“The danger is never that robots disobey, but that they obey perfectly.”

At the convergence of frontier research breakthroughs, billions in capital, and rising geopolitical tensions lies a dream for a new physical world. After the LLM wave, robotics is seen as the next exponential growth domain. Chinese manufacturing is viewed as an existential threat to the US, adding to incentives. And, though robotics is the hardest domain of AI, multiple new AI strategies now offer clear paths to Embodied General Intelligence (EGI).

Informed by conversations with frontier researchers, intuitions gained at Optimus and Dyna2.5, and my own syntheses, I predict inference-controlled robots will comprise half the world’s GDP by 2045. This scenario illustrates how.