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@dolylupec

Investing @virtuals_io @virtuals_vc | AI, Robotics | views are my own

Katılım Ocak 2022
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Lena
Lena@dolylupec·
Just wrapped up an unforgettable two-week robotics marathon across China, and I still can’t quite believe it’s over. Every single day of the trip and even now looking back, I was overwhelmed with gratitude for this incredible privilege. I love this robotics/AI world, and this journey reminded me exactly why. Gaining access to 18 of China’s top humanoid robotics companies in such a short time felt almost surreal. It was a rare and special experience. None of it would have happened without the amazing people who made it possible. Huge thanks to @TheHumanoidHub, @XRoboHub, our interpreter Winnie and everyone else who opened doors, shared insights, and supported us along the way. You made this trip truly beautiful. I’ve long been fascinated by China’s robotics ecosystem and always wanted to visit someday. Everyone I spoke with in the US and elsewhere kept saying “If you’re serious about this field you have to see China.” Spending two intense weeks on the ground, visiting different cities and meeting brilliant founders and engineers was deeply inspiring. I loved every moment of it. It all started earlier this year in SF. @TheHumanoidHub and I kept crossing paths, diving deep into robotics conversations and I knew he was planning this journey. When he turned to me and asked “Want to come?” I said yes immediately and booked my ticket the same day. Future me is still thanking past me for that decision. The trip was wonderfully intense and ridiculously fun. I’ll never forget sharing takeout pizza in taxis while racing to the next company, passionately talking about the future of robotics the whole way. Those moments were pure joy. There’s so much I saw, felt, and learned. Before the memories fade I’ll be sharing more of it here. And yes — we have more content coming so stay tuned😎🤖
The Humanoid Hub@TheHumanoidHub

That's a wrap on an amazing 17-day journey across China. I didn't do this alone. My friend @dolylupec came along for the whole ride. She's got a background in AI and robotics investing, and I'm grateful she chronicled the tours on her account and pitched in on my channel. @XRoboHub is one of the most resourceful people I know. He understands the humanoid space well and helped us schedule most of the important visits, then came along too. And a shout-out to @Robo_Tuo, who encouraged me to do this trip and supported us all along. It was my first time in China, and the trip was packed so tight with tours, we didn’t get to do much touristy stuff. Can't complain. It was a hell of a ride. 4 cities on the mainland. 18 humanoid makers. Warm, welcoming people everywhere. We had the privilege of chatting with founders, senior engineers, researchers, and marketing and strategy leads, a lot of whom said yes on very short notice. Grateful for that. The energy is extraordinary. It's the trifecta: engineering talent, a deep supply chain, and breakneck adoption of new tech. There's intense competition, but underneath it, a real spirit of sharing and collaboration. I've got a series of tour videos lined up, dropping over the coming days. And something tells me this won't be my last trip. Robotics and embodied AI are just getting started. The next ten years are going to reshape how we think about physical work. We ended on the Great Wall, a 2,000 year old marvel of engineering, after two weeks staring at the next one. The robots are coming. I just went to meet them first.

