No Priors: Artificial Intelligence | Technology | Startups - Sunday Robotics: Scaling the Home Robot Revolution with Co-Founders Tony Zhao and Cheng Chi
Episode Date: November 19, 2025The robotics industry is on the cusp of its own “GPT” moment, catalyzed by transformative research advances. Enter Memo, the first general-intelligence personal robot, focused on taking on your ch...ores to give back your time. Sarah Guo sits down with Tony Zhao and Cheng Chi, co-founders of Sunday Robotics, to discuss the state of AI robotics. Tony and Cheng speak to the challenges they faced while developing their technology, the innovative glove system employed to scale real-world data collection, and the impact of diffusion policy and imitation learning. Plus, they talk about their 2026 in-home beta program and why personal robots are only a handful of years away from mass deployment. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @tonyzzhao | @chichengcc | @sundayrobotics Chapters: 00:00 – Tony Zhao and Cheng Chi Introduction 00:56 – State of AI Robotics 02:11 – Deploying a Robot Pre-AI 03:13 – Impact of Diffusion Policy 04:29 – Role of ACT and ALOHA 07:02 – Imitation Learning - Enter UMI 10:38 – Introducing Sunday 11:57 – Sunday’s Robot Design Philosophy 15:05 – Sunday’s Shipping Timeline 19:02 – Scale of Sunday’s Training Data 23:58 – Importance of Data Quality at Scale 24:56 – Technical Challenges 27:59 – When Will People Have Home Robots? 30:48 – Failures of Past Demos 32:34 – Sunday’s Demos 36:53 – What Sunday’s Hiring For 39:10 – Conclusion
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Nobody want to do their dishes.
Nobody want to do their laundry.
People will love to spend more time with their family, with their loved ones.
So what we believe in is that if the robot is cheap, safe, and capable,
everyone will want our robots.
And we see a future where we have more than one billion of these robots in people's homes within the decade.
Thanks, Memo.
Hi, listeners.
Welcome back to No Pryors.
Today we're here with Tony Zao and Chang Chi,
co-founders of Sonday,
makers of Memo, the first general home robot.
We'll talk about AI and robotics,
data collection, building a full-stacked robotics company,
and a world beyond toil.
Welcome.
Chang, Tony, thanks for being here.
Thanks for having you.
Okay.
Okay. First, I want to ask, like, where are we here? Because classical robotics has not been an area of great optimism over time or, like, massive velocity of work. And now people are talking about a foundation model for robotics or a Chad GPT moment. Can you just contextualize, like, the state of AI robotics and why we should be excited?
I would say, I think we're kind of in between the GPT moment and the chat GPT moment, like in the context of LMs. What it means is that it seems like we, it seems like we,
have a recipe that can be scaled, but we haven't scaled up yet. And we haven't scaled up so
much so that we can have a great consumer product out of it. So this is where I mean like
GBT, which is like a technology and chat GBT, which is a product. Yeah. So we're seeing
across academia, there's consensus around what's the method for manipulation, but everybody's
talking about scaling up. It's like we know there's sign of life for the algorithms people are picking,
but people don't know if we have more data
like what happened to GPD2, GV3,
what will happen?
But we see a clear trend that, you know,
there's no reason to believe
that robotic doesn't follow the trajectory
of other AI fields
that, you know, scaling up is going to improve performance.
Maybe even if you took a step back,
like what was the process for deploying a robot
into the world like 10 years ago,
like pre-set of generalizable AI algorithms?
Like, why was it so slow as a field?
Yeah, so previously, you know, classical robotics have this sense plan act modular approach
where there's a human designing interface between each of the modules, and those aren't need
to be designed for each specific task and each specific environment.
In academia, that means for every task, that means a paper.
So a paper is you design a task, design an environment, and you design interfaces, and then
you produce engineering work for that specific task.
But once you move on to the next task, you throw away all your code, all your work, and you
start over again. And that's also kind of what happened to industry. And so for each
application, people build a very specific software and hardware system around it, but it's not
really generalizable. And therefore, it's just feel like we're just running in loops. We
build a one system and then we build the next one. But there's like no synergy between them.
