Autonomous Vehicles and Humanoid Robots

🚖 200,000 paid robotaxi rides per week!
🤖 Humanoid robots starting to roll out in larger-scale customer trials!

The surge in excitement, interest, and investment in humanoid as well as general AI + robot plays is reaching fever pitch - very reminiscent of the peak days of autonomous vehicles (AVs) only a few years ago.

After a bunch of recent interesting and informative conversations with technical and commercial experts from around the world, I wanted to provide a (consolidated) update from those conversations on my perspective on the state of, and likely next few years, of humanoid robots - including lessons learned from AVs.

I provide a bit of a snapshot update - there are things that are unambiguously happening in these areas, including:

🚖 The AV ride stats
🤖 The rapidly growing interest, investment in (including surging valuations), and manufacture of humanoid robots, as well as some hardware cost drops
🧠 An increasing gravitation of talent towards humanoid and "robot + large model AI" startups, both from within the tech ecosystem but also from the uni research sector...

I particularly compare and contrast what has and hasn't happened in autonomous vehicles with humanoid robots - there's lots to learn from both the similarities and notable differences. For example, humanoid robots can likely be deployed in some application areas even if somewhat imperfect, with improvements coming over time.

In contrast, it has always been hard to widely deploy autonomous vehicles that are far from perfect on public streets because of the challenges in safeguards like reliable supervision and intervention at the (very justifiably) required 99.99…% safety level (which somewhat perversely can in some ways get harder to implement as the technology gets better due to well-researched challenges like long-term supervisor vigilance).

🖥️ YouTube: https://lnkd.in/dN8e-HBt

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