The business of physical AI.

Topic

human-machine interface

3 signals

Economics

Software becoming the biggest bottleneck to physical AI innovation, finds QNX research

Source: The Robot Report

QNX, the BlackBerry-owned embedded OS division, released an OnePoll survey of 1,000 robotics software developers finding 27% cite software architecture and integration as their biggest performance bottleneck versus 16% for hardware, while 91% still run real-time workloads at least partly on general-purpose operating systems. Two-thirds of respondents reported certification-related project delays, rising to 70% in the UK and Germany versus 56% in China.

Launches

We tried Google’s AI glasses and they’re almost there

Source: AI News & Artificial Intelligence | TechCrunch

At Google I/O, Google demoed prototype Android XR glasses with an in-lens display running Gemini for translation, turn-by-turn navigation via Google Maps, photo capture, object recognition, and configurable widgets. \

Deals

Hark Raises $700M at $6B Valuation for Figure Founder's AI Hardware Venture

Source: TechCrunch

Brett Adcock's AI hardware startup Hark raised over $700 million in a Series A round valuing the company at $6 billion. Hark is building a vertically integrated family of AI hardware devices with co-developed models and interfaces; notably, Hark's models are already being trained on Adcock's Figure AI robots, creating a cross-company embodied-AI data loop.

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