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Modern drone production. An assembly line in China shows how far drone manufacturing has been industrialized. Conveyor systems move the airframes between stations. Each worker performs a narrowly defined step, closer to poka-yoke than to classic workshop assembly. • Highly standardized components • Tight process segmentation • Visual quality...

139,698 次观看 • 7 个月前 •via X (Twitter)

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A Few Thoughts on Robotics The criticism that robotics can only be used in a rather one-sided way is, at the same time, the solution to the problem. What do I mean by that? Since the Industrial Revolution, humanity has increasingly made production methods more efficient. Fordism introduced assembly line work, but this comes at the expense of monotonous, repetitive tasks. On the one hand, immense wealth has been created; on the other hand, countless people suffer from repetitive tasks, which are a direct consequence of that industrial revolution and the division of labor- in other words, assembly line work. The debate about whether AI and robotics could impact the labor market is answered in different ways. I have a clear opinion on this: Up to now, technology has merely been an augmentation, an improvement of human labor to make it more effective. Robotics and AI, however, represent a qualitative break with this situation. For the first time in human history, it won't be humans who become more efficient, but rather replaceable, insofar as human augmentation becomes *less* efficient than replacing human labor with robotics. In just a few years, a human using technology will simply be less efficient than a robot that doesn't know an eight-hour day, weekends, or holidays, but can perform monotonous tasks 24/7 on an assembly line without breaking down due to physical ailments or needing medical attention. Wear and tear simply means replacing specific parts of the robot. To return to the initial question: production doesn't require general-purpose robots capable of performing a wide variety of tasks, but rather specialized robots that excel at the specific tasks for which they are needed. Figure02 vividly illustrates why this is only now possible: even the simplest assembly line work still requires delicate manual dexterity because the production line is designed for human hands. This breakthrough has now arrived, but AGI (Automated Generating Intelligence) isn't necessary for robots to be used in production processes. It's sufficient that they can perform monotonous tasks. And that's why I believe 2026 will be the year of the robots. (Clip: Figure02 in production chain at BMW Car-production)

Chubby♨️

15,228 次观看 • 8 个月前

People who've never set foot in a factory will never understand... I watched this three times. For decades, robotics simulation has promised faster deployment. But factories still had to build the real cell to see if it actually worked. Which meant expensive physical prototypes, weeks or months!!! of commissioning, constant surprises between simulation and reality That “sim-to-real gap” has quietly been one of the biggest bottlenecks in manufacturing automation. And it’s exactly what is changing. Today, ABB Robotics announced a partnership with NVIDIA Robotics aimed at closing this gap through the new RobotStudio HyperReality platform: Simulation and real robot behavior can match with near-perfect accuracy. That means manufacturers can design, test, and validate entire production lines before a single robot is installed on the factory floor. The implications are massive: • up to 80% faster setup and commissioning • roughly 40% lower costs by removing physical prototypes • about 50% faster time-to-market for new production lines In other words: Factories can move from trial-and-error engineering to software-driven manufacturing design. Production lines become something you build and validate digitally first. Then deploy physically once everything already works. For an industry that still measures deployment timelines in months or years, this is a major shift. It changes how automation projects are planned, how factories are designed, and how fast manufacturing can adapt to new products. Physical AI actually becomes deployable at an industrial scale. I’ll be at GTC in San Jose next week to see and talk to manufacturers and robotics engineers. If you are into manufacturing like I am, hit me up; my DMs are open!

Ilir Aliu

68,927 次观看 • 5 个月前

The Cybercab is aiming to produce 2 million units per year. Let this sink in. Today, Tesla produces about ~1.7 million vehicles per year total, across its entire lineup. And now Tesla is preparing to outproduce that with one single vehicle, a fully autonomous one. This is Elon and Tesla going ALL-IN on autonomy. Production is scheduled to start April 2026 at Giga Texas, with volume ramping throughout the year. And as of early 2026, Cybercab prototypes are already being tested around the U.S. The Tesla Cybercab is built from the ground up for unsupervised autonomy. There is no steering wheel and no pedals, just cameras, AI, and Tesla’s custom inference computers. No lidar and radar like other companies, just pure vision and software. Elon put it best on the Q3 2024 earnings call: “It’s not just a revolutionary vehicle design, but a revolution in vehicle manufacturing that is also coming with the Cybercab.” That quote matters a lot bc that means the entire way a vehicle is manufactured is changing with the Cybercab. Tesla is designing what Elon calls “the machine that builds the machine.” The Cybercab uses Tesla’s unboxed manufacturing process, where major sections are built in parallel instead of one long assembly line. There are fewer parts, less steps & cost, and faster scale. That’s how you make 2 million Cybercabs per year possible. FYI, this is not going to be easy though. Elon has been brutally honest about production for many years: • “Prototypes are easy, production is hard.” • “The extreme difficulty of scaling production of new technology is poorly understood. It’s 1000% to 10,000% harder than making a few prototypes.” • “For cars, it’s maybe 100 times harder to design the manufacturing system than the car itself.” He reinforced this again in January 2026 when talking about Cybercab and Optimus on 𝕏: “Initial production is always very slow and follows an S-curve. The speed of the production ramp is inversely proportional to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow - but eventually end up being insanely fast.” This is the key thing most people miss about Tesla manufacturing. Early output will be slow by design. Almost everything is new like the vehicle architecture, factory layout, AI hardware, and manufacturing flow. But once it works and clicks, it begins to scale hard. Tesla already proved they can do this. They survived Model 3 production hell. They turned Model Y into the BEST selling car in the world, of any kind. They ramped Cybertruck, which has over 30,000+ unique parts, to meaningful volume. Elon summed it up perfectly in 2024: “Compared to the insane pain of reaching high volume, positive margin production, prototypes are a piece of cake.” That’s why Tesla makes manufacturing look easy bc they already earned the scars from the last vehicle lineups. The Cybercab is aiming to be: 1/ Under $30,000 price 2/ ~$0.20 per mile operating cost 3/ 200+ mile range 4/ Up to 5x utilization vs personal cars 5/ Designed to run nearly nonstop 24/7 This is what you call manufacturing + AI + autonomy converging at scale. The competitors are still showing prototypes and demos, while Tesla is building new production lines, expanding factories, and actually building the product. I remember when Elon told me in the past that one of Tesla’s key advantage long term was going to be manufacturing technology. I get it now.

Teslaconomics

31,985 次观看 • 6 个月前