
Strategy and Sustainability | @Northwestern Alumni
Joined December 2024
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Of course she raised $10 million
🤝 Paid partnership
AI can think. AI can talk. AI can get things done.
Today, we're giving Fo a way to feel and control the physical world.
- a head shake and a reminder in a lamp to get you going
- nudge your vacuum cleaner for a deep clean
- make your cli call you for updates
Introducing Fo MCP.
AI has escaped the screen.
Aditya retweeted
Today, we are proud to introduce… Mitts 🧤
State of the art tactile gloves that capture high-precision touch data for robots.
Vision alone isn’t enough. Mitts record touch and movement with world-class precision, helping robots learn to work in the physical world.
Aditya retweeted
🤖 Building Whole-Body Intelligence for the Real World. Were Just Getting Started.
From bending down to pick up objects and navigating steps to autonomously clearing tables, operating dishwashers, and organizing refrigerators, our robots are learning to perceive, move, manipulate, and coordinate their entire bodies in real-world environments.
Powered by our Whole-Body Intelligence (WBI) framework, were building generalist humanoid foundation models by combining large-scale human whole-body data pretraining, context-aware behavioral foundation models, and efficient post-training with real-robot data - turning human experience into real-world robotic skills.
👉 Watch Whole-Body Intelligence in action in our three-minute demo. More to come. Stay tuned at archon.tech
#ArchonRobotics #WholeBodyIntelligence #WBI #Humanoid #PhysicalAGI
Aditya retweeted
Stealth is getting more expensive every year. @hermeuscorp is betting speed can do the job cheaper.
They went supersonic in May, and next year they’re aiming for Mach 3.
Two years after our first episode, S3 went back to New Mexico and Atlanta to catch up with the team.
Aditya retweeted
True
This is the capital of robotics! 🌁
Silicon Valley is home to so many physical AI companies that you could spend a month visiting them and still not see even 10% of them (trust me, I tried).
So, the Bay Area is the world's leading ecosystem for robotics startups, bringing together top AI talent, top universities, experienced founders, and unmatched access to capital.
The region is anchored by Stanford University and University of California, Berkeley, two of the world's top universities for AI and robotics. They produce a constant stream of researchers, founders, and breakthrough technologies.
The Bay Area is also home to many of the companies shaping the future of robotics and AI, including @Figure_robot, @physical_int, @GeneralistAI, and major AI labs such as @OpenAI, or @GoogleDeepMind.
This concentration of talent makes it easy for startups to recruit experienced engineers and collaborate with leaders in embodied AI.
Not mentioning that it is also home to leaders such as @NVIDIARobotics, whose headquarters and leadership in AI chips power much of today's robotics revolution, and Tesla, whose work on autonomous driving and humanoid robots has created a deep pool of robotics, AI, and manufacturing talent.
Perhaps its biggest advantage is access to capital, talent and ambition.
The Bay Area has the world's deepest network of venture capital firms, serial entrepreneurs, and technical leaders who are willing to fund bold, long-term robotics companies.
In the comments I'll post the companies from the ecosystem.
‼️ Note that Bay Area has >300 robotics companies, research labs, and innovation hubs, so this is a curated selection of the notable product companies, not an exhaustive census!
P.S. I'm constantly working on improving these maps, so if your company is missing, please DM me with basic info about the co, and I will include it in the next release.
P.S.2 I have last open slots for my December RoboTour in the Bay Area, if you want to create content together and show the world what are you cooking, dm! :)
~~
♻️ Join the weekly robotics newsletter, and never miss any news → ziegler.substack.com
Aditya retweeted
After six years in stealth, Atomic Machines is out. Our mission: on-demand, universal command of matter. First beachhead: the Matter Compiler, an AI-native manufacturing system that builds working micro-machines from code alone. No per-product tooling. No process development. Different code, different machine.
The @BostonCollege Investment Committee (an LP and my beloved alma mater) asked for a few thoughts on what's happening in AI. I recorded a test run yesterday morning and then shared it with my partners, who encouraged me to share it more broadly... so here you go!
This is not a sales pitch, it's just a reflection on what we're seeing. And it wasn't intended to be shared, so please pardon the rough edges.
loom.com/share/c016702964a04…
Aditya retweeted
The loudest voices stoking fears about AI dangers have made tremendous headway in the past two weeks. AI technology has not taken some unexpected, dangerous turn, but the hype around it — propelled by what appears to be a well orchestrated PR campaign — has drummed up considerable fear. I worry that it represents a setback for our field.
I have written frequently that fears of AI are overhyped. AI’s capabilities can be uncannily human-like and unpredictable, and it’s rational to worry when people who are directly involved express concerns. But I see the problems as a sign of the engineering work that ahead, rather than insurmountable barriers or the sky falling. AI technology continues to advance — which is a good thing! — but technical advances, poorly understood by the public, give those who seek to generate hype repeated opportunities to do so.
