It was early January 2016, and I had just joined Google X, Alphabet’s secret innovation lab. My job: help figure out what to do with the employees and technology left over from nine robot companies that Google had acquired. People were confused. Andy “the father of Android” Rubin, who had previously been in charge, had suddenly left. Larry Page and Sergey Brin kept trying to offer guidance and direction during occasional flybys in their “spare time.” Astro Teller, the head of Google X, had agreed a few months earlier to bring all the robot people into the lab, affectionately referred to as the moonshot factory.

I signed up because Astro had convinced me that Google X—or simply X, as we would come to call it—would be different from other corporate innovation labs. The founders were committed to thinking exceptionally big, and they had the so-called “patient capital” to make things happen. After a career of starting and selling several tech companies, this felt right to me. X seemed like the kind of thing that Google ought to be doing. I knew from firsthand experience how hard it was to build a company that, in Steve Jobs’ famous words, could put a dent in the universe, and I believed that Google was the right place to make certain big bets. AI-powered robots, the ones that will live and work alongside us one day, was one such audacious bet.

Eight and a half years later—and 18 months after Google decided to discontinue its largest bet in robotics and AI—it seems as if a new robotics startup pops up every week. I am more convinced than ever that the robots need to come. Yet I have concerns that Silicon Valley, with its focus on “minimum viable products” and VCs’ general aversion to investing in hardware, will be patient enough to win the global race to give AI a robot body. And much of the money that is being invested is focusing on the wrong things. Here is why. — Read More