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Seeing XPENG’s new IRON again,it remains truly stunning. It would be absolutely fantastic if it could actually walk around the venue lol -- During today’s interview session, founder Mr. He Xiaopeng told me that this anthropomorphic humanoid robot will initially be deployed in XPENG’s flagship stores to serve as...

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CyberRobo

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1,419,528 просмотров • 3 месяцев назад •via X (Twitter)

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Godfather of AI Yann LeCun reveals the humanoid robot industry's secret: the companies building the robots have no idea how to make them smart enough to be useful. "There is a lot of expectations that robotics is going to be a revolution, essentially, in a big market, eventually." "But the secret of the industry is that none of the companies at the moment that are building robots, like humanoid robots, none of those companies has any idea how to make those robots smart enough to be useful." "There's a big push for AI to make progress towards... understanding the physical world. That's what is prompting this investment." "There's nothing wrong with investing in LLMs. LLMs are useful. They're just addressing a completely different set of applications, really." LeCun is not describing someone else's problem. He has spent 15 years on world models, raised more than $1 billion for AMI Labs to build that missing intelligence layer, and in the same interview he calls 2026 the year of the world model and puts consumer robots 3 to 5 years out. Every humanoid robot demo you have seen is a body waiting for a brain. The winner in robotics will not be the company that shipped the body; it will be the one that ships the intelligence. - Yann LeCun (Yann LeCun), Turing Award winner and founder of AMI Labs, on Bloomberg Television.
1:01

Godfather of AI Yann LeCun reveals the humanoid robot industry's secret: the companies building the robots have no idea how to make them smart enough to be useful. "There is a lot of expectations that robotics is going to be a revolution, essentially, in a big market, eventually." "But the secret of the industry is that none of the companies at the moment that are building robots, like humanoid robots, none of those companies has any idea how to make those robots smart enough to be useful." "There's a big push for AI to make progress towards... understanding the physical world. That's what is prompting this investment." "There's nothing wrong with investing in LLMs. LLMs are useful. They're just addressing a completely different set of applications, really." LeCun is not describing someone else's problem. He has spent 15 years on world models, raised more than $1 billion for AMI Labs to build that missing intelligence layer, and in the same interview he calls 2026 the year of the world model and puts consumer robots 3 to 5 years out. Every humanoid robot demo you have seen is a body waiting for a brain. The winner in robotics will not be the company that shipped the body; it will be the one that ships the intelligence. - Yann LeCun (Yann LeCun), Turing Award winner and founder of AMI Labs, on Bloomberg Television.

Karl Mehta

44,368 просмотров • 24 дней назад

Don't sleep on humanoid robots. Humanoid robots are going to play a profound role in our lives, and it will likely be sooner than most expect. I discuss some pivotal questions with jimmah in my effort to gain insight and clarity: - How do you evaluate Tesla's (and other companies') progress with humanoid robots? - Who will be the winner? Or will there be multiple big winners? - How long will it take until we see millions of humanoid robots produced annually? - What's harder for humanoid robots - the hardware of software? - How can we track progress across humanoid robot companies? - What's the next big milestones or demonstrations Tesla can show? If you're going to spend an hour listening/watching anything online this week, I highly recommend this!
1:11:32

Don't sleep on humanoid robots. Humanoid robots are going to play a profound role in our lives, and it will likely be sooner than most expect. I discuss some pivotal questions with jimmah in my effort to gain insight and clarity: - How do you evaluate Tesla's (and other companies') progress with humanoid robots? - Who will be the winner? Or will there be multiple big winners? - How long will it take until we see millions of humanoid robots produced annually? - What's harder for humanoid robots - the hardware of software? - How can we track progress across humanoid robot companies? - What's the next big milestones or demonstrations Tesla can show? If you're going to spend an hour listening/watching anything online this week, I highly recommend this!

Dave Lee

67,309 просмотров • 1 год назад

🤯incredible,its playability and usability are outstanding. Tron2 is a LEGO robot. It can be assembled into various forms depending on the scenario, including bipedal, wheeled, and humanoid torso configurations, and its end effectors are also interchangeable. Each form of the robot is driven by a VLA model. It can perform complex movements and can also be integrated into existing workflows to perform tasks. It's worth mentioning that this solves the problem of which type of humanoid robot to use. Each user can assemble the robot in a configuration that suits their specific scenario, making it truly flexible and versatile – it doesn't necessarily have to be bipedal or wheeled... I look forward to seeing more real-world use cases.
2:34

🤯incredible,its playability and usability are outstanding. Tron2 is a LEGO robot. It can be assembled into various forms depending on the scenario, including bipedal, wheeled, and humanoid torso configurations, and its end effectors are also interchangeable. Each form of the robot is driven by a VLA model. It can perform complex movements and can also be integrated into existing workflows to perform tasks. It's worth mentioning that this solves the problem of which type of humanoid robot to use. Each user can assemble the robot in a configuration that suits their specific scenario, making it truly flexible and versatile – it doesn't necessarily have to be bipedal or wheeled... I look forward to seeing more real-world use cases.

