… they’re closer than you think.
intercst
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Very Impressive!!!
They featured Boston Dynamics as a leading developer of humanoid robots.
Per Google: You cannot buy Boston Dynamics stock directly because it is a private company, majority-owned by Hyundai Motor Group (80%) with SoftBank holding the remaining 20%. To invest indirectly, you could consider buying Hyundai Motor Group stock (KRX: 005380) or robotics-focused ETFs, as Boston Dynamics has no current plans for an Initial Public Offering (IPO).
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I guess that’s covered by my XPEV investment.
[https://www.youtube.com/watch?v=yoiCjhPAdBA]
Chinese EV maker Xpeng continues to expand on its EVs and flying vehicle technologies, but it also unveiled the new generation of its IRON humanoid robots at its AI Day in Guangzhou, China.
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And TSLA investors have that covered also.
[https://www.youtube.com/watch?v=HUP6Z5voiS8]
[https://www.youtube.com/watch?v=jMiE8tEvWEU]
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What’s the progress? Why are they closer than one would think?
Reading the transcript of that piece, it just says that Boston Dynamic is hindered by the same problem that every other would-be humanoid robot maker is limited by: training data. AI can do amazing things, if you have sufficiently large datasets to train them. But unlike language or images, there’s no very large dataset of the information that robots need to learn the physics of the real world - coefficients of friction, mass and weight, durability, flexibility, etc. There’s no IRL analog to the Common Crawl. We don’t have several decades of people voluntarily (ie. freely and at no charge) providing petabytes of labeled data out in public.
So BD - like every other robot company - has to engage in the artisanal handcrafting of bespoke data for their robots. Yep - they’re using teleoperation and motion capture suits. So while the piece refers to a “flood” of data being used to train the AI brains how to operate in the real world, it’s nothing like the volume of data that was available to create the language and image LLM’s that have made enormous strides.
Here’s the transcript if anyone would rather read it than watch the video:
Boston Dynamics’ AI-powered humanoid robot is learning to work in a factory - CBS News
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Deftly stated crux point, and thank you for it as I will use it.
Artisanal handcrafting and groin kicking!
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“And a quick into Jack’s crackers, you might say.”
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Biggest improvement I saw was the switch from the hydraulic actuators to much lighter electric motors.
The robots are doing cartwheels now.
intercst
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Another talent in high demand in corporate America. They can get them to dance at the Christmas Party and do cartwheels outside the CEO office after each quarterly call.
Now I see the market.
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