DPDinesh Pai@paidinesh1 Patient capital needs a first customer. Rainmatter's Dinesh Pai on why RDI funding also needs consistent procurement from defence buyers and PSUs. An attributed perspective, not a procurement commitment.
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Unfortunately, it is clear that in India, capital alone isn't enough. DARPA worked in the US because the government didn't just fund R&D, the government also became the first guaranteed customer. Unless Indian defense and PSUs open up procurement to these domestic startups consistently, capital only goes so far.
LZLukas Ziegler@lukas_m_ziegler Lukas Ziegler maps a selection of Bay Area robotics and physical-AI companies, and describes the talent, universities and capital behind the cluster. His map is a curated selection, not a complete census.
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This is the capital of robotics! š
Silicon Valley is home to so many physical AI companies that you could spend a month visiting them and still not see even 10% of them (trust me, I tried).
So, the Bay Area is the world's leading ecosystem for robotics startups, bringing together top AI talent, top universities, experienced founders, and unmatched access to capital.
The region is anchored by Stanford University and University of California, Berkeley, two of the world's top universities for AI and robotics. They produce a constant stream of researchers, founders, and breakthrough technologies.
The Bay Area is also home to many of the companies shaping the future of robotics and AI, including @Figure_robot, @physical_int, @GeneralistAI, and major AI labs such as @OpenAI, or @GoogleDeepMind.
This concentration of talent makes it easy for startups to recruit experienced engineers and collaborate with leaders in embodied AI.
Not mentioning that itĀ is also home to leaders such as @NVIDIARobotics, whose headquarters and leadership in AI chips power much of today's robotics revolution, and Tesla, whose work on autonomous driving and humanoid robots has created a deep pool of robotics, AI, and manufacturing talent.
Perhaps its biggest advantage is access to capital, talent and ambition.
The Bay Area has the world's deepest network of venture capital firms, serial entrepreneurs, and technical leaders who are willing to fund bold, long-term robotics companies.
In the comments I'll post the companies from the ecosystem.
ā¼ļø Note that Bay Area has >300 robotics companies, research labs, and innovation hubs, so this is a curated selection of the notable product companies, not an exhaustive census!
P.S. I'm constantly working on improving these maps, so if your company is missing, please DM me with basic info about the co, and I will include it in the next release.
P.S.2 I have last open slots for my December RoboTour in the Bay Area, if you want to create content together and show the world what are you cooking, dm! :)
~~Ā
ā»ļø Join the weekly robotics newsletter, and never miss any news ā http://ziegler.substack.com
CRChandra R. Srikanth@chandrarsrikant A first-person tour of IMC 2026ās booth demos, spanning robotics, AI-enabled devices, Indian-made chips and networking hardware. The event runs October 7-10; the post promises a follow-up video.
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I rarely get time to explore booths and pavilions at large conferences as weāre usually rushing from one interview to the next.
But today, I managed to take a breather at India Mobile Congress (IMC) and check out some fascinating innovations, from the IISc ART PARK unmanned ground vehicle and the Infosys-Maini robot to Qualcommās AI recall and Snapdragon-powered Mahindra car, Jioās smart glasses payment demo, a showcase of chips made in India, and CureBayās affordable health-checkup kiosk being deployed in villages.
Also visited Nivetti Systems, which makes networking devices like routers and switches from scratch.
A photo thread š§µš
Videos coming up tomorrow!
SASkyroot Aerospace@SkyrootA Test data from the Vikram-1 first stage: 236 data channels recorded on the Kalam-1200 motor, a rare look at how it was validated.
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š Indiaās first private orbital launch is closer than ever: Vikram-1ās first stage, Kalam-1200, has been fully validated, with 236 data channels confirming flawless performance.
š„ This powerhouse motor lifts the rocket from the launchpad to 50+ km altitude. Watch it roar forā¦
XHXiaopeng He@xiaopenghexpeng XPeng says it launched a line where robots mass-produce humanoid robots autonomously. A sign humanoids are moving from demos toward manufacturing.
