The robotics boom is here—but the stack is broken. Everyone’s racing to build humanoids and embodied agents, but no one’s clearly mapped how it all fits together. So we did in our latest piece at Lux Capital. In this piece, developed with significant research, analysis, and writing by our brilliant graduate associate Ghazwa K.halatbari, we explore why morphology-agnostic intelligence—not anthropomorphic form—is the real unlock. We also introduce a first-of-its-kind Robotics tech stack: a layered map from data collection to deployment, showing where intelligence meets embodiment and how this field will unbundle. We challenge the humanoid fallacy: the assumption that the best robots must look like us. The truth? The future isn’t C-3PO - it’s R2-D2. Useful doesn’t mean human-shaped. It’s time to flip the paradigm: Don’t build a robot, then teach it to think. Build generalizable intelligence, then let it act across any form. From Physical Intelligence’s π0.5 to Roller Graspers, teleop pipelines to VLA models, this is our thesis on embodied AI—and where we believe the next wave of robotics value will be built. Check it out below—and if you're building, training, or deploying at any layer, let’s talk! https://lnkd.in/gugCanwk
In healthcare, we’re seeing real glimmers of embodied intelligence. AI-guided endoscopy is a clear example: real-time detection, physical guidance, and clinical outcomes. Da Vinci isn’t autonomous, but it shows what’s possible when precision meets interface. Curious how you see this evolving, especially in spaces where reliability outweighs novelty. We’re actively designing around this in women’s health.
Very well said Deena Shakir, it's really refreshing hearing more voices openly challenging anthropomorphism when it comes to Physical AI. As we like saying: "The real opportunity lies not in replicating the human form, but in recognizing that intelligence can be distributed, embedded, and manifested in ways that amplify rather than mimic human capabilities."
Thanks for sharing, Deena.
Form should not be over function.. the winners in this race will already know this 👍
Deena Shakir, My startup is actually called R2C2 Limited. We help different robots talk together and work as a team. I just messaged you. Love to chat more on this topic.
We are providing the data layer to achieve true AGI. Great read btw but must say teleoperation wont cut it for AGI generalization this will be realised by the end of this year and by the end of next year main form of data to train VLAs will be real world capture
Loved this article. “Productivity doesn’t demand mimicry” really resonated. At Sclanet, we focus on practical robotics. We’re seeing this in our MVP’s real-world deployment: businesses don’t need robots that look human they need ones that get the job done quickly, efficiently and reliably. We’ve also learned that single-task robots often have a longer path to business ROI. That’s why Sclanet is laser-focused on solving core and perennial business problems with multi-tasking robots designed for faster, efficient, and higher-impact returns.
I agree that focusing on humanoid robots is misguided. However, a morphology-agnostic approach has a key disadvantage: it may lose the potential for morphological computation and embodied intelligence. https://www.alphanome.ai/post/morphological-computation-embodied-intelligence-in-artificial-intelligence-and-robotics
"Physical-Tech & AI" -- building/investing at the intersection of physical and digital -- Conduit VC / Conduit Venture Labs
4moNailed it... not to mention the over indexing in CS majors (like me), and the decade lull in hard-tech specalists, mechatronics, EE, etc talent we will need to design, create, deploy, service and maintain the entire infra... lets go!