Final week, we talked about how agentic AI is lastly attending to work.
AI brokers at the moment are beginning to plan, motive and perform digital duties with out fixed prompting.
Coders are utilizing them to search for bugs and rewrite damaged code. Sellers on Amazon are utilizing them to assist handle their inventories. And agentic AI is even getting used to tackle extra complicated points.
For instance, final month researchers revealed a paper on HealthFlow, a self-evolving analysis agent constructed to sort out medical analysis challenges.
As an alternative of ready for a human immediate at each step, HealthFlow plans its personal strategy to analysis. It exams completely different methods, learns from the outcomes and improves its strategies over time.
It’s like a junior researcher who will get smarter with each experiment. And in benchmark exams, HealthFlow beat prime AI programs on a number of the hardest well being knowledge challenges.
But as thrilling as that’s, these AI brokers are nonetheless software program. They’re trapped contained in the digital world.
Or are they?
Robots Are Getting an Improve
On September 25, Google’s DeepMind launched Gemini Robotics 1.5.
And with this launch, agentic AI has turn into a part of the bodily world.
Gemini Robotics 1.5 is definitely two fashions that work in tandem. Gemini Robotics ER 1.5 is a reasoning mannequin. It will probably use instruments like Google Search to interrupt huge objectives into smaller steps and resolve what must occur subsequent.
Gemini Robotics 1.5 is a vision-language-action (VLA) mannequin. It takes the subgoals from ER 1.5 and interprets them into concrete actions like greedy, pointing and manipulating objects.
The mixture of the 2 fashions is one thing new in robotics…
A system that thinks earlier than it strikes.
DeepMind says these fashions are designed for multi-step, on a regular basis duties like sorting laundry, packing for the climate or recycling objects based mostly on native guidelines.
This sort of adaptability has been the lacking piece in robotics for many years.
Factories are stuffed with inflexible machines that carry out a single motion, over and over. However the second the product adjustments, the robotic must be reprogrammed from scratch.
What DeepMind is creating is a robotic that may generalize and make adjustments on the fly.
Equally as essential, they’ve launched movement switch, the power to show a talent as soon as and share it throughout completely different robotic our bodies.
In a single video, they confirmed a robotic arm within the lab studying tips on how to carry out particular duties. Gemini Robotics 1.5 then enabled Apptronik’s humanoid Apollo robotic to reuse that information with out ranging from scratch.

Picture: DeepMind on YouTube
This may enable robots to quickly scale the sorts of jobs they’ll do in the true world.
And it’s why DeepMind isn’t alone in these ambitions.
Nvidia has been racing down the identical path. At its GTC convention in March, Nvidia’s CEO Jensen Huang confirmed off one thing referred to as GR00T that’s like a “mind” for humanoid robots.
It’s a basis mannequin skilled to assist them see, perceive and transfer extra like folks.
Just a few months later, Nvidia added the “muscle” when it launched Jetson Thor, a strong laptop that sits contained in the robotic itself. As an alternative of sending each determination again to the cloud, it permits robots to suppose and act on the spot in real-time.
Collectively, GR00T and Jetson Thor give robots each the intelligence and the reflexes they’ve been lacking.
Amazon has additionally been transferring on this course. Final 12 months, the corporate started testing Digit, a humanoid robotic from Agility Robotics, inside its warehouses.

Picture: Agility Robotics
The trials had been restricted, however Amazon’s purpose is apparent. A fleet of humanoid robots wouldn’t solely by no means tire, they’d by no means unionize.
Then there’s Covariant, a startup that launched its personal robotics basis mannequin, RFM-1, earlier this 12 months.
Covariant’s robots can comply with pure language directions, study new duties on the fly and even ask for clarification after they’re undecided what to do. In different phrases, RFM-1 provides robots human-like reasoning capabilities.
That’s an enormous leap from the senseless machines we’ve been used to.
Sanctuary AI is constructing robots geared up with tactile sensors. Their purpose is to make machines that may really feel what they’re touching.
It’s a capability people take as a right, nevertheless it’s one which robots have at all times struggled with. Mix contact with reasoning and you may see how robots might quickly deal with the sort of unpredictable, delicate duties that fill our day by day lives.
However what do all these advances in robotics add as much as?
Nothing lower than what I’ve been pounding the desk about for years.
The road between software program and {hardware} is blurring because the digital intelligence of AI brokers is being fused with the bodily capabilities of robots.
As soon as that line disappears, the alternatives are infinite…
And the market potential is staggering.
Goldman Sachs initiatives the humanoid market alone might attain $38 billion by 2035.

Whereas the worldwide robotics business is projected to hit $375 billion in a decade — greater than 5X its dimension right this moment.

Right here’s My Take
As at all times, there are causes to measure optimism with warning.
In spite of everything, real-world environments aren’t the identical as digital environments. Lighting adjustments, objects overlap and issues break.
Dexterity and agility are nonetheless points for robots, but security is non-negotiable. A slipshod robotic might injure somebody.
What’s extra, the prices of constructing and sustaining these programs stay excessive.
But when historical past tells us something, it’s that breakthroughs not often arrive absolutely polished.
I’m positive you bear in mind the gradual, unreliable dial-up web of the Nineties. However that didn’t cease it from changing into the spine of the worldwide economic system.
I consider that’s the place we’re with the convergence of agentic AI and robotics right this moment…
However I count on issues will transfer a lot quicker from right here.
Going ahead, we’re going to start out coping with machines that may suppose and act in the identical world we reside in.
And the disruption that follows has the potential to dwarf something we’ve seen thus far.
Regards,

Ian King
Chief Strategist, Banyan Hill Publishing
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