anand iyer

17.6K posts

anand iyer

anand iyer

@ai

Managing partner Canonical · Venture Partner Lightspeed · Father · Husband · Few-shotting tech, open source

San Francisco, CA انضم Şubat 2008
636 يتبع49.5K المتابعون
anand iyer
anand iyer@ai·
The moat in robotics is the data flywheel. This is one of the most intellectually honest interviews in the space, given by @hausman_k. His core thesis, borrowed from "The Inner Game of Tennis": you can't program intelligence by writing rules. You have to learn it from data. This is the same insight that made LLMs work. We tried to hand-code language for decades (dating myself). Then we just... scaled data. Hausman thinks robotics is at that inflection, but the data problem in physical AI is fundamentally harder: - Language models: trained on the internet (trillions of tokens, free) - Vision models: trained on images (billions, cheap) - Robot models: trained on real-world interactions (expensive, slow, environment-specific) Simulation doesn't solve manipulation because "you'd need to simulate all of the external world". So, the moat is the data flywheel: deploy robots --> collect interaction data --> improve models --> deploy more robots. The Inner Game of Robots. Great interview, @mariogabriele.
Mario Gabriele 🦊@mariogabriele

@hausman_k is the co-founder and CEO of @physical_int, a robotics company building a general-purpose “AI brain for the physical world.” The company has raised more than $1 billion in funding to develop foundation models that allow robots to operate across many machines, environments, and tasks rather than being programmed for a single purpose. In our conversation, we explore: • The moment a lecture from Sergey Levine convinced him to abandon his PhD research direction and pivot fully to deep learning • The case for building a general “AI brain” for the physical world rather than a single specialized robot • The role of real-world data in training robots, the limits of simulation, and how deployment could create a powerful data flywheel • The unique challenges of physical intelligence and why robots must operate with far higher reliability than language models Thank you to the partners who make this possible - @brexHQ: The intelligent finance platform: brex.com/mario - @meetgranola: The app that might actually make you love meetings: granola.ai/mario Timestamps (00:00) Intro (04:05) Karol’s early fascination with robots (18:21) Karol’s entry point to robotics and PhD program (25:49) Combining robotics with LLMs: The Taylor Swift demo (30:48) The 1970s SHRDLU AI experiment (39:40) How research shapes what Physical Intelligence builds (49:07) The return of reinforcement learning in robotics (1:00:00) NVIDIA’s simulation engines (1:07:31) Compensating for missing senses

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anand iyer
anand iyer@ai·
This feels like physical product design's ChatGPT moment. This team just ran an autonomous agent against the entire chip design process: 219-word spec in, tape-out-ready silicon layout out, 12 hours later. The agent ran continuously against a simulator, found its own bugs, rewrote its own pipeline, and iterated to a working CPU! Chip design costs well over $400M and takes up to 9 years. Not because writing hardware code is hard (it is actually brutally hard) but because a respin costs 10 of millions. So teams spend more than half their total budget just verifying the design is correct before a single transistor is placed. That cost structure is why most chip designs never get built. Entire product categories that were previously too low-volume to justify a tape-out are now buildable.
Towaki Takikawa / 瀧川永遠希@yongyuanxi

Design Conductor: an AI agent that can build a RISC-V CPU core from design specs. The agent is given access to a RISC-V ISA simulator and manuals... to enable an end-to-end verification-driven generation. The most important thing for design intelligence is a verifier 😎

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anand iyer
anand iyer@ai·
Karpathy's autoresearch loop (write code, train for 10 minutes, check if it improved, keep or discard, repeat) is getting cloned in other verticals to improve models. Bitmind tshipped a deepfake detection toolkit built on the same chassis: point an agent at 60+ image datasets overnight, wake up to 50 iterated experiments and a competition-ready model. Thanks to Karpathy, this sort of autonomous ML research is becoming an essential primitive for frontier AI teams.
Ken Jon@kenjon

Agents are the future. Inspired by autoresearch and arbos we released our deepfake research training toolkit: DFResearch: github.com/BitMind-AI/dfr… Experiment autonomously to train the best deepfake detection models. Integrated to download data, output submission ready-results, and full guide to adding custom models, datasets.

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anand iyer أُعيد تغريده
Ryan Shea
Ryan Shea@ryaneshea·
Inspired by @karpathy’s autoresearch, I built Autofoundry — a simple CLI that lets you run experiments across cloud GPUs with one command: autofoundry run You get a real-time interactive table showing GPU availability and pricing across Runpod, Vast, Lambda Labs and PRIME Intellect. Pick what you want and it spins up the instances, streams results live to your terminal, aggregates metrics into a report, and tears everything down. A great first script to try is: scripts/run_autoresearch.sh The terminal UI is straight out of Neon Genesis Evangelion (w/ full NERV Central Command vibes) and the project is open source (MIT licensed).
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Marisa Tashman Coppel
1/ Big news: @phantom has received first-of-its-kind no action relief from the @CFTC. We can now connect users to regulated derivatives markets and event contracts without registering as an introducing broker. cftc.gov/PressRoom/Pres…
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anand iyer أُعيد تغريده
Purdue Men's Basketball
Déjà vu. 2023 - 🏆 2026 - 🏆 7 straight dubs in the United Center.
Purdue Men's Basketball tweet mediaPurdue Men's Basketball tweet media
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Chris Paxton
Chris Paxton@chris_j_paxton·
They need to bring one of these setups to GTC
anand iyer@ai