And as a result, the progress has been somewhat slow. I feel like that's a good segue into some
of the amazing research work that you guys have contributed over the last five years to the
field. Should we start with diffusion policy? What was the impact of that?
Yeah, so the different policy is like a specific algorithm for a paradigm called imitation learning.
That's really like the most intuitive way of, you know, how to use machine learning for robotics.
So you collect paired data, action, observation of what the robot should do.
You use that to train a model with supervised learning, and then the robot do the same thing.
The problem is that in the field is known to be very finicky.
So when I talk to researchers, when I start into the field, people are like, the researcher themselves,
the specific researcher need to collect the data
so that there's exactly one way to do everything.
Otherwise, the robot either, like,
the model will train will diverge
or the robot will behave some weird way.
And diffusion model really allows us
to capture multiple modes of behavior
for the same observation
in a way that's still preserved training stability.
And that really kind of unlocked
more scalable training and more scalable data collection.
So it doesn't have to be you personally
wearing, you know, a telop set in order to make a robot learn.
Yeah, yeah.
So, like, we can have multiple people, sometimes even untrained people, collecting data,
and the result will still be great.
Where do Aloha and Act play into this?
Yeah, so these two papers are actually, like, super close to each other.
They're, like, one month or two months away.
That's actually how me and Chen know each other.
It was like looking at each other's paper, like, and we met on Twitter, I think,
when Chen is back in Columbia.
Before, Aloha, I think the typical way people call.
collect data is with a teleoporussian setup with VR headset.
And it turns out to be very unintuitive to do.
And it's hard to collect data that is actually dexterous.
Well, Aloha brains is a very simple and reproducible setup.
So it's very intuitive.
Sorry, in terms of just for most people who haven't worn a teleop setup, is it the lag?
Is it like just, you know, how should I compare it to like playing a video game or something?
Yeah.
I think Aloha make it feel more like playing a video game.
normally it feels kind of disconnected
that you're just like moving in the free air
and the robot is moving with some delays
but Aloha reduces that delay by a lot
and that contribute to the kind of smoothness
and how fast human can react.
Like once we get those really dexterous data,
what it allows us to do is
to investigate on algorithms
that are actually solving things that are difficult.
In this case is sort of the introducing
of using transformers
in the case of robotics.
And there was a long period of time that I think robotics was stuck with
three-layer, MLPs, and Confnets, and as you make it deeper, it works worse.
But it turns out that once you have very strong and dexterous data sets,
like just throw a transformer at it and it works quite well.
Actually, like just in terms of progress of the industry over time,
transformers didn't make sense without a certain level of data collection capability.
Okay.
And also auto system around it, for example,
example, action chunking, which is to predict a trajectory as opposed to predicting single
samples of actions. All these things kind of combined to make dexterous tasks by manual
tasks more scalable. Why is chunking important here if I think about like just the analogy
to LMs and like text sequence prediction? I think it just kind of throws the amount off if you're
trying to force it to react every millisecond. That's not how human act. We perceive and we can
actually move quite a bit without looking at things again.
And that turns out to make things, the motion a lot more consistent
and overperformance to be a lot better.
And you discovered that actually transformers architecturally did apply to robotics.
Chang, you felt then that data collection was still a problem.
So enter Umi.
Yeah.
So after Aloha and diffusion policy, I was super excited about imitation learning.
But at a time, both of us are still doing catty operation.
and that just feels super limiting.
I think the problem is that, you know,
in your set-up at a time, like a tele-off setup,
it takes a PC student a couple of hours to set up in the lab.
It pretty much restrict data collection to a lab.
But in order for the robot to actually work as a product,
you need to work in the wild in unseen environments,
and that requires data that also be collected in the wild.
And at the time, I was thinking, okay,
is there a way we can collect robotic data
without actually using a robot?
That, like, forced me to think, okay, what's the actual most essential part of a robotics data?
And after diffusion policy and act, actually, the paradigm is kind of simple.
You just need paired observation and action data.
In our case, observation is the video clip.
The action is the movement of your hand, plus, you know, how their finger moves.