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Lena
Lena@dolylupec·
my favorite poster at ICML
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Bernt Bornich
Bernt Bornich@BerntBornich·
Introducing NEO’s 25 Degrees of Freedom, tendon-driven hands — nearing or surpassing human-level dexterity, strength, speed, and reliability. For seventy years, robotics worked around the hand problem. The humanoid bet is the reverse: it lives or dies at the fingertips.
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ash
ash@asharoraa·
Some news: A little over a year ago, I moved from London to San Francisco. 🇺🇸 In Oct, I joined @PrimeIntellect. Nine months later, we have gone from 0 to $100M ARR, and raised our $130M series A. I’ve now lived and worked across 5 countries as an adult, and nowhere comes close to the pace, ambition and optimism of the US. Every day, you’re surrounded by people trying to build something that changes the world. The US is truly the greatest country in the world 🇺🇸 After years in VC, I joined a seed startup called Prime Intellect as Head of Applied GTM to help shape our product strategy, commercialization, revenue and applied AI offering across post-training and RL. My friends know I spent most of 2024 building an RL thesis, which inevitably led me to Prime Intellect. Leaving VC was hard. There are few jobs more meaningful than being trusted to back someone else’s life’s work. But at some point, I realized I didn’t just want to be close to the arena. I wanted to be in it. This felt like a once-in-a-generation opportunity to build. Today we are 40+ FTE, $100M+ ARR and infinite passion to do more for our mission! It has been the most intense, humbling and rewarding chapter of my career. Every day, I get to work alongside an extraordinary team building the infra for the next generation of AI from post training and RL to the full-stack that ambitious teams need to build, improve and own their intelligence. Our mission is simple: make frontier AI infra and open superintelligence accessible to every ambitious team, so people can own their intelligence. We are still at day one. I genuinely believe the next decade of AI will be built very differently from the last. Open source will dominate. Post-training will become the way companies make AI actually work for them. And the next era will belong to teams that own their own agents, models, data and intelligence. Moving up the stack is how you win. We’re hiring across all teams. If you want to work on one of the hardest and most important problems in AI, come build with us.
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Vincent Weisser
Vincent Weisser@vincentweisser·
We raised $130M @ $1B for our series A To build the open superintelligence stack for everyone Pre-training concentrated frontier AI in a handful of labs. RL changes who can build frontier AI and just works across almost any verifiable domain. We want to enable everyone to train their own agents. Companies can now own their model optimization loop: train directly on your product, optimize for your specific workflows, and build agents that improve continuously in production Owning this model <> product improvement loop is how you build a compounding moat in the agentic era Super grateful to serve over 6k+ customers, including many leading AI startups, neolabs and enterprises already building on our stack, and to our incredible team for shipping hardcore! We train open frontier models and ship the same stack to our customers. Its spans the full stack of training, deploying and continuously improving models — compute, large-scale RL, environments, sandboxes, evals, and deployment. We're excited to be joined by angels who are building the frontier themselves, many of whom we work closely with: @johnschulman2 (Thinking Machines), @dwarkesh_sp, @AravSrinivas (Perplexity), @karimatiyeh (Ramp), @levie (Box), @_milankovac_ (Tesla), @winstonweinberg (Harvey), @amspector100 (Flapping Airplanes), @jeffwang (Cognition), @_arohan_ (Core Automation), @marksaroufim (Core Automation), @mikeknoop (Zapier, Ndea), @eastdakota (Cloudflare), @BrendanFoody (Mercor), @devanshpandey (Standard Intelligence), @hwchase17 (Langchain), @nicoup (Fleet) and many more We're a small team building open superintelligence > Reach out if you want to partner training, deploying and continuously improving your own frontier models for your use case > Join us to build open superintelligence — we're hiring across all roles including RL, inference, distributed systems, full stack engineering and compute.
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Prime Intellect@PrimeIntellect

Announcing our $130M Series A to build the Open Superintelligence Stack Led by Radical Ventures, with NVIDIA, Intel Capital, Dell Capital, and existing investors Train, deploy, and continuously improve your own models using our stack. Own your intelligence.

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Lena
Lena@dolylupec·
The best event at ICML by far was morning pilates & brunch with @mmmbchang 🔥
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Shuo Yang
Shuo Yang@ShuoYangAIR·
A year ago, when I left Tesla Optimus to co-found Mondo, I made a promise to my son: I would build him a little robot buddy — something like the robot friends from our bedtime stories, but real. At the time, it was not really a product statement. It was a father’s promise to a little boy I love more than anything — a boy who loved stories about a child and his robot companion. Over the past year, that promise slowly became real — Beni the robot. Beni follows you, films you in 4K, moves across different terrain, jumps over obstacles, captures moments from new angles, and helps turn your clips into highlights. We designed it for families, pets, creators, athletes, and anyone who wants a robot that feels less like a gadget and more like a little sidekick. I’m deeply grateful to the Mondo team for turning countless prototypes, failures, late-night tests, and difficult tradeoffs into something people can finally meet. Although we have only just launched on Kickstarter, this world-class team is already deep in the “production hell”, and we expect to ship the product in the next few months. I’m also especially thankful to my family. Building hardware takes time, patience, and sacrifice from the people closest to you. Beni would not exist without their love and support. My son often visits our office and plays with Beni. Watching them together has reminded me why I started this journey in the first place. I do not want him to grow up thinking of robots only as distant machines in labs, factories, or videos. I want him to grow up in a world where robots can feel close, friendly, safe, and present — something he can play with, trust, and remember as part of his childhood. For the robotics community: Beni may look cute, but it is a serious robotics product. We used reinforcement learning to train Beni’s motion policies, with NVIDIA Isaac Lab and Google MuJoCo as part of our training and validation pipeline. Under the playful exterior are real robotics problems in locomotion, perception, control, and sim-to-real transfer. The lessons we are learning from Beni also directly inform our future humanoid product. Different form factor, same belief: advanced robotics should not feel distant or abstract. It should become close, present, and part of everyday life. For my son, Beni began as a promise. For Mondo Robotics, it is just the first step. Meet Beni: mondorobotics.com
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Mondo Robotics@mondorobotics

