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Jim Fan Outlines Robotics 'End Game' at Sequoia AI Ascent — Four-Stage GPT Playbook for Physical AI
NVIDIA's Jim Fan presented a 'Great Parallel' framework mapping robotic development onto the GPT playbook: pre-training, alignment, reasoning, and autonomous research. Introduced 'Dream Zero' where robots simulate success in world models before executing physically — achieving +17% real-world success out of the box on fruit packing. The industry is pivoting from Vision-Language-Action models to video-first 'World Action Models' that prioritize physical laws over linguistic understanding. Predicts 'physical auto-research' by 2040.
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