I realized that all of this information you can get from a GoPro.
You can track the movement of the GoPro in space, and you can, you know, track the motion of the, like, you know, of the group
and also finger through images as well.
And that's why I built this Umi gripper.
It's 3-printed.
At a time, like, the product had three feature students.
Like, we just took the grippers everywhere.
Like, you know, I think it was two weeks before the paper deadline.
Like, every time it goes to a restaurant,
before the way to come in, we just collect some data.
And very quickly, we got, you know, I think 1,500 video clips
of this, like, Expresso Cup serving task.
And that turns out to be one of the biggest datasets in your robotics.
and it's simply by three people.
And that's where the power kind of shines.
And then with that amount of data,
allows to train the first end-to-end model
that can actually generalize to unseen environments.
So we can push the robot around in Stanford.
Actually, Tony was there as well.
You know, push the robot arm around the Stanford campus
and then anywhere, you know, the robot can serve you a drink.
Yeah, I think that is the moment I was like,
hey, maybe we should start the company.
This is actually working so well.
I remember like just following child.
and...
That's your time that doesn't work well.
Yes.
I think the only exception I saw was when it's under direct sunlight.
Yeah.
And I think the reasoning was like over that whole like two, three weeks of data.
That two weeks is all raining.
So there's no sunlight data.
So like it fails.
That also demonstrates the importance of distribution matching.
So in order for a robot to work in a sunny environment,
it must have seen sunny environments in training data.
Yeah, it's really interesting because I remember when I first met you guys,
it was like you spent like, I don't know,
$200,000 across all of your academic research, and yet the scale of data collection as translated
to model capability is leading, right? So it's very interesting that, you know, we look at where
we are, maybe going back to Tony's point of scaling and massive capital deployment, but that entire
paradigm actually wasn't relevant before people realized, like, you should train on all of the
internet data. And we just don't have that in robotics. So the entire field is just
blocked on having any scale of data that's relevant.
Yeah.
I think these days are still like,
so many debates about like what is even the right way to scale.
They're like world models, there are simulations, there is teleoperation.
There are like all these new ideas.
And I think this is the sort of area that we really want to innovate, that we want to
differentiate.
They want to find out something that is both high quality and scalable.
And then you guys, you decide to start a company pushing this cart around Stanford.
Tell me about that decision.
and congratulations on the launch
and sort of the direction and team you've built.
Yeah, it's a very interesting journey.
I remember in the beginning,
especially two of us,
in Chen's apartment on his desk,
we were like clamped a robot there
and tried to do some tasks.
And it soon becomes like,
I think an eight-person team
towards the end of 2024.
And now we're at around like 30 to 40 people.
We're not the best at everything, right?
But starting a company allows us
to find people who really love working with.
And then bring all the expertise together from mechanical engineering, supply chain,
like software engineering, like controls, and to build a system together that is not like a demo,
but a real product.
He's built this amazing team.
What are people actually signing up for?
What's the mission of Sunday?
Yes.
It is to put a home robot in everyone's home.
I think there are a lot of AI trying to make you more efficient during the work,
but there is not enough AI that actually helps you with all these mundane things that are not
creative, that really has nothing to do with what's making us more intensely human.
What's ideal for people to spend more time on is actually with their hobbies, with their
passions, as opposed to spending more time doing chores.
So if you guys are going from, you know, these amazing research breakthroughs to we're
actually going to ship a home robot, you know, that's a product you have to talk about
cost and capability and robustness, like what's the design philosophy?
As these AI models becomes more capable,
and as hardware costs continues to go down,
the home robots,
all kinds of robots, will be everywhere.
So if we start from the most surface level,
which is the design of the robots,
when we design it,
we think about what should the robot look like
if it is ubiquitous?
You need to see it every single day.
What should it look like?
And all we end up with is that
we really think the robot should have a face.
You should have a cute face.
and it should be very friendly.
So instead of like a Terminator doing your dishes,
we want the robot to feel like
it's out of a cartoon movie.
And then a huge decision is like,
how many arms should the robot have?
Should you have like four arms?
Should you have like one arms?
Should it have like five fingers,
two fingers, three fingers?
