Robot Makers Turn to World Models to Bridge Severe Physical Data Gap

The State of Computer Vision: Tracking, Detection, and Understanding in 2026 — Ai4

Ai4

General-purpose domestic robotics remains blocked by data scarcity and safety liabilities, forcing developers to rely on synthetic world models and teleoperated commercial fleets to build viable learning flywheels.

AI-assisted summary of The State of Computer Vision: Tracking, Detection, and Understanding in 2026 — original source. Check the original for full context.

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## Background Published on YouTube by Ai4 on August 22, 2026, this panel session brings together AI researchers and industry practitioners to examine the state of computer vision. The description highlights recent breakthroughs in tracking, spatial understanding, and multimodal foundation models across robotics, manufacturing, logistics, and interactive retail applications.

## TL;DR The panel explores how computer vision has transitioned from rigid, rule-based systems to unified multimodal foundation models and vision-language-action architectures. The discussion contrasts high-performing domains like autonomous driving with ongoing bottlenecks in physical robotic manipulation, sim-to-real transfer, and edge compute constraints. Panelists showcase current deployments in retail shelf auditing, industrial automation, and healthcare telepresence, while emphasizing that domestic consumer robotics still faces steep safety and privacy hurdles. The session wraps with 2030 predictions on spatial reasoning and fail-safe hardware, alongside practical advice for small businesses to adopt off-the-shelf zero-shot vision models.

## Atmosphere & style The discussion carries a pragmatic, technically grounded, and collegial tone that balances research ambition with commercial reality. Brian Merchant moderates with self-deprecating wit and conversational agility, allowing panelists to candidly demystify choreographed robot demos in favor of discussing real-world failure trajectories, edge latency, and strict safety thresholds. The exchange feels like an unvarnished, insight-dense briefing among seasoned practitioners who are actively deploying physical AI in high-stakes operational environments.

## Key takeaways - [05:01](https://www.youtube.com/watch?v=SJti4SleADE&t=301s) While autonomous driving and generative video have achieved high reliability, robotic physical interaction and external object manipulation remain a major unsolved frontier in computer vision. - [08:37](https://www.youtube.com/watch?v=SJti4SleADE&t=517s) Mobile robotic vision has shifted from rigid, hardcoded event rules toward continuous multimodal foundation models that allow robots to dynamically perceive context and self-program actions. - [11:39](https://www.youtube.com/watch?v=SJti4SleADE&t=699s) Vision-language foundation models (like CLIP) have streamlined e-commerce operations, driving visual search accuracy and automating product catalog attribution while reserving human labor for strategic edge cases. - [15:28](https://www.youtube.com/watch?v=SJti4SleADE&t=928s) Vision-Language-Action (VLA) architectures enable robots to output actions directly as discrete tokens from multimodal inputs, but zero-shot generalization remains hindered by physical data scarcity, deformable object physics, and latency. - [19:40](https://www.youtube.com/watch?v=SJti4SleADE&t=1180s) World models allow robotic policies to be trained in closed-loop synthetic environments using state-delta errors and multi-tier rewards, bypassing the need for primary human reinforcement feedback. - [23:06](https://www.youtube.com/watch?v=SJti4SleADE&t=1386s) The physical data flywheel is the critical bottleneck for general-purpose robotics, where messy real-world failure trajectories provide substantially more training value than clean success data. - [24:29](https://www.youtube.com/watch?v=SJti4SleADE&t=1469s) Deploying domestic humanoid robots faces strict privacy, liability, and physical safety hurdles that are far more constrained than public road environments for autonomous vehicles. - [25:16](https://www.youtube.com/watch?v=SJti4SleADE&t=1516s) Commercial cobots bridge the autonomy gap through human-in-the-loop teleoperation, delivering immediate revenue and healthcare utility while harvesting telemetry for future autonomous policies. - [26:50](https://www.youtube.com/watch?v=SJti4SleADE&t=1610s) Industrial automation and dark factories present a frictionless path for real-world robotic data collection, scaling far faster than in-home consumer robotics. - [27:34](https://www.youtube.com/watch?v=SJti4SleADE&t=1654s) Robotics demands low-latency edge inference and tight hardware-software co-design, making giant cloud-hosted foundation models impractical for real-time physical tasks. - [32:49](https://www.youtube.com/watch?v=SJti4SleADE&t=1969s) Telepresence and mobile vision robotics act as workforce multipliers in healthcare, allowing clinicians to scale consultations across dozens of remote patients rather than replacing human staff. - [33:49](https://www.youtube.com/watch?v=SJti4SleADE&t=2029s) Safety thresholds for consumer domestic robotics require reaching near 99% fail-safe mechanical reliability, as a 10% failure rate presents an unacceptable risk of physical injury. - [36:31](https://www.youtube.com/watch?v=SJti4SleADE&t=2191s) Small and medium businesses can adopt advanced computer vision affordably by targeting single scoped problems and leveraging zero-shot multimodal foundation models or managed fine-tuning services.

## Detailed walkthrough ### [00:00](https://www.youtube.com/watch?v=SJti4SleADE&t=0s) Opening Remarks and Panel Introductions

Moderator Brian Merchant kicks off the panel by admitting with self-deprecating humor that he does not know why he was asked to moderate, given he is by no means a computer vision expert. However, he emphasizes that while generative AI, chatbots, and coding assistants dominate mainstream headlines, computer vision represents where the real, undersung work is taking place—especially as capital surges toward robotics and physical AI. He asks each panelist to introduce themselves and their current technical focus:

* **Kunal Sonalkar** is a Data Scientist at Nordstrom, where his day-to-day focus spans search relevance and recommendation systems. He utilizes computer vision primarily for visual search and has recently expanded into automated catalog attribution to accelerate product onboarding using advanced vision models. * **Vasu Sharma** serves as Head of AI at Pocket FM, leading multimodal and creative AI initiatives including long-form text-to-speech and long-form video generation spanning hundreds of thousands of hours. He highlights the compounding challenge of maintaining asset and character consistency across immense video runtimes. Prior to Pocket FM, he led the world models team for the Optimus humanoid robot at Tesla and has spent roughly fifteen years tracking the evolution of computer vision. * **Aura Yavary** is an AI/ML researcher and PhD student at UC Davis, where her work centers on world modeling at the intersection of text, vision, and action spaces to drive autonomous robotic control. Her industry background spans Amazon (working on the Rufus conversational shopping engine), Microsoft (focusing on agentic systems), and Google. * **Roy Lim** is the Founder and CEO of Robotemi Global Ltd. (temi), an open-platform autonomous mobile robot. Rather than building a closed vertical solution, temi provides an open platform and SDK allowing third-party developers and distributors globally to deploy their own vision and AI algorithms onto the robot. Their most prominent commercial deployments are in healthcare and nursing homes for automated telemedicine bedside visits and monitoring resident safety (e.g., detecting falls or agitation).

---

[05:01](https://www.youtube.com/watch?v=SJti4SleADE&t=301s) Defining the State of the Art: Autonomous Vehicles, Manipulation, and World Models

Brian pivots into the core theme of the discussion, asking the panel where computer vision stands today compared to just a year prior. Vasu takes the lead, explaining that transformer architectures have become the foundational building block resolving many longstanding vision hurdles, yet the field remains sharply divided across different applications:

```mermaid flowchart TD accTitle: Computer Vision Progress Spectrum accDescription: A comparison showing mature domains like autonomous vehicles versus emerging frontiers like robotic manipulation and world models.

subgraph Mature ["High Reliability & Deployment"] AV["Autonomous Vehicles (e.g., Zoox)<br/>Pure CV outperforming 99% of human drivers"] VidGen["Generative Video<br/>From meme-era artifacts to studio-grade production"] end

subgraph Emerging ["Active Frontier & Bottlenecks"] RoboAct["Robotic Interaction & Manipulation<br/>External object manipulation remains unsolved"] WorldMod["Multimodal World Models<br/>Fusing text, image, and action tokens into simulators"] end

Mature --> Emerging ```

Vasu notes that autonomous vehicles (AVs) represent pure computer vision operating at scale; platforms like Zoox navigating public streets reliably demonstrate safety metrics superior to 99% of human drivers. In video generation, the technology has evolved rapidly from early, distorted artifacts to end-to-end commercial pipelines producing full advertisements and films.

However, robotic interaction with external physical environments remains a massive bottleneck. While choreographed robot demos featuring backflips and martial arts routines are visually striking, Vasu stresses they are deceptive: pre-programming motions in free space without external contact is straightforward, whereas a task as basic as picking up an orange from a table and placing it on another remains an open, unsolved challenge for reliable autonomy.

Aura builds on this from a foundational research angle, describing the frontier of physical AI as the convergence of multimodal tokens—text, image, and physical action spaces—into unified world models. Treating vision purely like text falls short because visual environments contain vastly richer semantic and spatial information. The critical research vector lies in leveraging generative video architectures to build accurate, predictive physical simulators for robotics, though training and generating high-fidelity video representations remains computationally expensive.

---

[08:37](https://www.youtube.com/watch?v=SJti4SleADE&t=517s) Real-World Robotics and Retail Deployment: From Hardcoding to Multimodal Foundation Models

The panel shifts from theoretical models to practical commercial execution. Roy describes the unique challenges of building vision for a dynamic robot ("AI in motion"). Unlike stationary CCTV cameras with fixed fields of view, mobile robots navigate a continuously shifting perspective where every frame changes position and angle.

Three years ago, handling visual events required hardcoded rules: detecting fixed environmental signals and triggering rigid, scripted routines. Today, by feeding continuous video streams directly into modern multimodal AI models combined with temi's open SDK, the robot can perceive context, identify an event or anomaly, and dynamically self-program and execute the appropriate physical actions without manual intervention.

```mermaid flowchart LR accTitle: Evolution of Robotic Vision Architectures accDescription: Transition from rule-based hardcoded signal systems to end-to-end multimodal foundation models driving robotic action.

subgraph Legacy ["Legacy Approach (~3 Years Ago)"] A1["Moving Frame Feed"] --> B1["Hardcoded Event Signals"] B1 --> C1["Scripted Rule-Based Actions"] end

subgraph Modern ["Modern Multimodal Approach"] A2["Moving Frame Feed"] --> B2["Multimodal Foundation AI"] B2 --> C2["Open SDK Autonomous Self-Programming"] end ```

Brian then asks how legacy enterprise settings handle the integration of modern vision architectures. Kunal highlights that Nordstrom experienced an inflection point with OpenAI's release of open-source CLIP (Contrastive Language-Image Pre-training) models. By aligning text and visual representations in a shared embedding space trained on image-text pairs, the retail engine unlocked significant qualitative leaps in visual search accuracy and context-aware product cataloging.

[11:39](https://www.youtube.com/watch?v=SJti4SleADE&t=699s) Vision-Language Models in E-Commerce and Retail Robotics

Kunal Sonalkar describes how vision-language models have transformed e-commerce search and catalog operations at Nordstrom. On the consumer side, users can now search using visual concepts or query with a seed image to find matching products and assemble full outfits. System success is tracked across quantifiable conversion metrics:

- **First-position click rates** to evaluate search relevance. - **Average order value (AOV)** per user session. - **Cart and session abandonment rates**.

On the backend, foundation models have largely replaced the labor-intensive chore of manually cataloging and tagging millions of inventory items. Instead of humans labeling every shirt, dress, or shoe, vision-language models ingest product images and raw text descriptions to assign taxonomy tags automatically. While category-specific fine-tuning is still necessary, human labor is now reserved for ambiguous or strategic edge cases.

Brian Merchant asks whether these vision systems are extending into physical retail stores, playfully suggesting a collaboration with Roy Lim’s robotic platforms. Lim explains that Robotemi units are already deployed in European retail environments, such as stores in Italy, where they autonomously traverse aisles to audit shelves for out-of-stock items and flag them for restocking the next day. While navigating the floor, the robot acts as an interactive shopping assistant: customers hold up items to its camera to check prices, watch introductory product videos, or receive guided navigation to discounted goods. Lim notes that the platform is extensible to back-of-house storage and manufacturing logistics.

---

[15:28](https://www.youtube.com/watch?v=SJti4SleADE&t=928s) Multimodal Robotics, Vision-Language-Action Models, and the Zero-Shot Gap

Aura Yavary explains her research at UC Davis on shifting robotics from classical physics-based dynamic control toward unified multimodal intelligence modeled after human learning. Instead of hand-engineering isolated kinematic trajectories, modern vision-language-action (VLA) architectures map multimodal inputs into a shared embedding space and output robotic actions as discrete tokens:

```mermaid flowchart LR accTitle: Vision-Language-Action Model Pipeline subgraph Inputs ["Multimodal Inputs"] IMG["Environment Image"] TXT["Natural Language Command"] end subgraph Core ["Unified Multimodal Model"] EMB["Shared Embedding Space"] VLA["Action Policy / Transformer"] end subgraph Output ["Action Generation"] TOK["Sequence of Action Tokens"] ACT["Robot Hardware / Tabletop Arm"] end

IMG --> EMB TXT --> EMB EMB --> VLA VLA --> TOK TOK --> ACT ```

Yavary points out that open-source models (like the PaLI/Open X-Embodiment lineage) already allow robotic arms to execute tabletop manual tasks directly from user prompts.

Vasu Sharma notes that while these systems demonstrate proof-of-concept success in constrained environments, they struggle with zero-shot generalization and dexterous manipulation due to severe real-world data scarcity. He argues that world models offer a path forward by generating high-fidelity visual rollouts for synthetic training, though three fundamental hurdles remain:

1. **Real-time inference speed**. 2. **Deformable object physics**. 3. **Long-term object coherence** (e.g., in systems like Google's Genie, when an occluded object passes behind another, it frequently morphs, distorts, or disappears).

Sharma highlights the persistent "sim-to-real gap" that has challenged robotics for decades, where policies that succeed in simulation collapse in unconstrained physical reality. Yavary counters that the field must acknowledge the rapid progress made over the last five years—pointing to initiatives like the DROID dataset and RT-X—which proved that text-conditioned action generation is viable after years of widespread skepticism.

---

[19:40](https://www.youtube.com/watch?v=SJti4SleADE&t=1180s) Feedback Loops and Closed-Loop Training with World Models

Kunal Sonalkar inquires how world models and robotic policies are trained, asking if they rely on reinforcement learning from human feedback (RLHF) similar to large language models. Yavary clarifies that human feedback is not the primary training signal; rather, models learn from state-error vectors and simulation discrepancies between intended and executed trajectories.

Sharma elaborates on the composite training loop, which combines imitation learning with sparse and dense reinforcement learning signals:

- **State-Delta Errors:** Calculating the difference between simulated predictions and ground-truth physics rollouts. - **Sparse Task-Completion Rewards:** Evaluating binary boundary conditions (e.g., verifying whether an object moved from starting pose $A$ to target receptacle $B$). - **Intermediate / Dense Rewards:** Reinforcing sub-actions, such as correct object identification, grasping posture, and slip-free manipulation.

