Software-based AI is hitting saturation, so the next frontier is hardware: robotics, manufacturing, and sensing systems that let AI perceive and manipulate the physical world. The long-term vision extends to autonomous AI operations in space.
Chapters
What I'm seeing in the, in the AI world in San Francisco is there's a dawning realization, especially in the labs, that acceleration is going so vertical that what you can do behind a keyboard with AI is going to saturate. And I don't know when it's going to saturate. Nobody else knows either. But when that happens, the next frontier is the physical world. The labs, big tech startups are all realizing at the same time, okay, this is coming. We're going to have complex systems that can solve problems in the digital world very, very quickly. We already have them. They're going to get better and more comprehensive and more capable. If you think about that as a frontier, you can see the end of that tunnel. We can see that that's going to saturate at some point. And when that happens, the next frontier is hardware. The next frontier is robotics, manufacturing, industrialization, the sensing layer in the real world, the ability to move objects in the real world, and eventually, we hope, space.