Went to @DvijKalaria's lab @berkeley_ai and played ping pong against his robot, Oreo. I'd played a ton of ping pong as a kid. This felt appropriately surreal and one of those "I wish I could tell my highschool self about this" moments. Table tennis is one of the harder sports for robots to play. The ball can move up to 30+ mph with heavy spin, the human opponent's intent is hidden, and the whole body has to coordinate. Oreo is a full humanoid holding a real paddle, and it learned key motions like swings by watching Dvij demonstrate. No robot-collected training data. One person shows the motion, the policy generalizes. The way it works, as I understood it: - A smart system (a hierarchical planner) first figures out where the ball is going to fly and picks the best type of hit, like a forehand or backhand swing. - This plan then helps train the robot's "brain" (an RL policy) in a virtual simulation. The brain learns by trial and error, getting rewards when it mimics a few example moves - Once trained in the sim, the whole setup gets applied to the actual physical robot so it can play for real. The human demonstrations are essentially the reference motions. They are building a robot that has watched more human table tennis than any human has, and uses that to develop its own game. I still won. (Barely. But that won't last)

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anand iyer
anand iyer@ai·
Yikes @GoogleAds: searching "install homebrew" serves a malicious sponsored result that is malware. A popular search for anyone setting up @openclaw. This is why ads don't belong in AI. Chatbots are built on trust. Ads sell that trust to the highest bidder. You can't have both.
anand iyer tweet mediaanand iyer tweet media
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OM
OM@om·
It was quite fun to watch the spectacle of Travis Kalanick's comeback. The whole media sphere was tripping over itself. Here is my day two take of the news. What's fact. What's fluff. From someone who is seen him play the game for a long time. om.co/2026/03/14/the…
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anand iyer
anand iyer@ai·
Went to @DvijKalaria's lab @berkeley_ai and played ping pong against his robot, Oreo. I'd played a ton of ping pong as a kid. This felt appropriately surreal and one of those "I wish I could tell my highschool self about this" moments. Table tennis is one of the harder sports for robots to play. The ball can move up to 30+ mph with heavy spin, the human opponent's intent is hidden, and the whole body has to coordinate. Oreo is a full humanoid holding a real paddle, and it learned key motions like swings by watching Dvij demonstrate. No robot-collected training data. One person shows the motion, the policy generalizes. The way it works, as I understood it: - A smart system (a hierarchical planner) first figures out where the ball is going to fly and picks the best type of hit, like a forehand or backhand swing. - This plan then helps train the robot's "brain" (an RL policy) in a virtual simulation. The brain learns by trial and error, getting rewards when it mimics a few example moves - Once trained in the sim, the whole setup gets applied to the actual physical robot so it can play for real. The human demonstrations are essentially the reference motions. They are building a robot that has watched more human table tennis than any human has, and uses that to develop its own game. I still won. (Barely. But that won't last)
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anand iyer
anand iyer@ai·
Well, this is something. Someone built a "SaaS Death Scanner" that rates companies on their probability of being replaced by a Claude Skill, which is just a .md file. It's a gag, but the underlying taxonomy (that it accidentally produces) is actually useful. The survivors all have something in common: physical atoms, regulatory capture, or infrastructure you literally cannot fork. The ones sweating are mostly software abstractions sitting on top of workflows that language models can now perform directly. Microsoft's comes with the best note: "You can't replace Microsoft with a .md file, but Microsoft is absolutely trying to replace YOU with one." @DeathByClawd deathbyclawd.com
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anand iyer
anand iyer@ai·
@phoebeyao ❤️ The treadmill will be there. Glad you looked up for a bit :)
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Phoebe Yao
Phoebe Yao@phoebeyao·
@ai I felt this piece give me space to look at the fear and ask the questions I've spent years working very hard not to answer. Thank you. Now back to the treadmill. :)
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anand iyer
anand iyer@ai·
@thejustinguo Great take. Writing this out was cathartic because of all the feelings and thoughts sloshing around in my head. I could pretend this is some distant "SF bubble", but I am very much a catalyst here. Looking forward to more IRL things!
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GUO
GUO@thejustinguo·
Solid read. I do think humanity is a resilient species that always finds new ways to create value. The caveat is just that our definition of what value is will change dramatically. Right now, we are having a broad identity crisis because what we consider valuable right now (knowledge work) is being threatened. If you boil it down and think about it though, the only real purpose of jobs is to provide for people what they want. What we want will change, and there will always be new things invented to cater to our new needs because we are always looking for meaning. Our world is non-deterministic, so there will never be a fully "optimized" life that AI will create like many people imagine. The macro-point though is that life is obviously much more than work, and the SF bubble somehow fails to grasp this simple idea. The meaning was always in spending time with people & doing things you find joy in. I think it's really simple. Also, crazy username (you could probably sell this for 7+ figures) and clever thumbnail.
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