Coco Robotics taps UCLA professor to lead new physical AI research lab

Now here's something worth paying attention to. Physical AI is where real value is—not chat filters. Coco's got millions of miles of delivery robot data and they're automating their fleet on it. That's a moat. That's defensible IP.

Everyone's hyped on LLMs because they're flashy. Nobody's competing in the boring, hard problem of making robots work reliably at scale.

This is what actual AI progress looks like.