It's a huge space.
Why isn't the obvious answer
it should just be like a full human arm?
I think the core motivation for us
is how can we build a useful robot
as soon as possible.
So whenever we see something that we can accelerate it
with simplification, we'll go simplify that.
So one example of that is the hand that we designed,
which has three fingers.
We kind of combine the three of the fingers that we have together.
And the reasoning there is just that most of the time
when we use those fingers, we use it together.
Let it be like rasping a handle,
let it be opening the dishwasher.
So it really doesn't make sense to add the cost,
like multiply by 3x.
to have separated into three,
when we can do one with most of the benefits.
So this is how we think about the whole robot as well.
It's kind of with the constraint
that we're building a general-purpose robot
that can eventually do all your chores
and will simplify everything we possibly can
so that a robot can be as low-cost
and as easy to repair as possible.
Yeah, I just want to add a little bit more
to the architecture and mechanical design.
Traditionally, most robots are designed
for industrial use cases,
and the robot are very fast, they are very stiff, and they're very precise.
The reason is because all the industrial robots are blind.
So they're blindly flowing a trajectory that's programmed by someone.
It's not reaction to perception.
Correct, correct.
But because of the breakthrough we have in AI, like now the robot have eyes.
So I can actually correct its own mechanical and hardware inaccuracies.
So that kind of like opened up a new different space of design.
And intuitively, it should be like, I can't tell you exactly what the distance.
is here on a millimeter scale,
but I'm going to get to the cup because I could stop.
Yeah, exactly.
So that allows us to use these low-cost actuators
that's cheap, that's compliant, but they're imprecise.
But because of the AI's algorithms and systems we build,
it allows to build a robot that's mechanically inherently safe and compliant,
while simultaneously be able to achieve the sufficient accuracy we need for the home tasks.
Where are we in that timeline?
You said we're between GPT and chat-GBT.
And so, like, when do consumers get chat GPT and when will you guys ship something?
Yeah.
It's actually a really exciting time because, like, we have so many prototypes internally.
What we will do next year, 2026, is actually start doing beta programs.
We'll have these robots all kinds of different ones into people's home and see how they react to it.
That will be when we learn the most about, like, how people, like, people want to talk to a robot.
if people want to have their robots maybe teach their kids some new knowledge about the world.
And this will inform us what the eventual product should look like.
Internally, we just have an extremely high standard of what is the minimal consumer product we want to ship.
It needs to be extremely safe.
It needs to be extremely capable and low cost.
Do you feel like you know something now that you didn't when you started the company?
Absolutely.
So I think at the beginning, I would describe it as like we see light at the end of the tunnel of there are two axes, there's dexterity, there's generalization, when we add more data, things works better.
And what this company about is the cross product of these two.
How can we scale and have both dexterity and journalism?
And this is something we're able to show in our generalization demo, which is like we can pick up these like very precise, like actual metallic forks, only ceramic works.
plates with very high success rates.
And honestly, this is not something that, like, we thought that would work so easily
just by having so much more data.
Yeah, so actually just want to expand a little bit, you know, is actually the process was
long and painful.
So, yeah, there are so many issues, like just scaling up a system, a robotic system is
very, very hard.
There are mechanical issues, like reliability issues.
There's, like, data, you know, quality issues that come out of the system.
In the beginning, I actually thought it's going to be much easier than this.
But really, it takes time and effort to grind out all the little details for this to work.
And also, actually, compared to Teddy Up, it's much harder to get this system scaled up.
But once it's scaled up, it's very powerful, very repeatable.
So it is both harder than you thought it would be to get to here, and you were further than you thought you would be.
Yes.
And I remember in the beginning, we're having this, like, funny conversation of where, like,
if we built this, someone can just, like, take our glove.
and they'll build the same thing.
Like, what more do we have?
Are we worried about that?
And in the beginning, actually,
we were a little bit worried here
because we thought like,
you know, they can probably just replicate it.
But as we go along the path,
it turns out things are so much harder
than when you thought it was.
There's so many, the small device.
Yeah, yes.