```mermaid flowchart TD accTitle: Closed-Loop World Model Policy Training subgraph Simulation ["World Model Simulation Environment"] ENV["Simulated Rollout Engine"] POLICY["Robot Policy Model"] end subgraph Rewards ["Multi-Tier Feedback Signals"] DELTA["Trajectory & Physics State Deltas"] DENSE["Intermediate Dense Rewards\n(e.g., Grasp Success)"] SPARSE["Sparse Task-Completion Rewards\n(Start vs. End State)"] end subgraph Optimization ["Policy Update"] BACKPROP["Loss Calculation & Backpropagation"] end

ENV --> POLICY POLICY --> DELTA POLICY --> DENSE POLICY --> SPARSE DELTA --> BACKPROP DENSE --> BACKPROP SPARSE --> BACKPROP BACKPROP -->|"Policy Optimization Loop"| POLICY ```

Sharma reveals his previous work at Tesla developing closed-loop world-model training pipelines for the Optimus humanoid robot. By nesting the robotic policy within an internal world model, engineers simulate endless task permutations, capture dense and sparse environmental rewards, and backpropagate gradients directly into the policy at infinite synthetic scale.

[22:16](https://www.youtube.com/watch?v=SJti4SleADE&t=1336s) Bridging the Sim-to-Real Gap with World Models

World models are emerging as a major focus of industry investment because they directly tackle the severe data bottleneck in robotics. While synthetic data helps, it cannot completely eliminate the persistent sim-to-real gap. High-fidelity world models bridge that gap significantly faster, bypassing the tedious, expensive, and time-consuming process of manually collecting large-scale, long-tail, long-trajectory physical data. This challenge explains why so many specialized robotic data collection startups have emerged. World models provide a viable computational shortcut to scale robotic learning.

```mermaid flowchart TD accTitle: World Models vs Physical Data Collection Pipeline subgraph Bottleneck["Physical Data Bottleneck"] A["Long-tail Physical Data Collection"] --> B["High Cost & Long Trajectories"] end subgraph Solution["World Models Alternative"] C["Generative World Models"] --> D["Accelerated Sim-to-Real Transfer"] end B -.-> E["Robotic Policy Training"] D --> E ```

---

[23:06](https://www.youtube.com/watch?v=SJti4SleADE&t=1386s) The Crucial Data Flywheel and Failure Trajectories

When asked what critical breakthrough is required to gain confidence in general-purpose robotics, the missing piece is identified as the physical **data flywheel**. Without deploying robots directly into production in unconstrained, real-world environments, developers lack the vital feedback loops necessary for rapid iteration. Real-world failures provide far more training value than clean success trajectories:

> "Those failures are actually more valuable than success trajectories because that is how you kind of iteratively fix the model."

This exact dynamic played out in the autonomous vehicle industry over the past two decades. Autonomous driving saw its steepest performance gains only after vehicles reached commercial viability and operated continuously on public roads, generating live, messy operational data that cannot be replicated in simulation. Robotics currently stands at the cusp of this transition: models are improving steadily, but they are not yet robust enough to be deployed freely inside consumer homes. Once domestic deployment occurs, the data flywheel scales across millions of humans globally, unlocking general-purpose autonomy.

---

[24:29](https://www.youtube.com/watch?v=SJti4SleADE&t=1469s) Privacy, Compliance, and Domestic Safety Constraints

Scaling in-home data collection introduces steep technical, regulatory, and privacy hurdles that differ sharply from autonomous driving. While self-driving cars operate on public roads and capture public spaces, household robots operate in deeply intimate private settings with children and pets.

* **Regulatory and safety checks:** Commercial domestic robots cannot be deployed without rigorous physical safety guarantees to ensure a robot will not "accidentally drop a kid." * **Surveillance and privacy:** Recording continuous multimodal video and spatial data within private homes creates significant legal compliance barriers. * **Deployment threshold:** The difficulty of in-home deployment stems as much from societal and safety liability constraints as from raw algorithmic challenges.

---

[25:16](https://www.youtube.com/watch?v=SJti4SleADE&t=1516s) Collaborative Robotics and Teleoperation in Healthcare

Roy Lim contextualizes the divide between academic research and commercial reality, noting that commercial robotics companies must generate immediate revenue to survive rather than waiting for fully end-to-end autonomous solutions: "we're not Tesla and we want to get some money back first."

To bridge this gap, Roy emphasizes **collaborative robots (cobots)** with a human-in-the-loop model:

* **Tele-operated medical assistance:** In nursing homes, remote physicians control robotic units directly from their computers. Doctors navigate to patient bedsides, micro-adjust camera viewing angles, converse with patients, and use connected diagnostic tools like stethoscopes. * **Human-driven authority:** The robot handles remote presence and data collection (such as vital signs), while the physician retains full clinical judgment over prescribing medications or escalating hospital transfers. * **Iterative data pipeline:** Human tele-interventions generate commercial cash flow immediately while quietly harvesting the real-world operational data needed to fuel long-term autonomy research.

```mermaid flowchart LR accTitle: Human-in-the-Loop Teleoperation Flow subgraph Intervention["Teleoperation & Care"] A["Remote Physician"] -->|"Micro-adjusts & Teleoperates"| B["Cobot at Bedside"] B -->|"Gathers Vitals & Video"| A end subgraph DataEngine["Commercial Flywheel"] A -->|"Clinical Decision & Revenue"| C["Immediate Patient Care"] B -->|"Saves Edge Telemetry"| D["Autonomous Training Data"] end ```

---

[26:50](https://www.youtube.com/watch?v=SJti4SleADE&t=1610s) Industrial Automation and the Rise of Dark Factories

Industrial and commercial environments offer a frictionless path to real-world data collection because they bypass domestic privacy and regulatory barriers. Because industrial facilities, warehouses, and automotive assembly lines are privately owned commercial properties, operators can deploy autonomous robots immediately.

* **Immediate industrial adoption:** Automotive manufacturers and commercial plants are actively establishing operational data flywheels today. * **Dark factories:** Fully automated facilities in China already operate in total darkness without on-site human workers. * **Bifurcated timelines:** While industrial automation is already deployed and expanding rapidly, autonomous humanoid robots in domestic homes remain several years away.

---

[27:34](https://www.youtube.com/watch?v=SJti4SleADE&t=1654s) Edge Compute and Hardware-Software Co-Design

Robotics cannot rely on cloud computation due to latency and connection reliability issues. If a domestic robot is holding a hot pan while cooking and experiences an internet drop, it cannot pause waiting for a remote server response. Real-time inference must happen entirely on the edge.

Edge-only execution imposes strict physical limits on model size, ruling out massive 100-billion-parameter foundation models. To maximize performance under constrained compute budgets, companies must pursue **hardware-software co-design**:

* **Silicon tailored to architecture:** Much like Apple’s hardware-software integration, robotic processors must be custom-designed to match specific neural network architectures. * **Current industry bottleneck:** Most robotics teams currently lack the capital and chip-design resources to build proprietary silicon, forcing them to import generic compute off the shelf, which limits overall model efficiency and throughput.

---

[29:24](https://www.youtube.com/watch?v=SJti4SleADE&t=1764s) Labor Displacement, Task Automation, and Workforce Multiplication

The discussion turns to the broader societal impact of vision-driven automation and labor disruption. Rather than sudden, catastrophic job loss across industries, the panel forecasts a gradual transition structured around safety thresholds, human oversight, and productivity multiplication:

* **Confidence scores and human guardrails:** Industrial computer vision systems enforce strict confidence thresholds. Autonomous execution only triggers when confidence is absolute; ambiguous or edge cases are routed back to human operators for validation. * **Elimination of rote labor:** Repetitive, mundane, and rote visual inspection tasks are automated first, allowing human workers to focus on high-level strategic reasoning and resolving edge cases. * **Workforce multiplication:** In healthcare, telemedicine robots do not replace doctors; they act as force multipliers. A physician who previously had the capacity to visit only 10 patients per day in person can scale their reach significantly across multiple facilities with single-click remote telepresence.

[32:49](https://www.youtube.com/watch?v=SJti4SleADE&t=1969s) Telepresence Robotics and Multiplying Healthcare Labor

Roy Lim illustrates the transformative impact of telepresence and autonomous mobile robots in clinical environments. Instead of spending hours traveling or walking through massive hospital wards, a physician can dispatch a robot directly to a patient's bedside. A doctor can spend ten focused minutes evaluating a patient in Florida, immediately disconnect, and dial straight into a robot standing before a patient in New York. Under this operational model, a single physician can easily see 50 patients a day, dramatically expanding clinical throughput, maximizing earning potential, and saving more lives.

```mermaid flowchart LR accTitle: Telepresence Healthcare Workflow subgraph Remote["Remote Clinician Control"] Clinician["Physician / Nurse Pilot<br/>(Multi-Monitor Console)"] end subgraph Bedside["Hospital / Eldercare Deployment"] RobotA["Autonomous Bedside Robot<br/>(Florida Facility)"] RobotB["Autonomous Bedside Robot<br/>(New York Facility)"] PatientA["Patient 1 (10 min check-in)"] PatientB["Patient 2 (Immediate switch)"] end Clinician -->|"Telepresence Link 1"| RobotA RobotA --- PatientA Clinician -->|"Instant Switch Link 2"| RobotB RobotB --- PatientB ```

Lim notes that the exact same operational efficiency applies to nursing staff. Nurses operate much like airline pilots sitting in front of multi-monitor consoles, monitoring fleets of robots that autonomously glide from bed to bed. Once a robot arrives, the nurse appears on screen to check on the patient's symptoms, coordinate care with the attending doctor, and instantly toggle over to the next screen to check on another ward. With a severe structural shortage of healthcare labor available to support aging populations, the goal is not to replace human caregivers but to amplify the productivity and reach of skilled workers.

- **Clinical throughput:** Telepresence mobility enables a single specialist to consult with up to 50 patients daily across state lines without travel downtime. - **Console-based care:** Nursing staff can monitor and triage multiple hospital beds concurrently via multi-screen workstations. - **Core objective:** Augmenting and multiplying the capacity of existing skilled labor rather than replacing human personnel.

---

[33:49](https://www.youtube.com/watch?v=SJti4SleADE&t=2029s) Lightning Round: The State of Computer Vision in 2030

Moderator Brian Merchant initiates a rapid-fire lightning round, asking each panelist to predict the state of computer vision in five years (projecting to 2030). Kunal Sonalkar opens by emphasizing that the next phase of vision models will center on dramatically improved reasoning capabilities combined with drastically lower inference latency, which is essential to making real-time spatial AI scalable in production. Vasu Sharma humorously envisions a future where physical conferences are completely staged and organized by autonomous machines while the speakers dial in remotely. Beyond the humor, Sharma predicts that mundane physical labor will largely be automated, autonomous vehicles will fully dominate urban transit corridors as the cost of transportation collapses, and synthetic AI-generated content and advertising will become the default industry standard.

Aura Yavary predicts that within five years, domestic in-house service robots will transition from current closed pilots into widespread consumer test deployments, noting that numerous robotics startups across the San Francisco Bay Area already have prototype domestic robots running in restricted test environments. Roy Lim closes the lightning round by focusing on hardware safety and mechanical reliability. He explains that his company strictly deploys wheeled platforms because bipedal humanoid robots represent an unacceptable hazard in residential and eldercare environments; when a biped runs out of battery or loses balance, it can fall and severely injure a person.

Lim foresees that over the next five years, advancements such as self-locking fail-safe servo motors will prevent catastrophic falls, pushing hardware reliability past 90%. However, Lim realistically points out that 90% reliability is still completely inadequate for the home, as a system that risks injuring someone 10% of the time cannot be deployed around vulnerable populations. Achieving true domestic autonomy requires an arduous journey toward 99% reliability, which will take sustained engineering effort over the next decade.

- **Reasoning & Latency (Sonalkar):** Low-latency inference paired with deep spatial reasoning to unlock real-time edge scaling. - **Autonomous Mobility & Content (Sharma):** Widespread autonomous vehicle fleets collapsing transportation costs, automated physical tasks, and end-to-end AI-generated media. - **Domestic Robotics (Yavary):** In-home test-mode deployment of domestic robots reaching consumers. - **Safety Benchmarks (Lim):** Fail-safe locking servos to prevent falls; moving beyond 90% reliability toward 99% safety margins for domestic environments.

---

[36:31](https://www.youtube.com/watch?v=SJti4SleADE&t=2191s) Audience Q&A: Low-Cost Computer Vision Adoption for SMBs and Retail

An audience member asks about the lowest-cost entry points and staffing requirements for small-to-medium businesses (SMBs) looking to adopt computer vision off the shelf for retail and e-commerce applications. Kunal Sonalkar recommends that teams avoid building bespoke models from scratch and instead leverage powerful open-source foundation models. Because open-source tooling is well-documented, a lean team with general engineering experience can get started quickly. Sonalkar advises companies to pick one tightly scoped, high-friction operational problem rather than attempting an overhaul of their entire pipeline; once a foundational vision pipeline succeeds on a single problem, the downstream learnings and infrastructure can easily be adapted to subsequent use cases.

