Bankless · Monday, August 31, 2026
Shahin Farshchi identifies a critical challenge in robotics development: the lack of extensive, high-quality training data compared to the vast datasets available for language models. He highlights companies like XDOF and Physical Intelligence that are focused on generating this essential training data, which is crucial for improving the reliability and generalizability of robots.
“I would imagine that robots and automation don't nearly have the same qualitative and quantitative amount of data to train how to move your arm to grab the thing with the right amount of force.”
“So we are investors in XDOF, which is specializing in generating this training data for robotics. Physical intelligence obviously also has a huge capability around amassing this data internally for training as robots.”
“So yes, you're hitting on a very good point, which is companies that are able to access and build these training sets for these particular applications will certainly be advantaged.”