Walden talk: base models improving fast, mid-training data commoditizing

ZeYanjie · x · 2026-11-14

A slide from a Walden talk at CoRL 2026 (referencing Astra, Fable, etc.) lays out core beliefs held since the company's founding: base models will get better fast, so plan for it; mid-training data is being commoditized and stronger base models need less of it; deployment data remains highly valuable—even a PhD-level manipulator still requires on-the-job training in the factory; and stronger base models actually make deployment data more valuable. A notable strategic take for robotics and embodied AI data strategy.

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