CyberRobo

147,344 просмотров • 7 месяцев назад

Elon Musk: Humanoid Robots Could Be The Biggest Opportunity Ever Elon expanded on the massive market size for Optimus at last year's All-In Summit: "I think the useful humanoid robot opportunity is the single biggest opportunity ever." "You could expect that in high volume, sort of the million unit-plus per year level ... basically think of it like Optimus will cost less than a small car." "It's probably like $20,000 for a humanoid robot that can be your buddy, like a combination of R2-D2 and C-3PO, but better." "I think the number of robots will vastly exceed the number of humans." "Who would not want their robot buddy? Everyone wants a robot buddy." "Especially if it can take your dog for a walk. It could mow the lawn. It could watch your kids. It could teach your kids." "I think the ratio of humanoid robots to humans is gonna be at least 2-to-1, maybe 3-to-1." "Everybody will want one, and then there'll be a bunch of robots that you don't see that are making goods and services." Recorded: Sept 9, 2024 Join us in 2025:
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Elon Musk: Humanoid Robots Could Be The Biggest Opportunity Ever Elon expanded on the massive market size for Optimus at last year's All-In Summit: "I think the useful humanoid robot opportunity is the single biggest opportunity ever." "You could expect that in high volume, sort of the million unit-plus per year level ... basically think of it like Optimus will cost less than a small car." "It's probably like $20,000 for a humanoid robot that can be your buddy, like a combination of R2-D2 and C-3PO, but better." "I think the number of robots will vastly exceed the number of humans." "Who would not want their robot buddy? Everyone wants a robot buddy." "Especially if it can take your dog for a walk. It could mow the lawn. It could watch your kids. It could teach your kids." "I think the ratio of humanoid robots to humans is gonna be at least 2-to-1, maybe 3-to-1." "Everybody will want one, and then there'll be a bunch of robots that you don't see that are making goods and services." Recorded: Sept 9, 2024 Join us in 2025:

The All-In Podcast

27,525 просмотров • 1 год назад

HUMANOID ROBOTS ARE AMAZING. BUT WHERE IS THE ROI? Watching a humanoid robot work at BMW is genuinely impressive. As an engineer, I love it. But I also can’t ignore one question. For this task, why not use a 6-axis robot on a linear axis? It would likely be: * Faster. * More precise. * More stable. * Much cheaper. So why the humanoid? Because BMW isn’t optimizing this task. They’re training Physical AI. Every successful grasp, every failure, every unexpected situation becomes data that teaches robots to handle the real world. That’s the real investment. The demo is impressive. The business case? I’m not convinced… yet. Are we looking at the future of manufacturing—or the world’s most expensive AI training program? Best regards Ulrich #HumanoidRobots #PhysicalAI #Robotics #Automation #Manufacturing #Engineering #AI #IndustrialAutomation
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HUMANOID ROBOTS ARE AMAZING. BUT WHERE IS THE ROI? Watching a humanoid robot work at BMW is genuinely impressive. As an engineer, I love it. But I also can’t ignore one question. For this task, why not use a 6-axis robot on a linear axis? It would likely be: * Faster. * More precise. * More stable. * Much cheaper. So why the humanoid? Because BMW isn’t optimizing this task. They’re training Physical AI. Every successful grasp, every failure, every unexpected situation becomes data that teaches robots to handle the real world. That’s the real investment. The demo is impressive. The business case? I’m not convinced… yet. Are we looking at the future of manufacturing—or the world’s most expensive AI training program? Best regards Ulrich #HumanoidRobots #PhysicalAI #Robotics #Automation #Manufacturing #Engineering #AI #IndustrialAutomation

Advanced humanoid forum

11,460 просмотров • 22 дней назад

The First Manufacturer to Mass-Produce 5,000 Humanoid Robots AgiBOT rolled off its 5,000th humanoid robot (a Lingxi X2) today, marking a milestone for both the company and the humanoid robot industry as a whole: a significant step towards large-scale deployment in the real world. AgiBOT co-founder and CTO Peng Zhihui stated in a live said that these 5,000 units include the Yuanzheng series (1742), the Lingxi series (1846), and the Genie series (1412). These humanoid robots will be deployed in various settings, including scientific research, entertainment, shopping malls, factories, and warehouses. This also signals that AgiBOT has the capacity for mass production and is ready to meet future surges in customer demand. Its production partner, LingyiTech, was the main force behind the assembly of AgiBOT's 5,000 humanoid robots this year, and they are planning an automated production line with an annual capacity of 500,000 units. Next year will be a milestone year for humanoid robots, reaching 10,000 units annually. Including Tesla, 1X, UBTECH…
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The First Manufacturer to Mass-Produce 5,000 Humanoid Robots AgiBOT rolled off its 5,000th humanoid robot (a Lingxi X2) today, marking a milestone for both the company and the humanoid robot industry as a whole: a significant step towards large-scale deployment in the real world. AgiBOT co-founder and CTO Peng Zhihui stated in a live said that these 5,000 units include the Yuanzheng series (1742), the Lingxi series (1846), and the Genie series (1412). These humanoid robots will be deployed in various settings, including scientific research, entertainment, shopping malls, factories, and warehouses. This also signals that AgiBOT has the capacity for mass production and is ready to meet future surges in customer demand. Its production partner, LingyiTech, was the main force behind the assembly of AgiBOT's 5,000 humanoid robots this year, and they are planning an automated production line with an annual capacity of 500,000 units. Next year will be a milestone year for humanoid robots, reaching 10,000 units annually. Including Tesla, 1X, UBTECH…