```mermaid flowchart TD accTitle: SMB Computer Vision Implementation Strategy subgraph Strategy["Implementation Path for SMBs"] Q["Define Scoped Problem Statement"] --> FND["Select Off-the-Shelf Model<br/>(Gemini, GPT-4V, Open-Source)"] FND --> Eval{"Sufficient Zero-Shot<br/>Accuracy?"} Eval -- "Yes" --> Deploy["Direct Production API Deployment"] Eval -- "No" --> Managed["Outsourced Fine-Tuning Service<br/>(e.g., Thinking Machines 'Tinker')"] Managed --> Deploy end ```

Vasu Sharma expands on this by noting that modern vision-language foundation models (such as Gemini or GPT vision models) possess extraordinary zero-shot capabilities out of the box. For most standard business tasks, training proprietary models is unnecessary unless an enterprise deals with ultra-niche, highly specialized imagery. Sharma shares a concrete example from industrial inspection: taking an image of a sheet material containing structural cracks—a task that historically required months of dedicated computer vision engineering—and passing it directly into Gemini with a basic natural language prompt yields precise fault identification immediately.

For scenarios requiring domain-specific alignment, Sharma points out that SMBs no longer need to hire specialized machine learning researchers. Emerging managed fine-tuning platforms (such as Thinking Machines and their "Tinker" service) allow businesses to upload their custom datasets, define evaluation parameters, and let automated infrastructure handle model fine-tuning and optimization end-to-end. Brian Merchant concludes the session by thanking the panelists for their insights before dismissing the audience.

- **Off-the-shelf zero-shot performance:** Modern multimodal foundation models handle complex spatial queries (such as material defect and crack identification) without requiring bespoke model architectures. - **Iterative adoption strategy:** SMBs should target a single, well-defined operational pain point rather than over-engineering wide-scale systems upfront. - **Managed fine-tuning ecosystems:** Services like Thinking Machines' Tinker allow non-specialized engineering teams to fine-tune state-of-the-art vision models by providing domain data and optimization constraints.

## Notable quotes > [23:06](https://www.youtube.com/watch?v=SJti4SleADE&t=1386s) Those failures are actually more valuable than success trajectories because that is how you kind of iteratively fix the model.

> [25:16](https://www.youtube.com/watch?v=SJti4SleADE&t=1516s) we're not Tesla and we want to get some money back first. — Roy Lim

> [08:37](https://www.youtube.com/watch?v=SJti4SleADE&t=517s) AI in motion — Roy Lim

> [24:29](https://www.youtube.com/watch?v=SJti4SleADE&t=1469s) accidentally drop a kid.

> [15:28](https://www.youtube.com/watch?v=SJti4SleADE&t=928s) sim-to-real gap — Vasu Sharma

> [23:06](https://www.youtube.com/watch?v=SJti4SleADE&t=1386s) data flywheel

> [25:16](https://www.youtube.com/watch?v=SJti4SleADE&t=1516s) collaborative robots (cobots) — Roy Lim

> [26:50](https://www.youtube.com/watch?v=SJti4SleADE&t=1610s) Dark factories

> [27:34](https://www.youtube.com/watch?v=SJti4SleADE&t=1654s) hardware-software co-design

> [36:31](https://www.youtube.com/watch?v=SJti4SleADE&t=2191s) Tinker — Vasu Sharma

## Mentioned Brian Merchant, Kunal Sonalkar, Vasu Sharma, Aura Yavary, Roy Lim, Ai4, Blood in the Machine, Nordstrom, Pocket FM, Tesla, Optimus, UC Davis, Amazon, Rufus, Microsoft, Google, Robotemi Global Ltd., temi, Zoox, OpenAI, CLIP, PaLI, Open X-Embodiment, Genie, DROID, RT-X, Apple, Gemini, GPT-4V, Thinking Machines

## Video description Kunal Sonalkar - Data Scientist, Nordstrom Brian Merchant - Tech Columnist, Author, Blood in the Machine Aura Yavary - AI ML Engineer/Researcher in Multimodal AI & Autonomous Systems, UC Davis Vasu Sharma - Head of AI, PocketFM Roy Lim - CEO, Robotemi Global Ltd.

Computer vision continues to evolve at remarkable speed, with breakthroughs in detection, tracking, and spatial understanding powering everything from industrial automation to robotics and AR. This session brings together researchers and engineers at the forefront of vision innovation to explore the latest techniques—object tracking, segmentation, scene reconstruction, and multimodal vision models—and how they’re being deployed in real-world systems. Panelists will discuss advances in foundation models for vision, improvements in data efficiency, and the fusion of visual understanding with language and motion. Expect a deep dive into both the algorithms and infrastructure that are redefining how AI perceives and interprets the world, and gain practical insight into how these tools are being applied in autonomous systems, manufacturing, logistics, and interactive media.

[Source](https://www.youtube.com/watch?v=SJti4SleADE)

中文简报

机器人制造商转向世界模型以弥补严重物理数据缺口 通用家庭机器人仍受困于数据匮乏和安全责任风险,迫使开发者依赖合成世界模型和远程操控的商用机队来构建可行的学习飞轮。 该研讨环节探讨了计算机视觉如何从刻板的基于规则的系统演进为统一的多模态基础模型及视觉-语言-动作(VLA)架构。讨论将自动驾驶等表现优异的领域与机器人实体操作、仿真到真实世界迁移(sim-to-real)以及边缘计算限制等持续存在的瓶颈进行了对比。与会嘉宾展示了目前在零售货架巡检、工业自动化和医疗远程呈现方面的落地应用,同时强调家用消费级机器人仍面临严峻的安全与隐私阻碍。会议最后展望了2030年空间推理与故障安全硬件的发展,并为小型企业采用现成的零样本视觉模型提供了实用建议。 尽管自动驾驶和生成式视频已达到较高的可靠性,但机器人物理交互和外部物体操作仍是计算机视觉领域尚未解决的重大前沿问题。 (5:01) 移动机器人视觉已从刻板的硬编码事件规则转向连续的多模态基础模型,使机器人能够动态感知语境并自主规划动作。 (8:37) 视觉-语言基础模型(如 CLIP)简化了电商运营流程,提升了视觉搜索的准确性并实现了商品目录属性标注自动化,同时将人力集中于应对关键的极端边缘情况。 (11:39) 视觉-语言-动作(VLA)架构使机器人能够直接从多模态输入输出离散 Token 形式的动作,但零样本泛化仍受限于物理数据稀缺、可变形物体物理特性以及时延问题。 (15:28) 世界模型允许利用状态变化误差和多层级奖励在闭环合成环境中训练机器人策略,从而规避了对核心人工强化反馈的依赖。 (19:40)

Reading summary

While computer vision foundation models have matured across digital retail and autonomous driving, industry experts note that physical robotic interaction remains bottlenecked by the difficulty of real-world manipulation, data scarcity, and domestic safety constraints. Foundation Models Drive E-Commerce and Enterprise Adoption (11:39) Vision-language foundation models have shifted digital commerce from rigid, hardcoded rules to dynamic multimodal understanding. Kunal Sonalkar explains that Nordstrom implemented OpenAI's open-source CLIP architecture to align text and visual representations, upgrading visual search accuracy, outfit recommendations, and catalog taxonomy tagging. By processing images alongside raw text descriptions, automated systems handle large-scale cataloging with human intervention reserved for ambiguous edge cases, tracking effectiveness via first-position click rates, cart abandonment, and average order value. For smaller enterprises, Vasu Sharma and Sonalkar note that off-the-shelf foundation models like GPT-4V and Gemini deliver immediate zero-shot performance on complex tasks—such as surface material crack detection—without bespoke model training. Rather than overhauling entire pipelines or employing specialized machine learning researchers, small teams can address scoped operational bottlenecks and utilize managed fine-tuning platforms like Thinking Machines' Tinker for custom domain data. Manipulation Bottlenecks and Closed-Loop World Models (5:01) The panel emphasizes a stark performance divide between autonomous vehicles (AVs) and physical manipulation. Vasu Sharma points out that AV platforms such as Zoox operate on public roads with pure computer vision metrics that surpass 99% of human drivers. In contrast, dexterous physical contact remains an unsolved frontier; while pre-programmed bipedal backflips look impressive, tasks as basic as picking up an orange and moving it between tables regularly fail. To overcome real-world physical data scarcity, researchers are focusing on Vision-Language-Action (VLA) architectures and generative world models. Aura Yavary highlights models like RT-X and the DROID dataset, which convert vision, text, and physical actions into unified token sequences. Sharma details how closed-loop world models simulate endless training permutations using state-delta errors, intermediate dense rewards for sub-actions like grasping posture, and sparse task-completion rewards. However, Sharma cautions that world models still struggle with deformable object physics, real-time inference latency, and temporal object coherence when objects are occluded. The Data Flywheel, Privacy, and Industrial Divergence (23:06) Real-world operational failures provide significantly more valuable training signal than curated synthetic simulations, yet domestic deployment barriers prevent household robots from generating an active data flywheel. Unlike public roads or industrial settings, private residences present strict surveillance, privacy compliance, and physical safety hurdles around children and pets. Consequently, industrial settings are pulling ahead: privately owned automotive assembly lines and automated "dark factories" in China operate autonomously in the dark without human presence, collecting messy operational telemetry immediately. Edge computing represents an additional deployment hurdle. Latency constraints require mission-critical physical inference to execute locally on the machine—such as when a robot handles hot cookware during internet disconnects. Sharma and the panel observe that edge execution rules out 100-billion-parameter models and demands hardware-software co-design, yet most robotics developers lack the capital for custom silicon and rely on generic, off-the-shelf processors. Telepresence Cobots as Healthcare Force Multipliers (25:16) Because pure end-to-end autonomy remains technically incomplete and commercially distant, companies are deploying collaborative robots (cobots) with human-in-the-loop teleoperation. Roy Lim describes Robotemi's strategy in eldercare and hospital wards, where autonomous mobile bases handle routine transit while doctors and nurses pilot units remotely via multi-monitor consoles. Lim emphasizes that this framework is designed to address acute healthcare labor shortages rather than replace human workers. Clinicians use remote telepresence to examine bedside patients across different states in minutes, raising clinical throughput to as many as 50 consultations a day without travel downtime. Simultaneously, nurses monitor multi-bed robot fleets to triage care. This hybrid model generates immediate commercial revenue while quietly gathering edge telemetry and real-world failure cases required to train future autonomous capabilities. Looking toward 2030, panelists anticipate faster spatial reasoning and gradual in-home pilot testing, but hardware mechanical safety remains an unresolved challenge. Roy Lim cautions that while self-locking servos may raise mechanical reliability past 90%, domestic deployment demands a 99% safety threshold, leaving an extensive engineering gap before autonomous humanoids can safely enter family homes.

精炼阅读摘要

在Ai4举办的研讨会上,多位来自产业界与学术界的专家指出,计算机视觉正从成熟的感知与生成任务迈向物理具身智能,但受制于真实世界数据匮乏、端侧算力限制以及物理接触交互的复杂性,通用机器人仍面临严峻的仿真到现实鸿沟与安全挑战。 视觉技术分化与物理交互瓶颈 (5:01) Vasu Sharma指出,当前计算机视觉领域已呈现出显著的成熟度分化:在自动驾驶(如Zoox在安全指标上超越99%的人类驾驶员)和商业视频生成领域,纯视觉与Transformer架构已展现出高度可靠的部署能力;然而在涉及外部物理接触的机器人操作任务中,技术仍处于初级阶段。尽管预先编程的特技动作在演示中表现亮眼,但像从桌上抓取橙子并平稳放置这类基础交互任务,在无约束环境中依然未被可靠解决。 Aura Yavary从基础研究角度补充表示,视觉语言动作(VLA)模型正尝试将图像、文本与动作空间映射至统一的嵌入层,尽管开源项目证明了动作标记化的可行性,但机器人依然面临严重的零样本泛化难题。Sharma强调,形变物体物理特性、实时推理延迟以及长程物体连贯性(如遮挡后发生形变或消失)构成了当前物理AI推进的核心技术障碍。 世界模型闭环训练与数据飞轮困境 (19:40) 针对机器人领域长尾物理数据的极度稀缺,多位专家认为世界模型提供了加速“仿真到现实”(sim-to-real)迁移的关键路径。Sharma结合此前在特斯拉Optimus团队的研发经验说明,闭环训练体系通过在内部世界模型中模拟无限任务变体,将状态误差向量(物理预测与真值差距)、稀疏任务完成奖励(始末状态验证)及中间密集奖励(如抓取姿态与防滑)反向传播至控制策略,从而实现合成数据的大规模自监督训练。 然而,算法的持续迭代高度依赖真实环境中的“失败轨迹”,而这一数据飞轮在家庭场景中受到严苛阻滞。与自动驾驶在公共道路上快速建立数据飞轮不同,家庭机器人面临私密空间隐私监控合规及物理伤害责任等极高门槛。这导致行业呈现出两极化趋势:数据飞轮正优先在不受隐私限制的工业厂房和仓储环境中飞速转动,而家庭环境的大规模部署仍处于瓶颈期。 零售自动化与人机协同的商业路径 (11:39) 在企业落地层面,基础视觉语言模型已重塑传统业务流程。Kunal Sonalkar指出,Nordstrom借助CLIP等模型实现了跨模态对齐,不仅在消费端推动了基于概念的视觉搜索,并通过首位点击率、平均订单价值(AOV)和弃单率等量化指标验证效果,还在后台替代了数百万库存商品的繁重人工编目打标。在轻量级商业应用中,中小企业亦可直接利用Gemini等基础模型的零样本能力进行材料裂纹检测,或通过第三方托管服务以极低工程门槛完成微调。 面对完全端到端自主技术的延迟,商业机器人公司正广泛采取“人在回路”的协作机器人(cobot)模式以实现早期变现。Roy Lim介绍,Robotemi的移动机器人在欧洲零售门店内负责货架缺货巡检与导购,而在养老医疗场景中,远程医生可通过机器人实时巡视病房、检查体征并与患者交流。该模式将单名医生的日问诊能力从10人成倍扩增至50人,在缓解医疗劳动力短缺的同时,为后续长期的自主化算法研发持续积累边缘遥测数据。 端侧算力协同与硬件安全底线 (27:34) 机器人在动态物理世界中的实时响应,要求模型推理必须完全运行在边缘设备上。专家指出,诸如端持热锅时网络中断等不可控因素,决定了机器人无法依赖云端计算,这也排除了直接运行千亿参数庞大基础模型的可能,从而倒逼行业走向“软硬件协同设计”定制化芯片。但目前大多数机器人团队受制于资金和芯片设计能力,仍被迫采用通用现成计算硬件,限制了能效与吞吐量。 此外,硬件机械可靠性是决定消费级部署的关键生死线。Lim强调,在家庭和养老照护环境中,双足人型机器人断电或失衡摔倒可能造成灾难性人身伤害,因而现阶段轮式平台具备显著的安全优势。Lim预测,未来五年内防坠落自锁伺服电机等技术有望将硬件机械可靠性提升至90%以上,但90%的可靠性对于日常家庭生活依然完全不合格,机器人唯有达到99%的安全边界才能真正被大众接纳。 研讨会总结指出,计算机视觉与物理AI的未来不仅取决于模型空间推理能力的进化与延迟降低,更取决于能否在硬件可靠性、端侧专用芯片和安全容错机制上突破工程极限;在迈向2030年具备99%可靠性的通用自主时代之前,以人机协作为核心的垂直场景落地将是行业实现商业正循环与数据积累的主导形态。

