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Software is getting commoditized by AI. Siddharth Girdhar, founder of Pivot Robotics, explains why physical AI and manufacturing robotics are the next frontier and why he's building it in America, not Asia. We explore: Why intelligence requires pattern recognition + memory, not just data The data problem that killed OpenAI's robotics ambitions Why 99% accuracy still fails in robotics (vs 80% works for coding AI) How Pivot uses vision AI for sub-millimeter precision in metal finishing Why US manufacturing needs automation more than India does The ROI challenge: when does a robot beat human labor? Why inference must run on-prem with zero network delay Foundation vision models vs world models in manufacturing How one robot can now handle N parts instead of just one Why Elon's hardware companies inspire the next generation The reshoring wave: perfect timing for US manufacturing robotics About Siddharth Girdhar: Founder, Pivot Robotics Carnegie Mellon University graduate Former Meta engineer Building AI-powered surface finishing robots for US manufacturing Pivot Robots specializes in grinding, sanding, and polishing with sub-millimeter precision i.e AI-driven automation for high-mix manufacturing environments Connect and Explore: Web: https://kalyanikhona.com/ X: https://x.com/thisismekalyani LinkedIn: / kalyanikhona The Third Frontier: https://thirdfrontier.substack.com/ AI Lab Notes: / 7364150572851060738 Behind India's ChatGPT conversations: https://arxiv.org/abs/2509.13337 #Robotics #Manufacturing #AIStartups #CarnegieMellon #PhysicalAI #Reshoring #IndustrialAutomation #VisionAI #foundationmodels