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Today, we launched the worldās first automated production line for advanced generalāpurpose humanoid robots, using robots to massāproduce robots, autonomously.
This was uncharted territory, and we solved it from scratch. The commissioning of our production line means humanoidā¦
OOpenAI@OpenAI OpenAI introduces GPT-Rosalind, a reasoning model for biology, drug discovery and translational medicine. AI moving into the lab workflow.
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Introducing GPT-Rosalind, our frontier reasoning model built to support research across biology, drug discovery, and translational medicine.
IISRO@isro Hot test of the CE20 cryogenic engine at 220kN uprated thrust, the upper stage engine for the next LVM3 mission.
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Flight acceptance hot test of CE20 cryogenic engine earmarked for the C32 upper stage of upcoming LVM3 mission at uprated thrust conditions of 220kN is successfully carried out at ISRO Propulsion Complex, Mahendragiri on September 09, 2026.
Performance of the LOX Tankā¦
PLPalmer Luckey@PalmerLuckey Anduril says its mass-produced uncrewed Dive-LD submarine has been operating with US forces for months. A vendor claim, but a rare look at fielded autonomous undersea systems.
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Everyone watching Iran's state-run TV news program probably noticed they picked up an Anduril Dive-LD, our mass-produced attritable submarine.
This particular vehicle has been swimming in CENTCOM for months, successfully operating in support of American forces for thousands ofā¦
GDGoogle DeepMind@GoogleDeepMind Google DeepMind's Gemini Robotics 2: one model for different robot bodies, from humanoids to dexterous arms. Foundation models for physical AI.
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One brain. For any robot. š¤
Weāre launching Gemini Robotics 2: our next-generation physical AI bringing full body intelligence to humanoids, advanced dexterity, multi-robot teamwork and more.
IIonQ@IonQ_Inc IonQ reports the first end-to-end real-time decoder for a large-scale fault-tolerant quantum computer. Real-time decoding is a key hurdle for useful quantum machines.
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Today we share a major milestone in fault-tolerant quantum computing: Our researchers have successfully demonstrated the industryās first end-to-end real-time decoder capable of decoding a large-scale universal fault-tolerant quantum computer. Moreover, it runs on a singleā¦
CChris@honorschris The poster says a 59-year-old fusion-physics conjecture on 3D plasma equilibria fell to counterexamples from two independent papers, some found with AI help. The claim is the poster's.
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A 59-year-old conjecture in fusion physics just fell.
Harold Grad (1967): smooth 3D plasma equilibria can't exist unless pressure is constant or there's symmetry.
This week: 3 families of counterexamples. 2 independent papers, posted a day apart. Two found with GPT-6 Astra.ā¦
IISRO@isro Space GSLV-F17 puts EOS-05 in orbit, India's first imaging satellite from geosynchronous orbit.
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Mission Success!
GSLV-F17 has successfully accomplished its mission, placing EOS-05 into the intended orbit.
Sharing a few memorable moments from the lift-off.
For more information: #EOS05 #ISRO
PIPMO India@PMOIndia The PMO announces India's first free-space quantum-secure communication link, over 5.5 km. A step for India's quantum communication programme.
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India successfully demonstrates its first free space quantum-secure communication link for over 5.5 km
via NaMo App
DNDan Nystedt@dnystedt Media report: TSMC plans three fabs for sub-1.4nm chips in northern Taiwan, first in mass production by 2030, investment over US$31B. Shows where leading-edge capacity is heading.
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TSMC plans to build three fabs for sub-1.4nm and tinier chip manufacturing in Longtan, north Taiwan, with the first to be ready for mass production by 2030, media report, adding the investment is seen at over NT$1 trillion (US$31.4B). The report cites unnamed industry sources.ā¦
IISRO@isro Space Satellite data tied to a climate signal: Oceansat-3 sees chlorophyll drop in June 2026 as El Nino shifts the ocean.