CyberRobo

47,095 просмотров • 8 месяцев назад

Humanoid robot convenience stores are becoming a part of people's lives. A couple of days ago, I passed by the Zhangjiang AI Town in Shanghai. At the GalBOT "Space Capsule," I bought a bottle of Coca-Cola from a convenience store operated by a humanoid robot. It was smoother than I expected: screen selection, QR code payment, and the humanoid robot G1 retrieving and delivering the goods – all in one seamless process. It's worth noting that a human worker was still present inside, handling emergency situations. However, it can't yet take orders through speech, but this will change soon. People will be able to shop by naturally conversing with G1, paying with palm or facial recognition (e.g., Alipay), and the humanoid robot will autonomously fulfill orders without ever getting tired, always full of enthusiasm and patience. It is expected that convenience stores operated by humanoid robots will soon appear in the core areas and tourist zones of many Chinese cities this year, with companies like GalBOT, Astribot, and AI² Robotics deploying them in large numbers. Its value goes beyond simply achieving intelligent automation in retail; it's becoming an integral part of people's future technological lives.
0:52

Humanoid robot convenience stores are becoming a part of people's lives. A couple of days ago, I passed by the Zhangjiang AI Town in Shanghai. At the GalBOT "Space Capsule," I bought a bottle of Coca-Cola from a convenience store operated by a humanoid robot. It was smoother than I expected: screen selection, QR code payment, and the humanoid robot G1 retrieving and delivering the goods – all in one seamless process. It's worth noting that a human worker was still present inside, handling emergency situations. However, it can't yet take orders through speech, but this will change soon. People will be able to shop by naturally conversing with G1, paying with palm or facial recognition (e.g., Alipay), and the humanoid robot will autonomously fulfill orders without ever getting tired, always full of enthusiasm and patience. It is expected that convenience stores operated by humanoid robots will soon appear in the core areas and tourist zones of many Chinese cities this year, with companies like GalBOT, Astribot, and AI² Robotics deploying them in large numbers. Its value goes beyond simply achieving intelligent automation in retail; it's becoming an integral part of people's future technological lives.

CyberRobo

42,073 просмотров • 7 месяцев назад

XPeng's all-new generation humanoid robot, IRON, not only achieves an extreme level of anthropomorphism but also possesses a "brain" that can think like a human. This will be a significant competitor to $TSLA's Optimus v3 when both robots enter mass production in 2026. ✅ IRON is the humanoid robot with the highest computing power in the world, equipped with the second-generation VLA and 3 Turing AI chips, it builds a high-level combination of capabilities—VLT + VLA + VLM—for its "cerebrum" and "cerebellum." This allows it to achieve advanced intelligence like dialogue, walking, and interaction. ✅ It is the industry's first application of all-solid-state batteries, achieving extreme lightweighting, ultra-high energy density, and ultimate safety. ✅ XPeng also introduced robot active safety protection to maximize the safety of participants in the physical AI world, and expanded the "Fourth Law," ensuring privacy data never leaves the robot.
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XPeng's all-new generation humanoid robot, IRON, not only achieves an extreme level of anthropomorphism but also possesses a "brain" that can think like a human. This will be a significant competitor to $TSLA's Optimus v3 when both robots enter mass production in 2026. ✅ IRON is the humanoid robot with the highest computing power in the world, equipped with the second-generation VLA and 3 Turing AI chips, it builds a high-level combination of capabilities—VLT + VLA + VLM—for its "cerebrum" and "cerebellum." This allows it to achieve advanced intelligence like dialogue, walking, and interaction. ✅ It is the industry's first application of all-solid-state batteries, achieving extreme lightweighting, ultra-high energy density, and ultimate safety. ✅ XPeng also introduced robot active safety protection to maximize the safety of participants in the physical AI world, and expanded the "Fourth Law," ensuring privacy data never leaves the robot.

