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In the last 2 years we\u2019ve seen eye watering robotics funding - e.g., Figure with a ~$39B valuation and $1B+ rounds, Skild AI raising ~$1.4B, Physical Intelligence raising hundreds of millions, and autonomous systems like Wayve\u2019s ~$1.5B robotaxi funding, not to forget Musk with his Optimus bots.
That\u2019s an insane capital wave, but from a core bottleneck POV, what\u2019s actually changed since 2016-2020?
We\u2019ve heard about vision models, RL advances, diffusion policies, better sim, and multimodal embodied models but have any of these really cracked generalization, reliable manipulation, or true sim2real at scale?
Some questions:
1. Are we meaningfully closer to generalist policies that work in messy, real environments?
2. Do \u201crobot foundation models\u201d solve the data bottleneck the way LLMs did for NLP?
3. Has manipulation gone beyond incremental improvements?
4. Are humanoids a technical leap or just a narrative that attracts capital?
5. What are the real research papers/benchmarks showing step-change progress?
Genuinely curious whether we are at a technological inflection point or are we going to hit hard physics/data/hardware problems again."},"title":{"matchLevel":"none","matchedWords":[],"value":"Ask HN: Billions of dollars in funding, but what's changed for robotics?"}},"_tags":["story","author_ajax33","story_47216355","ask_hn"],"author":"ajax33","children":[47218518,47222360,47378471],"created_at":"2026-03-02T10:58:10Z","created_at_i":1772449090,"num_comments":3,"objectID":"47216355","points":9,"story_id":47216355,"story_text":"HN folks - school me if this is an uninformed take:
In the last 2 years we\u2019ve seen eye watering robotics funding - e.g., Figure with a ~$39B valuation and $1B+ rounds, Skild AI raising ~$1.4B, Physical Intelligence raising hundreds of millions, and autonomous systems like Wayve\u2019s ~$1.5B robotaxi funding, not to forget Musk with his Optimus bots.
That\u2019s an insane capital wave, but from a core bottleneck POV, what\u2019s actually changed since 2016-2020?
We\u2019ve heard about vision models, RL advances, diffusion policies, better sim, and multimodal embodied models but have any of these really cracked generalization, reliable manipulation, or true sim2real at scale?
Some questions:
1. Are we meaningfully closer to generalist policies that work in messy, real environments?
2. Do \u201crobot foundation models\u201d solve the data bottleneck the way LLMs did for NLP?
3. Has manipulation gone beyond incremental improvements?
4. Are humanoids a technical leap or just a narrative that attracts capital?
5. What are the real research papers/benchmarks showing step-change progress?
Genuinely curious whether we are at a technological inflection point or are we going to hit hard physics/data/hardware problems again.","title":"Ask HN: Billions of dollars in funding, but what's changed for robotics?","updated_at":"2026-03-28T05:36:41Z"},{"_highlightResult":{"author":{"matchLevel":"none","matchedWords":[],"value":"whiplash451"},"story_text":{"fullyHighlighted":false,"matchLevel":"full","matchedWords":["wayve"],"value":"There seems to be a consensus that the self-driving game is now over \u2014 in a way or another. But EU has a single startup in the field (Wayve) and nobody\u2019s doing long-haul self-trucking in EU. Would it be such a terrible idea to start a company now?
There are reasons to believe that it will be solved over the next two decades given AI progress. The business case seems incredibly obvious. And if one job can be socially acceptable to automate, that one likely is."},"title":{"matchLevel":"none","matchedWords":[],"value":"Ask HN: Is a new EU self-trucking startup a bad idea in 2025?"}},"_tags":["story","author_whiplash451","story_46013614","ask_hn"],"author":"whiplash451","created_at":"2025-11-22T10:14:58Z","created_at_i":1763806498,"num_comments":0,"objectID":"46013614","points":2,"story_id":46013614,"story_text":"There seems to be a consensus that the self-driving game is now over \u2014 in a way or another. But EU has a single startup in the field (Wayve) and nobody\u2019s doing long-haul self-trucking in EU. Would it be such a terrible idea to start a company now?
There are reasons to believe that it will be solved over the next two decades given AI progress. The business case seems incredibly obvious. 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