Assertion Not checkable as stated
Mehr: Machina Labs operates at almost software-like margins
“We are one of the very few manufacturing companies that are like doing almost suffer like margins.”
Prediction Didn’t hold up
Mehr: Golden Dome will be 7% of DoD budget in 2-3 years
“What I've heard last is it's going to be seven percent of the DoD budget in the next two, three years, right? Once it becomes programmatic.”
Prediction Not checkable as stated
Mehr: Manufacturing will not be the first application for humanoid robots
“I think the question is, to your point, is it going to be, is the first application going to be in in manufacturing? I don't think so.”
Insight
Mehr: Industrial robots surpass human kinematics; intelligence is the real bottleneck
“We have kinematic frameworks for a long time. You know, we could do what humans does in terms of kinematic freedom with industrial robots. We can actually do it more precisely with higher force with industrial robots, which was what we need in manufacturing se…”
Assertion Supported
Mehr: Machina Labs forms titanium sheets at room temperature without tearing
“We can form titanium sheets without tearing it in room temperature, which is traditionally not possible, right?”
Disclosure
Machina Labs is building AI-powered autonomous robotic craftsmen
“What we're doing at Machina is we're using robotics and artificial intelligence to build a, basically, what we call a robotic craftsman, and it's a robotic system that can do different types of manufacturing operations and it's powered by AI. Basically, you ca…”
Assertion Supported
Machina Labs autonomously manufactured a physical sculpture directly from voice intent
“Basically spoke what he wanted to build, what sculpture he wanted to build, and the full stack of generating the code, running the robots, all were done autonomously. So from speech, from intent, all the way to the physical part, without anybody ever touching …”
Disclosure
Machina Labs manufactures components and missile bodies for defense contractors
“We work a lot with missile manufacturers, right? And manufacturing components for them, the body of the missile for them.”
Assertion Not checkable as stated
Mehr: Hardware takes 7 to 9 years because you must build factories
“If you want to build a hardware, you pretty much have to go build a factory, right? And that's why development timelines are like seven years, nine years,”
Assertion Supported
Mehr: Sheet metal forming is a $280 billion industry
“Sheet forming is the largest metal processing sector today. I think it's like a two hundred eighty billion dollar industry.”
Assertion Not checkable as stated
Mehr: Physical manufacturing lacks internet data troves used by LLMs like ChatGPT
“Unfortunately for a lot of manufacturing tasks, the data is not out there, right? You cannot train a very complicated model on it. For, you know, for ChatGPT, the internet had trove of free data that you could use to create a very complex kind of chatbot. For …”
Disclosure
Mehr: 70% of Machina Labs' bill of materials is off-the-shelf
“70% of our bomb is off the shelf, and we intentionally tried to do that so that we can actually finance it easily, right?”
Assertion Supported
Mehr: A single manufacturing die for a car door can cost $1M
“And a dye, a single dye for you know, a car door can be up to a million dollars, right?”
