This startup thinks robotics is about to have its ChatGPT moment
General Intuition is betting millions of hours of video game data can train the foundation models for physical AI, making it easier to build smarter robots with minimal real-world data.
Before OpenAI’s GPT-3 ushered in the era of foundation models, companies built specialized natural language processing models from scratch, training each on large amounts of task-specific data. Today, most organizations start with a general-purpose model like OpenAI’s GPT series, Claude, or Llama and then fine-tune or prompt it to solve their specific needs.
Pim de Witte, CEO of General Intuition , thinks embodied AI will follow a similar pattern. Rather than collecting huge real-world datasets to build specialized robot models, he argues the industry should focus on better quality datasets that can produce foundation models capable of transferring intuition about movement and interaction across many environments.
“A lot of companies right now are doing lots of specialized work focused on individual embodiments, individual environments, and individual robots,” de Witte told TechCrunch on a recent episode of Equity .
Much of that work will become redundant soon, he argues, with the emergence of general models like the one General Intuition has been developing and deploying.
“The generalization of the model itself is the product,” he said. “The fact that it has a base level of reasoning about space and time is going to be the reason why people stop collecting hundreds of thousands or millions of hours of real-world data. Because the reality is, you only need a few minutes.”
General Intuition built its own such foundation model after training on millions of hours of video game data, including information like what buttons on a controller a human pushed and when. Both de Witte and General Intuition’s lead investor, Vinod Khosla, argue the action data is the key to developing a human-like intuition for spatial-temporal reasoning.
The startup last month raised $320 million at a $2.3 billion valuation on the back of that thesis. The company has demonstrated that its current model is capable of both playing a video game for hours and powering a quadrupedal robot — the latter after fine-tuning it on just eight minutes of real-world robotics data.
“The fact that [the robot] was actually able to zero-shot on just the front camera, with no other sensors, in the office with dynamic objects being introduced and people walking by was a very big surprise to us,” de Witte says. “I think it’s a sign of what’s to come.”
The end game for General Intuition isn’t to build robots itself, but to become the foundation model of physical AI, a base model for other robotics companies to build upon for their own machines. Or, as de Witte put it: “We’re not gonna build a self-driving car company. We’re gonna make it 10 times easier for the next person to build a self-driving car company.”
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Rebecca Bellan is a senior reporter at TechCrunch where she covers the business, policy, and emerging trends shaping artificial intelligence. Her work has also appeared in Forbes, Bloomberg, The Atlantic, The Daily Beast, and other publications.
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Pontos-chave
- A General Intuition propõe uma nova abordagem para o treinamento de robôs, utilizando dados de jogos em vez de dados do mundo real.
- A qualidade dos dados pode ser mais importante que a quantidade, o que pode beneficiar startups brasileiras que enfrentam dificuldades na coleta de dados.
- O investimento significativo na General Intuition pode estimular o crescimento de startups brasileiras no setor de robótica e IA.
Análise editorial
A proposta da General Intuition de utilizar dados de jogos para treinar modelos de IA física representa uma mudança de paradigma que pode impactar significativamente o setor de tecnologia no Brasil. Com a crescente adoção de robótica em diversas indústrias, desde a manufatura até a saúde, a capacidade de desenvolver modelos de IA mais robustos e generalizáveis pode acelerar a inovação local. O Brasil, que já possui um ecossistema de startups em expansão, pode se beneficiar ao adotar essas tecnologias, especialmente em áreas onde a coleta de dados do mundo real é desafiadora ou limitada.
Além disso, a ideia de que a qualidade dos dados pode superar a quantidade é um ponto crucial. Muitas startups brasileiras enfrentam dificuldades na coleta de dados para treinar suas soluções de IA. A abordagem da General Intuition pode servir como um modelo para que empresas locais explorem novas fontes de dados, como simulações e ambientes virtuais, para desenvolver suas próprias soluções de IA, reduzindo custos e tempo de desenvolvimento.
O investimento de $320 milhões e a avaliação de $2,3 bilhões indicam um forte interesse do mercado em soluções que possam transformar a robótica. Isso pode estimular um aumento no investimento em startups brasileiras que buscam desenvolver tecnologias semelhantes, criando um ciclo virtuoso de inovação e atraindo talentos para o setor. O que observar a seguir é como a General Intuition e outras empresas que seguem essa linha de pensamento conseguirão traduzir suas inovações em aplicações práticas e como isso impactará a adoção de robôs em ambientes do dia a dia.
Por fim, a possibilidade de que modelos de IA possam ser treinados com dados de jogos sugere uma interseção interessante entre entretenimento e tecnologia. O Brasil possui uma cena de desenvolvimento de jogos vibrante, e essa conexão pode abrir novas oportunidades para a colaboração entre desenvolvedores de jogos e empresas de robótica, potencializando a criação de soluções inovadoras que utilizem a gamificação para treinar robôs em situações do mundo real.
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Fonte original:
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