Everyone has 10 year AGI timelines right now A bit of a consensus has emerged around 2035 being the most likely year that AGI arrives. I’m more interested in the consequences of everyone agreeing right now than the specifics of the prediction, but let’s review what the big names

The future is beyond earth! @PhilipJohnst0n congratulations!

Continual Learning is that key without which you can't unlock Artificial Super Intelligence.

Saying it again. Hardware has no moat! The moat is only in software and in the chip layer.

Today we are launching my favorite feature of ChatGPT so far, called Pulse. It is initially available to Pro subscribers. Pulse works for you overnight, and keeps thinking about your interests, your connected data, your recent chats, and more. Every morning, you get a

India’s story is no longer about catching up. It’s about leading the world into the age of Physical AGI. The crude is here. The talent is here. What’s missing is the infrastructure—and that’s the opening for bold investors. This is India’s Physical AGI moment.

This isn’t about cheap labor; it’s about being the only country socially, demographically, and economically positioned to generate the massive data pipelines needed to power humanoids, drones, and autonomous robots worldwide.

Manufacturing gave China its rise. Physical AGI data can give India its leap.

For decades, India has been seen as the back-office of the world—first through IT outsourcing, then BPO, and now software engineering talent. But the next global wave isn’t about moving digital files—it’s about moving atoms.

India’s Economic Acceleration Moment

The economic incentive structure: India can create high-value jobs around tele-operation that both accelerate domestic growth and supply the world’s Physical AGI “fuel.”

India’s Advantage: A vast workforce capable of generating the required tele-operation data at scale. A young, technically literate population that can be rapidly upskilled for this task.

Scale Matters: Unlike text or images, which can be scraped in abundance, real-world physical interaction data is scarce. Collecting it at global scale requires both talent density and cost efficiency.

The Missing Ingredient: To build robots and humanoids that can truly perform in the real world, we need massive-scale data of humans operating in physical environments—lifting, assembling, cleaning, cooking, repairing. This is the crude oil of Physical AGI.

Why Physical AGI Needs India

India in 2025 stands at exactly this kind of inflection point. The “crude oil” is not petroleum—it’s billions of hours of human tele-operation data that the world desperately needs to train the next leap in Artificial Intelligence: Physical AGI.

Imagine a world where one country held most of the crude oil reserves and also had the talent and refineries to process it. The rational choice would be obvious: refine it, capture the value, and lead the world economy—rather than exporting it in raw form at commodity prices.

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The opportunity lies outside the cloud. The opportunity is in Physical AGI, and India, with its billion people, has exactly what Saudi Arabia has in the crude oil market.

Same here!