Georg Stieler

Advisor to robotics & automation and industrial AI companies. Cycling enthusiast.

[Retromania 51K+ 🆑assics & M🅾️torsport Lovers @Retromania4ever]

Best #Formula One engines
#Classic #Motorsport

[Georg Stieler @GeorgStieler]

@everlast_ai Die kommerziell sinnvollen Anwendungen sind bisher auch nicht da.

[Georg Stieler @GeorgStieler]

And suddenly, China’s quest for technological sovereignty looks like the obvious thing to do.

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[Georg Stieler @GeorgStieler]

It’s not only cost (which matters because many humanoids are prototypes and will be thrown away). It’s also the iteration speed.

[Jonathan Cheng @JChengWSJ]

It has become nearly impossible to build a humanoid robot without parts from Chinese companies, said Ming Hsun Lee of BofA Global Research. “The component cost in China has gone down way too fast—other countries can’t compete,” he said.
@megatobin1
https://t.co/m0OtPpjMvX

[Philipp Mattheis @PhilippMattheis]

Nein, der Rüstungsboom wird Deutschland ruinieren. Rüstung schafft keinen Wert und hat nur geringe Multiplikatoreneffekte. ‚Sondervermögen‘ zur Aufrüstung sind nichts anderes als Konsumkredite, die das Geld inflationieren

[Georg Stieler @GeorgStieler]

@neurosp1ke Let’s see. “Up to” means that payouts will follow (ambitious) milestones. A part of the sum might also be non-cash benefits such as compute or components. Only a fraction of the reported amount will be available real cash upfront.

[Georg Stieler @GeorgStieler]

@pstAsiatech Yep, only true for humanoids. But for them very much so.

[Georg Stieler @GeorgStieler]

@kyleichan @electricfelix When I was at XSquare two weeks ago, they had a room full with 3D printers for rapid prototyping - on the 30th floor in central Shenzhen.

[Georg Stieler @GeorgStieler]

@SebJohnsonUK @NEURARobotics Details matter. They raised “up to” EUR 1.4bn, related to milestones the company and investors did not further elaborate on.

[Georg Stieler @GeorgStieler]

@itsolelehmann I’ll write something about it during the next weeks.

[Georg Stieler @GeorgStieler]

@cem_oezdemir Wieviel der BOM von so einem Humanoiden stammen denn derzeit aus China?

[Volker Wieland @WielandVolker]

Comparative advantage?

[Georg Stieler @GeorgStieler]

https://t.co/a32tWwIoIW

[Georg Stieler @GeorgStieler]

China treats the humanoid gap as a qualification & integration gap and is trying to close it by mandate. MIIT + SASAC just made humanoid deployment a quota: 10 provinces × 20+ real factory scenarios, SOEs 10+ each, plans due June 30, results Nov 30. Goal: 100+ validated scenarios, 10k-unit scale, high-fidelity real-machine data. Expect a flood of named deployments by Q4.

[Georg Stieler @GeorgStieler]

@GoddenThomas @SemiAnalysis_ It is also a pretty shallow analysis. I visited Unitree already a year ago. Now their competitors Agibot, Fourier, Ubtech, Deep Robotics. The conclusion of the article is pretty premature. Unitree is not alone in this space.

[Georg Stieler @GeorgStieler]

@DominiqueCAPaul I just visited their competition. Agibot, Fourier, Ubtech, Deep Robotics. Their products look and feel more valuable. Unitree had a strategy that matched the early stage of the industry. But the conclusion of the article is a bit premature. They are not alone in this space.

[Georg Stieler @GeorgStieler]

And it’s the same “leaders” who spoiled European competitiveness first hand with all their foolish ideas of the last 20 years.

[Georg Stieler @GeorgStieler]

Unpopular opinion, but true👇

[Philipp Mattheis @PhilippMattheis]

Das strategische Problem der #EU ist, dass man sich für wichtiger hält, als man ist. Die USA sieht man nicht mehr als Verbündeten, mit Russland führt man verdeckt Krieg und jetzt legt man sich auch noch mit der zweitgrößten Volkswirtschaft der Welt an. Um den Wohlstand und die Freiheit der eigenen Bürger zu mehren, muss Europa konsequent auf Kooperation und Freihandel setzen. Krieg und Konfrontation führen einen rohstoffarmen und überalterten Kontinent in den Ruin.
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