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When is the ChatGPT moment for robotics?
Some say it's happened, some say it's coming. How capable are Physical AI models today? What does the adoption curve for robotics look like?
We've talked to most of the major players and make sense of it here
robostrategy.co/news/the-cha…
We are hiring top talent from research to marketing to distribution to more
robostrategy.co/careers
Andrew Kang retweeted
Figure held an all-hands this week, and I've decided to share it here publicly
Given our rate of progress, our roadmap has completely changed over the last year, and the team has doubled
It's important to get everyone aligned on our mission going forward
Andrew Kang retweeted
Evan Beard of @standardbots on where robotics is today:
“Robots are in their infancy. It’s like the 1973 equivalent for the computer industry.”
With millions of use cases coming, their answer is an AI platform:
“We’re building a platform, not just robots, but the whole software ecosystem. That’s what we’ve tried to do from the beginning, to be that common layer across all these different use cases.”
Standard Bots CEO @evanbeard breaks down their new AI platform and how it could revolutionize American manufacturing.
"This allows you to essentially vibe code your robot"
Full interview:
0:00 Intro
6:39 Vibe coding robots
8:19 Locate vision system
11:52 400+ customers
13:58 Origin story
16:08 Where are the competitors?
18:56 Vertical integration is key
22:29 Why robot arms over humanoids
27:04 Robots vs the car industry
29:23 The thing to fear as a builder
31:31 America vs China
34:21 Congress and FCC robot ban
38:31 99% of US arms made abroad
42:31 Building everything inhouse
44:47 The plan to win
47:10 Targeting 10% of US installs
49:22 How the next decade will look like
Andrew Kang retweeted
Standard Bots CEO @evanbeard breaks down their new AI platform and how it could revolutionize American manufacturing.
"This allows you to essentially vibe code your robot"
Full interview:
0:00 Intro
6:39 Vibe coding robots
8:19 Locate vision system
11:52 400+ customers
13:58 Origin story
16:08 Where are the competitors?
18:56 Vertical integration is key
22:29 Why robot arms over humanoids
27:04 Robots vs the car industry
29:23 The thing to fear as a builder
31:31 America vs China
34:21 Congress and FCC robot ban
38:31 99% of US arms made abroad
42:31 Building everything inhouse
44:47 The plan to win
47:10 Targeting 10% of US installs
49:22 How the next decade will look like
Introducing Standard Bots AI
“We chose Standard Bots for two reasons: the speed of development is highly compressed, and the interface for programming the robot is so much simpler. With Standard Bots AI, that's even faster.” — Adrian Nistler, President and CEO, Path Machining & Automation
Standard Bots AI robots deliver dramatically faster setups, faster changeovers, and faster paybacks. This is why robots are the new essential power tool of the 21st century.
Our mission is to expand human capacity with the world’s most accessible robots. We’re building this future in Glen Cove, New York, and on hundreds of factory floors, and counting.
Say yes to more: standardbots.com/ai
I love humanoids but it’s awesome to see the step change evolution of the robot arm from essentially a 1970s PC to something you can now vibe code
Programmable robots -> instructable robots
"If you have an iPad, you can vibe code robots. And potentially save your company millions of dollars while you’re at it."
@Forbes robotics reporter @johnkoetsier interviewed @evanbeard for an exclusive on the launch of Standard Bots AI.
Read the story here: forbes.com/sites/johnkoetsie…
Robotics research output is accelerating
More accessible and cheaper hardware, tooling, talent and capital waves, better general purpose models are all major contributors here
RoboStrategy going public is just the start of our journey to establish a new model for Venture Capital
REITs broke out in the ‘90s, ETFs in the ‘00s and the era of public VC is next, starting with the companies building the future of the physical world
We are hiring for top talent from research to distribution to marketing to more:
robostrategy.co/careers
Dominance of closed source models is an existential threat to Nvidia
Jensen has been clear since earlier this year that strong open source models are essential
It’s game theoretically optimal for Nvidia to build frontier open source models optimized for its own hardware
The Jensen Huang episode.
0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains?
0:16:25 – Will TPUs break Nvidia’s hold on AI compute?
0:41:06 – Why doesn’t Nvidia become a hyperscaler?
0:57:36 – Should we be selling AI chips to China?
1:35:06 – Why doesn’t Nvidia make multiple different chip architectures?
Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!
Andrew Kang retweeted
Robotics Tipping Point: The Interview
We sat down with Kyle Zinn from @citrini, the team behind the SaaSpocalypse and Hormuz articles that broke the timeline.
Citrini's latest field trip took him to robotics factories in the Bay Area to find out where the industry is headed:
00:00 - Intro
04:51 - Field-trip report
07:33 - Robotics' "ChatGPT moment"?
10:35 - The humanoid debate
13:45 - No "light switch" moment
16:31 - ROI is the key
17:43 - How to train a robot
19:59 - Robot school and internships
23:29 - Optimus at Giga Texas
26:23 - OpenAI enters robotics
31:57 - Early real-world deployments
37:23 - Unitree vs. Figure
39:52 - General robots 1-2 years away
41:50 - Humanoid supply-chain trade
44:34 - Bet on manufacturing enablers
48:29 - Supply-chain stocks
50:47 - Figure and Tesla's upside
53:26 - Figure's edge
55:19 - US vs. China
58:58 - Behind the field trip
1:04:15 - Where to invest
Andrew Kang retweeted
We’re ringing the Nasdaq closing bell with a bunch of @RoboStrategy portfolio robots next week
Before that we’ll be hosting a Robotics Forum with the founders and senior leaders from @Apptronik, @standardbots, @DynaRobotics, @DexmateAI, @mavenrobotics, @PathRobotics, @noxmetals and more
Who are the best large public equity managers interested in robotics? We have a few spots reserved for them.
globenewswire.com/news-relea…
We’re ringing the Nasdaq closing bell with a bunch of @RoboStrategy portfolio robots next week
Before that we’ll be hosting a Robotics Forum with the founders and senior leaders from @Apptronik, @standardbots, @DynaRobotics, @DexmateAI, @mavenrobotics, @PathRobotics, @noxmetals and more
Who are the best large public equity managers interested in robotics? We have a few spots reserved for them.
globenewswire.com/news-relea…
Andrew Kang retweeted
"It's not a decade away. I saw it with my own eyes."
We interviewed Citrini Analyst #3 on the latest @citrini field trip, where they visited leading robotics labs and factories, including many RoboStrategy portfolio companies.
Watch the full interview: youtu.be/sd9R3W9xcBE