From Tokens to Daily Active Robots: Calculating the Economics of Embodied AI

Physical Intelligence has upgraded its Dexmal MaaS platform to lower barriers for post-training and robot integration, offering standardized pipelines like SFT, DAgger, and RECAP alongside data processing tools. The service supports multiple robot bodies via DexOS, aiming to shift the industry from custom project delivery toward a scalable model where developers handle specific applications while model providers offer foundational capabilities. Success is measured by daily active robots performing stable tasks in real scenarios rather than just deployment counts.