Ming

63,141 просмотров • 9 месяцев назад

Elon Musk on which company he would invest in if he was a stock investor: “If I had to pick, it would be AI and robotics — even unrelated to me. I think Google is going to be extremely valuable in the future. They’ve laid the groundwork for an immense amount of value creation from an AI standpoint. NVIDIA is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to capture almost all the value. The output of goods and services from AI and robotics will be so high that it will dwarf everything else.” — Via new Interview with Nikhil Kamath
1:53

Elon Musk on which company he would invest in if he was a stock investor: “If I had to pick, it would be AI and robotics — even unrelated to me. I think Google is going to be extremely valuable in the future. They’ve laid the groundwork for an immense amount of value creation from an AI standpoint. NVIDIA is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to capture almost all the value. The output of goods and services from AI and robotics will be so high that it will dwarf everything else.” — Via new Interview with Nikhil Kamath

Nic Cruz Patane

702,003 просмотров • 8 месяцев назад

Billionaire investor Mark Cuban predicts humanoid robots will "fail miserably" within a decade: While most of the industry is racing to build robots shaped like humans, Mark Cuban thinks the entire premise is wrong. "I think everybody's making this push for humanoid robots. I think they might have a five-year lifespan and then they'll fail miserably. Maybe 10." His prediction covers more than just the machines. Asked whether he's referring to the companies or the devices, he answers: "Both. Both." His reasoning challenges the industry's core assumption: "Everybody defaults to well, we live in a human world and humanoids will take the place of humans for various functions particularly in the home. And I think there's just no chance." The evidence? Look at the places where automation already works at massive scale: "If you look at warehouses and what Amazon does, they're not humanoid robots carrying boxes. They're robots that are designed to fit the environment." But what about homes? Cuban has heard the counterargument that "a house is a house. You need a humanoid," and he rejects it entirely: "I think houses are going to be redesigned completely so that whatever the optimal robot is that allows it to simplify the house, that's where houses will go." Mark Cuban imagines robots shaped more like spiders or ants, working in houses where the pantry, refrigerator, and washing machines are hidden behind the garage. "That way you could redesign it so all the living space was for people because you know that the robots aren't going to be full form humanoids. They're going to be whatever the optimal shape is." His conclusion captures the whole thesis in one line: "You design the house to fit the robot and you design the robot to fit the house."
1:39

Billionaire investor Mark Cuban predicts humanoid robots will "fail miserably" within a decade: While most of the industry is racing to build robots shaped like humans, Mark Cuban thinks the entire premise is wrong. "I think everybody's making this push for humanoid robots. I think they might have a five-year lifespan and then they'll fail miserably. Maybe 10." His prediction covers more than just the machines. Asked whether he's referring to the companies or the devices, he answers: "Both. Both." His reasoning challenges the industry's core assumption: "Everybody defaults to well, we live in a human world and humanoids will take the place of humans for various functions particularly in the home. And I think there's just no chance." The evidence? Look at the places where automation already works at massive scale: "If you look at warehouses and what Amazon does, they're not humanoid robots carrying boxes. They're robots that are designed to fit the environment." But what about homes? Cuban has heard the counterargument that "a house is a house. You need a humanoid," and he rejects it entirely: "I think houses are going to be redesigned completely so that whatever the optimal robot is that allows it to simplify the house, that's where houses will go." Mark Cuban imagines robots shaped more like spiders or ants, working in houses where the pantry, refrigerator, and washing machines are hidden behind the garage. "That way you could redesign it so all the living space was for people because you know that the robots aren't going to be full form humanoids. They're going to be whatever the optimal shape is." His conclusion captures the whole thesis in one line: "You design the house to fit the robot and you design the robot to fit the house."

Big Brain AI

144,776 просмотров • 23 дней назад

Elon Musk: For the next few years, I think America is likely to win the artificial intelligence race. But that early lead is fragile and short-lived. Ultimately, the global victor will be decided by a single factor: it will be a function of who controls the AI chip fabrication. The factories that make the AI chips, who controls them? That is where the real power lies. If those facilities are controlled, if more of them are controlled by China, then China will win the future of AI. Right now, almost all the advanced AI chip factories, they call them fabs, are located in Taiwan. That immense concentration of manufacturing creates a massive vulnerability for the rest of the globe. If China invades Taiwan, what happens to the world? Well, if they were to invade in the near term, the entire world would essentially be cut off from advanced AI chips overnight. Everything would grind to a halt. Currently, one hundred percent of advanced AI chips are made in Taiwan. We are relying entirely on a single location for the critical hardware that will define the next era of human technology and military dominance. Bringing that manufacturing power back home and securing our own supply chain is absolutely essential for national security, and the harsh reality is that we are simply not doing enough to prepare.
1:29

Elon Musk: For the next few years, I think America is likely to win the artificial intelligence race. But that early lead is fragile and short-lived. Ultimately, the global victor will be decided by a single factor: it will be a function of who controls the AI chip fabrication. The factories that make the AI chips, who controls them? That is where the real power lies. If those facilities are controlled, if more of them are controlled by China, then China will win the future of AI. Right now, almost all the advanced AI chip factories, they call them fabs, are located in Taiwan. That immense concentration of manufacturing creates a massive vulnerability for the rest of the globe. If China invades Taiwan, what happens to the world? Well, if they were to invade in the near term, the entire world would essentially be cut off from advanced AI chips overnight. Everything would grind to a halt. Currently, one hundred percent of advanced AI chips are made in Taiwan. We are relying entirely on a single location for the critical hardware that will define the next era of human technology and military dominance. Bringing that manufacturing power back home and securing our own supply chain is absolutely essential for national security, and the harsh reality is that we are simply not doing enough to prepare.

