In our first ARC Advisory Group SPARC podcast, Steve Blackwell of AWS and I explored the vision for Software Defined Manufacturing, where Agentic AI acts as the "brain and central nervous system." Our second conversation brought that vision to the factory floor, examining the "muscles" of the operation with the rise of Physical and Embodied AI.
In this third installment of our ongoing dialogue, we connect the brain and the muscles. A central theme in my new ARC research series on the Voyage to Physical Intelligence is that for any system to perceive, reason, and act in the physical world, it needs a deep, contextual understanding of that world. This brings us to the critical role of the digital twin—not as a static model, but as a live, learning environment that serves as the foundation for the next wave of industrial autonomy.
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