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Audio · 2025-11-19 · 39m · 6 moments

Sunday Robotics: Scaling the Home Robot Revolution with Co-Founders Tony Zhao and Cheng Chi

The robotics industry is on the cusp of its own “GPT” moment, catalyzed by transformative research advances. Enter Memo, the first general-intelligence personal robot, focused on taking on your chores to give back your time. Sarah Guo sits down with Tony Zhao and Cheng Chi, co-founders of Sunday Robotics, to discuss the state of AI robotics. Tony and Cheng speak to the challenges they faced while developing their technology, the innovative glove system employed to scale real-world data collectio ✦ AI generated

timeline · colored by role

01
Context

Robotics is between the GPT moment and the ChatGPT moment: we have a recipe that can be scaled, but we haven't scaled up yet to a great consumer product.

Tony Zhao places robotics in the same trajectory as large language models: the core algorithm is proven, but the scale-up to a consumer product has not yet happened.

transcript

Tony Zhao: I would say, I think we're kind of in between the GPT moment and the ChatGPT moment, like in the context of LLMs. What it means is that It seems like we have a recipe that can be scaled, but we haven't scaled up yet. And we haven't scaled up so much so that we can have a great consumer product out of it.

explains mechanism · 4gives example · 1

02
Definition

Classical robotics was slow because it used a modular sense-plan-act approach where every task required bespoke engineering with no reuse across tasks.

Cheng Chi explains that the classical sense-plan-act paradigm required human-designed interfaces between modules for each specific task and environment, meaning all work was thrown away when moving to the next task.

transcript

Cheng Chi: So previously, classical robotics have this sense, plan, act modular approach where there's a human designing interface between each of the modules. And those are need to be designed for each specific task and each specific environment. In academia, that means for every task, That means a paper. So a paper is you design a task, design an environment, and you design interfaces, and then you produce engineering work for that specific task. But once you move on to the next task, you throw away all your code, all your work, and you start over again. And that's also kind of what happened to industry. So for each application, people build a very specific software and hardware system around it, but it's not really generalizable.

explains mechanism · 1gives example · 1

03
Mechanism

Diffusion policy unlocked scalable imitation learning for robotics by capturing multiple modes of behavior from the same observation without training instability, enabling non-experts to collect usable data.

Cheng Chi describes how diffusion policy solved the finicky nature of imitation learning — it allowed multiple modes of behavior per observation while preserving training stability, so untrained people could collect data that worked.

transcript

Cheng Chi: The problem is that in the field, it's known to be very finicky. So when I talk to researchers, when I start into the field, people are like, the researcher themselves, the specific researcher, need to collect the data so that there's exactly one way to do everything. Otherwise, the robot either, like, use the model training will diverge or the robot will behave some weird way. And diffusion model really allows us to capture multiple modes of behavior for the same observation in a way that's still preserved training stability. And that really kind of unlocked more scalable training and more scalable data collection. So it doesn't have to be you personally wearing a tele-ops set in order to make a robot learn. Yep, So like we can have multiple people, sometimes even untrained people collecting data, and the result will still be great.

04
Anecdote

With the UMI gripper, three PhD students collected one of the largest robotics datasets in just two weeks and trained the first end-to-end model that generalized to unseen environments, which convinced us to start the company.

Cheng Chi explains that after realizing the essential data needed was just paired video and hand motion, he built a 3D-printed UMI gripper. Three students collected data everywhere including restaurants, amassing 1,500 video clips that trained a model generalizing to novel environments around Stanford.

transcript

Cheng Chi: I realized that all this information you can get from a GoPro. You can track the movement of GoPro in space, and you can, you know, track the motion of the of the gripper and also finger through images as well. And that's why I built this Umi gripper. It's 3D printed. At the time, like the project had three PhD students. Like we just took the grippers everywhere. Like, you know, I think it was two weeks before the paper deadline. Like every time it goes to a restaurant, before the wearer come in, we just collect some data. And very quickly we got, you know, I think 1,500 video clips of this like espresso cup serving task. And that turns out to be one of the biggest data sets in robotics and simply by three people. And that's like how, that's where the power kind of shines. And then with that amount of data, allows to train the first end-to-end model that can actually generalize to unseen environments. So we can push the robot around in Stanford. Actually, Tony was there as well. You know, push the robot arm around the Stanford campus and then anywhere, you know, the robot can serve you a drink. I think that is the moment I was like, hey, maybe we should start a company.

