No Priors Ep. 48 | With Covariant CEO Peter Chen

No Priors Ep. 48 | With Covariant CEO Peter Chen

No PriorsJan 24, 202440m

Sarah Guo (host), Peter Chen (guest)

Peter Chen’s research background and motivation for starting CovariantLimitations of current industrial robots and the need for intelligenceCovariant’s strategy: foundation models for robotics and data collection via real deploymentsWarehouse and logistics manipulation use cases (e.g., put walls, pick-and-pack)Grounding, multimodal understanding, and what’s missing from internet-scale dataScaling laws, real-world data vs. simulation, and emergent capabilitiesFuture of robotic applications, humanoids, industrial vs. consumer robots, and safety

In this episode of No Priors, featuring Sarah Guo and Peter Chen, No Priors Ep. 48 | With Covariant CEO Peter Chen explores covariant’s Peter Chen Builds Data-Driven Foundation Models For Real-World Robots Peter Chen, CEO and co‑founder of Covariant, explains how the company is building a foundation model for robotics by deploying AI-powered robots in warehouses and logistics centers.

Covariant’s Peter Chen Builds Data-Driven Foundation Models For Real-World Robots

Peter Chen, CEO and co‑founder of Covariant, explains how the company is building a foundation model for robotics by deploying AI-powered robots in warehouses and logistics centers.

He contrasts today’s “dumb,” pre-programmed industrial robots with the next wave of intelligent, adaptive systems that can handle diverse objects and environments with high reliability.

Chen argues that success in robotics will hinge on collecting massive amounts of real-world, embodied interaction data, not just simulation or internet-scale text and images.

Looking ahead, he expects industrial manipulation to lead the way, with humanoids and consumer robots following once hardware economics and safety constraints are met.

Key Takeaways

Real-world data is the core strategic asset for robotic intelligence.

Chen’s central bet is that the winner in robotics will be whoever gathers the most high-quality, embodied interaction data from robots operating in production environments, because internet and simulated data miss crucial physical nuances.

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Today’s robots are precise but fundamentally “dumb” and inflexible.

Over 99% of industrial robots are pre-programmed to repeat fixed motions and cannot adapt to changing items, layouts, or tasks, leaving huge classes of real-world problems—like e-commerce fulfillment—unsolved.

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Foundation models for robotics need both generality and high reliability.

A “ChatGPT moment” for robots requires not just broad task coverage but failure rates low enough to avoid costly or dangerous physical errors, which demands dense data coverage and rigorous real-world training.

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Warehouse manipulation is a high-value proving ground for robotic AI.

Logistics centers face booming e-commerce demand, labor shortages, and >100% annual turnover, making them ideal environments to deploy robots that learn from diverse manipulation tasks and generate valuable training data.

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Grounding in the physical world requires precision beyond internet multimodal data.

Image–text pairs teach high-level concepts, but manipulation requires sub-centimeter understanding of object shapes, contact forces, and dynamics, plus action–outcome data that current online datasets largely lack.

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Simulation is useful but cannot replace messy real-world interaction data.

Especially in contact-rich manipulation (unlike collision-avoidant driving), simulating deformable objects and vast SKU catalogs is extremely hard; Chen sees simulators as augmenting, not substituting for, physical data.

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Industrial robots will be “physical copilots” long before full lights-out factories.

Chen anticipates near-term futures where one human supervises fleets of robots, dramatically amplifying productivity rather than completely removing people from warehouses and factories.

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Notable Quotes

“When we started Covariant, there was no AI that was good enough to make robots do useful things commercially.”

Peter Chen

“99+% of the robots that are deployed in the world are dumb robots… doing the same thing again and again.”

Peter Chen

“We believe the future of robotics would be built by whoever has most robotics data.”

Peter Chen

“You cannot just go straight to full general physical AGI… you have to build something that is valuable that you can ship to customers, and from that process you get more data.”

Peter Chen

“The bar for the ChatGPT moment for robotics is high… you need to solve the generality, but you need to solve it with a high level of reliability.”

Peter Chen

Questions Answered in This Episode

How will Covariant maintain a sustainable data advantage as more players start deploying learning robots in warehouses and factories?

Peter Chen, CEO and co‑founder of Covariant, explains how the company is building a foundation model for robotics by deploying AI-powered robots in warehouses and logistics centers.

Get the full analysis with uListen AI

What specific metrics or benchmarks does Covariant use to decide when its foundation model is “reliable enough” to expand into new tasks or industries?

He contrasts today’s “dumb,” pre-programmed industrial robots with the next wave of intelligent, adaptive systems that can handle diverse objects and environments with high reliability.

Get the full analysis with uListen AI

How might regulatory and safety standards need to evolve as robots transition from caged industrial settings to humanoid and consumer environments?

Chen argues that success in robotics will hinge on collecting massive amounts of real-world, embodied interaction data, not just simulation or internet-scale text and images.

Get the full analysis with uListen AI

In what ways could advances in open-source AI models accelerate or commoditize parts of Covariant’s stack, and where will its defensibility remain strongest?

Looking ahead, he expects industrial manipulation to lead the way, with humanoids and consumer robots following once hardware economics and safety constraints are met.

Get the full analysis with uListen AI

What kinds of new warehouse or logistics workflows become economically viable only once highly capable manipulation robots are widely deployed?

Get the full analysis with uListen AI

Transcript Preview

Sarah Guo

(music plays) Hi, listeners. Welcome to another episode of No Priors. This week, I'm joined by Peter Chen, the co-founder and CEO of Covariant, a robotics startup that is developing AI robots. Before he started Covariant, Peter was a research scientist at OpenAI and a researcher at the Berkeley AI Research Lab, where he focused on reinforcement learning, meta-learning, and unsupervised learning. He is a prolific publisher and now a founder. I'm so excited to have you on today to talk about what's, uh, going on in robotics. Welcome, Peter.

Peter Chen

Thanks, Sarah. It's great to be here. Um, there, uh, is, there are many exciting reasons to be here. One is I have been a frequent listeners, um, of the podcast, and the second one is just because of the name, like, I just have to be on this show, so it's great to be here.

Sarah Guo

Right. Let's go establish, uh, some, some priors for everybody, uh, in a very unknown landscape, right? Can we start with just, uh, why you were drawn to robotics and the beginning of your research journey?

Peter Chen

Yeah. When I was working on research at both UC Berkeley as part of my PhD, uh, and at OpenAI, there were two topics that were particularly exciting to me. One topic is, like, as you have introduced, unsupervised learning. Like, how can we build models that learn from vast amount of data? And we now more colloquially known this as generative AI because, like, we train this large models on large amount of text, images, videos, uh, and you learn from them in an unsupervised manner. That topic has always been very interesting to me because if you want to train very capable AIs, you want to have a lot of data, uh, and where you can get a lot of data is through this kind of unsupervised dataset. And then the second topic that was really interesting to me was reinforcement learning. Like, it's not just building models that understand, but building models that can make decisions. Um, and reinforcement learning teach these models to make decisions by having them make trials and errors and learn from the better decisions and do less of the worse decisions. And robotics is just a, such a great combination of these fields. Like, in order to build really capable robots, they need to really understand the world in a very, very robust way, and they are not just passive agents that just understand text or what's in an image. They actually need to take actions in the real world, and the consequences do matter. And so we found robotics to be such a great way to both utilize the advances in AI, but also we think of it as a way to also propel AI forward. Like, this is where you get the grounded data. This is where you get that embodied data of not just AI that is trained on browsing the internet, but AI that is trained with physical interactions with the world. And so we also believe robotics would be a key way to advance AI.

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