54. When AI Gets a Body: The Opportunities of Physical AI

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There is a moment in every technological revolution where the thing stops living on a screen and enters the room. We are at that exact moment with AI. Not the chat window kind. Not the one that writes your emails or summarises your meetings. I am talking about physical AI, artificial intelligence that has a body, moves through the world, and learns to do things that until very recently only humans could do.

That is the conversation I had with Vitaly Bulatov, founder of UFB Ultimate Fighting Bots. And trust me, this episode is not about robots punching each other. Well, it is also about that. But mostly it is about something much bigger.

What Physical AI Actually Means

For the past few years, AI has mostly lived behind glass. Your phone screen. Your laptop. A chat interface. Vitaly puts it simply: we are now entering the era where AI gets a body.

The humanoid robots being developed today, machines with 29 electric motors, depth cameras, LIDAR sensors, and AI brains trained through something called reinforcement learning, are not science fiction. They exist. They fight in cages. And the same technology that makes them fight will make them walk your streets, build your homes, and work in your hospitals.

"The fact that we'll have way more robots in the world will actually make us more human," Vitaly told me. His idea is that today, our phones are this weird middle layer between us and the world. We are always looking down, always half-present. In the future, your digital life might be embedded in a robot that sits next to you in the physical world. You stay present. The robot handles the interface.

I find that beautiful, actually.

The Formula One of Robotics

One of the best ways to understand UFB comes from an analogy Vitaly uses: UFB is the Formula One of humanoid robotics.

In F1, every team races on the same track with the same rules. What wins is what is inside the car, the engineering, the software, the intelligence. UFB works the same way. The cage is just the track. What actually competes is the AI brain each team has built and trained inside their robot.

"I really like the Formula One analogy because that's exactly what Formula One is," Vitaly said. "Throughout Formula One, cars became so much safer, new materials have been tested. But also, it's a cultural moment."

That is the dual function UFB is going for: a testing ground for real technology, and a cultural moment for robotics. The two things feed each other.

How You Train a Robot to Fight (And Why It Matters)

Here is where it gets fascinating. Training a humanoid robot is not like programming a dishwasher. You cannot just tell it what to do. You have to show it, let it fail a hundred thousand times in a simulated world, and reward the versions that get closer to what you want.

That is reinforcement learning. And the reward is not a cookie. "Mathematically it's not really a cookie or anything," Vitaly explained.

The robot learns in simulation, not physically, because if it tried every variation in the real world, you would destroy every robot you own. Once it has learned in the simulated world, you transfer that knowledge to the physical machine. But there is always a gap between the two. Vitaly calls this the sim-to-real gap. The physical world has dust, humidity, electromagnetic interference, and wet floors. The simulation does not.‍ ‍

Closing that gap is one of the central challenges of physical AI right now. And the progress is accelerating. NVIDIA just released a model called Sonic that has been pre-trained on thousands of human motions. You give the robot a new movement to learn, and it can already do most of it, because it already knows what movement feels like.

The Data Nobody Thought to Collect

Here is something that surprised me in our conversation, and it might surprise you too. ‍

When training language models like ChatGPT, researchers used the internet. Billions of words, conversations, books, articles, all there, already collected. But when you want to train a robot to clean a toilet or take dishes out of a dishwasher, that data does not exist anywhere. Nobody filmed themselves doing those things in first-person. Why would they?

"It turns out that's exactly the data we need to show the robots how to clean toilets and train them," Vitaly said. ‍

So now an entire new industry has emerged. Companies are paying people to film themselves doing boring household tasks from a first-person perspective, what Vitaly calls egocentric data. Google DeepMind, Physical Intelligence, and dozens of startups are all buying this data to train robotic AI models. The race is on.

This connects directly to something Elio Challita discussed on a previous episode about micro-robots learning from biological systems. The challenge is always the same: how do you teach a machine to navigate the chaos of the real world? For Elio, the answer was looking at insects. For Vitaly, it is looking at humans doing dishes.