First, I don’t see any step up in the risk of human extinction from AI compared to a few months ago. The theories about this remain the same fantastical, science fiction scenarios as a few months ago. The biggest change in AI risk is its cybersecurity capabilities — a topic which we should take seriously — but this, too, will not lead to the end of the world.
The most notable recent event leading to increased fear was when an OpenAI team deployed an agent swarm that hacked into Hugging Face. Much of the popular press contained significant hype. For example, some publications reported that a swarm of 1,200 agents carried out the attack. While this was technically accurate, as I write this, I have about 1,300 processes running on my laptop. Yes, the ability to get large swarms of agents to work in parallel on a task is a significant technical advance, And, in computing, many processes run at the same time. So this shouldn’t be seen as some magical capability.
Additionally, OpenAI’s buggy sandboxing and monitoring processes were key to enabling this incident. Fixing these bugs and putting in place improved monitoring would be appropriate fixes, not pausing AI. There are many well known ways to attack software systems. The main advantage of AI agents is that they are relentless. They will tirelessly try many tactics — and have the patience to chain vulnerabilities together — that previously would have taken an infeasible amount of human effort. But in the long term, I believe the advantage will lie with defenders (because they have more information with which to identify bugs, which they can fix), but the cyber-threat landscape has changed significantly. There are still bottlenecks to identifying and exploiting a vulnerability. AI agents still have to try a lot of things to see what works, and taking these actions takes time and might be detected by defenders. This is why, even though it is now easy to obtain versions of leading open weight models that have had their guardrails removed or weakened, so they will not refuse to try to execute cyber attacks, the world has not ended.
I am also concerned about the anthropomorphization of AI in a lot of reporting, where LLMs and agents are unnecessarily treated as if they were people. If I wield a hammer, miss a nail, and accidentally dent the wall, it’s not the fault of the hammer. The problem lies in how I used the hammer. Similarly, if I prompt an agent and it hacks into someone else’s system, the responsibility lies with me, not the agent.
Of course, we want to build systems that are as safe and predictable as possible. (For example, an unsafe hammer would be one whose head randomly flies off under normal use.) Today’s agentic systems are not predictable, but I see no reason why, by applying sound engineering practices, we won’t be able to make them extremely safe to use. One new element in the forecasts of AI-enabled doom is AI companies disclaiming responsibility for their own products. “I didn’t do it; my out-of-control agent did!” There’s a balance to be struck between the responsibility of the tool maker and the tool user, but when something goes wrong, let’s hold the people building and/or using the hammer responsible, rather than the hammer. (By the way, if you’re worried about AI bioweapon risk, David Bellamy has a great post on why this, too, is overhyped. Briefly, the bottleneck in building a bioweapon is not intelligence, but lab work and manufacturing.)
Pausing AI progress will create much more harm than benefit. First, our adversaries will certainly not slow down. Second, engineering requires discovering problems empirically so we can fix them. If we pause AI by a decade, we will also delay finding and implementing safety engineering fixes by about the same duration.
Of course, the incentive to stoke fears — for regulatory capture, to garner attention, or to make one’s technology seem more powerful — remains the same as before. Disclaiming responsibility is a new one. Taking a hard technical look at the actual risks however, I see little factual basis for the degree of fear that’s been stoked up. We still have hard research and engineering work ahead to improve AI safety, but the beneficial applications continue to vastly outweigh the risks, and we should keep building.
[Original text (with links): deeplearning.ai/the-batch/is… ]
Aditya retweeted
BREAKING:
Anthropic just dropped Opus 5.5—and it’s pulling some of our recent Codex converts back to Claude.
We’ve been testing it at @every across coding, design, writing, and knowledge work. It sometimes beats Fable 5.1 in our testing and is up to 40% cheaper than Opus 5.
It's a strong contender for new daily driver model:
It’s excellent at end-to-end builds that match your taste. I’ve started reaching for Opus over Fable on big, end-to-end coding projects. And @kieranklaassen is replacing Fable 5.1 with Opus for his day-to-day product work. He calls it his new favorite model.
It produces legible prose, but still trails Astra on writing tasks. Opus 5.5 scores a 68.42 on reading ease—the highest on any model we've tested. But in my writing benchmark tests it consistently buries the main point in intro paragraphs, and revisions. You'll be able to understand what this model is saying (yay!) but for day-to-day writing it's still behind.
The economics are striking. Anthropic says Opus 5.5 will cost $5 per million input tokens and $20 per million output tokens. That’s the same input price and 20% less for output than Opus 5’s $5/$25. Altogether it should save roughly 40% on costs than Opus 5.