And when you say it's scaling up the robotic system,
you mean the data collection to training pipeline
and the hardware itself.
Yeah, so actually, like, for this to work at all,
you need the data collection system.
Yeah.
You need the robotic and control system to be able to deliver the hand to where we want to go.
And you also need the data filtering pipeline and data cleaning pipeline and the training pipeline.
And all these things need to be iterated together.
So actually gone through several loop of these.
It's kind of hard to imagine without having a full-stack team in-house, how this can't even be done.
Yeah.
The glove we're using right now is we call it like V5.
And for V-0 to V-5, each version has like around 20 iterations.
Okay.
And so 100.
Yes.
Yes.
And also like just when you make these as scale, right now we have more than 500 people using these gloves in the wild.
Like all the things that could go wrong will go wrong.
For example, they did.
They did.
Yes.
For example, like how things are assembled.
If you don't specify exactly how it should be done, people will assemble it in creative ways.
And the creativity doesn't help us here because we really want the data collection device to
be extreme presents. So you guys can't obviously know everything that's happening in every company
in academia and industry, but from what you know, how would you compare the scale of training
data that you have today relative to the industry? At this point, we are almost 10 million
trajectories being collected in the wild. And those trajectories are not just like, oh, pick up a cup.
It's these long trajectories with, like, walking, with navigation, and then, like, doing
these long horizon tasks.
Tony, as you mentioned, like, it's an open question, actually, what the right way to scale
data up is.
And so there are strong theories around teleop, around, like, pure RRL, around video and
world models.
Like, how did you think about all of these?
Yeah.
So from our perspective, actually, it's kind of somewhat surprising.
So in the beginning, we worried that, you know, the, you know, the.
data from Glove or Umi-like data
that has higher quantity but lower quality
compared to tele-up. Because for teleop,
you're using exactly the same hardware and software
stack between training and testing. It's perfectly
distribution match. But what we
realize is actually, you know, this glove form
factor encouraged people to
do more dexterous and more natural movement.
And those actually result in
like a more intelligent behavior
on the modeling side. And
in terms of, you know, data quality, we don't
really see a difference in terms of
you know, how much like, like there's a
gap between Taliaop and a glow of data.
After we did the 20 engineering, like,
yeah, because like apparently there is a mismatch, right?
That's in the camera frame, there's a human instead of the robots.
And there are just a lot of things that we need to do to kind of convert a human data one-to-one
to like as if it is robot data and have the model not being able to tell the difference.
Yeah, and that kind of relies on, again, the whole, the full cycle,
between hardware and software.
What about RL?
We see a lot of great promise for RL in local motion,
and we think that will continue to be true for local motion.
So what we see, it really felt like RL as a method,
it's very powerful, but it is much less sample efficient
compared to imitation learning.
And we see that to work great in environments
where it's easy to simulate.
For the case of local motion,
you don't need to worry about rigid body dynamics
and rigid body contact between the robot and the ground.
And, you know, because you engineer a robot, you know everything.
But for manipulation, it's kind of hard for us to imagine,
like, have actually the same amount of diversity
and the distribution of real object
in terms of matching both appearance and physical properties.
And we think that it's going to be challenging
compared to globe data collection and talibia.
Yeah, I think it's really about which method can get us there faster.
there might be different methods that will eventually get there.
For example, like, you know, simulation world model, right?
And, like, it's almost a tautology to say that if I have a perfect world simulator,
anything can be done there.
Like, as long as you're going to do it in a real world, you can do it in a simulation,
and you can, like, cure cancer in a simulator, right?
But what it turns out for robotics is that some things are harder than others,
and it really depends on the problem itself.
So in the case of locomotion, as I mentioned, all we need to model in a simulator are point context with a somewhat flat ground.
Like feet.
Yes.
But sort of the behavior we want out of it is actually very difficult to model.
Like it's all these active behaviors that when you feel like your leg is hitting something, you should like retract and step again.
These are very, very hard to describe or try to learn from demonstrations directly.
But in the case of manipulation, I think the difficulty is flipped.
That it's a lot easier to capture the behavior itself, and it's a lot harder to simulate the world.