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El NiƱo is leaving its fingerprint on the oceanāand ISROās satellite is watching!
ISROās EOS-06 (Oceansat-3) is detecting a reduction in ocean Chlorophyll-a for the month of June 2026, indicating changes in tiny marine plants (phytoplankton), along with a shift in surfaceā¦
DRDyna Robotics@DynaRobotics Dyna reports new scaling laws for a world-action model trained on one million hours of human video. The data-scaling question that robotics depends on.
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Today we are introducing Dyna-2, a world-action model pre-trained on one million hours of human video. At this scale, for the first time, we discovered several new scaling laws:
ā¢ world-action models exhibit scaling law on human data across four orders of magnitude, from 1000ā¦
DDhiraj@IndustrlPolicy Zen Technologies says it is self-reliant in drone propulsion, both BLDC and ICE, with sensor electronics still the gap. A grounded read on India's defence supply chain.
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Zen Technologies has achieved complete self-reliance in drone propulsion tech in both BLDC and ICE systems across all platform categories from small drones to eVTOLs. The remaining gap is in sensor electronics which is not yet fully indigenized.
SASkyroot Aerospace@SkyrootA Space First privately built Indian rocket to reach orbit, which puts India third in the world with private orbital launch capability.
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ORBIT ACHIEVED. š
Vikram-1 Test Flight-1 has reached orbit. India's first privately developed orbital rocket has completed its final burn and injected its payloads into a ~450 km orbit, making India the third country in the world with private orbital launch capability.ā¦
SASkyroot Aerospace@SkyrootA Space An engineering detail rarely shown: how the interstage doubles as housing for avionics, retro-propulsion and separation systems.
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The lower interstage between Stage 1 and Stage 2 of Vikram-1 is far more than just a load-bearing structure: Itās a safe home for critical avionics, retro-propulsion systems, sensors, and separation systems.
The carbon composite structure has been fully integrated with allā¦
AVAshwini Vaishnaw@AshwiniVaishnaw India's electronics minister on moving from assembling phones to making what goes inside them. The card shows the start of the thread, open it for the rest.
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India already makes the phone.
Now, weāre going deeper - manufacturing what goes inside itš±#12YearsOfMakeInIndia
Hereās what that means.š§µš
SSarvam@SarvamAI Sarvam's Saaras V4 speech-to-text, built for English and Indian languages, noise, accents and dialects. Indian-language speech is a core gap for Indian AI.
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Introducing Saaras V4, our most capable speech to text model yet.
It delivers strong performance across both English and Indian languages, with better accuracy over a much wider range of speech.
Saaras V4 was built with specific attention to noise, accents, dialects andā¦
ILIsomorphic Labs@IsomorphicLabs Isomorphic Labs on the scale of drug search space, near 10^60 for small molecules, and why AI is needed to explore it. Good framing for AI drug discovery.
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From small molecules to complex biologics, the universe of potential medicines spanning multiple modalities is astronomically vast.
To put it in perspective: conservative estimates place the vast chemical search space for small, drug-like molecules near 10^60. The observableā¦
AKAndrej Karpathy@karpathy A full ChatGPT-style training and inference pipeline in one small, readable repo. Useful for anyone who wants to see how these systems are actually built.
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Excited to release new repo: nanochat!
(it's among the most unhinged I've written).
Unlike my earlier similar repo nanoGPT which only covered pretraining, nanochat is a minimal, from scratch, full-stack training/inference pipeline of a simple ChatGPT clone in a single,ā¦
PIPhysical Intelligence@physical_int Physical Intelligence reports emergent skills in pi0.7, including folding shirts on a new robot it had no shirt data for. Generalisation in robot learning.
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Our newest model, Ļ0.7, has some interesting emergent capabilities: it can control a new robot to fold shirts for which we had no shirt folding data, figure out how to use an appliance with language-based coaching, and perform a wide range of dexterous tasks all in one model!
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