Detailed notes — zh

## Background 本内容由 YouTube 频道 Ai4 于 2026 年 8 月 22 日发布,记录了一场题为《2026 年计算机视觉现状:追踪、检测与理解》的前沿圆桌论坛。页面简介指出,本次研讨会汇集了来自学术界与工业界多模态与自主系统领域的专家,深入探讨了基础视觉模型、多模态融合、数据效率与场景理解等核心技术在机器人、自动驾驶、物流制造及互动媒体中的前沿突破与落地实践。 ## TL;DR 本次圆桌论坛汇聚了来自 Nordstrom、PocketFM、UC Davis 与 Robotemi 的专家,全面剖析了计算机视觉(CV)在生成式 AI 时代作为核心基石的演进格局与落地分化。讨论指出,自动驾驶与视觉语言模型(VLM)在感知和零售搜索打标中已取得巨大突破,但通用具身智能与物理世界交互仍受制于数据飞轮短缺与“虚实鸿沟(Sim-to-Real)”,亟需世界模型与软硬件协同的边缘计算来破局。此外,嘉宾们通过远程医疗协作机器人等案例,阐述了 AI 作为劳动力“赋能放大器”的渐进演进逻辑,并为中小企业提供了利用开箱即用多模态大模型实现低成本落地的敏捷路径。 ## Atmosphere & style 整场研讨会专业扎实且充满前瞻性,洋溢着工业落地一线与学术前沿交织的务实氛围。主持人引导自然流畅,嘉宾们坦诚剥离了营销宣传的浮华泡沫,直面人形机器人动态物理交互、边缘算力限制及家庭隐私安全等严峻痛点。从电商海量 SKU 自动化到养老院远程医护机器人的具体实践,对话在硬核技术剖析与深切的人文协作关怀之间自如切换,呈现出理性、严谨且富有洞见的行业探讨质感。 ## Key takeaways - [00:00](https://www.youtube.com/watch?v=SJti4SleADE&t=0s) 尽管生成式 AI 和聊天机器人占据了当前舆论焦点,但在机器人技术爆发与工业应用中,计算机视觉是真正扎实且不可或缺的核心基石。 - [05:01](https://www.youtube.com/watch?v=SJti4SleADE&t=301s) 自动驾驶在感知层面已在统计学上超越 99% 的人类驾驶员,但具身智能面临动态交互瓶颈,与外部物体的物理交互难度远高于无交互的预编程动作(如后空翻)。 - [07:18](https://www.youtube.com/watch?v=SJti4SleADE&t=438s) 学术界正在构建融合图像、文本与动作空间的统一世界模型,以低成本、高效的视频生成模拟物理世界动态,加速开发具身智能仿真器。 - [08:39](https://www.youtube.com/watch?v=SJti4SleADE&t=519s) 移动机器人视觉正从过去人工硬编码规则匹配,演进为端到端的多模态视频流理解,机器人可结合开放 SDK 自主推导逻辑并执行巡检排障。 - [10:46](https://www.youtube.com/watch?v=SJti4SleADE&t=646s) OpenAI CLIP 等图文联合预训练模型的出现是零售电商的分水岭,不仅彻底重构了以图搜图体验,还实现了百万级 SKU 的自动化分类与打标。 - [15:22](https://www.youtube.com/watch?v=SJti4SleADE&t=922s) 具身智能的动作生成正转向统一多模态嵌入空间,但灵巧操作仍受制于实时生成、可变形物体建模以及长期一致性等物理泛化难题。 - [18:04](https://www.youtube.com/watch?v=SJti4SleADE&t=1084s) 世界模型的闭环训练依赖仿真预测与真实物理基准之间的状态差值(Delta)以及复合强化学习奖励,例如特斯拉 Optimus 便通过内部仿真模型实现无限规模迭代。 - [22:16](https://www.youtube.com/watch?v=SJti4SleADE&t=1336s) 通用机器人受阻于真实世界数据飞轮的缺失,而在实际部署中遭遇的失败轨迹对于算法模型的迭代修复具有远超成功案例的极高价值。 - [24:14](https://www.youtube.com/watch?v=SJti4SleADE&t=1454s) 受制于家庭私密环境的高合规与安全风险,商业公司优先通过人机协作机器人(Cobots)或低门槛的工业私有场景(如黑灯工厂)实现商业闭环与数据积累。 - [27:34](https://www.youtube.com/watch?v=SJti4SleADE&t=1654s) 机器人强依赖本地实时决策,使边缘计算与软硬件协同设计(Hardware-Software Co-design)成为决定机器人企业核心竞争力的关键壁垒。 - [29:24](https://www.youtube.com/watch?v=SJti4SleADE&t=1764s) AI 在中短期内是对专业劳动力的“赋能放大器”而非简单替代,例如远程医疗机器人打破了地理限制,使单个医生的日均接诊量实现数倍增长。 - [33:48](https://www.youtube.com/watch?v=SJti4SleADE&t=2028s) 展望 2030 年,计算机视觉的低延迟深度推理将全面普及,家用机器人预计进入内测阶段,伺服电机自锁防跌落等本体硬件安全机制也将成熟。 - [36:31](https://www.youtube.com/watch?v=SJti4SleADE&t=2191s) 中小企业切入计算机视觉无需从头组建庞大算法团队,可依托通用多模态大模型开箱即用的零样本能力,或通过第三方平台进行轻量化微调落地。 ## Detailed walkthrough ### [00:00](https://www.youtube.com/watch?v=SJti4SleADE&t=0s) 开场介绍与计算机视觉的时代地位 主持人 Brian Merchant 热情开场,坦言自己虽非计算机视觉领域的专家,但非常激动能主持本次圆桌并了解该领域的最前沿进展。他指出,尽管生成式 AI、聊天机器人以及 Claude Code 等大模型产品占据了当前几乎所有的头条与关注度,但“真正扎实的工作究竟在哪里推进,大家心知肚明”。在机器人技术的全新前沿以及商业资本(如 SpaceX IPO 等动态)的推动下,计算机视觉才是最被低估、却也是最核心的基石学科。 ```mermaid flowchart LR accTitle: 计算机视觉应用生态 subgraph Core["核心驱动"] CV["计算机视觉 (CV)"] end subgraph Domains["应用与前沿领域"] Retail["零售搜索与归因<br/>(Nordstrom)"] Media["多模态与长视频生成<br/>(PocketFM)"] World["具身智能与世界模型<br/>(UC Davis)"] Robotics["移动机器人与开放平台<br/>(Robotemi)"] end CV --> Retail CV --> Media CV --> World CV --> Robotics ``` 随后主持人邀请四位来自不同领域的嘉宾依次进行自我介绍: - **Kunal Sonalkar**:Nordstrom 的数据科学家,主要负责搜索相关性与推荐系统。他将计算机视觉技术深度应用于以图搜图(Image Search)以及商品的快速属性归因与上架。 - **Vasu Sharma**:PocketFM 的 AI 负责人,此前曾在特斯拉负责 Optimus 人形机器人的世界模型(World Models)团队,在计算机视觉领域深耕近 15 年。目前专注于多模态生成与长文本转语音(Long-form TTS),主攻数十万小时量级的超长视频生成,致力于解决超长周期下的角色与资产一致性难题。 - **Aura Yavary**:加州大学戴维斯分校(UC Davis)博士研究员,专注于文本、图像与动作空间(Action Space)交叉的世界建模,以提升机器人自主控制能力;此前在亚马逊(Rufus 项目)、微软(智能体系统)及谷歌拥有丰富的工业界研究经验。 - **Roy Lim**:Robotemi Global Ltd. 的创始人兼 CEO。Temi 机器人是一款全开放平台的轮式移动机器人,允许全球开发者植入自定义 AI 算法解决垂直场景需求,目前在医疗健康与养老院领域最为畅销,广泛用于全自动化远程诊疗与老人状态监测。 --- ### [05:01](https://www.youtube.com/watch?v=SJti4SleADE&t=301s) 工业落地与前沿分化:自动驾驶、机器人与视频生成 当主持人抛出核心议题——“相较于一年前,计算机视觉当前的技术前沿(State-of-the-Art)究竟处于何种水平”时,Vasu Sharma 首先从技术架构和落地分化的角度进行了深入剖析。 Vasu 指出,Transformer 架构的普及与 ChatGPT 的爆发从理论上解决了诸多以往难以攻克的难题。在落地方面,自动驾驶(AV)取得了巨大飞跃,例如在拉斯维加斯大道(The Strip)上运行的 Zoox 无人出租车表现极其平稳流畅;各项自动驾驶报告均表明,现阶段自动驾驶汽车在视觉感知与反应上已经优于 99% 的人类驾驶员,这是纯视觉与多传感器融合的重大胜利。 然而,在机器人与具身智能领域,尽管行业注入了数十亿美元的资金,现状与预期承诺之间仍存在显著差距。Vasu 澄清了一个公众认知误区:视频演示中机器人做后空翻或打空手道等炫酷动作其实在工程上非常容易,因为只要没有与外部物体发生动态交互,大多数轨迹和动作都可以被提前预编程(Pre-programmed)。相比之下,“从一张桌子上拿起一个橙子并稳稳放到另一张桌子上”这类涉及外部动态物理交互的简单任务,难度却呈指数级上升,目前业界仍无法实现高可靠性的稳定操作。 在视觉生成方面,技术演进同样迅速。行业已从早年充满破绽的“威尔·史密斯吃意面”搞笑 AI 视频阶段,跃升至现今能够工业化制作商业广告甚至完整电影短片的高保真水平。 - 自动驾驶车辆在感知与驾驶水平上已在统计学意义上超越 99% 的人类驾驶员。 - 无交互的机器人动作(如后空翻、特定套路)主要依赖预编程与运动学控制,无法反映真实的通用泛化能力。 - 具身智能的核心瓶颈在于开放环境中与不确定外部物体的精准物理交互。 --- ### [07:18](https://www.youtube.com/watch?v=SJti4SleADE&t=438s) 学术前沿:从多模态 Token 到物理世界建模 Aura Yavary 从学术研究的第一线视角探讨了生成式模型对视觉理解的重塑。她指出,图像所包含的信息密度与物理结构远比纯文本复杂,而当系统需要进一步接入具身动作空间(Action Space)去控制机器人时,复杂度会再度飙升。 当前最前沿的研究方向在于:如何将图像、文本与动作等各类 Token 统一表征并融入世界模型(World Models)中,从而构建出具备常识物理理解能力的“物理 AI”(Physical AI)。以往业界曾尝试简单地将图像视为与文本等价的序列,但图像背后的几何关系与动态环境极难用离散文本完全概括。此外,高分辨率的视频生成在算力与推理成本上极其昂贵,学术界正在全力攻关如何通过低成本、高效率的视频生成来精确预测物理世界变化,从而为机器人训练提供高逼真度的虚拟仿真环境(Simulator)。 --- ### [08:39](https://www.youtube.com/watch?v=SJti4SleADE&t=519s) 移动视角下的事件感知与自主编程机器人 从研究落地到实际硬件,Roy Lim 阐释了移动机器人与传统固定摄像头的本质区别。Temi 机器人的核心标语是“运动中的 AI”(AI in Motion),其搭载的摄像头每秒都在移动,视角和光影持续变化,无法套用固定闭路监控(CCTV)的静态背景建模逻辑,必须采用基于事件(Event-based)的动态视频流分析。 ```mermaid flowchart TD accTitle: 移动机器人视觉处理演进 subgraph OldWay["3年前:硬编码方案"] A1["传感器接收离散信号"] --> B1["规则匹配硬编码逻辑"] --> C1["机器人导航前往并响应"] end subgraph NewWay["当前:端到端世界模型与自主规划"] A2["移动动态视频流"] --> B2["多模态 AI 实时解析世界"] --> C2["调用开放平台 SDK"] --> D2["自动生成逻辑并执行动作"] end ``` Roy 回忆称,大约三年前团队必须依靠人工硬编码规则:先捕捉特定信号或事件,再设定固定路径让机器人前往现场并执行对应逻辑。而在融入最新一代生成式 AI 与大模型后,系统可以直接将整路连续视频流输入给大模型进行端到端的世界理解。机器人结合开放平台提供的 SDK 接口,能够自主推导解决方案、自动生成执行代码并驱动自身移动解决问题,实现了真正的“自主编程与自动巡检排障”。 --- ### [10:46](https://www.youtube.com/watch?v=SJti4SleADE&t=646s) 零售巨头的视觉变革:CLIP 模型的引入与搜索重构 主持人将话题引向大型传统企业的落地实践,询问在 Nordstrom 这类规模庞大且体系成熟的零售巨头中,计算机视觉项目是如何实际推行和落地的。 