@JasonrShuman@egor_folley Doesnt this then also theoretically advantage the chinese? Re: their installed base/capacity of industrial robotics + pace of "real world" deployments of Unitree robots (and the like). Unitree with ~6k+ robots already sold / deployed.
If you enjoyed the @SemiAnalysis_ piece on Unitree and what its borrowed from @DJIGlobal, you might like the DJI profile I wrote: https://t.co/2OsHWwhlAz
Unitree started in 2016 when Wang Xingxing, a former DJI employee, developed a low-cost quadruped robot called XDog for his master's thesis.
Wang had no PhD - just a master's thesis and an unreasonable amount of persistence. Most of us only discovered Unitree 2-3y ago.
80% of the story happened while nobody cared. Now everybody is going crazy about Unitree. Great things take time.
deepdive into the economics of DeepSeek Sparse Attention (DSA) and how it affects the profit margins of serving a Claude-Code-like products
link in the thread 1/x
@EdgarVisi Point being that Robotics at scale seems like more of a industrialization / manufacturing problem than strictly a tech-problem. And I'm not holding my breath for Europe spinning up enormous amounts of heavy-industry capacity over the coming years...
@EdgarVisi Critical inputs to robotics from minerals to processing to scale productions seems to be completely dominated by China. If they out-produce and out-deploy robots by 10,000 - to-1 relative to Europe, its hard to see how anything we dohere matters, no?
@__paleologo Reminds me of that anecdote from Bell Labs, where a study revealed that the most productive group often shared breakfast/lunch with Harry Nyquist. Supposedly made a point out of meeting stranger / random folks at the lab
Is more intelligence always more expensive? Not necessarily.
Introducing Poetiq. We’ve established a new SOTA and Pareto frontier on @arcprize using Gemini 3 and GPT-5.1.