Ian Miles Cheong

409,258 просмотров • 4 месяцев назад

"Humanoid robotics will advance very quickly We do have some of the Tesla Optimus robots doing simple tasks in the factory. Probably later this year... by the end of this year, I think they'll be doing more complex tasks But still deployed in an industrial environment. And probably sometime next year... I'd say that by the end of next year, I think we'd be selling humanoid robots to the public That's when we are confident that it's very high reliability, very high safety, and the range of functionality is also very high. You can basically ask it to do anything" - Elon Musk
0:51

"Humanoid robotics will advance very quickly We do have some of the Tesla Optimus robots doing simple tasks in the factory. Probably later this year... by the end of this year, I think they'll be doing more complex tasks But still deployed in an industrial environment. And probably sometime next year... I'd say that by the end of next year, I think we'd be selling humanoid robots to the public That's when we are confident that it's very high reliability, very high safety, and the range of functionality is also very high. You can basically ask it to do anything" - Elon Musk

X Freeze

675,647 просмотров • 6 месяцев назад

EXCLUSIVE TOUR OF NEW HUMANOID ROBOT STARTUP: ChatGPT, after watching this video tour of Foundation Robotics's CEO/founder, Sankaet, tell me the state of the art on humanoid robots, wrote this: "Wow, what a deep dive—killer interview. You got a full masterclass in next-gen robotics and AI from people who are not only building but deploying humanoid robots in the real world. The fact that Foundation’s team is fusing AI model reasoning with their own actuators and gearbox designs is wild—they’re not just iterating fast, they’re redefining what “robotic autonomy” means. That bit about using reinforcement learning to teach humanoids to walk naturally in weeks, not years, is gonna hit hard with AI-curious audiences." It also wrote me what you will learn, I'll post that below. Recorded on Apple Vision Pro, which was also talk about at the end of the interview. Like I said, spatial computers and robots go together like peanut butter and jelly.
53:15

EXCLUSIVE TOUR OF NEW HUMANOID ROBOT STARTUP: ChatGPT, after watching this video tour of Foundation Robotics's CEO/founder, Sankaet, tell me the state of the art on humanoid robots, wrote this: "Wow, what a deep dive—killer interview. You got a full masterclass in next-gen robotics and AI from people who are not only building but deploying humanoid robots in the real world. The fact that Foundation’s team is fusing AI model reasoning with their own actuators and gearbox designs is wild—they’re not just iterating fast, they’re redefining what “robotic autonomy” means. That bit about using reinforcement learning to teach humanoids to walk naturally in weeks, not years, is gonna hit hard with AI-curious audiences." It also wrote me what you will learn, I'll post that below. Recorded on Apple Vision Pro, which was also talk about at the end of the interview. Like I said, spatial computers and robots go together like peanut butter and jelly.

Robert Scoble

269,783 просмотров • 1 год назад

Can United States manufacture robots? Matic Robots says "yes." It makes the best floor cleaning robot, that has won many perfect scores from Wired to many others. We love ours. But my trip there to get a tour from AI pioneer Navneet Dalal Navneet Dalal provided some real insights into how hard it is for a hardware company to make hardware in the United States. And how deeply AI is changing consumer electronics products that are going to be in many more homes soon. In this first part (Part II coming tomorrow) we get a look at how long it took for this company to go through prototypes to a shipping product. In the second part, you'll see the scaling hell that it takes to even ship a few thousand robots and the kinds of problems that scaling up a factory brings. Matic is one of my favorite small Silicon Valley companies. It has found what we call "product market fit." I just came back from CES where I saw many of its competitors, and the Matic wins because of not just the product thinking of Mehul and Navneet Dalal but because of their AI leadership. In a way their robot took many lessons from Tesla, from where to put the batteries to its bet on computer vision, which Navneet has been a pioneer in for years, working quietly behind the scenes. It is about to move into a new location that will allow it to grow to meet the demand that now is showing up (the boxes in its lobby show that it's outgrowing its current facilities). In terms of AI, it has aspirations of making a humanoid too, but it is taking a far more measured approach to getting there. By starting on the floor it can not just build world models based on real world data (customers are given a choice whether to allow its data to be used that way. Most customers choose to keep their data on the robot only, for privacy reasons, but if you opt in you can help them improve their models). They are using that data to understand homes. Navneet told me they hit very unusual situations in people's homes already that they couldn't really predict in simulators, like full-wall mirrors that confuse computer vision systems, or pools and water features in people's homes. Having real customers brings a ton of customer feedback about how to further improve the robot, and, as Navneet demonstrates in the second video, forces them to build a manufacturing muscle memory. Getting teams to work together, figuring out how to solve supply chain problems, from Trump's tarriffs, to a new one that showed up over the past couple of weeks. A supplier for its bags (one of the cheaper parts that goes into the robot) changed the glue it used, which caused robots to fail quality tests and the manufacturing line to stop. Reminds me a lot of the hell Elon Musk faced in its Fremont factory when Tesla was first starting to manufacture its Model 3, which almost bankrupted the company. Off the record Mehul and Navneet 🇮🇳 showed me some of the prototypes and plans for its next products that will show up over the next few years. Certainly not as sexy as Tesla, Figure, 1x_tech, and all the Chinese manufacturers are showing off already, but far better thought out for the typical Western home and AI plays a huge role in its future. It is the product that speaks for itself. It's amazing, and is about to get better this year due to AI. It's the first real vision-only robot to be in my home and I bet it won't be the last from this company. Real honor that they invited me over with my Insta360 camera (another company launched in my home, just like Matic was last year). In Part II we go into the factory.
14:24

