The problem
Intelligence is racing ahead. The physical world isn’t.AI got 300× cheaper. Building didn’t.
Physical AI is outpaced by digital AI.
15frontier AI models released
1transformer delivered
AI releases
20242025
GPT-4GPT-5
One power transformer, on order
Ordered · Mar 2023Delivered · week 128
Not good enough
Robot AI isn’t ready for real work yet.The models aren’t good enough.
75%is the best any model has done on a real robot. A production line needs 95% or more.
Production needs 95–99%
π0.575%
ACT64%
Wall-X35%
SmolVLA32%
π028%
RDT-1B15%
Simulation scores don’t survive a real robot.
93 ptslost by one model going from a simulated test to a real robot. Simulation can't stand in for the real world.
SimulationReal robot
OpenVLA-OFT98 → 5%
GR00T N1.794 → 2%
π095 → 28%
SmolVLA61 → 32%
π0.598 → 75%
Why it’s stuck
Not enough real data, and it’s hard to make. That’s where B2A comes in.There’s no easy way to scale robot training.
Today a robot learns from one of two places. Neither grows with demand.
01 · SimulationFast and cheap, but it doesn't carry over to a real robot.✕ Not real
02 · People, by handReal, but one person drives one robot through one try at a time.✕ Doesn't scale
The robot is the cheap part.
60%of a robot cell's cost isn't the robot: it's integration, programming, tooling and safety.
Robot arm$40K
Integration, programming, tooling, safety$60K+
Working cell$100K+