For example, if you were to grasp a transparent cup with some orange juice in it,
it's ridiculously hard to simulate how, like, your hand deforms around the cup and how all those ripplings,
how those, like, the color of the juice results in, like, the rendering and what the policy
ends up seeing, simulating that is very expensive and difficult.
But all we need to learn is just to, like, guess your hand to be in front of the cup and
then close with the appropriate amount of force.
And that's actually very easy to learn.
That's why, like, we see so many success of imitation learning in the case of robotics,
manipulation, is because the behavior itself is actually.
not as hard as simulating the world.
And that's why we see faster progress there.
Is there anything that you have changed your point of view on in data over the last year?
Like, it's one thing.
I wouldn't say change, but just data quality really matters.
I think we know, I always knew data quality matters, but once you scale it up, like it really matters.
And then because, you know, just like the diversity of behavior, like you experience.
in the wild. It's very hard to control. And the hardware failure is a hard to control.
You need to constantly monitor them. You just spend a lot of huge amount of engineering effort
just to make sure that the data is clean. Yeah. And also building all those automatic processes,
right? We have our own way of calibrating the glove before we ship it out. And we have this whole
software system to catch if something is broken on a glove and we can detect it automatically.
is like the importance of data quality
kind of translates to all these repeatable processes
and we don't need a human to be staring at the data
to know that something is wrong.
When you describe the beta for next year,
a lot of it sounded like, you know,
we just want to understand behavior,
like how people actually want to use it.
We can make some design decisions for the actual product.
What technical challenges do you still see?
So to me, I think there's like two kind.
the number one is really figuring out the training recipe at scale.
We as a field just entered the realm of scaling
and we just got the amount of data that we need.
I think now it's a perfect time to start to do research
and actually figure out what exact training recipe we need
to actually get robust behaviors.
And I think we're in a unique position
because the amount of data
and the entire pipeline we built around data.
The second point, I think just really hardware is hard.
We're still pushing the balance of envelope,
performance envelope of hardware.
It's not really clear actually what is needed, what is necessary for the hardware to be reliable.
Because whenever the mechanical team build a hardware, the learning team will try harder to push it against the boundary.
And then it will break at some point.
But I think what's interesting in this company is that everybody's on the same roof.
So immediately after something breaks, it goes straight back into mechanical design.
And then we have another iteration, like I say, for the hand parts very quickly.
Hardware is hard, but it is important.
And I think it's a hard but right thing to do.
And I think we as a field shouldn't avoid doing the hard things just because they're hard.
Yeah, I want to echo Chen's point about, like, first, the research.
I think when there is data scarcity, it is really easy to come up with, like, cute, fancy research ideas that doesn't end up scaling very well.
And this is why, like, when we build a company, we actually focus on the infrastructure
and a scalable data pipeline and operations before we started to, like, really dive into research,
which we only started to do, like, three months ago, I think we really want to avoid doing research
that doesn't scale and want to focus on things that contribute to the final product.
The second point is, like, I think robotics is so intrinsically a, like, a system that right now
we don't like there's not a existing general purpose home robot out there
and we don't really know what the interface of different system is like what is even good
and in that case if you're working with the partner it's actually really hard for them to
understand your standard of good because your standard of good is changing all the time
this is why we are like building everything in-house in a more full-stack approach
that we build our own data collection device that is co-designed with a robot we build
our own like operation team to be like, how can we most efficiently get the most high quality
data out? And of course, our own AI training team that make the best use of these data.
I think these are the things that are really not easy. It makes a company a lot harder
like to build that right now is suddenly like so many teams and they need to all orchestrate
together. But we believe it is the right thing to do. Okay, I'm going to ask you a few questions
that are uncomfortable guesses now.
But when will people be able to buy robots commercially for the home?
Like, this is something we're really excited about
because we have so many of prototype robots in our office
and we really want to get it out there.
So the next step of our plan is to have a beta group program, 26.
And what it means is that for people who sign up that we selected,
they will have a real robot in their home,
and it will start doing chores for you.
And it's going to be a really interesting learning lesson
for us because we will see how human interact with the robot.
