Physical AI: Could Training Data Become a $45B Market?

My guest today is Sce Pike, VP of AI Growth and Solutions at TELUS Digital. She built and sold two companies. Ernst & Young bought her digital consultancy, Citizen. ADT bought her smart-home company, IOTAS. Sce now has her sights set on physical AI and robots. We break down Google’s recent breakthrough where its new Gemini 4 Argon taught a robot to play cornhole. And it made seven shots in a row. But what data makes skills like that possible? And who’s going to supply it? We get specific about what AI labs want. And why robotics companies like Figure AI are getting into the data collection business. We discuss why robots might need a billion training hours. Plus, her forecast of a $45 billion market by 2035. That’s just collecting data for physical AI. Then we explore China’s “data collection cities.” Imagine a hundred thousand  people recording their everyday lives – just to train robots. And why she thinks China (despite being behind the US in LLMs) can be #1 in Physical AI . Plus, a robotic centaur with chainsaw hands. As always, we close talking about AI’s impact on families and jobs. Including advice for her kids. They’re artists—and they’re rebelling against her AI optimism. Please enjoy my conversation with Sce Pike. Thx! Rob Kelly