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The Robots Will Need Internet Connectivity Too New High Signal Podcast with Sam Lewis & Nils from Follow @Auki Produced by: Proof of Coverage Media Topics Discussed: - Expanding Helium’s TAM to robots too - Why robots won’t use GPS - DePIN as AI’s “nervous system”

15,161 次观看 • 8 个月前 •via X (Twitter)

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500 humanoid robots replacing humans in high-voltage operations What does that look like? Steel against steel,instead of flesh and blood. This marks a turning point for China’s State Grid, shifting from human-based maintenance to autonomous operations. This year, State Grid announced plans to procure 8,500 embodied AI robots, with a total budget of RMB 6.8 billion (~$1 billion). These robots will be deployed across four major scenarios: power inspection, live-line operations, emergency response, and warehouse logistics,covering more than 600 specific task scenarios. Among them, humanoid robots for live-line operations are the most expensive and strategically critical: 500 units with a budget of RMB 2.5 billion (~$370 million). They will be deployed in distribution network live-line work and ultra-high-voltage (UHV) projects, replacing humans in high-risk tasks. Workers will transition into supervisory roles, ready to take over remotely when needed. As early as last year, State Grid had already validated the feasibility of humanoid robots for substation inspection. Tienkung can autonomously perform inspection tasks at a State Grid substation in Beijing. Of course, suppliers are not limited to X-Humanoid,players like Unitree, AGIBOT, DeepRobotics, UBTECH, and Fourier are all involved. These 500 humanoid robots will also collaborate with 5,000 inspection quadruped robots and 3,000 dual-arm wheeled robots for indoor substation maintenance,together forming an intelligent, automated, and collaborative network for autonomous grid operations. What does this change? According to State Grid, each embodied AI unit can save RMB 500,000 to 800,000 (~$70,000–$110,000) in annual labor costs, with a payback period of around 2–3 years. Inspection efficiency increases by 5x, fault response time is reduced by 60%, and power supply reliability improves by 0.5 percentage points. More importantly, over 90% of human exposure to high-risk operations can be eliminated, reducing safety incidents by 80%. At another level, for humanoid robot companies, the center of R&D and iteration is shifting to the customer site. Real-world physical interaction becomes the fastest feedback loop,accelerating innovation and evolution. And 8,500 units are just the beginning of scaled deployment. Based on current plans, embodied AI robots will cover 30% of key areas in State Grid by 2026, 80% of high-risk operation scenarios by 2027, and enable fully autonomous operations by 2030. The demand roadmap is clear: define use cases ->deploy at scale->improve models and robots->expand further. 8,500… 50,000… 100,000… But remember,power grids are just one part of China’s vast infrastructure system. The experience of autonomous robotic operations here can be replicated across other sectors, such as broader energy systems. That, in itself, is another story. P.S.The video shows Tienkung 1.0 autonomously performing substation inspection tasks (2025).

CyberRobo

46,782 次观看 • 3 个月前

Elon just dropped a MAJOR nugget on how Tesla is going to be training Optimus to do real world tasks. They are building an Optimus Academy, which is a large scale, dedicated real-world training facility to accelerate the development of Optimus. The Academy will deploy thousands of Optimus units, potentially 10,000 to 30,000 robots, in a controlled realistic environment where they perform self-play, experiment with tasks, iterate on behaviors, and continuously generate training data through trial and error. The Tesla bots will also run millions of simulations in Tesla’s high-fidelity physics-accurate engine, allowing Optimus to close the “sim-to-real gap” by using these real-world observations to refine and validate the simulations! “You’re actually highlighting an important limitation and difference from cars. We’ll soon have 10 million cars on the road. It’s hard to duplicate that massive training flywheel. For the robot, what we’re going to need to do is build a lot of robots and put them in kind of an Optimus Academy so they can do self-play in reality. We’re actually building that out. We can have at least 10,000 Optimus robots, maybe 20-30,000, that are doing self-play and testing different tasks. Tesla has quite a good reality generator, a physics-accurate reality generator, that we made for the cars. We’ll do the same thing for the robots. We actually have done that for the robots. So you have a few tens of thousands of humanoid robots doing different tasks. You can do millions of simulated robots in the simulated world. You use the tens of thousands of robots in the real world to close the simulation to reality gap. Close the sim-to-real gap.”

