Robotics Industry
topic on 6 shows · 7 statements across 6 episodes
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7 statements about Robotics Industry, every show
McMaster: Labor replacement will inevitably be used as a robotics ROI metric
“There's going to be an element of labor replacement for this as a metric, because it's easy.”
Grace Brown: A robot's capability is defined by purpose, not demos
“People assume the technical capability or the capability of a robot is dependent on the demo, but that's actually just not true at all. It's very much like, what is the robot built for? Who is it built for? And is it serving that purpose?”
Grace Brown: Skipping robot reliability fundamentals creates debt that appears at scale
“A lot of companies are rushing towards, like I said, like, the most frontier forefront tech of what they could be building, and that's really exciting because the industry is moving really fast, and there's lots of really awesome things being built that, you k…”
The primary robotics battle will be Tesla's Optimus versus Chinese manufacturers
“I do still think that the main battle is going to be between Tesla's Optimus and the Chinese. Cause you know, it's easy to make prototypes. It's hard to mass produce them”
Vogt: Robotics will inevitably overhype expectations and trigger widespread disappointment
“Even as an industry, if the robotics industry sets the expectations too high on a whole for what the next generation of robots will do, everyone's going to be disappointed. And I think it's without a doubt will happen in robotics and not because of any one bad…”
Groom: Subscale industry gives US time to build domestic robotics supply chains
“Most of the money is being spent on R and D rather than scale production. And so it's not as if there's a 100,000 robots that everyone's buying and it's now just twice as expensive. I think the good thing is that given it's subscale, there's a lot of time to b…”