gives example · 1

05
Mechanism

AI breakthroughs allow robots to correct their own mechanical inaccuracies, which lets us use cheap, compliant, imprecise actuators that are inherently safe, unlike traditional industrial robots.

Cheng Chi explains that industrial robots were designed to be fast, stiff, and precise because they were blind — they blindly followed programmed trajectories. But AI breakthroughs give robots eyes, so they can correct their own hardware inaccuracies, enabling cheap, safe, compliant actuators.

transcript

Cheng Chi: Traditionally, most robots are designed for industrial use cases. And the robots are very fast, they are very stiff, and they're very precise. The reason is because all the industrial robots are blind. So they're blindly following a trajectory that's programmed by someone. It's not reaction to perception. Correct. But because of the breakthrough we had in AI, like now robot have eyes, so it can actually correct its own mechanical and hardware inaccuracies. So that kind of opened up a new different space of design. And intuitively, it should be like, I can't tell you exactly what the distance is here on a millimeter scale, but I'm going to get to the cup because I could stop. So that allows us to use these low cost actuators that's cheap, that's compliant, but they're imprecise. But because of the AI's algorithms and systems we build, it allows us to build robots that's mechanically inherently safe and compliant, while simultaneously be able to achieve the sufficient accuracy we need for the home tasks.

06
Claim

For manipulation, imitation learning works better than reinforcement learning because capturing the behavior is easy while simulating the real world faithfully is extremely difficult.

Tony Zhao explains that the difficulty in manipulation is flipped from locomotion: the behavior you want (e.g., grab a cup) is easy to learn from demonstrations, but simulating the full physical complexity of the real world is prohibitively hard.

transcript

Tony Zhao: We see a lot of great promise for RL in locomotion, and we think that will continue to be true for locomotion. So what we see, really, like RL is a method, it's very powerful, but it is much less sample efficient compared to imitation learning. And we see that to work great in environments where it's easy to simulate. For the case of locomotion, you don't need to worry about rigid body dynamics and rigid body contact between the robot and the ground. And, you know, because you engineer a robot, you know everything. But for manipulation, it's kind of hard for us to imagine, like, have this actually the same amount of diversity and the distribution of real object. in terms of matching both appearance and physical properties. And we think that it's going to be challenging compared to globe data collection and tidy up. I think it's really about which method can get us there faster. There might be different methods that will eventually get there. For example, like, you know, simulation world model, right? And like it's almost a tautology to say that if I have a perfect world simulator, Anything can be done there. Like as long as you can do it in the real world, you can do it in a simulation and you can like, cure cancer in a simulator, right? But what it turns out for robotics is that some things are harder than others and it really depends on the problem itself. So in the case of locomotion, as I mentioned, all we need to model in a simulator are point contacts with a somewhat flat ground. More like feet. Yes. But sort of the behavior we want out of it is actually very difficult to model. Like it's all these reactive behaviors that when you feel like your leg is hitting something, you should retract and step again. These are very, very hard to describe or try to learn from demonstrations directly. But in the case of manipulation, I think the difficulty is flipped. That it's a lot easier to capture the behavior itself, and it's a lot harder to simulate the world. For example, if you were to grasp a transparent cup with some orange juice in it, it's ridiculously hard to simulate how your hand deforms around the cup and how all those ripplings, how those like the color of the juice results in like the rendering and what the policy end up seeing. Simulating that is very expensive and difficult. But all we need to learn is just to like get your hand to be in front of the cup and then close with the appropriate amount of force. And that's actually very easy to learn. That's why like we see so many success of imitation learning in the case of robotics manipulation is because the behavior itself is actually not as hard as simulating the world.

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