Kunal Sonalkar 回顾指出,对 Nordstrom 而言,整个业务体系的关键技术拐点出现在 OpenAI 开源 CLIP(Contrastive Language-Image Pre-training)模型之时。在此之前,文本检索与图像特征提取往往处于割裂状态;而 CLIP 创新性地通过大规模图文对进行联合多模态预训练,打通了视觉与文本之间的表征鸿沟。该技术的引入直接重塑了零售平台的搜索引擎,尤其是在以视觉风格、款式外观为主导的高意图搜索场景中,搜索结果的相关性与转化表现迎来了显著的质的飞跃。 ### [11:39](https://www.youtube.com/watch?v=SJti4SleADE&t=699s) 视觉语言模型赋能电商搜索与后端商品打标 在电商领域,视觉语言模型(VLM)的应用正带来深刻的转变。当用户开始倾向于搜索更多基于视觉特征的商品时,系统能够提供精准且高度相关的搜索结果。在衡量客户满意度与业务成效方面,团队可以通过多维度的数据指标进行量化追踪,包括搜索相关性表现、用户首次点击位置(First Position Click)、单次会话的平均客单价(Average Order Value, AOV)以及会话流失率(Session Abandonment Rate)。此外,图像搜索功能也得到了极大拓展:用户仅需上传或拍摄一张“种子图片(Seed Image)”,系统便能基于该图检索相似单品,甚至直接围绕该单品自动生成整套穿搭推荐。 除了前端的用户体验升级,这项技术在后端商品管理上展现出了巨大的降本增效价值。对于拥有数百万级(1M+)SKU 的大型电商平台而言,以往新品上架需要大量人工逐一进行分类与属性打标(例如手动标记“这是一件衬衫”或“这是一双鞋”)。如今,借助视觉语言模型,仅需输入商品图片和基础描述文本,模型就能自动完成标准化的标签生成。虽然针对特定的销售类目和产品形态仍需要进行适度微调(Fine-tuning),但它已经能够替除绝大部分繁琐的手工流程,让团队将精力集中在更高维度的策略制定以及处理那些定义模糊、边界不清的长尾疑难商品上。 ```mermaid flowchart LR accTitle: 电商视觉与语言多模态处理流程 subgraph Frontend["前端:用户交互与搜索"] A["种子图片 / 文本查询"] --> B["多模态检索与搭配生成"] B --> C["高相关性搜索结果与推荐"] end subgraph Backend["后端:商品入库与打标"] D["商品图片 + 描述文本"] --> E["VLM 自动分类打标 (微调)"] E --> F["结构化商品目录 (1M+ SKU)"] end ``` --- ### [13:31](https://www.youtube.com/watch?v=SJti4SleADE&t=811s) 实体零售与制造场景中的移动机器人落地 当话题转向线下实体店与自动化硬件时,Robotemi Global 的 CEO 结合实际落地案例,分享了商用服务机器人的多元应用。例如在意大利的零售门店中,轮式机器人会在货架通道间自主巡检并扫描货架商品;一旦检测到货架缺货,系统会自动向仓储管理系统发送补货通知,以便次日及时完成补货。在巡检间隙,机器人则会化身店内导购助手,跟随顾客提供服务。 在此类导购场景中,机器人的车载摄像头保持常开状态。顾客只需拿起一件商品展示在摄像头前,机器人便能立即识别出价格、播报产品介绍,甚至直接播放相关的展示视频;若顾客询问打折专区的位置,机器人还能提供实体导航并将顾客直接引至对应货架。由于该机器人属于开放式硬件与软件平台,用户可以根据需求自由挂载各类传感器,因此除了零售前台,该方案同样被灵活部署在仓储物流与工厂生产线等后端工业制造场景中。 - **自动巡检补货**:巡视货架检测缺货,自动联动仓储系统安排补货计划。 - **互动导购与视觉识别**:常开摄像头即时识别顾客手中的商品,展示价格、介绍及视频。 - **实体路径导航**:根据语音指令带领顾客前往特定促销区域或货架。 - **开放硬件生态**:支持加装定制传感器,跨界适配零售门店、仓储物流及制造产线。 --- ### [15:22](https://www.youtube.com/watch?v=SJti4SleADE&t=922s) 具身智能的端到端动作生成与泛化性瓶颈 在学术研究与技术前沿层面,机器人系统的控制范式正经历根本性的重构。传统的机器人开发主要依赖基于经典物理与动力学系统的确定性控制算法,而当下的全新路径则是“模仿人类的学习机制”——赋予机器人对真实世界的感知与多模态理解力。研究人员致力于构建端到端的统一嵌入空间(Embedding System),将视觉图像、语言指令以及动作(Action)统一映射至同一特征空间中,直接将来自环境的图像感知与用户的文本指令转化为机器人执行任务的动作 Token 序列(Action Tokens)。目前开发者已经可以在开源框架(如 PaLI 系列模型)的基础上,将多模态策略部署在各类机械臂上,完成桌面级别的基础操作任务。 ```mermaid flowchart LR accTitle: 端到端机器人动作生成流程 subgraph InputModality["多模态输入"] I["环境视觉图像"] T["人类语言指令"] end subgraph Model["统一多模态嵌入空间 (VLM/VLA)"] M["特征对齐与世界表征"] end subgraph OutputModality["动作输出"] A["动作 Token 序列 (Action Tokens)"] R["物理机械臂执行 (桌面任务)"] end I --> M T --> M M --> A A --> R ``` 然而,业界专家指出,现有方案在受限的确定性场景下表现尚可,但在灵巧操作(Dextrous Manipulation)上面临着严峻的“零样本泛化(Zero-Shot Generalization)”瓶颈。这一困境的根源在于高质量物理交互数据的匮乏。世界模型(World Models)被寄予厚望,旨在通过生成高拟真度、高视觉保真度的合成数据来拓宽泛化边界。但在真正解锁这一能力之前,世界模型自身仍需攻克三大核心要素: 1. **实时生成能力(Real-time)**:必须具备超低延迟以适配闭环控制。 2. **可变形物体建模(Deformable Objects)**:精准模拟非刚体、流体及柔性材质。 3. **长期一致性(Long-term Coherence)**:当前最先进的模型(如 Google 研发的 Genie)在处理长期轨迹时仍存在缺陷。例如,当一个物体移动到遮挡物后方再重新出现时,往往会出现形变、属性突变甚至直接消失的问题。 --- ### [18:04](https://www.youtube.com/watch?v=SJti4SleADE&t=1084s) 虚实鸿沟、世界模型与机器人闭环训练机制 针对仿真环境与真实物理世界之间的“Sim-to-Real 鸿沟”,现场展开了深入探讨。这一问题在机器人领域已存在了近半个世纪,许多策略在仿真中运行完美,但一旦置于真实物理环境就会彻底失效。不过,研究人员态度乐观地强调,五年前业内甚至还没有世界模型、RT-X(Robotics Transformer)或 DROID 项目的概念,当时普遍认为机器人动作无法直接通过人类语言和感知生成。如今,行业已经证明了通过多模态预测未来状态与动作的可行性,接下来的核心挑战在于如何结合仿真与世界模型缩小虚实差异。 在探讨世界模型的训练反馈机制时,专家们厘清了其与大语言模型基于人类反馈的强化学习(RLHF)的本质区别: ```mermaid flowchart TD accTitle: 机器人世界模型闭环训练与奖励机制 subgraph Simulation["世界模型 / 仿真环境"] P["策略模型 (Policy Model)"] -->|"执行动作"| W["环境状态演进"] W -->|"状态差异反馈"| D["真值与预测状态差值 (State Delta)"] end subgraph Rewards["强化学习多级奖励"] R1["中间过程奖励 (如正确抓取)"] R2["任务完成稀疏奖励 (如起点到终点)"] end D --> B["反向传播闭环 (Backprop Loop)"] R1 --> B R2 --> B B -->|"策略优化更新"| P ``` - **状态误差驱动**:训练并不主要依赖人工标注反馈,而是基于真实世界基准状态(Ground Truth States)与仿真预测状态之间的物理差值(Delta)。 - **复合强化学习奖励**: - **任务完成稀疏奖励(Sparse Task Completion Rewards)**:追踪全流程起止状态(如物体是否成功从 A 点转移至 B 点)。 - **细粒度中间奖励(Intermediate Rewards)**:评估子任务执行质量(例如抓取特定水果的手法是否正确、目标识别是否准确)。 - **特斯拉 Optimus 的闭环仿真训练实践**:专家透露,在特斯拉为 Optimus 人形机器人构建的训练体系中,正是利用世界模型运行内部机器人仿真;将中间状态奖励与长期任务奖励转化为反向传播闭环,对底层策略模型进行端到端优化,从而实现无限规模(Infinite Scale)的无休止闭环迭代。 ### [22:16](https://www.youtube.com/watch?v=SJti4SleADE&t=1336s) 世界模型、仿真到现实差距与数据飞轮瓶颈 在探讨具身智能数据短缺时,嘉宾指出世界模型(World Models)在某种程度上缓解了数据瓶颈,但“仿真到现实”(Sim-to-Real)的差距依然显著存在。世界模型不断迭代的核心价值在于能大幅缩短这一差距,从而避免耗费极高成本去采集海量、具有长尾效应且包含超长轨迹的真实数据。这也是当前大量机器人数据初创公司纷纷涌现的根本原因,世界模型实际上开辟了一条替代路径。 当主持人问及需要发生什么才能对“通用机器人”更快实现抱有信心时,嘉宾直言当前最缺乏的是“真实世界的数据飞轮”。如果机器人没有部署在实际生产环境中,就无法形成反馈回路。机器人置身真实世界必然会面临各种失败,而这些失败轨迹(Failure Trajectories)在价值上甚至远超成功案例,因为模型正是在解决失败中实现迭代修复。正如自动驾驶经历近二十年探索,真正的性能爆发期正是在其具备商业可行性、能够大规模上路运行之后才出现的。目前家庭通用机器人尚未达到可以直接放任进家门的成熟度,唯有进入千家万户,实现面向全球人类规模的数据扩张,才是真正的终极解锁时刻。 ```mermaid flowchart LR accTitle: 机器人数据飞轮与技术迭代闭环 subgraph S1["现实部署与反馈"] A["真实环境部署"] --> B["遇到失败边缘案例"] B --> C["高价值失败数据收集"] end subgraph S2["模型升级与扩展"] C --> D["模型迭代与微调"] D --> E["世界模型与算法优化"] E --> A end ``` ### [24:14](https://www.youtube.com/watch?v=SJti4SleADE&t=1454s) 家庭私密环境的隐私挑战与工业/协作机器人的过渡路径 将机器人放入家庭面临着双重严峻考验:除了技术成熟度,更棘手的是监管合规与隐私顾虑。与在公共道路采集数据的自动驾驶不同,家庭机器人直接进入私人住宅,面对儿童与宠物,在缺乏严密安全校验的情况下绝不可能轻易落地,毕竟“没人敢冒险让机器人意外摔伤一个孩子”。 针对学术界必须等到技术万无一失才落地的模式,商业公司必须寻求生存路径。Roy Lim 表示,企业无法像特斯拉那样承受漫长的前期消耗,因此选择优先推进“人机协作机器人”(Collaborative Robots / Cobots)。例如在养老院场景中,由医生在远端电脑上远程控制机器人来到床前,进行微调对准、听诊并与患者沟通。由人类医生负责关键医疗决策与药物分发,机器人作为辅助工具,不仅让企业在现阶段实现商业变现,同时也在为学术界收集更深度的研究数据。此外,工业场景(如汽车制造厂、完全自主运转的“黑灯工厂”)由于属于私有资产且合规门槛较低,已经率先实现了机器人的落地和工业数据飞轮的运转。 - **家庭机器人挑战**:涉及极高私密性数据采集,儿童/宠物共存环境下的安全要求极高。 - **人机协作模式(Cobots)**:将控制权与最终决策权保留在人类专家(如远程医生)手中,实现渐进式商业闭环。 - **工业场景先行**:私有产权厂房无须面对严苛的公众隐私监管,中国等地已实现全自动化黑灯工厂运作。 ### [27:34](https://www.youtube.com/watch?v=SJti4SleADE&t=1654s) 边缘计算的必然性与软硬件协同设计 在讨论计算架构时,嘉宾强调边缘计算(Edge Compute)对于机器人来说不是可选项,而是绝对的“必选项”。由于机器人需要应对实时多变的物理环境,根本无法依赖云端。如果机器人在做饭端着热平底锅时遭遇网络中断,它不可能停在原地等待云端返回指令。 然而,边缘计算的物理限制意味着机器人无法直接运行动辄千亿参数(100B+)的超大模型。