Moravec's Paradox: The Hard Thing Is the Easy Thing

One of the most mind-bending ideas in this episode is something called Moravec's paradox. And once you hear it, you cannot unhear it. The things that are easy for humans are incredibly hard for robots. And the things that are hard for humans are incredibly easy for robots.

‍A backflip? Easy for a robot. You simulate it 10,000 times, you get a perfect backflip. But picking up a small bolt that just fell on the floor in a tight space? No robot on earth can reliably do that. Not even the most expensive ones.

‍"The real world still presents a lot of challenges for robots," Vitaly admitted. "But the pace is accelerating a lot and robots are learning how to generalize the tasks now, which is impressive."

This paradox explains why physical AI is such a hard problem, and also why solving it is such a big opportunity.‍ ‍

The City That Comes Alive

I want to paint a picture here. Imagine a city in 2073.

Traffic lights that read the real-time flow of cars and people and adjust without a timer. Bridges that monitor their own structural stress and send alerts before any human notices a problem. Delivery robots negotiating with each other for sidewalk space. Trash bins that signal when they are full. Buildings that open their doors based on crowd density.

This city is not a fixed thing. It is a living organism.

Vitaly is confident that autonomous driving will be the first wave, it is already happening in San Francisco. The second wave is service robots: delivery rovers, hospitality robots, machines doing the dull, dirty, and dangerous jobs that humans either do not want to do or should not have to do.

"It's not necessarily that robots will be doing jobs or replacing jobs," Vitaly said. "They're making the jobs better, making people more productive. People can focus on creative output, applying their creativity and brain to the problems that's what people are good at."

This idea connects to a conversation I had with James Glattfelder about consciousness and the future of the physical world. James argued that as we offload more cognitive tasks to systems around us, what we are really doing is freeing human attention for what matters most, meaning, connection, creativity. Physical AI might be the most powerful tool we have ever built for doing exactly that.

Gaming Gets a Body Too

‍Here is where things get a little trippy. And I love it.

‍Right now, gaming lives on a screen. You sit, you hold a controller, you move pixels. But UFB has already demonstrated something different: people anywhere in the world can log in and remotely control a physical robot in a real gym, fighting a real robot controlled by someone else on the other side of the planet.‍

The physical world becomes the game.

‍I asked Vitaly: when the world becomes the game, does simulation theory stop being a theory?

He laughed and said he does not think about that much anymore. He is just building.

‍But I think about it. Because we talked about this exact blurring of digital and physical with Roman Axelrod, who is building contact lenses that overlay digital information onto the real world. The direction is clear: the line between the digital and the physical is dissolving. Physical AI is one of the biggest forces pushing that dissolution forward.‍ ‍

The Arms Race Nobody Is Talking About

‍Let me end with this thought.

‍There is a new arms race happening. Not nuclear. Not satellites. The question is: which country trains the smartest robots?

‍The electric vehicle boom improved battery technology and electric motors, the exact same components that power humanoid robots. The AI boom produced transformer models that are now being adapted for robotics. The data collection industry is emerging to feed those models. The foundational models are being released by NVIDIA, Google, and Physical Intelligence.

‍Everything is converging. And whoever trains the best robots will have an enormous advantage, economically, militarily, culturally.

‍Vitaly has been in this space for over a decade. He has seen the slow years and the fast years. "Right now," he told me, "the most I've ever been" enthusiastic. Because the progress has just accelerated so much over the past few years.

That is the sound of a man who was right early, and is watching the world finally catch up.

‍ _____

This article was produced with the assistance of AI tools. The Mizter Rad Show is hosted by Mizter Rad.‍ ‍

Guest: Vitaly Bulatov, Founder of UFB Ultimate Fighting Botsufb.gg

Follow UFB on LinkedIn.

Listen to the full conversation with Vitaly on the Mizter Rad Show.

‍Stay curious, question everything, and maybe just maybe… the most sophisticated machine ever built is not the one in the cage, it's the one reading this sentence right now.

Mizter Rad

 
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