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PredictionVideo · 14:39 — 16:09

Physical AI—robots with the full power and capability of agentic AI—is coming soon and will make today's excitement about agentic AI look as quaint as early excitement about gen AI now seems.

Kaushik Shirhatti predicts that physical AI—robots endowed with full agentic AI capability—is imminent, and that today's excitement over agentic AI will soon look as quaint as early enthusiasm for generative AI does now. ✦ AI generated

Kaushik Shirhatti · The TWIML AI Podcast · 2026-07-02 · original ↗

starts at this moment · 14:39

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If we look back in a couple of years at what we've, what we're doing today as we build out AI infrastructure, what will seem quaint or crazy?

just like how we feel about gen AI versus agentic AI now. I think physical AI is gonna be around the corner, and physical AI, when these machines and robots have all the power and capability of like agentic AI, we're gonna look back at this time and say, 'Oh, is that, remember the time when we were like all excited about agentic AI?'

verbatim transcript · starts at 14:39

Transcript · around this moment

14:39gonna ask, do we need AI factories? Should we put AI factories in our budget next year?" I think that would be, like we'll look back and say "Oh, we used to think that way." and then the last thing is just like how we feel about gen AI versus agentic AI now. I think physical AI is gonna be around the corner, and physical AI, when these machines and

15:02robots have all the power and capability of like agentic AI, we're gonna look back at this time and say, "Oh, is that, remember the time when we were like all excited about agentic AI?" it's pretty exciting times ahead. Kaushik, Thierry, thank you both for joining me for this special edition of the Twiml Briefing Room. Thank you so much. Thank you. Thank you.

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