这也决定了未来的竞争格局:具备“软硬件协同设计”(Hardware-Software Co-design)能力的企业将拥有决定性的竞争优势。正如苹果公司通过定制芯片与系统结合榨干硬件性能一样,机器人领域同样需要为特定模型架构量身定制芯片与硬件。目前绝大多数团队由于资源匮乏,只能依赖通用芯片搭建模型,这极大制约了模型能力的完全释放。 ### [29:24](https://www.youtube.com/watch?v=SJti4SleADE&t=1764s) 劳动力替代、人机赋能与 AI 时代的生产力跃升 面对 AI 发展引发的劳动力替代与就业冲击担忧,专家们认为短期内更可能发生的是渐进式重塑而非颠覆性替代。在计算机视觉的具体应用中,算法通常会输出置信度得分(Confidence Scores),只有在模型具备极高置信度时才会自动化执行,系统底层依然配备了严格的人类反馈机制与安全护栏(Guardrails)。AI 会率先接管重复、单调的机械性工作,使人类能够将精力转向战略层面的决策以及处理高度模糊复杂的边缘案例。 讨论强调,AI 的核心价值在于“赋能放大”(Multiplier)而非单纯的劳动力替代。如果直接向市场宣传“替代员工”,机器人产品将寸步难行。以远程医疗机器人为例,以往一名医生一天只能看 10 位病人,而当机器人常驻养老院后,医生只需在电脑上一键切换即可随时问诊,极大地成倍放大了专业人员的服务能力。尽管大部分工作岗位都将在某种形式上面临调整,但只要人类主动学习与 AI 协同,整个转型过程将是平稳且可控的。 ### [32:49](https://www.youtube.com/watch?v=SJti4SleADE&t=1969s) 远程医疗机器人与专业医护能力的倍增放大 Roy Lim 详细描绘了移动机器人在医疗与养老护理场景中的实际应用范式。在理想的部署模式下,机器人会自动移动到病患床前,医生只需远程连接并花上 10 分钟进行问诊,随后即可立刻从佛罗里达的患者无缝切换至纽约的下一位患者。这种模式彻底打破了地域限制,让单个医生一天能够接诊多达 50 名患者,不仅显著提升了医生的收入,更大幅增加了能够被及时救治的人群规模。 同样的逻辑也适用于护理人员。护士的角色更像是一位掌控全局的“飞机驾驶员”,面前摆放着多块监控屏幕,而多台机器人则在各个病房床位之间穿梭移动。当机器人抵达床头时,护士便能通过屏幕亲切询问:“今天感觉怎么样?哪里不舒服吗?我来跟医生沟通……”说完后一键切换屏幕,即可转向下一位患者。Roy 强调,面对日益严峻的全球老龄化以及严重匮乏的看护劳动力,核心策略不是去完全替代人类,而是通过机器人工具赋能并“放大”现有专业技术人员的效能。 ```mermaid flowchart LR accTitle: 远程医疗机器人工作流程图 subgraph Professional["远程专业医护中心"] Nurse["护士 / 医生\n(多屏幕指挥台)"] end subgraph Fleet["自动化轮式机器人终端"] R1["机器人 A\n(佛罗里达病房)"] R2["机器人 B\n(纽约病房)"] R3["机器人 C\n(养老看护中心)"] end subgraph Patients["患者群体"] P1["病患 1"] P2["病患 2"] P3["病患 3"] end Nurse -->|无缝切换巡诊| R1 Nurse -->|实时视频问诊| R2 Nurse -->|状态巡检交互| R3 R1 --> P1 R2 --> P2 R3 --> P3 ``` - **效能翻倍**:医生借助自动巡房机器人能够突破地理空间限制,实现单日接诊 50 名患者。 - **应对老龄化缺口**:聚焦于赋能专业技术人员(skillful labors),以自动化机器调度放大单位护理人力产出。 --- ### [33:48](https://www.youtube.com/watch?v=SJti4SleADE&t=2028s) 闪电问答:展望 2030 年计算机视觉的未来演进 主持人随后开启了一轮每人一分钟的闪电问答,向全场嘉宾抛出核心问题:如果站在 2030 年(即未来 4 到 5 年后)的同一研讨会上,计算机视觉(CV)的前沿技术与应用格局会是怎样的? 各领域专家从模型架构、自动化场景、具身形态及安全工程等多个维度给出了预判: - **推理与低延迟(Kunal Sonalkar)**:计算机视觉的深度逻辑推理能力将实现质的飞跃;同时模型的推理延迟必须大幅压低,这是计算机视觉技术在全行业实现规模化落地(Scale)的核心前提。 - **物理世界日常任务的全面自动化(Vasu Sharma)**:5 年后研讨会本身可能完全由远程 AI 主持,现场的椅子和设备由自动化机器人组装布置。由于计算机视觉驱动自动驾驶让交通出行成本极度低廉,自动驾驶车辆将彻底普及并颠覆整个交通行业;同时,几乎所有媒体内容与广告都将由 AI 端到端自动生成。 - **入户测试形态的家用机器人(Aura Yavary)**:湾区当前已有众多硬科技公司正在紧锣密鼓地内测家用机器人,预计到 2030 年,家用机器人至少会普遍进入家庭测试模式(in-house test mode)。 - **本体安全与伺服自锁机制(Roy Lim)**:对于真正进入家庭和养老院的机器人而言,安全性是第一道红线。目前为了规避断电或失控倒地伤人的风险,行业多采用轮式底盘而非双足机器人。未来 5 年内,双足/关节机器人的硬件可靠性可能从目前的水平攀升至 90% 甚至向 99% 靠拢,伺服电机(Servo motors)也将具备断电自动锁死防跌落的安全保护机制。 --- ### [36:31](https://www.youtube.com/watch?v=SJti4SleADE&t=2191s) 问答环节:中小企业低成本切入 CV 与开箱即用多模态模型 在现场 Q&A 环节,一位参会者提问:对于预算与人员有限的中小型企业(SMB,特别是零售与电商行业),当前采用计算机视觉的最低成本切入点是什么?企业应选择怎样的现成模型或供应商? Kunal Sonalkar 建议企业首先从开源的基础大模型入手。当前开源社区拥有极为丰富的文档和用例参考,只要团队具备一定的技术探索意愿即可启动。他强调企业无需一开始就组建庞大团队,关键在于“从一个最紧迫的具体痛点切入”。一旦在一个核心基准问题上跑通并验证了模型表现,该能力往往能直接复用到下游的各类应用中。 ```mermaid flowchart TD accTitle: 中小企业落地计算机视觉的敏捷路径 A["锁定垂直微小场景\n(如商品缺陷/图文标签)"] --> B{"通用多模态大模型\n(Gemini / GPT 零样本评估)"} B -->|效果已满足预期| C["直接 API 接入生产\n零自研训练成本"] B -->|存在特定领域长尾场景| D["第三方微调优化托管\n(如 Thinking Machines / Tinker)"] D --> E["按需交付专属微调模型"] ``` Vasu Sharma 补充了目前模型范式转移带来的巨大红利:多模态大模型正变得愈发通用与基础化,除非企业面临极其冷门的小众物品识别,否则绝大多数任务“直接开箱即用(Off the shelf)”即可。他分享了一个亲身体验:过去工业或质检领域需要耗费数月去搭建标注与训练一套视觉检测系统,而现在只需将一张带有缺陷与裂缝的板材照片直接喂给 Google Gemini,并提问“能否指出其中的缺陷与裂缝?”,模型便能给出相当精确的定位与诊断。 对于有特定业务对齐与微调需求的企业,Vasu 指出目前市场上涌现了许多类似 Thinking Machines(及其微调产品 Tinker)的服务商。中小企业根本不需要招募专职算法训练团队,只需提供业务数据并设定优化指标,第三方平台即可代为完成模型的端到端微调与交付。研讨会最终在热烈的掌声与致谢中圆满结束。 ## Notable quotes > [00:00](https://www.youtube.com/watch?v=SJti4SleADE&t=0s) 真正扎实的工作究竟在哪里推进,大家心知肚明 — Brian Merchant > [05:01](https://www.youtube.com/watch?v=SJti4SleADE&t=301s) 从一张桌子上拿起一个橙子并稳稳放到另一张桌子上 — Vasu Sharma > [08:39](https://www.youtube.com/watch?v=SJti4SleADE&t=519s) 运动中的 AI — Roy Lim > [15:22](https://www.youtube.com/watch?v=SJti4SleADE&t=922s) 模仿人类的学习机制 — Aura Yavary > [24:14](https://www.youtube.com/watch?v=SJti4SleADE&t=1454s) 没人敢冒险让机器人意外摔伤一个孩子 — Roy Lim > [29:24](https://www.youtube.com/watch?v=SJti4SleADE&t=1764s) 赋能放大 — Roy Lim > [32:49](https://www.youtube.com/watch?v=SJti4SleADE&t=1969s) 今天感觉怎么样?哪里不舒服吗?我来跟医生沟通…… — Roy Lim > [36:31](https://www.youtube.com/watch?v=SJti4SleADE&t=2191s) 从一个最紧迫的具体痛点切入 — Kunal Sonalkar > [36:31](https://www.youtube.com/watch?v=SJti4SleADE&t=2191s) 能否指出其中的缺陷与裂缝? — Vasu Sharma ## Mentioned Kunal Sonalkar, Brian Merchant, Aura Yavary, Vasu Sharma, Roy Lim, Nordstrom, PocketFM, UC Davis, Robotemi Global Ltd., SpaceX, Claude Code, ChatGPT, Zoox, Optimus, Tesla, Amazon Rufus, Microsoft, Google, Temi, CLIP, PaLI, Genie, RT-X, DROID, Gemini, Thinking Machines, Tinker ## Video description Kunal Sonalkar - Data Scientist, Nordstrom Brian Merchant - Tech Columnist, Author, Blood in the Machine Aura Yavary - AI ML Engineer/Researcher in Multimodal AI & Autonomous Systems, UC Davis Vasu Sharma - Head of AI, PocketFM Roy Lim - CEO, Robotemi Global Ltd. Computer vision continues to evolve at remarkable speed, with breakthroughs in detection, tracking, and spatial understanding powering everything from industrial automation to robotics and AR. This session brings together researchers and engineers at the forefront of vision innovation to explore the latest techniques—object tracking, segmentation, scene reconstruction, and multimodal vision models—and how they’re being deployed in real-world systems. Panelists will discuss advances in foundation models for vision, improvements in data efficiency, and the fusion of visual understanding with language and motion. Expect a deep dive into both the algorithms and infrastructure that are redefining how AI perceives and interprets the world, and gain practical insight into how these tools are being applied in autonomous systems, manufacturing, logistics, and interactive media. [Source](https://www.youtube.com/watch?v=SJti4SleADE)