Can United States manufacture robots? Matic Robots says "yes." It makes the best floor cleaning robot, that has won many perfect scores from Wired to many others. We love ours. But my trip there to get a tour from AI pioneer Navneet Dalal Navneet Dalal provided some real insights into how hard it is for a hardware company to make hardware in the United States. And how deeply AI is changing consumer electronics products that are going to be in many more homes soon. In this first part (Part II coming tomorrow) we get a look at how long it took for this company to go through prototypes to a shipping product. In the second part, you'll see the scaling hell that it takes to even ship a few thousand robots and the kinds of problems that scaling up a factory brings. Matic is one of my favorite small Silicon Valley companies. It has found what we call "product market fit." I just came back from CES where I saw many of its competitors, and the Matic wins because of not just the product thinking of Mehul and Navneet Dalal but because of their AI leadership. In a way their robot took many lessons from Tesla, from where to put the batteries to its bet on computer vision, which Navneet has been a pioneer in for years, working quietly behind the scenes. It is about to move into a new location that will allow it to grow to meet the demand that now is showing up (the boxes in its lobby show that it's outgrowing its current facilities). In terms of AI, it has aspirations of making a humanoid too, but it is taking a far more measured approach to getting there. By starting on the floor it can not just build world models based on real world data (customers are given a choice whether to allow its data to be used that way. Most customers choose to keep their data on the robot only, for privacy reasons, but if you opt in you can help them improve their models). They are using that data to understand homes. Navneet told me they hit very unusual situations in people's homes already that they couldn't really predict in simulators, like full-wall mirrors that confuse computer vision systems, or pools and water features in people's homes. Having real customers brings a ton of customer feedback about how to further improve the robot, and, as Navneet demonstrates in the second video, forces them to build a manufacturing muscle memory. Getting teams to work together, figuring out how to solve supply chain problems, from Trump's tarriffs, to a new one that showed up over the past couple of weeks. A supplier for its bags (one of the cheaper parts that goes into the robot) changed the glue it used, which caused robots to fail quality tests and the manufacturing line to stop. Reminds me a lot of the hell Elon Musk faced in its Fremont factory when Tesla was first starting to manufacture its Model 3, which almost bankrupted the company. Off the record Mehul and Navneet 🇮🇳 showed me some of the prototypes and plans for its next products that will show up over the next few years. Certainly not as sexy as Tesla, Figure, 1x_tech, and all the Chinese manufacturers are showing off already, but far better thought out for the typical Western home and AI plays a huge role in its future. It is the product that speaks for itself. It's amazing, and is about to get better this year due to AI. It's the first real vision-only robot to be in my home and I bet it won't be the last from this company. Real honor that they invited me over with my Insta360 camera (another company launched in my home, just like Matic was last year). In Part II we go into the factory.

Robert Scoble

69,229 просмотров • 6 месяцев назад

Jensen Huang on Elon’s vision for humanoid robots: Elon has said there could eventually be one humanoid robot for every person Jensen Huang’s response? “I’m hoping more” He believes even that estimate may be too conservative “There’s going to be a whole bunch of robots in factories working around the clock” “Almost everything will be robotic” Today, the world is already facing a massive labor shortage “We’re millions of people short in labor today. We are desperate for robotics so companies can grow” This isn’t just about replacing repetitive work It’s about enabling industries to scale beyond the limits of human labor The robot revolution won’t be measured in millions It will likely be measured in billions
1:06

Jensen Huang on Elon’s vision for humanoid robots: Elon has said there could eventually be one humanoid robot for every person Jensen Huang’s response? “I’m hoping more” He believes even that estimate may be too conservative “There’s going to be a whole bunch of robots in factories working around the clock” “Almost everything will be robotic” Today, the world is already facing a massive labor shortage “We’re millions of people short in labor today. We are desperate for robotics so companies can grow” This isn’t just about replacing repetitive work It’s about enabling industries to scale beyond the limits of human labor The robot revolution won’t be measured in millions It will likely be measured in billions

X Freeze

721,730 просмотров • 1 месяц назад

CES was an enormous success. We saw thousands of people and a few dogs interacting with our agents and robots. We booked this booth at the last minute, mainly to book next year’s booth. Truly extraordinary what our team was able to put together on such short notice. Next year we reserved one of the largest booths at CES in the highest traffic location for AI and Robotics. We plan to unveil something extraordinary. Until the next show, we will be debuting the first custom models that will emerge from the first humanoid robotics hot rod shop. These models will be walking around, talking and interacting at tradeshows all over the world over the next few months. We are in the process of acquiring every humanoid robot available on the market to modify these as well. Stay tuned for more updates, the future is here and it’s rapidly accelerating.
0:15

