Physical AI has Scaling Laws now. The Race just became something else. (opens in new tab)

NVIDIA discovered the first scaling law for robot dexterity this week. Paired with Apache 2.0 licensing, BYD's 20,000-unit push, and a $400M foundation model raise, physical AI just crossed a threshold. Stat Description 2x Manipulation success rate doubles going from 1,000 to 20,000 hours of training data (GR00T N1.7) $400M Raised by Generalist AI on June 4 at $2B valuation, backed by NVIDIA and Bezos Expeditions 20,000 Humanoid robots BYD plans to deploy in its own factories in 2026 Apache 2...