Source quotes

[0:00] Brian Merchant: 真正扎实的工作究竟在哪里推进,大家心知肚明 [5:01] Vasu Sharma: 从一张桌子上拿起一个橙子并稳稳放到另一张桌子上 [8:39] Roy Lim: 运动中的 AI [15:22] Aura Yavary: 模仿人类的学习机制 [24:14] Roy Lim: 没人敢冒险让机器人意外摔伤一个孩子 [29:24] Roy Lim: 赋能放大 [32:49] Roy Lim: 今天感觉怎么样?哪里不舒服吗?我来跟医生沟通…… [36:31] Kunal Sonalkar: 从一个最紧迫的具体痛点切入 [36:31] Vasu Sharma: 能否指出其中的缺陷与裂缝?

Source quotes

[23:06] Those failures are actually more valuable than success trajectories because that is how you kind of iteratively fix the model. [25:16] Roy Lim: we're not Tesla and we want to get some money back first. [8:37] Roy Lim: AI in motion [24:29] accidentally drop a kid. [15:28] Vasu Sharma: sim-to-real gap [23:06] data flywheel [25:16] Roy Lim: collaborative robots (cobots) [26:50] Dark factories [27:34] hardware-software co-design [36:31] Vasu Sharma: Tinker

Original transcript

[0:00] Morning [0:04] everybody. Uh I am thrilled and honored to  be here. Uh I will preface this panel by [0:12] saying I don't know why they had me moderate  this discussion as I am in no way an expert [0:19] in computer vision. Uh I am however glad that  they invited me because I am thrilled to get [0:25] uh an update as to the state of the art of the  of the field. You know I'm I'm sure you guys all [0:31] feel this that you know generate AI and the chat  bots and cloud code they get all the headlines [0:36] they get all the love but we know where the real  work is happening. We know where the real stuff is [0:42] going on. And I think computer vision is uh is  is is maybe the the undersung and and and most [0:50] important discipline as we especially move into  this new frontier of robotics and this is where [0:56] uh also the money is starting to head to you know  the SpaceX IPO and all of this stuff we got we [1:02] got a lot of robotics and computer vision  is going to be central to all of that. So, [1:08] I'm thrilled to be here and I want to start by  getting some intros from our illustrious panel [1:14] here. Why don't we just go the oldfashioned way  and we'll start from the far left down there. If [1:18] you could just give a brief intro, who you are and  uh what you're working on in the AI or computer [1:24] vision sphere? Sure. Um can everyone hear me?  Okay. Okay. Thanks. Uh so I am Kunal Sonalar. I [1:32] work as a data scientist at Nordstrom. uh most  of my work revolves around search relevance, [1:38] recommendation systems and uh I primarily use  computer vision for the search relevance part like [1:45] u image search uh that sort of thing. Uh  and very recently we have moved to like [1:50] attribution as well like how quickly can we  get products on board uh using sophisticated [1:57] vision technologies. So uh that that is like  my day-to-day work and happy to be here. [2:06] Hey guys, lovely to see you all here. Uh I'm Vasu.  Uh I am the head of AI at Pocket FM. Uh so we've [2:13] been doing a lot of multimodal generation and  creative AI work primarily around long form video [2:17] generation, long form TTS, uh multimodal creative  design and a bunch of other things in that [2:22] ecosystem. And when I say long form, I mean like  hundreds of thousands of hours worth of content. [2:27] So as you can imagine the problem exponentially  compounds keeping character consistency across [2:31] that kind of framework assets uh across that  framework and just kind of actually building [2:36] something interesting so that people would  actually watch it. Uh before that I was working [2:39] at Tesla. uh I was leading the world models team  at Optimist Robotics and yeah been spending about [2:44] almost like a 15 years almost in computer vision  seeing the field evolve and yeah really excited [2:49] to discuss how it's kind of evolved and what the  state today is and yeah super excited about the [2:53] robotics part especially I'm sure I would agree  but yeah lovely to see you all wonderful hi [2:59] everyone uh I'm a currently I'm doing research at  UC Davis uh during my PhD and also I'm working on [3:07] world modeling which is intersectional text, image  and also action space to control robots in a more [3:16] uh autonomous way. Uh I have experience in  different um industry and AI like as Rufus [3:22] at Amazon, Microsoft in agentic system and also  Google and nice to meet you all. Hi, I'm Roy. Um [3:32] I'm the founder and CEO of Tami. Tami is a robot.  you will see it out there taking picture for [3:38] people roaming around the entire hall. Um yeah,  you're welcome to visit our booth as well. I have [3:44] something down the stairs. Um so uh my vision  is to use robots to actually be on the ground [3:52] and help people. So uh instead of thinking of what  I can solve, we built a robot that is completely [3:58] open platform and we allow other people developers  to put their own AI, their own algorithms into our [4:05] robot and then uh sell it to distributors all all  over the world and then uh let them to solve their [4:12] customers problem. So right now our most uh best  seller is actually in healthcare industry. uh we [4:21] help a lot of uh elderly homes, nursing homes to  automate the entire uh tele medicine system. So [4:29] the doctors they don't have to go anymore. They  just send the robot to the bedside. Uh I'll be [4:34] talking more about these use cases and uh how we  actually use vision to verify what the elderly [4:41] people are you uh are doing or what happened  to them. Did they fall down or did they lost [4:47] the temper? Uh there's a lot of use cases. Uh we  don't really build our own computer vision system, [4:53] but we utilize a lot of them. So uh let's move on  to more use cases today. Thank you. Thank you all. [5:01] And with that, I I think let's just let let's  dive right in. Right. The the the name of the [5:06] panel here is the state of computer vision. Now,  uh, where where are we at right now again with [5:14] these rumblings of robotics and and sort of the AI  boom reaching this this this huge crescendo? Um, [5:20] where where are we now compared to say where  we would have been just just one year year ago? [5:25] What's what's the state-of-the-art? Who wants to  who wants to take the big meaty question first? I [5:29] see you nodding over there. Why don't let's let's  do it. Let's All right, I'll take that one on. [5:35] uh I do feel I think a lot has changed since  the transformers and the first advent of charg [5:39] came out. Transformers obviously have become  the fundamental building block which have [5:42] theoretically solved a lot of the problems that  we encountered before that. Uh that said there [5:48] is still so much left to be done. We have seen  giant strides happen in the AV space for example [5:52] like we actually have self-driving cars on the  road. I hope people have tried the Zuks on the [5:56] strip. Uh it's working pretty flawlessly at this  moment. um pretty much all EV reports point out [6:02] to the fact that at this point uh any self-driving  car is better than almost 99% of the human drivers [6:07] that is pure computer vision. Uh robotics on the  other hand is still I think very early. There's [6:12] obviously billions of dollars that have been  poured into it but it's nowhere close to the [6:16] promise that it kind of promises to be. Uh you  see all these cool robot demos of robot back [6:22] flips and like doing all sorts of karate moves.  That is very very easy to do because as long as [6:26] you're not interacting with anything external,  it's very easy to pre pre-program most of it. [6:31] But having even something as simple as picking  up an orange from one table and placing it on [6:35] another is significantly harder than that because  you're interacting with an external object. And [6:40] that is something that we have not been able  to reliably do or even come close to for that [6:43] matter as of today. That's still a few ways out.  Um so yeah, that part I think is still evolving. [6:48] There's a lot of other problem statements as well  of course which we still have to tackle but yeah [6:52] I see the progress being good. Another uh quick  thing I'll mention is the video generation side [6:57] of things. We've all seen the Will Smith videos  being used as like a state of video generation. [7:02] We come a long way. I think seance for example  right now is already doing a lot of this content [7:06] production all the way from like advertisements to  entire movies uh as of today and it's only going [7:12] to get better. So a lot of progress has been  made there and I'm excited to see where that [7:15] leads. Yeah. Interesting. and and from a from a  research perspective, Aura, where you know what [7:21] what is the what is the bleeding edge of the  re as someone who has uh their nose right in [7:26] it right now? Sure. uh basically um I think the  main somehow a state of the art is how generative [7:35] model could help image because I mean image is  more complex than text and then it gets more [7:43] complex when you want to add action to the system  which is on robotics so the most important state [7:50] of the art is how to engage any types of tokens  in image text and also action to can learn in [8:00] the world models and somehow have physical AI  to can have better understanding of the world. [8:07] But the thing is I mean initially we think image  could be considered as a text but there is more [8:13] information in image. So it is very hard to do  regarding understanding of the environment and [8:19] also video generation is very costly for us. So it  is I mean the next type of set of the art is how [8:28] we want to add video generation for robotics  in order to predict a world and have better [8:34] simulator in the environment. Yeah, that makes  sense. And I guess it also makes sense that then [8:39] we can talk about how this is starting to play out  in in uh in in the private sector and you know how [8:44] you're how you're beginning to answer questions  like that like how do you uh how do you implement [8:51] uh you know the these new systems that are you  know going to require a lot of data. You think [8:57] we need a lot of data right now you know computer  vision and all these and motion data it's going [9:01] to be an even bigger data pipeline. you I'll just  kick the same question to you, Roy. Uh, you know, [9:07] where where's the state-of-the-art at in your  field right now? So, when I talk about robotics, [9:13] you would imagine that it's always in motion. Our  slogan is AI in motion. But how do you take the [9:22] computer vision? It's it's a moving frame every  second. So, my robot is moving around. It sees [9:29] all these people, but in a different perspective.  It's not a CCTV cuz everything is moving. So we [9:36] need to analyze these videos with event base. So  we need to identify something that is in a special [9:44] location and that something has happened to it. So  about 3 years ago we hardcode all these stuffs. we [9:53] have to uh get the signals of some event coming  up and then we have to deal with it go to that [10:00] direction solve the problem or offer a solution  but after 3 years with all these generation of AI [10:06] and all this stuff we actually put the whole video  onto uh an AI and it will actually understand the [10:14] world and then I put my open platform SDK as  a solution base for it to learn now it can [10:21] actually program something automatically and move  my robot to solve the problem. So, this is a whole [10:27] new world of automatic uh self-programming robot  that I'm moving into. It's amazing because I don't [10:35] have to do anything. I just prompt it or let it  walk around finding problems and then it solves [10:41] everything. That's the state-of-the-art. Yeah.  And that's interesting. And you have, you know, [10:46] you're you're building a a new product and you're  you're innovating something completely completely [10:50] new. I I I wonder um how the implementation in  sort of a an organization that is as large and [11:00] established as as like a big retailer. So what  does it look like as you're you know rolling out [11:07] uh computer vision initiatives uh you know at  at a at a major clothing company? Yeah. So I [11:14] think uh for us the big shift happened um when  OpenAI sort of released clip models. Uh clip was [11:21] uh like open source model which sort of combined  the text and the vision aspect. Uh and it was [11:28] trained on text and the vision uh like text  and image pairs. Uh that's when we were able [11:33] to actually see visible differences in our search.  uh the queries which were more like vision focused [11:39] where people were searching more vision based  items uh we were actually able to show like really [11:45] relevant results on that so that was I think one  big uh shift which happened uh the second was um [11:52] with whole the vision language model are you able  to see sort of like customer satisfaction like [11:57] improve and things like that or how do you like  how are there metrics around how yeah so you can [12:02] you can actually track uh the search relevance how  how it's working like what was the first position [12:07] click which they did? um what was their average  order value in a particular session or like [12:13] um how much the sessions got abandoned like so  there are like some metrics which you can measure [12:19] u and then essentially there is like this  image search functionality where you can [12:23] actually click a picture and then just search  based on that similar image like a seed image [12:28] um you can build outfits using that particular  seed image so uh on that front like I think uh [12:34] a lot of technology has grown so to say uh but  I think Not just from the customer standpoint, [12:40] this also helps a lot from the backend standpoint.  Uh let's say if you have a catalog of a million [12:47] plus products, right? So someone needs to onboard  those products to your website. So people actually [12:53] go and manually label, hey, this is a shirt, this  is a shoe. And now I think the vision language [12:58] models are at at a stage where you don't need to  do that anymore. Like you can just pass your image [13:03] and descriptions and like the model will label it  for you. um you definitely need like some sort of [13:08] fine-tuning on what categories you are selling and  what sort of products you're selling. Uh but a lot [13:14] of manual work uh can be sort of uh removed from  the picture and then you can only work with more [13:20] on the strategic side or essentially the products  which are not well defined or ambiguous. So uh it [13:26] saves a lot of time on the backend side as well  and not just the front end side. Interesting. And [13:31] so you and you're you're talking about sort of web  search so far. This is all on the the e-commerce [13:36] side. Um, is there anything happening in store?  Uh, plans to maybe get one of Royy's robots here [13:43] uh pulling up to people with clothes to try on? I  I'm not uh exactly sure about like anything from [13:50] the store standpoint. Uh, but we have seen like a  lot of gains on the e-commerce side. So, I won't [13:55] be surprised like if we try something uh from  Roy's side. Can I sell you on stage? Yeah. So, [14:03] yeah, we we actually have some some customer in  Italy. They're using the robot in store. They uh [14:10] let the robot roam around the aisles and look at  all the shelves. If there are missing items, which [14:17] means it is out of stock. It will automatically  tell the storage and then it will refill the [14:22] next day. And at the same time, when it's not  uh searching for items, it follows people. So, [14:28] it it's your little assistant. It turns on the  camera all the time. So you take a product, [14:34] you show the robot, it will tells you how much it  is and how uh give you introduction or even play [14:40] a video over you and then you can ask for guidance  where is the discounted products and then it will [14:46] just guide you to the location. So that's a robot.  That's very interesting. Very interesting. Uh does [14:53] it work like on the back end side like uh on  the manufacturing facility or something like [14:59] that? Yes. Yeah, because it's open platform, you  can build anything. You can put sensors on. So, [15:04] it's up to you how to use the robot. But, uh, for  stores, that's the use case. But we have other, [15:10] uh, other functions in the storage, in the  manufacturing line as well. I don't want to sell [15:16] too much on stage. To be clear, I'm not employed  by Roy at all. I just just throwing that up there. [15:22] Uh, so, and let let's talk a little bit more  about the research end, too. I want to can you [15:28] talk about your specific research a little bit and  where and and what has you sort of most interested [15:33] and excited right now? Sure. So currently I mean  when we have some I mean robots initially started [15:41] with control regarding any types of dynamic  systems in physics. But the new approach is [15:48] we want to teach robot like as how human learn. I  mean we have perception we have understanding of [15:54] the world. We talk to the robot and command them.  But how we want to create this end to end system [16:00] with many different types of input like as image,  text and also action. So what's happening is we [16:07] are creating some um embedding system which has uh  different type of multimodels and it transform it [16:16] to the same space and then afterwards we transform  this um perception from different modalities into [16:23] action output. So the input is uh image of the  environment and also the text is command that [16:31] uh any customer send to the robot and the output  is sequence of tokens which are actions that robot [16:38] uh should do and then so I mean you believe  somehow we are very far away regarding manual [16:46] and somehow having automated robotic system but  you can try for example poly models which are open [16:52] source and then you and run it on different arms  to somehow uh complete your commands based on your [17:02] input. At least you can use for example for any  manual task on tabletop. Absolutely. I've actually [17:08] tried them. I've worked very closely with the PI  team and a bunch of other teams in that space. [17:12] They do work for limited setups but they don't  generalize. I think the zeroot generalization [17:15] is one of the hardest problems when it come to  dextrous manipulation for any bots. Uh problem [17:20] there is the data. We don't have the scale of  data that we need to actually truly unlock that. [17:24] That's the whole promise of world models that they  give you a way to generate high visual fidelity [17:28] visual realism data which actually allows you  to generalize. But again, we're not uh there's [17:32] there's like three different factors that the  world models need to solve before that. It needs [17:35] to be real time. It needs to be able to handle  like deformable objects and long-term coherence [17:40] because for example, if you the state-of-the-art  right now is the Google's models actually uh for [17:45] world models uh Genie particularly uh but it  does not do long-term coherence. For example, [17:50] if an object goes behind another object, comes out  on the other side, it either changes shape, form [17:54] or completely disappears. So that is something  that you need to be able to model to get the world [17:59] models right and then do long trajectory task. But  definitely in any types of products or research [18:04] there are some weaknesses but the thing is we  are for example doing simulation or for example [18:10] trying to predict the next action or trying to  predict the next video by video generation to [18:16] create more somehow generalizable system. But the  thing is uh one thing is possibility and another [18:23] thing is how to make it. Currently we shown there  is possibility to have world models to predict the [18:29] action based on the human command. And the next is  to generalize the model by simulation or different [18:35] things. So currently I believe that I mean we are  I mean we have the possibility to create world [18:41] models to have some generalized robots. The next  is how for example simulations or different types [18:48] of techniques could be used to make it happen  in the real world. Yeah, that's into real gap [18:54] is exactly the problem, right? Like that's been  something we've been dealing for five decades at [18:57] this point pretty much and we haven't come close  to solving it. Things work in simulation the [19:01] moment you go to the real world they just break  completely. Yeah. But consider 5 years ago there [19:06] were no world models or there were no artics or  droid project and no one believed we can generate [19:14] actions based on human input because they believe  that we have to robots just by physical worlds. [19:20] No human action, no generation or something like  that. But currently at least we have possibility [19:26] and we see there are some options and we can  make it at least in simulated system and also [19:32] real world but in a control system. Yep. I have  one follow-up question on that like so uh and [19:40] probably because I'm not like super familiar  in this space but like what sort of a feedback [19:44] loop happens for training like these world models  like is it similar to language models like RLHF or [19:51] something like that or is it completely different?  