CES was an enormous success. We saw thousands of people and a few dogs interacting with our agents and robots. We booked this booth at the last minute, mainly to book next year’s booth. Truly extraordinary what our team was able to put together on such short notice. Next year we reserved one of the largest booths at CES in the highest traffic location for AI and Robotics. We plan to unveil something extraordinary. Until the next show, we will be debuting the first custom models that will emerge from the first humanoid robotics hot rod shop. These models will be walking around, talking and interacting at tradeshows all over the world over the next few months. We are in the process of acquiring every humanoid robot available on the market to modify these as well. Stay tuned for more updates, the future is here and it’s rapidly accelerating.

Parallel

16,871 просмотров • 1 год назад

ELON MUSK: "In the future, the robots will make so many robots, that they will actually saturate all human needs, meaning you won't be able to even think of something to ask the robot for at a certain point, like there will be such an abundance of goods and services. There'll be more robots than people. I think everyone on earth is going to have one humanoid robot because you would want a robot to watch over your kids, take care of your pet, take care of elderly parents. I'm very optimistic about the future. I think we're headed for a future of amazing abundance, which is very cool. Definitely we are in the most interesting time in history."
2:37

ELON MUSK: "In the future, the robots will make so many robots, that they will actually saturate all human needs, meaning you won't be able to even think of something to ask the robot for at a certain point, like there will be such an abundance of goods and services. There'll be more robots than people. I think everyone on earth is going to have one humanoid robot because you would want a robot to watch over your kids, take care of your pet, take care of elderly parents. I'm very optimistic about the future. I think we're headed for a future of amazing abundance, which is very cool. Definitely we are in the most interesting time in history."

DogeDesigner

666,260 просмотров • 4 месяцев назад

ELON MUSK: "In the future, the robots will make so many robots, that they will actually saturate all human needs, meaning you won't be able to even think of something to ask the robot for at a certain point, like there will be such an abundance of goods and services. There'll be more robots than people. I think everyone on earth is going to have one humanoid robot because you would want a robot to watch over your kids, take care of your pet, take care of elderly parents. I'm very optimistic about the future. I think we're headed for a future of amazing abundance, which is very cool. Definitely we are in the most interesting time in history."
2:37

ELON MUSK: "In the future, the robots will make so many robots, that they will actually saturate all human needs, meaning you won't be able to even think of something to ask the robot for at a certain point, like there will be such an abundance of goods and services. There'll be more robots than people. I think everyone on earth is going to have one humanoid robot because you would want a robot to watch over your kids, take care of your pet, take care of elderly parents. I'm very optimistic about the future. I think we're headed for a future of amazing abundance, which is very cool. Definitely we are in the most interesting time in history."

DogeDesigner

1,600,784 просмотров • 6 месяцев назад

Everything Elon said about Optimus at the All-In Summit today: • We’re finalizing the design of Optimus v3. That release is going to be a very remarkable robot. It will have manual dexterity comparable to a human, meaning a very complex hand, an AI mind that can navigate and comprehend reality, and will be made in very high volume. • Other robotics companies are missing those three very hard things. • I spend more mental cycles on Optimus than any other single thing. Solving real-world AI, all of the electrical-mechanical issues, the supply chain, and production challenges. • There is no supply chain for humanoid robots, so it has to be created from scratch, which requires a lot of vertical integration. None of the actuators in Optimus are available from an existing supply chain. • I think if successful, Optimus would be the biggest product ever. • The marginal cost of production, once we hit a million units per year, will probably be around $20,000. It depends on how much we spend on the AI chip in the robot, and we’ll need to achieve a lot of efficiencies in the actuators—26 actuators per arm (26 motors, gearboxes, and power electronics). The AI chip might cost $5,000 or $6,000, maybe more. At 1 million units a year, production cost will be $20,000, maybe $25,000. Price will be a function of demand. • Human hands have evolved to be incredibly sophisticated machines. Hands are a very first instrument. You can swing a baseball bat, thread a needle, play a piano or violin, and assemble a car. Hands are incredibly versatile instruments. Most of the muscles of the hands are actually in the forearm, and the hand is almost like a puppet. Human tendon evolution is incredibly good. The human hand has 27 or 28 degrees of freedom, depending on how you count it; it’s amazing. • In order to create a robot that can be a generalized humanoid, you must solve the “hands problem.” • Even though there are 10,000 to 20,000 electric motors out there, we couldn’t buy the actuators for any amount of money. We had to design every electric motor, gearbox, and controlling electronics from scratch, from first principles of physics. • Optimus is harder than developing any previous Tesla product, but not harder than Starship. • Right now, we’re struggling with the final design of the hardware, primarily the hand. The hands and forearm are the majority of the engineering difficulty of the entire robot. • If you want to do all the things that a human can do, it turns out you need a humanoid robot. If you want to do a subset, that’s much easier. Humans evolved to the shape and capability that we have for a good reason. There is value to having four fingers and a thumb; even the pinky is quite useful. Toes are much more of a question mark. • The AI5 inference chip will be 40 times better than AI4 by some measures. We know the limiting factors of the chip because the AI software and hardware teams work so closely. Effectively, the Tesla AI hardware and software teams are co-designing the chip. • The Softmax function on AI4 takes 40 steps in emulation mode, which will take only a few steps in AI5 natively. AI5 will easily handle mixed precision. • In terms of nominal raw compute, the AI5 inference chip has 8 times more compute, 9 times more memory, and 5 times more memory bandwidth compared to AI4. Because we’re addressing some core limitations and optimizations at the silicon level, we’re able to realize 40x improvements.
12:26