We'll see what kind of things people just really want the robot to do.
I think this will be before we actually ship it to the masses
because we just have an incredibly high standard of what we are willing to ship
as a for a consumer experience standpoint.
We want the robot to be highly reliable, want it to be capable,
want it to be cheap.
I think it really depends on the results of the beta program
that will decide when is a good time to show.
ship it. Is it 2027? It's the 28. But all of those are possible. But it's not a decade away.
No, it's definitely not a decade away. How much do you think it could cost? Right now, the pro-type
robots we have in-house, I think the cost ranges from like $6,000 to something like $20,000.
And this is actually pretty interesting that the big difference here is not like, oh, we find a better
actuator. They're using the same actuators. They're like very low cost. But actually, it's a
cladding of the robot. When you're trying to make them at low scale, it's just really expensive.
Like, the cladings are like a few thousand dollars to make. But this is a type of things that as we
scale up, it becomes like they're cheap. Because instead of like the NCNC, instead of hint painting
them, it'll become injection molding. What we see is that as we get the scale to a few thousand
units, we can drastically reduce the material cost, likely under 10K. And what it implies,
is that when we sell the robots, the price will be somewhere around it.
Okay, so you fast forward two, three years out.
If you look like five years and beyond, the home robots are ubiquitous, like, what does
life look like?
How does it change for your average person?
This is a different answer for everyone.
For me, like, I just really hate dishes.
Like, in my sink, there's always like four or five dishes that are like somewhat dirty out there
that kind of stinks a little bit.
And after a long date of work, it really doesn't feel good to come with, like, see a home like that.
So I think the world will live in is...
It's going to be cleaner.
It's going to be cleaner.
And I was just thinking about it as, like, the marginal cost of labor in homes goes to zero.
The last thing I want to make sure we do is, like, talk about demos, right?
There's a lot of robotics launch videos today.
It's been years since you saw an optimist serving drinks at a bar.
why are those not available
and what is actually hard?
I think the way
I will put it is make zero
assumptions, no prior.
As in, if you see
a robot handing one drink
to one person, first
ask the question of, is that
autonomous or is a teleoperated?
So this is the first thing. So we should look at
the tweet and see what they say about it.
And then is that
does it show giving another
slightly different color cup to the same person?
or not. If they didn't show it, it means that a robot can literally only pick up that single
cup and give it to that same person. When we look at demos, we tend to put our human instinct
into it. They're like, oh, if you can hand a cup to that person, it must be able to hand a different
cup to another person. Maybe you can also do our dishes. Maybe you can do a laundry. There are a lot of
visual thinking that we can have about it, which is what's great about robotics, that there are a lot
of imaginations, but I think when we look at demos, only index on things that is shown.
And that's likely the full scope of that task.
I think another aspect is, at least me as a review researcher, I appreciate the number of
interactions that happens in demos.
Usually, the more interactions you have, like every interaction, there's a chance of failure.
So the longer the sequence is, the harder it actually is.
So that's something we really emphasize here.
And that's actually somewhat uniquely easy for us
because the glove way of data collection is so intuitive to people.
Yeah, it's really about like generalization and reliability.
So can you explain the demos that you guys are showing?
Yeah, of course.
So we're showing like basically three categories of demos.
The first one, as you saw, is we have this whole like messy table.
And what the robot does is to clean up the whole table
and, you know, dump the food into the food waste bin,
and load the dishes to the dishwasher and then operate the dishwasher.
What makes this demo really hard is that it is a mix of really fine-grained manipulation
with these super long horizon full-range task,
as in like, you need to go up and also need to go down very much.
It's a mobile manipulation type.
Yes, exactly.
The reason that we can show this is just how nimble and easy for us to collect these data sets
to make Horizon Dexter demo possible.
And it's also about the forces as well.
So you might have seen, like,
we're trying to pick up two wine glasses with one hand.
I struggle with this, but yes.
It's actually really hard.
And because it's like transparent objects,
we need to also load it very precisely into the dishwasher.
A lot of it is about how much force you apply.
Because if you are trying to grasp two,
in one hand, if you squeeze a little bit harder,
you're going to break one of the glass.