uh basically we don't uh somehow work on uh I mean [19:56] RLHF is not the main I mean human feedback  is not the main thing we learn from it but [20:02] error and also simulation in the environment for  example move the robot but you see I mean the real [20:08] world you see it moves here but in the simulation  it is it moves here so this error used as somehow [20:14] learning function makes a little more to that so  yeah she's right like the delta between the ground [20:20] truth states and the real states is what you use  but the for that you need like ground trajectory [20:24] data for every roll out that you do which often  is not easy to get because you can imagine the [20:28] scale right like the volume of data. So the second  type of reward that you use is actually the task [20:32] completion rewards which are much sparse. So let's  say I have to pick up an object and I can place it [20:36] in a different play. So I know the start state, I  know the end state, I can track whether or not it [20:40] was able to complete the task. So some of those  task completion metrics also kind of factor in. [20:44] And then you have intermediate rewards. For  example, was I able to pick up the orange [20:48] correctly? Was I able to kind of identify the  object correctly to begin with? So a lot of these [20:52] parser words that's the reinforcement learning  side of the training. So you have imitation [20:56] learning and then you have reinforcement learning  like a combination of I just wanted to say somehow [21:00] regarding arguing different things uh somehow  we have to be a little bit more exact. Don't say [21:06] for example it's not possible or for example we  can't do that. So I believe so when we see some [21:13] lights regarding some opportunities we have to  continue. So I just wanted to say currently world [21:18] models are progressing and it is much better than  5 years ago which people believe that there is no [21:24] uh possibility. Yeah way better. I was working on  and what were you working on specifically? Uh so [21:32] I was working on I was working on closed loop  uh training with world models. Um so think of [21:37] it this way that okay where were you at Tesla uh  that's what I was working on. Um so the idea there [21:42] essentially is that you can take a world model  specifically for Optimus. For Optimus yeah uh [21:47] so I can't disclose too many details but let me  try I'll give like a high level overview. Uh so [21:52] you basically take a model you run a robotic  simulation inside it. uh the reward that you [21:57] get based on like intermediate states and as I  mentioned like the long-term reward that basically [22:01] gets converted back into a back propagation loop  which gives feedback back to the model and it [22:06] improves the policy model or whatever model you're  trying to train inside the world model and the [22:11] beauty of world models is that you can basically  run this as many times in infinite scale uh which [22:16] kind of solves your data bottleneck in a way but  again it doesn't fully fix the sim to real gap [22:20] which is still there and very much still prevalent  but again the world models as they kind of keep [22:24] getting better It bridges that simtorial gap a  lot faster and that's why like there's so much [22:30] investment going into world models because if you  can solve that it basically circumvents that need [22:34] for like large scale generalizable longtail long  trajectory data which is extremely complex and [22:40] just takes time takes effort and very expansive  to collect. That's why you see a lot of these [22:45] robotic data companies kind of spin up. Uh so yeah  this basically is like an alternate path to that. [22:50] Yeah. And it's really interesting. And so what  sort of account I know that you know we you you're [22:55] going back and forth essentially about you know  how how how fast I think you you maybe you're both [23:00] intuiting that progress can can unfold on these  questions. Um what to your mind specifically would [23:06] would have to happen for you to be more confident  that you know you would get something like you [23:11] know the general purpose robot faster? I No, you  go. I would. Yeah. Uh so I think uh the part that [23:18] we're missing is the data flywheel. Uh without  having these bots in production in the real world, [23:23] you don't have a feedback loop. You put them  out in uh production uh you like they'll fail. [23:28] They in real life they'll fail. Those failures are  actually more valuable than success trajectories [23:33] because that is how you kind of iteratively fix  the model. And we saw the same thing play out [23:36] for self-driving cars. We've been doing that for  two decades at this point. But if you look at the [23:40] pace of progress, the real jump came when they  actually started becoming commercially viable to [23:45] a point that we could actually have them running  around in the real world because there is nothing [23:48] that replaces the real world data and that is  the biggest jump in performance that we noticed [23:53] across that board. But again to get that point you  have to iteratively keep making the model better [23:57] and to Yara's point that that's exactly the point  where we are at right now. We are making progress [24:01] things are getting better but they're not at a  point where we can just kind of let them loose [24:05] in the houses at the moment. Once we're able to  do that, that's where like the true jump comes [24:09] in because then you start basically scaling the  data part across every human on the planet and [24:14] that's where the true unlock is. Does the sort  of uh that ma that level of mass data collection [24:21] of sort of many intimate environments that it  necessitates does that raise any uh concerns uh [24:29] you know privacy surveillance for massive concerns  that that's one of the big reasons. So there's two [24:34] parts of challenges. One is a technical challenge  of course. The other is regulatory and compliance [24:38] challenge. Like you're not going to put a board in  the house with like kids and pets around without [24:42] like the say proper safety checks which we don't  have today. And again even the data collection [24:46] itself is so like self-driving cars much easier  right you're on the road you're capturing public [24:50] spaces. Here you're capturing someone's house so  much harder. And that's the reason I say I'm not [24:55] saying from a technical perspective that this is  hard. I'm saying it's hard because of all of these [24:58] challenges that you just can't deploy them in the  house unless you're sure that they're good enough [25:03] that they won't accidentally drop a kid. Yeah.  Well, I guess to that to that end Oh, I get Roy, [25:10] you wanted to chime in on that one too. Yeah,  because uh it is a research world where uh we have [25:16] to wait until it's everything is ready, but we  are from a commercial world. We we need to survive [25:22] as well. we're not Tesla and uh we want to uh get  some money back first and then uh we'll continue. [25:29] So what we believe in is collaborative robots. We  want human to make the decision first uh when the [25:38] computer cannot. So we ask let's say in a nursing  home we asked the doctor to be on the computer [25:46] controlling the robots remotely go to the bedside  and they can micro adjust the position they can [25:53] say oh it's not pointing exactly at the at the  patient now I'm going to turn right a little bit [25:59] okay now I can talk to him uh the stethoscope can  reach his chest and a bunch of stuff can be done [26:06] so we allow human to make these intervention to  enable the process first so that I can get money [26:14] back and then we collect the data for you guys  to research on more autonomous stuff and the [26:22] decision ultimately has to be from human because  we're helping human anyway. uh for example the [26:28] doctor once they collected vital sign data from  the robots they have to uh ship the medicine to [26:36] them they have to send them to a hospital it's all  decided by a doctor so collaborative robot I think [26:43] it's the way in between until we have something  really really autonomous I add one quick point to [26:50] that I think industrial setting is another case  which is exactly what you guys are doing as well [26:54] uh an extension of that because again you don't  need to worry about regulations and compliance [26:58] there, right? It's someone's own factory. They  own it. It's private property. They're happy [27:01] to deploy whatever bots they want on that. So,  we're already seeing adoption on the industrial [27:05] side like commercial plants, uh, car manufacturing  companies, things like that. They're already using [27:09] the BSport. So, we've started creating that data  flywheel there. Uh, the one I was referring to [27:14] to particularly was the humanoid robotics inside  people houses. That is a little ways out. Um, but [27:20] yeah, industrial robotics already here and I think  it's already like automating. there's already dark [27:24] factories in China operating fully autonomously.  Um so yeah, we're already seeing progress in that [27:28] side of things. Yeah. And before we move on to  sort of maybe kind of a lightning round about [27:34] sort of like what what's next, um I I did want to  ask about sort of like the the increasing use of [27:39] sort of edge compute and what that's looking like  um and how sort of you're thinking about balancing [27:48] that um as you know more more robotics and and and  and computer vision you know necessitates you know [27:55] a different approach than than than the cloud  compute. I don't who wanted to take that one? [28:00] one of you too. I can take it if you want  to take. All right. Uh so edge robotics is [28:06] if edge comput is not just an option here.  You have to do it because think about it [28:10] this way. You have all of this compute on a  bot. You can't send things to a cloud server, [28:15] right? Let's say you for example you're cooking  something and you're waiting for like a cloud [28:18] to respond to a query and the internet crashion  drops. Like what are you going to do? Just like [28:22] stand there with a ped pan in your hand? You  can't do that. So it has to be edge compute. [28:27] uh everything has to be done on device and that's  why it limits the capability of the models you can [28:31] deploy. You can't have those massive 100 billion  parameter models because they're not going to run [28:35] on the edge. So I feel that the companies who do  hardware software codeesign together have a right [28:41] to win in the space because they can squeeze the  most amount of juice out of the models that they [28:45] have uh which no one else can do. So that is where  the unlock is sadly a lot of people are actually [28:50] not doing that right now. Very honestly they don't  have the resources as well. Designing hardware [28:54] is not an easy task. Uh so a lot of people are  basically importing compute and building their [28:58] models on top of that. But again that limits you  in what you can do because again you can't unlock [29:03] the full model capabilities. Your chips are not  designed specifically for your model. Apple has [29:08] proven that hardware software code design powers  a lot of things. The same thing needs to be done [29:13] in robotics in my opinion. Uh hardware software  code design with edge compute with the chips [29:18] being designed to support the specific model is  what we need to do. Yeah. Really interesting. [29:24] Um so yeah so I well I also had kind of a  maybe a little more ab abstract question [29:31] um and and that's just that looming over  sort of the entire sort of a AI moment is [29:37] this question of of of labor displacement and and  job automation um based on sort of the trends that [29:44] you're seeing in the field with computer vision  a lot of this so far has translated into you [29:49] know automation of creative work automation  of coding software engineering that kind of [29:53] Um and I think less attention is paid right now  to sort of in the in the industrial automation [30:00] space. Um how is all this going to start affecting  do you have any thoughts about how quickly um or [30:06] if at all we're going to start seeing sort of the  the major um you know labor disruptions that are [30:12] forecasted by some of the top AI CEOs. Um probably  I think u I can add a couple of points on that. [30:19] uh one is um I I I don't see like a complete  disruption altogether just yet like we do like [30:26] automate a lot of processes with computer vision  uh but generally there are like some confidence [30:32] scores attached to whatever process we  are automating and unless the model is [30:37] completely confident we we don't uh just put it in  production at all. So there is like some sort of [30:43] uh proper human feedback and uh guard rails  which are associated with it. Uh that's the [30:49] current scenario. I'm not sure like how that  that scenario is going to change. Uh but I think [30:55] uh one good thing which might happen is like  instead of a lot of mundane or like wrote work [31:00] which was happening again and again that part can  be automated like right now and fairly quickly. [31:06] uh so you can actually focus a good amount of  your time on more strategic work and actually [31:11] those cases which are super ambiguous and  the model is not able to identify those [31:17] uh that that's what that's what we are seeing  right Maro you had something to add to that [31:25] uh so basically I think currently  we are in the process and we see [31:31] how AI affect affects everything but the  thing is it's not something that happens [31:36] today or tomorrow. It will something happens  gradually and then it makes more somehow [31:43] manageable if people somehow learn how to be  friend or using AI and learn how they can use [31:52] their AI and but definitely there will be some  changes and I think we try to be more optimistic [32:01] regarding that and learn how AI could be useful  but definitely most of the jobs will affected in [32:08] different types of but definitely I mean human  could be more somehow engaging regarding this [32:15] process. So I like the way you say it's a labor  displacement because we are not replacing any [32:23] job we don't want to sell that otherwise people  are not buying our robots. Um the first thing is [32:29] uh other than displacement we also want to  multiply the ability of people. For example, I was [32:36] talking about doctors. Normally without the tele  medicine robot, they can see 10 people per day. [32:44] But now because all these robots are stationed in  the nursing home, all they need is a click. The [32:49] robot would go automatically to the bedside.  They spend 10 minutes and then immediately [32:55] from Florida, they can switch to a New York uh  patients. So they can see 50 patients per day. [33:02] their income becomes much higher and the amount  of people that they can save got much higher. This [33:09] also applies to nurse because they can take care  of people from different places at the same time. [33:14] It's like a pilot of a plane. They have multiple  monitor the robots are moving to from bed to bed [33:20] and once they arrive ah how are you today? Do you  feel bad? I'll talk to doctor blah blah blah and [33:26] then next she swaps to another screen talk to  other people. So we are multiplying the ability [33:33] of human beings to save more people. Uh we don't  have enough labor to serve the elder uh population [33:41] already. So we just want to do that. We focus on  uh giving more power to the current uh skillful [33:48] labors. That's that's my focus. Okay. Some a quick  one quick lightning round uh one minute each for [33:54] the answers. Uh and then we'll we'll open it to  questions. I'm asking this question in 2030 what's [34:01] the state of computer vision? Uh what's your  answer? We're at the same panel in in in in four [34:07] or five years. Uh state as in uh yeah what's the  state-of-the-art of computer vision? What's going [34:12] on? What's where are we at in 5 years? I I think  the reasoning part will definitely improve and [34:18] uh I am a big proponent like the latency  of some of these models should go down [34:23] um so that you can actually scale it. Um, so very  low latency and better reasoning. Great. First I [34:32] think probably the panel is being conducted by  a board somewhere remotely and we're all dialing [34:35] in from our remote systems. BS are setting up the  assemblies here, all the chairs, everything else [34:40] being set up by that. So a lot of that I think  problems but some of the mundane physical tasks [34:44] I think would would be solved. uh like autonomous  cars everywhere the entire strip because it makes [34:49] the cost of transportation significantly cheaper  then everyone's at at a price point where it just [34:54] makes total sense to just take those across the  board. So it'll revolutionize transportation [34:58] as an industry. Um yeah I think that would  probably some of the big ones and even the [35:02] content advertisements everything being created  by AI at that point. Great. Uh I believe by then [35:09] we will have uh in-house robots at least in  test mode. Uh because currently I know many [35:17] uh companies in Bay Area that have test mode  inhouse robots and yep it's my all right Roy take [35:25] us home. I think it's safety because all these  robots are going into a home. It go is going to [35:31] elderly homes. It actually works with people and  the safety level right now my company can only [35:39] use wheeled robots because if you use bipedo or  whatever uh once it runs off a battery it's very [35:46] dangerous. It can fall. So we in five years I'm  sure a lot of these uh problems will be solved. [35:54] uh the servo motors might have their own way to  lock itself so that the robot will never falls. [36:02] Uh the reliability will go up to at least 90% but  still not enough for home because it will injure [36:10] people 10% of the time. That's not good enough but  it will increase gradually. I would say five years [36:17] later I'll come back to the panel and say five  years later uh it will be more reliable like 99% [36:24] uh it will takes time uh it's a difficult process  great thanks everybody that was great um and at [36:31] this point we'll open it up for uh some questions  I saw a hand go right up over over there tomorrow [36:44] computer vision They an all chains.  What's the lowest cost entry point [36:52] today off the shelf moder where a  vendor manage staff was second pel and [37:06] I'm not uh sure about what sort of SMB are  you talking about. Uh but if if I had to [37:12] take a shot the retail and retail e-commerce  side. Yeah. So uh there are like really good [37:19] foundational open-source models out there and uh  a lot of people are like documenting on how to [37:25] use use them. Uh I think that could be a first  start at it. U a good part of effort also goes [37:32] into evaluation side like how these models end up  performing. uh but anyone I think uh with a decent [37:39] experience uh and like uh willingness to try some  of these open source models could could be a good [37:45] starting point. Uh I I wouldn't know like if  there is an ideal team size or the number of [37:50] people you would need. Uh but take like a very  small problem statement which you are actively [37:55] facing and then try to tackle that on. uh from my  experience what has worked is if you solve one uh [38:03] foundational problem a lot of applications can be  used downstream as well so I would recommend like [38:09] um start with a very small problem statement and  sort of go from there super quick thing here uh so [38:16] two things one I think as the model space evolves  these models are becoming so foundational that [38:21] you don't even need to train your own models the  models themselves are like for most tasks unless [38:25] you have like a hyper niche task with hyper  specific speific objects, most of them just [38:30] work off of the shelf. Something as simple as like  a Gemini or like even a GPD model for that matter. [38:34] U try it like try putting it something like very  complex query like for example um I actually tried [38:38] this myself. Take a sheet with like um some defect  on it. Uh something that would take like months to [38:44] set up like a computer vision system to do feed it  to Gemini and ask it okay can you identify exactly [38:48] the faults and cracks in this? It'll actually give  you a pretty accurate answer. Uh that said in some [38:53] cases you still need to kind of fine-tune these  models on your data to kind of align it better to [38:57] your requirements. Uh for that I think there's a  lot of companies coming up which actually do this [39:01] for you. So you don't need a team. You just need  to kind of pay them whatever amount. So give them [39:04] your data and like some guidelines about what  you want to optimize for and they kind of do it [39:09] for you. A good example is uh thinking machines.  Uh they have this offering called Tinker. Uh you [39:13] can give it your model. You can specify what  model you want to use. You can specify what [39:16] data you want to use and some understanding of  um the overall uh thing you're optimizing for. [39:21] and they do the fine tuning for you. So that  that's just about all the time that we have [39:26] today. Uh thanks so much everybody for coming.  Thanks to our panelists here uh knowledgeable, [39:32] wonderful, great. Thanks so much everyone.  Okay, cheers. Have a good time out there.