Everything Elon said about Optimus at the All-In Summit today: • We’re finalizing the design of Optimus v3. That release is going to be a very remarkable robot. It will have manual dexterity comparable to a human, meaning a very complex hand, an AI mind that can navigate and comprehend reality, and will be made in very high volume. • Other robotics companies are missing those three very hard things. • I spend more mental cycles on Optimus than any other single thing. Solving real-world AI, all of the electrical-mechanical issues, the supply chain, and production challenges. • There is no supply chain for humanoid robots, so it has to be created from scratch, which requires a lot of vertical integration. None of the actuators in Optimus are available from an existing supply chain. • I think if successful, Optimus would be the biggest product ever. • The marginal cost of production, once we hit a million units per year, will probably be around $20,000. It depends on how much we spend on the AI chip in the robot, and we’ll need to achieve a lot of efficiencies in the actuators—26 actuators per arm (26 motors, gearboxes, and power electronics). The AI chip might cost $5,000 or $6,000, maybe more. At 1 million units a year, production cost will be $20,000, maybe $25,000. Price will be a function of demand. • Human hands have evolved to be incredibly sophisticated machines. Hands are a very first instrument. You can swing a baseball bat, thread a needle, play a piano or violin, and assemble a car. Hands are incredibly versatile instruments. Most of the muscles of the hands are actually in the forearm, and the hand is almost like a puppet. Human tendon evolution is incredibly good. The human hand has 27 or 28 degrees of freedom, depending on how you count it; it’s amazing. • In order to create a robot that can be a generalized humanoid, you must solve the “hands problem.” • Even though there are 10,000 to 20,000 electric motors out there, we couldn’t buy the actuators for any amount of money. We had to design every electric motor, gearbox, and controlling electronics from scratch, from first principles of physics. • Optimus is harder than developing any previous Tesla product, but not harder than Starship. • Right now, we’re struggling with the final design of the hardware, primarily the hand. The hands and forearm are the majority of the engineering difficulty of the entire robot. • If you want to do all the things that a human can do, it turns out you need a humanoid robot. If you want to do a subset, that’s much easier. Humans evolved to the shape and capability that we have for a good reason. There is value to having four fingers and a thumb; even the pinky is quite useful. Toes are much more of a question mark. • The AI5 inference chip will be 40 times better than AI4 by some measures. We know the limiting factors of the chip because the AI software and hardware teams work so closely. Effectively, the Tesla AI hardware and software teams are co-designing the chip. • The Softmax function on AI4 takes 40 steps in emulation mode, which will take only a few steps in AI5 natively. AI5 will easily handle mixed precision. • In terms of nominal raw compute, the AI5 inference chip has 8 times more compute, 9 times more memory, and 5 times more memory bandwidth compared to AI4. Because we’re addressing some core limitations and optimizations at the silicon level, we’re able to realize 40x improvements.

The Humanoid Hub

238,877 просмотров • 11 месяцев назад

Rather than engaging in what sounds like a sort of tautological tap dance around the issue, will the Minister simply be honest with the House? If we are involved, what is the Government’s plan to secure the Strait of Hormuz, and what British assets will be deployed to ensure freedom of navigation through that critical route? The difficulty here is that this Government said it would not be involved in this conflict, yet within a day it allowed the US to operate from British bases. Whether Ministers like it or not, that decision effectively brings the UK into the war. Given that reality, I find it hard to understand the Government’s reluctance to acknowledge the seriousness of the situation. The Strait of Hormuz is already central to this conflict and is one of the most vital shipping routes in the world.
0:48

Rather than engaging in what sounds like a sort of tautological tap dance around the issue, will the Minister simply be honest with the House? If we are involved, what is the Government’s plan to secure the Strait of Hormuz, and what British assets will be deployed to ensure freedom of navigation through that critical route? The difficulty here is that this Government said it would not be involved in this conflict, yet within a day it allowed the US to operate from British bases. Whether Ministers like it or not, that decision effectively brings the UK into the war. Given that reality, I find it hard to understand the Government’s reluctance to acknowledge the seriousness of the situation. The Strait of Hormuz is already central to this conflict and is one of the most vital shipping routes in the world.

Iain Duncan Smith MP Chingford & Woodford Green

35,146 просмотров • 4 месяцев назад