Teslaconomics

42,563 次观看 • 6 个月前

I sat down with Brett Adcock, CEO and Founder of Figure AI, to discuss the future of humanoid robots. In less than three years since its inception, Figure has built versions 01 and 02 of their humanoids, developed a foundation model called Helix AI to reason like humans, shipped robots into the factories of their commercial customers, and is now valued at $39.5 billion according to their latest funding round. Brett is a founder who wants to win. In the podcast, we dive deeper into where that drive comes from, how he envisions the future of humanity if billions of robots walk the planet, and why he believes this is the single biggest opportunity of our lifetime. It was a privilege to visit the HQ and have the chance to speak with him. Occasionally during the podcast, you’ll see a Figure 02 walking autonomously behind us! It truly was a one-of-a-kind experience to be so close to the robots that will eventually be part of our everyday lives. Thank you Brett Adcock for taking the time & I'm so excited to follow your journey as you build one of the most important companies of our time. LFG. Timestamps below: 00:00 - Who Is Brett? 01:51 - The First Startup 05:46 - SaaS to DeepTech 07:21 - Why Robots? 13:50 - The Business of Humanoids 19:06 - The Role of Nvidia in Robots 20:31 - Training Models for Bots 20:21 - OpenAI Collaboration 29:26 - Is There A Chip on Brett's Shoulder? 31:15 - Culture at Figure 40:35 - Tesla's Humanoid Ambitions 50:45 - Rapid Fire

amit

676,769 次观看 • 1 年前

China is living in the future and most people don't realize it. It's seen progress in the last few years that puts many western countries to shame. Transport: – Literally flying cars, Xpeng AeroHT – Hong Kong to Shenzhen in <15min by high speed rail – Autonomous vehicles with far more coverage than Waymo / Tesla – Drones deliver food to stations (Meituan) – Robots that pick up delivered food and take it to your door – 10 large EV manufacturers that make cheaper cars with higher range and more luxury, which come with lidar / L3 autonomous driving (BYD, Aito, Zeekr, Great Wall, etc) – Battery swapping infrastructure (Nio) – Huawei has its own OS – Owns large chunks of global supply chain for electronics Lifestyle: – Effectively zero crime because of mass camera and security surveillance. No theft, no litter. (yes, I know this is a major talking point of western media) – Functional public transport networks, with different cabins for different temperature – Affordable housing; even lower income teachers can live comfortably in big cities – Firefighting drones – Almost no homeless people or trash – Electric buses and scooters; quieter cities – Rolling police robots with disarming weapons Technology – Cheap humanoid robots – Elaborate drone shows in the sky – Self driving trucks – Robot cappuccino makers – Dark factories primarily run by robots Yes, like any country, there are plenty of issues too. But the rate of progress, supported by the govt and unburdened by regulation, is unparalleled. Everyone should spend more time learning a bit more by China, free from any pre-existing bias.

Deedy

68,944 次观看 • 1 年前

China unveils humanoid robot with lifelike skin and blinking eyes built for daily life | Prabhat Ranjan Mishra, Interesting Engineering Large Language Models (LLMs) and Vision-Language Models (VLMs) help process and interpret complex data from human interactions. A Shanghai-based company has developed humanoid robots that appear as real as humans. The advanced bionic humanoid robot is integrated with self-supervised AI algorithms. Named Elf V1, the robot can perceive the world, communicate, learn, and interact intelligently with its surroundings. Developed by AheadForm Technology, the robot offers up to 30 degrees of freedom, powered by a precise control system and an advanced AI learning algorithm. Robot offers expressive facial features The robot offers expressive facial features, moving eyes, and synchronized speech. It can also convey emotions and understand human non-verbal cues, making interactions more natural and engaging. The robot has highly interactive capabilities and lifelike appearances. AheadForm expects that its robots could soon seamlessly integrate into daily life, providing assistance, companionship, and support across various industries. “We believe that by developing realistic and expressive robot heads, we can bridge the gap between humans and machines, fostering a new era of interactive and intelligent robotics,” said the company in a statement. Reports revealed that to avoid the “uncanny valley” effect and be able to interact with us, they are given lifelike skin and capabilities to read our emotions and respond appropriately using dynamic expression simulation and emotion generation tech. Bionic skin and high-precision control system The Elf V1 series of humanoids features 30 facial muscles animated by brushless micro-motors and managed by a high-precision control system. Paired with an ability to detect their users’ emotions with low latency and bionic skin, their facial expressions are nearly identical to those of humans, reported CGTN. The company claims it’s pioneering the development of realistic humanoid robots designed to revolutionize human-robot interaction. It’s enhancing sophisticated humanoid robot heads that can express emotions, perceive their environment, and interact seamlessly with humans. By combining cutting-edge AI and advanced robotics, AheadForm aims to bring life to machines and transform how humans engage with technology. AI models boost robots’ responsiveness Seamless integration of Large Language Models (LLMs) and Vision-Language Models (VLMs) into the humanoid robots can help them process and interpret complex data from human interactions, enabling the robot to learn and adapt in real-time, achieving human-level understanding and responsiveness. AheadForm uses Brushless Motors that deliver ultra-quiet operation and high responsiveness, specifically designed for precision facial movements in humanoid robots. With its compact size, lightweight design, and energy efficiency, this motor is the ideal choice for next-generation robots that require precise, subtle facial control to create a truly human-like experience. Previously, the company unveiled the Lan Series that features realistic humanoid robots with soft skin and 10 degrees of freedom, offering a lifelike appearance and intuitive movements. This series is designed for cost-efficiency, for applications prioritizing mobility and manipulation.

Owen Gregorian

179,005 次观看 • 9 个月前