Beni is live on Kickstarter. Your first camera robot that follows, jumps, flips, films, reacts, gets back up when he falls, and turns real moments into footage you can keep and share. Super Early bird from $549. Shipping starts in October tinyurl.com/mrx2mtfm Here's what Beni can do 🤖

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The Humanoid Hub
The Humanoid Hub@TheHumanoidHub·
We visited One Robotics' lab in Shenzhen. The company has a lineup of home robotics products but is now heavily focused on its wheeled humanoid robot, Onero. We chatted with their Chief AI Architect, Hu Yusong, about the AI foundation model work his team is doing. @dolylupec @XRoboHub Thank you @OneRoboticsTech for the tour!
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The Humanoid Hub
The Humanoid Hub@TheHumanoidHub·
We went to Wuji's Shenzhen office to get a grip on their dexterous hand design. Each finger joint is driven directly by a tiny motor paired with a worm gear that redirects the axis of rotation. We spoke with a senior team member there to get more insights. @dolylupec @XRoboHub Thanks @wuji_global for the tour!
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RoboHub🤖
RoboHub🤖@XRoboHub·
Really glad I finally got to visit @XSquareRobot. We got an early look at XRZero-G0, their open-source full-body data collection and training system that works without requiring a physical robot body. At the time it hadn’t been officially released yet, so we couldn’t share anything haha. Now they’ve officially launched the QUANXTA Zero series — a robot-free embodied data production platform. This is not just a hardware setup. It’s a full-stack system that connects data collection, high-fidelity synchronization, automatic cleaning, intelligent annotation, embodied model training, robot inference, and evaluation loops — all in one pipeline. The goal is very clear: close the “last mile” gap between data and models, and build scalable infrastructure for embodied AI. QUANXTA Zero comes in three setups for different capture scenarios: → G1 (UMI-VIO): dual grippers with a head-mounted rig, balancing quality, usability, and endurance → G0 (UMI-VR): full-body mobile data capture → E0 (Ego): lightweight head-mounted setup for first-person data collection In short, it’s building the data foundation for embodied intelligence. Data is what drives intelligence emergence in large models — both scale and quality matter. If the data flywheel is already spinning, real home robots might be closer than we think. @TheHumanoidHub @dolylupec
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Shenyuan Gao
Shenyuan Gao@ShenyuanGao·
We are at #ICML2026! 🇰🇷 Will present DreamDojo at📍Hall A #3815, 5:00-6:45 PM KST, Wednesday, July 8. Welcome stop by and connect. Happy to chat about robot, data, world model, and more! dreamdojo-world.github.io
Jim Fan@DrJimFan

Announcing DreamDojo: our open-source, interactive world model that takes robot motor controls and generates the future in pixels. No engine, no meshes, no hand-authored dynamics. It's Simulation 2.0. Time for robotics to take the bitter lesson pill. Real-world robot learning is bottlenecked by time, wear, safety, and resets. If we want Physical AI to move at pretraining speed, we need a simulator that adapts to pretraining scale with as little human engineering as possible. Our key insights: (1) human egocentric videos are a scalable source of first-person physics; (2) latent actions make them "robot-readable" across different hardware; (3) real-time inference unlocks live teleop, policy eval, and test-time planning *inside* a dream. We pre-train on 44K hours of human videos: cheap, abundant, and collected with zero robot-in-the-loop. Humans have already explored the combinatorics: we grasp, pour, fold, assemble, fail, retry—across cluttered scenes, shifting viewpoints, changing light, and hour-long task chains—at a scale no robot fleet could match. The missing piece: these videos have no action labels. So we introduce latent actions: a unified representation inferred directly from videos that captures "what changed between world states" without knowing the underlying hardware. This lets us train on any first-person video as if it came with motor commands attached. As a result, DreamDojo generalizes zero-shot to objects and environments never seen in any robot training set, because humans saw them first. Next, we post-train onto each robot to fit its specific hardware. Think of it as separating "how the world looks and behaves" from "how this particular robot actuates." The base model follows the general physical rules, then "snaps onto" the robot's unique mechanics. It's kind of like loading a new character and scene assets into Unreal Engine, but done through gradient descent and generalizes far beyond the post-training dataset. A world simulator is only useful if it runs fast enough to close the loop. We train a real-time version of DreamDojo that runs at 10 FPS, stable for over a minute of continuous rollout. This unlocks exciting possibilities: - Live teleoperation *inside* a dream. Connect a VR controller, stream actions into DreamDojo, and teleop a virtual robot in real time. We demo this on Unitree G1 with a PICO headset and one RTX 5090. - Policy evaluation. You can benchmark a policy checkpoint in DreamDojo instead of the real world. The simulated success rates strongly correlate with real-world results - accurate enough to rank checkpoints without burning a single motor. - Model-based planning. Sample multiple action proposals → simulate them all in parallel → pick the best future. Gains +17% real-world success out of the box on a fruit packing task. We open-source everything!! Weights, code, post-training dataset, eval set, and whitepaper with tons of details to reproduce. DreamDojo is based on NVIDIA Cosmos, which is open-weight too. 2026 is the year of World Models for physical AI. We want you to build with us. Happy scaling! Links in thread:

