Dorian

@Movrs - #sportsbiz and I bleed blue & gold #gobears 🐻

[Jitendra MALIK @JitendraMalikCV]

I'd like to advertise this paper in advance of CoRL 2026 where you have the opportunity to check it out. Yet another example of the power of human videos as a data source, and the cool thing is that one can augment real videos with synthesized variants, produced with the help of a video generatuon model. The real2sim2real paradigm rules!

[Dorian @dorian_pieracci]

@TechnoloJai no

[Dorian @dorian_pieracci]

turns out real time inference is tough... go figure

[Danfei Xu @danfei_xu]

1/
Ever wonder why many VLA demos look smooth only after 5-10× video speed-up?

Running VLAs in real time (or faster) is not one problem. It’s several tightly coupled ones.

Here is a "mini literature survey" thread on recent papers (RTC, SAIL, VLASH) in this paradigm.

[Dorian @dorian_pieracci]

Pretty good take here… Ai companies eating whole verticals previously dominated by PE… swallowing the legacy businesses…

[Troy Kirwin @tkexpress11]

In 2026, Venture Capital will eat Private Equity

It used to be that venture capital and private equity lived on two separate planets:
VC = San Francisco
PE = New York

They targeted completely different universes of companies:
--> PE - people heavy biz services, stable/low growth, predictable cashflows
--> VC - tech-forward, high growth, high risk, massive TAM

What was the playbook for B2B VC backed startups?
--> Grow to unicorn scale by selling to other early adopter tech companies, then Fortune 500s

XX> SMB and mid-market services - think field services, IT staffing, accounting, construction, recruiting - were always tough to sell into for startups

Why?
-->Thin margins, high labor costs, and small IT budgets

>> But as AI eats labor, these businesses are in play <<

There are 3 ways where VC and PE are colliding:

1/ Private Equity funds will become channel partners for startups.

PE funds are focused on financial engineering and cost optimization. Startups building AI products and services can sell across their portfolio to automate the backoffice and uplevel sales and marketing. PE funds have made AI their #1 strategic priority and have hired central leaders to oversee their portfolio adoption efforts

2/ PE portfolio pages are a startup idea menu

Private equity will often buyout vertical software companies whose TAM didn’t allow venture scaled returns. As software evolves from data storage and collaboration to agents taking action and completing work, AI should massively expand the TAM for these categories. Founders will set their sights on unseating these legacy incumbents backed by private equity. All they have to do is look at their portfolio pages for category ideas

3/ AI Rollups
This is one of the most direct ways that VC is eating PE

VC backed AI platform businesses are not just selling software but acquiring legacy business services companies to own the value chain end to end.

As an example, our @speedrun company AgentAstra is acquiring freight forwarding services businesses with mostly debt and integrating AI deeply into their operations

These companies aim to increase margins by at least 2x and make them “AI native”

tl;dr - While the west coast, Patagonia-wearing VCs and the east coast, PE suits used to live in different universes, in 2026 with AI, I believe, those worlds converge

[Vittorio Caggiano @CaggianoVitt]

🚀 #MyoKinesis is live! High-fidelity human motion for developers:
📦 Python MyoSDK
📚 Tutorials: https://t.co/gKvIhreHSv
☁️ Interactive Colab: https://t.co/Wo1Hkbtuf4

[Paras Chopra @paraschopra]

Google has a massive opportunity to eat Nvidia’s lunch.

It seems they trained Gemini 3 fully on TPUs only.

So all they need to do now is to double down on their JAX ecosystem and reduce TPU prices on Google Cloud.

[Dorian @dorian_pieracci]

@BartronPolygon @YiMaTweets explicit understanding of why when atom x moves, atom y moves (and represented more as pixels not atoms)

[Dorian @dorian_pieracci]

@sanpskala @YiMaTweets the 3D WORLD, is made of atoms, governed by physics… operating in it without providing the best understanding how things work 3D is not ideal… fair to assume best case scenario is providing an understanding of the real 3D world they operate in

[Dorian @dorian_pieracci]

people generally don’t understand what a. the problems world models solve, and thus what they are suppose to do, nor 2. the components of a world model… i.e. the needed implicit and explicit representations for the stated goal

[Yi Ma @YiMaTweets]

I have met many students and young researchers lately who claim to be working on World Models or Embodied AI but do not even know the basics of 3D Vision or linked rigid body motions. When did we start to give students the illusion that they can *do* things right without *learning* anything right?

[Dorian @dorian_pieracci]

Open source real to sim… 👀

[Jiageng Mao @PointsCoder]

We release OpenReal2Sim, an open-source toolbox for real-to-sim reconstruction and robot simulation.

A key difference from prior work is our focus on building an interactive digital twin from in-the-wild data — even Internet images or generated videos.

Try it out:
Interactive Demo: https://t.co/SdE8kSiGD6
Code: https://t.co/nUEa4bID4V

[Dorian @dorian_pieracci]

who’s willing to sacrifice the most

[angela strange @astrange]

It’s near impossible to beat someone who just doesn’t give up.

I learned that racing marathons: you hit a wall, you feel awful, you may think you're done—and then somehow you find another gear.

The same thing happens as a founder. And as an investor. You can believe something long before the rest of the world catches up. Sometimes it takes years, sometimes it shows up in a form you never imagined.

But if you stick with it, the payoff is real. Stamina compounds.

[Dorian @dorian_pieracci]

@PTrubey @agilityrobotics the bankroll that @adcock_brett has + the real demonstrable accomplishments is being taken seriously. However, people’s critique is because of what you state here… new factories for producing robots are good…but people &amp; the market also want 2 see durable customer growth

[Chestnut Robotics ✈️CoRL @ChestnutRobotic]

Vision-based teleoperation 👀🤖
Our open-source robotic hand mirrors human motion in real time — fast, smooth, and precise.
Watch every finger follow instantly ⚡

👉 Try it yourself:
💻 GitHub: https://t.co/H0UhUwB154
🔗 Shop: https://t.co/QeohUpAnUB

#robotics #AI #opensource #teleoperation #visionbased #handtracking #dexteroushands

[Dorian @dorian_pieracci]

With China directly supporting their national champions… how does the US compete?

[Financial Times @FT]

FT Exclusive: Jensen Huang has warned that China will beat the US in the artificial intelligence race, thanks to lower energy costs and looser regulations.

Read more from his interview with the Financial Times: https://t.co/xrjtiTvbJt

[Dorian @dorian_pieracci]

@grok @grok who are the dominant players in each country?

[Dorian @dorian_pieracci]

@grok who is ahead in actually training and deploying robots, the US or china?

[Dorian @dorian_pieracci]

@grok and who are the leaders in both countries?

[Dorian @dorian_pieracci]

@grok what are the different competitive advantages between the two?

[Dorian @dorian_pieracci]

@grok better put how do private US robotics companies compete with the resources that a whole country like china brings to bear given its national champions strategy?

[Dorian @dorian_pieracci]

@grok what is the likelihood that our approach means we lose the robotics race? or, how does the US approach give us a strategic advantage if any?

[Dorian @dorian_pieracci]

@grok why is this the case?