And when you load it into a dishwasher, if you're pushing it in the wrong direction and it hits something, it's going to shatter.
We did a ton of glasses when we were, like, expanding with it.
So these are tasks that are, like, really high stake that is not just about recovering from mistakes,
but about not making those mistakes in the first place.
And this is what's generally the case in a lot of the home tasks, that you're just not allowed to make any mistakes.
And then we get into the generalization demos, which we basically show our robot,
We book like six A and B&Bs, and we get it there, zero shots and see if we can do, like, part of the task.
So two tasks we use.
One is I go around the table and collect all the utensils into the cabby.
The other is to grasp a plate and then load it into the dishwasher.
What makes these demos very interesting is that we don't need any data when we enter that home.
It's pure generalization.
And this is as close to getting like a real product as you can get.
because when someone buy our home robot,
we really don't want them to, like, collect a huge idea of themselves,
just to, like, unbox it.
Also, in addition to the generalization,
those two paths are also really precise.
We're using the exact silverwares in that home,
and you need, like, basically, like, a few millimeter of precision.
We'll do grasp it properly.
Those forks are also hard to perceive because they're reflective,
like the lights look weird on it.
We have a transparent table home.
I think that the table looks like not.
and the robot still reacts very well to it.
And again, the reason that we can do it is because we have all these like more than 500
people and we've seen so many glass tables in that dataset.
So the robot is able to do it.
I think the last bit of the tasks that we did is kind of pushing what's possible in terms of
dexterity.
The two tasks we chose, one is an espresso operating espresso machine.
The other is like folding socks.
What makes these hard is that they're really.
require very fine-growing force that is hard to get if you're doing with teleoperation.
Because these days, there's not a good teleoperation system that can let you feel how much force
the robot is feeling. So basically, when you're teleoperating, your hand is numb. And sometimes
you are applying a huge amount of force on the robot, but you don't know it. And that can result
in very low data quality that robot is also doing in that aggressive way that we really want to avoid
for our system.
The SOC is a very good example
that when you're trying to fold it,
your two fingers can touch.
And that forms a,
what we call like a force closure.
You have a closed loop for the force.
And if your robot is stiff,
you can apply infinite amount of force at it
and doesn't look like anything.
But for us,
because we're using the glove to collect the data,
the human who is collecting
it can just naturally feel it.
It's very intuitive.
I think we're the first to do
the sock folding, and using end-to-end to do, like, espresso machine out of the whole industry.
One of the things that you will also need to scale as you guys, you know, scale up the company is the team.
What are you hiring for? What are you looking for?
One thing I'm really looking forward is...
Thanks to speak stuff.
Yeah.
Yeah. So it's full-stack roboticists and people who aspire to become full-sacropodotuses.
Really, we learn in this complex.
It's just that robotics is such a multidisciplinary field.
You need to know, you know, mechanical, a little mechanical, a little of code, a little data to actually fully optimize the system.
And we have a couple examples of training, you know, just full-size-suff engineers to become robotic.
Training and engineers to become robotic.
And so if you want to learn about robotics, you want to learn the whole thing, not just to be boxing into your small, you know, little cubicle.
Let us know.
And you told me that you
didn't write code
until you got to college or something.
Yeah. I was super enthusiastic
about robotics, but I was mostly doing
like a mechanical and like for design
before that. And then
I realized, okay, the bottom is actually how
the robot will move and there's like
there's something called like programming.
And then the more I get into it,
the deeper it gets. And then
toward the end of college, I realized, okay,
there's a thing called machine learning.
And you can figure out how to trade models.
I think the things just go on and on.
I think it's very natural for me to gradually expand my skill set
because I'm always looking forward to build a robot.
Well, I hope you discover the next field
because you're no longer doing dishes too.
It's a very fun place to work.
Whatever you can imagine about robotics and consumer products
and machine learning, you can find it here
because we're just fundamentally such a full-stack company.
We're not just about the software.
We're not just about the hardware,
but we're about the whole experience, the whole product.
and making sure that product is general and, like, scalable in the future.
Awesome. Congratulations.
It's really exciting.
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