show how skilled people actually do economically important work. Check out @theSamPadilla interesting follow up piece
xitter.cf/theSamPadilla/status/2…
Yesterday: "There are ~20 people on Earth who can buy a $1M robotics dataset."
Today: The full breakdown is live 🎙️
@theSamPadilla & Henrik unpack physical AI data traps, supply chain chaos, and why VCs pass on data startups.
👇
#PhysicalAI #Robotics
Data is one of the biggest bottlenecks in robotics today
BUT ...
it might not be a good long term business
I've spoke to a few people trying to sell robot data
The challenges outlined in this video with @theSamPadilla @henrikbennetsen are similar to what I've heard:
- limited number of buyers
- huge competition
- painful collection operations
- buyers only want limited samples per env
- vertical companies will want to own this long term
There might be 20 people on Earth who can say yes to a $1M robotics data deal.
"Maybe 50." That's it.
@theSamPadilla built Eidon AI, open-sourced its data, and wrote "Robotics Data Is a Broken Business." He told Henrik why go-to-market in robotics data isn't really go-to-market at all. It's about access.
Full episode of Formant Verified drops tomorrow @ 4:00pm PST 🎙️#PhysicalAI #Robotics
There might be 20 people on Earth who can say yes to a $1M robotics data deal.
"Maybe 50." That's it.
@theSamPadilla built Eidon AI, open-sourced its data, and wrote "Robotics Data Is a Broken Business." He told Henrik why go-to-market in robotics data isn't really go-to-market at all. It's about access.
Full episode of Formant Verified drops tomorrow @ 4:00pm PST 🎙️#PhysicalAI #Robotics
Read Sam's full article here: xitter.cf/theSamPadilla/status/2…
After 2+ years in the robotics data space, we are shutting @Eidon_AI down.
The thesis was right. But the business is brutally hard.
We close this chapter by open-sourcing everything we built and sharing lessons for anyone venturing into the space.
🚀 Need to keep your #robot fleet on track? Focus on these #KPIs:
📊Fleet Utilization – % of active robot time
📈 #Efficiency Gains – Cross-fleet productivity
⏳ Integration Time – Onboarding speed
⚡ Downtime Reduction – Predictive maintenance impact
💲 Cost per Task – ROI
Scaling #robotics should drive efficiency—not chaos. But without a unified strategy, complexity skyrockets.
💡The solution?
Scale robotics. Simplify everything else.
Read more in Pt 1 of our blog series🔗 formant.io/blog/the-hidden-c…
As 2025 nears, what is the current state of AI in robotics?
Watch our CEO & Chief Architect discuss how to define the practical applications of AI versus the "hype", in this free webinar with @therobotreport 🦾
🎦 formant.io/resources/webinar…
#AI #Robotics #2025Robotics #Formant
Did you miss our webinar with @SB_Robotics last month? No problem!
All of the valuable insights and advice from the discussion are ready for you to watch at your convenience.
Access the full webinar ➡️ formant.io/resources/webinar…
#SoftBankRobotics #Formant #Webinar