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Morgan McGuire
Morgan McGuire@morgymcg·
at ICML Seoul with @capetorch for our SENPAI poster the AI for Science workshop 🎉 tl;dr an observable autoresearch ledger enables long-running agents AND keeps researchers in the loop come chat about autoresearch and ai research assistants (or co-scientists - term is growing on me
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Kevin Miao
Kevin Miao@KJHMiao·
Made the last minute decision to go to #ICML 🇰🇷 Interested in multimodal RL/post-training research or building a startup? Would love to grab coffee. Also scheming some dinners and karaoke events TBD. 👀 #multimodal #rl #posttraining #icml #startup #bryel
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Henry Yin✈️ICML
Henry Yin✈️ICML@HenryYin_·
ICML friends, excited to land in Seoul in 16 hours 🇰🇷✈️ Hosting a small lunch with @_shreya_s @naomiiixia on AI for science, world models, and embodied intelligence on Tuesday 🤖🌎🔬 Would love to meet researchers / founders / builders thinking about the next frontier after language models: systems that can understand, simulate, and act in the physical world. RSVP here: luma.com/dvrwab25 Also may or may not have the most local local guide who knows the best nightlife in Seoul. DM to join lol 🌙
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Erica Kang
Erica Kang@ekang426·
Happy 250th, America 🇺🇸 Today it is even more special for us because we just got our O-1 visa approved! This cements our drive and dedication to have our base in SF and to build the vision of user-owned AI. Grateful for the opportunity to be at the epicenter and appreciate what America has to offer.
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e chi (@ ICML 2026!)
e chi (@ ICML 2026!)@echinaceous·
@quadrillion_ai is hosting a social at #icml2026, tuesday 7/7 at 7pm! luma.com/vgo1i1nf we've booked out a wonderful bar minutes away from COEX. come hang out with us and chat about everything autoresearch and recursive self-improvement. we'll have drinks, wonderful food, and great people!
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Lena
Lena@dolylupec·
If you’re coming to Seoul for @icmlconf 2026, welcome to my beautiful hometown!🇰🇷 This year’s ICML had a record ~24,000 paper submissions. What stood out most this year was a shift away from simply making models smarter, toward building AI that can actually perform tasks reliably and safely. A few things stood out to me in the papers: - Agentic AI made up a big portion of the submissions. At the same time there was a clear focus on safety, reliability, and real-world applicability rather than just performance. - On the Embodied AI side, Vision-Language-Action (VLA) models showed up a lot. These models don’t just understand vision and language - they generate actions, which is getting a lot of attention in robotics. Research on memory and long-horizon behavior in robotic systems also stood out. - AI for Science was also quite visible, especially in biology-related areas such as genomic foundation models and protein modeling. If you’re working in any of these areas (especially Embodied AI/Robotics and AI for Science) I’d love to hear what you’re focused on. Happy to grab a tea while you’re in Seoul, just reply or send me a DM :)
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Subin An
Subin An@subinium·
Personal update: after four years as Data/Tech Lead at @hashed_official, I'm joining @realAsteromorph as a Research Engineer, working on AI for Science. Hashed was the best team I've been part of. Working at the intersection of business and tech, those four years genuinely widened my perspective and my capabilities. @simonkim_nft , @Hashed_HongPro , @0xryankim @baekkyoumkim, thank you for trusting me with so much. 🙏 And if a founder ever asks me what Hashed is like from the inside, my answer is simple: I've never seen a team care this much about its people and its founders. Asteromorph is one of the youngest and most talented teams I've come across, taking on how AI can accelerate scientific discovery. I'm looking forward to the days ahead. I won't be at the ICML main conference, but with the whole field gathering in Seoul this month, I'll be around main workshops, the side events and meetups. If you're in town, I'd love to meet and talk AI for Science.🚀
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