It still has a “do the most” problem. @hammermt tested it on our standard knowledge work benchmarks, and it's results were great when thye came back. On at least one test it ran past the 10 minute time limit before delivering.
Net Result:
If you build apps and interfaces, try it. It’s become my go-to for ambitious coding projects. I’m still roughly 80/20 Codex versus Claude in day-to-day use, and I still prefer Sol and Astra for editing. But I’m spending far more of my tokens with Claude than I was a week ago.
State of Play:
Codex is still the better harness for me, but Anthropic is steadily gaining ground. They have a history of making their smaller models perform better than their bigger ones (Sonnet 3.7 for example) and they seem to have done the same with Opus 5.5.
Full vibe check will be on @every soon!
Aditya retweeted
We're out of stealth!! Data is the bottleneck for robotics, and the bet we're making is that human action data is how you break it. Not raw video, but millions of hours of real work enriched frame by frame with the pose, depth, and tactile signal that makes it something a robot can actually learn from. That's the machine I get to help run at Midcentury. The next era of physical AI gets built on top of it. Let's go 🚀
Introducing Midcentury.
We’re building the data and simulation infra for physical AI.
Today, we’re coming out of stealth with a $15M Series Seed to scale robotics beyond polished demos.
We’re already supporting frontier labs with:
→ The world’s largest egocentric dataset: 2M+ hours, 50+ environments, 20,000+ tasks
→ Matrix: a frontier simulation platform scaled with our real-world data to evaluate and post-train policies at scale
Aditya retweeted
Alexandr Wang, Meta's Chief AI Officer, on why most founders who make it share one trait 👇
Aditya retweeted
Thanks @YCombinator for documenting @Starcloud_Inc1’s journey to launching the first @Nvidia H100 in space 🙏 Check it out below! 🎥🤓
Starcloud (@Starcloud_Inc1) recently made history by launching a satellite with an NVIDIA H100 into orbit — the first time a GPU that powerful has ever operated in space. It's the first step toward building AI data centers in orbit, powered by continuous sunlight and cooled by radiating heat into deep space.
Their approach could one day rival the world's biggest data centers while using less energy, zero fresh water, and far lower emissions.
YC's @aaron_epstein visited Starcloud's HQ, where co-founders @philipjohnston, @EzraFeilden, and @Adi_Oltean explained how they built a working prototype in just 15 months — and why big tech is racing to space for AI compute.
Aditya retweeted
i genuinely don’t understand how Conviction Cap is this good
these may be the greatest investors of all time, i genuinely don’t know how they do it
Aditya retweeted
Today, we’re announcing that we’ve raised $115 million in funding, including a $100M Series A led by @kleinerperkins.
America has lost the ability to build, and we’re here to restore it. My co-founder, @NoahMcGuinn, and I left our jobs at @SpaceX , where we worked on programs including Starship, Starshield, and @Starlink, to build a company that will solve construction’s greatest challenges.
Infrastructure is the foundation of civilization, and construction is the precursor to innovation. If America wants to build a brighter future for the next generation, we have to make it faster, cheaper, and safer to build.
That’s where @TerraFirma_Inc comes in. We’re a new type of company, a robotic construction company that builds the full technology stack needed to deliver an order-of-magnitude improvement in one of the world’s oldest, largest, most important, but least efficient industries.
We are building technology that expands what’s possible in construction on Earth, and then we'll use that same technology to build megastructures and colonies on the Moon and Mars.
We’ve made tremendous progress over the past year, growing the company more than 10x in the last 12 months. We are performing projects across the world. By the end of October 2026, we are on track to operate 3 of the top 3 largest robotic construction fleets in the world, each on a different continent, bringing unprecedented speed, scale, and efficiency to some of the world’s most complex critical infrastructure projects.
This funding will allow us to step on the gas and scale our manufacturing, software, operations, and construction deployments, including work on massive commercial and government contracts.
We’re building the future of construction right here in Austin, Texas, and scaling it globally. If you want to be part of the team changing the world, now and on Mars, join us.
Our Series A was led by Kleiner Perkins, with participation from Bain Capital Ventures, Glade Brook Capital Partners, BANNER VC, Saga Ventures, Trust Ventures, Definition, PEAK6, Magnetar Capital, and Ravelin Capital. Huge thanks to all of our angel investors, friends, and family who have helped and supported us throughout this journey.
Apply here: jobs.ashbyhq.com/TerraFirma-…
Aditya retweeted
Start-ups to be watching:
- Aalo Atomics
- Etched
- Senra Systems
- Vulcan Elements
- Exowatt
- Unconventional AI
- Bedrock Robotics
- Panthalassa
- Layup Parts
- General Compute
- Galvanick
- Helion Energy
- Skild AI
- Armada
- Lazarus
- Apptronik
Who am I missing?





























