Physical AI is a Mexican standoff. Who walks away as the winner? episode artwork

EPISODE · Jun 10, 2026 · 1H 9M

Physical AI is a Mexican standoff. Who walks away as the winner?

from Zero Shot · host The Ken

Think of an action or crime film. At some point, when all of the different threads and plots converge, you witness a high-stakes scene. Three characters are locked in a fight. You don’t know who emerges a winner. This is what is loosely called a Mexican standoff. Apply this analogy to physical AI. There are currently three players in the game. America has BigTech and big models that only seem to be getting bigger. China has actual manufacturing capabilities and a sharp-minded executional focus on hardware. And then there are places like India and Nigeria that provide the data for some of these robots, especially “humanoids”.In this episode of Zero Shot, host Praveen Gopal Krishnan talks to The Ken reporter Sakshi Sadashiv who wrote about the mushrooming gig economy around data collection to create robots that perform human tasks. We are also joined by Pramod Ghadge, the co-founder of Unbox Robotics, an Indian company that has deployed 700 robots across nine countries for a specific use-case: warehouses.Each has a take on who wins. But more importantly, this episode takes you inside the growing Physical AI market. Tune in! Additional Material: AI product differentiation, living with robots, world models, and extreme leverageTesla and Figure AI are building robots to act like humans. Indian workers are teaching them howThe GPT Moment for Robotics Is Herehttps://unboxrobotics.com/

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Physical AI is a Mexican standoff. Who walks away as the winner?

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