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Physical AI: The Race for Embodied Intelligence

Episode 9: Physical AI: The Race for Embodied Intelligence

The AI Supercycle has been built in data centres and financial models so far. In Episode 9, Tim Hardwick moves the thesis into the physical world: robots, factories, materials, and the question of whether artificial intelligence can actually get a machine to do useful work, reliably, in the real world.

The episode opens by benchmarking five humanoid platforms against a single standard, not how good the demonstration looks, but whether the robot can complete the same task safely, repeatedly, and at a cost that earns a return. Tesla…

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