# Visions of AI: GPT-3 Moment for Physical AI

> Source: <https://www.machinebrief.com/news/visions-of-ai-gpt-3-moment-for-physical-ai-jak1>
> Published: 2026-09-18 00:01:21+00:00

# Visions of AI: GPT-3 Moment for Physical AI

[AI Supremacy](https://www.ai-supremacy.com)

Has embodied AI and robotics hit a milestone in 2026?

Good Evening,

***Visions of AI*** is a new feature format I’m experimenting with that will amount to a short profile on an AI or emerging tech startup. The cadence of this style of article is unknown as of yet, but there are a lot of fascinating startups I want to discuss and share about.

This is designed to be light evening reading to go out at a time-slot of 8 pm EST.

In late 2026 there’s been a very sudden spike in massive Physical AI and embodied AI funding rounds, especially in the software around the robotic brain, and humanoid [robotics](https://www.machinebrief.com/category/robotics), a form factor of bipedal (human-like) robots. While it remains to be seen how significant or enduring this trend is, it follows a [flurry of Chinese robotics](https://www.cnbc.com/2026/08/06/chinese-humanoid-robot-maker-unitree-prices-ipo-at-9-billion-valuation.html) companies going public. China is widely seen as the robotics leader of the world, especially in current sales, hardware and manufacturing. 

About three weeks ago a Physical [AI startup](https://www.machinebrief.com/category/startups) called Skild AI [released their S1](https://www.skild.ai/blogs/s1), an [in-context learning](https://www.machinebrief.com/glossary/in-context-learning) model for robotics. Skild AI has hit [over $100 million](https://dealroom.co/news/150181-skild-ai-hits-100m-revenue-run-rate-10-months-after-first-deployment/)[1](#footnote-1) [in revenue](https://dealroom.co/news/150181-skild-ai-hits-100m-revenue-run-rate-10-months-after-first-deployment/) already in 2026. The company claims that **S1 new is a [foundation model](https://www.machinebrief.com/glossary/foundation-model) that learns from one example** (one-shot learning). They said that it can be taught 10-minute long tasks that it has never seen before, from one video prompt without any [fine-tuning](https://www.machinebrief.com/glossary/fine-tuning).

### Embodied AI with a Real Revenue Ramp (Skild)

After doing some digging while it’s a marketing idea (being pushed by the industry), I do believe ***S1 could qualify as the GPT-3 moment*** for robotics learning, at least in its 2027 iterations. In the history of AI, that would correspond to around 2020. Generative Pre-trained [Transformer](https://www.machinebrief.com/glossary/transformer) 3 (GPT-3) was a landmark 175-billion [parameter](https://www.machinebrief.com/glossary/parameter) LLM developed by OpenAI where the research paper introducing it was published on May 20th, 2020, about **3.5 years before** the [ChatGPT](https://www.machinebrief.com/compare/chatgpt-vs-claude) moment itself. 

This is tremendously exciting for robotics and Physical AI enthusiasts.

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## Key Terms Explained

[Fine-Tuning](https://www.machinebrief.com/glossary/fine-tuning)

The process of taking a pre-trained model and continuing to train it on a smaller, specific dataset to adapt it for a particular task or domain.

[Foundation Model](https://www.machinebrief.com/glossary/foundation-model)

A large AI model trained on broad data that can be adapted for many different tasks.

[GPT](https://www.machinebrief.com/glossary/gpt)

Generative Pre-trained Transformer.

[In-Context Learning](https://www.machinebrief.com/glossary/in-context-learning)

A model's ability to learn new tasks simply from examples provided in the prompt, without any weight updates.
