Nilansh Shah

Building @fulcrum_ind | UMass’22

[NVIDIA Robotics @NVIDIARobotics]

Newton 1.5 is now available, making robot training at scale faster and more reliable.

This release delivers:
🔁 More parallel simulation, lower memory, selective resets
🤝 Consistent contact physics
🤖 Experimental batched GPU control
📦 Cleaner USD/MJCF imports

Get started: https://t.co/55xNscD5ub

[B @utdbrxy]

i deadarse hit the siuu at my big age. I can’t hide that kid in me when watching this guy.

[Nilansh Shah @nilansh30]

@maahirpanchal Yes

[Nilansh Shah @nilansh30]

Wars end. Supply chains don’t rebuild overnight.

The lesson from Hormuz isn’t about oil.

It’s about what you can’t source from home.

21/30.

[Nilansh Shah @nilansh30]

Oil just hit $112 a barrel.

The Strait of Hormuz is still effectively closed.

20% of the world’s oil supply: disrupted.

India imports half its oil through that strait. 60% of our LPG. Diesel prices spiking.

If you run an Indian factory, this thread is for you. 🧵

[Nilansh Shah @nilansh30]

This is what “strategic autonomy” actually means.

Not a policy paper. Not a slogan.

It means: when a strait closes 6,000 km away, your factory still runs because you source locally.

India can’t do that today. Not for fuel. Not for robot parts. Not for anything.

[Nilansh Shah @nilansh30]

Tesla stopped making cars to start making robots.

If that doesn’t tell you where manufacturing is going, nothing will.

[Fulcrum Engineering @Fulcrum_Ind]

Tesla just killed the Model S and Model X.
Not to make a new car.

To make robots.

1 million humanoid robots per year at Fremont. 10 million per year at Texas.

A car company is becoming a robot factory.

This is the most important manufacturing pivot of our lifetime. 🧵

[Nilansh Shah @nilansh30]

A mechanical engineer is now CEO of the world’s most valuable company.

Every Mechanical Engineering student needed to hear that today.

[Fulcrum Engineering @Fulcrum_Ind]

Apple just named a mechanical engineer as CEO.

Not a software guy. Not a finance guy. Not an MBA.

John Ternus. Mech E from UPenn. Built the iPhone, iPad, Mac, AirPods, Vision Pro.

The most valuable company on Earth just bet its future on hardware. 🧵

[Fulcrum Engineering @Fulcrum_Ind]

Apple just named a mechanical engineer as CEO.

Not a software guy. Not a finance guy. Not an MBA.

John Ternus. Mech E from UPenn. Built the iPhone, iPad, Mac, AirPods, Vision Pro.

The most valuable company on Earth just bet its future on hardware. 🧵

[Nilansh Shah @nilansh30]

@caleb_friesen @mumbai_tech_ Come to Ahmedabad

[Nilansh Shah @nilansh30]

@shanghaidaily Last year the robot fell over.

This year it outran every human alive.

That’s not progress. That’s a different species of speed.

[Nilansh Shah @nilansh30]

@shanghaidaily Last year the robot fell over.

This year it outran every human alive.

That’s not progress. That’s a different species of speed.

[Fulcrum Engineering @Fulcrum_Ind]

Skild AI just bought Zebra Technologies’ entire robotics division.

An AI brain company just swallowed a hardware body.

Their pitch: “Any robot. Any warehouse. One brain.”

This is the most important acquisition in robotics this year and nobody in India is talking about it. 🧵

[Nilansh Shah @nilansh30]

China put $138 BILLION into a robotics fund.

India’s National Robotics Mission is still “under development.”

This isn’t a race anymore. It’s a rout. ⬇️

[Fulcrum Engineering @Fulcrum_Ind]

While India debates whether AI will take jobs, China just put 38% of ALL its AI venture capital into robotics.

Not chatbots. Not SaaS. Not consumer apps.

Factories. Warehouses. Assembly lines.
$138 BILLION state fund. For robots.

Read that number again. 🧵

[Nilansh Shah @nilansh30]

“They have air conditioning.”

That’s why a top factory worker quit for mall security at lower pay.

Robots aren’t the threat. Attrition is.

[Fulcrum Engineering @Fulcrum_Ind]

A viral video this week shows Indian garment workers with cameras strapped to their heads — recording every hand movement.

Twitter says they’re “training their own replacements.”

The real story is more uncomfortable than that. 🧵

[Google DeepMind @GoogleDeepMind]

We’re rolling out an upgrade designed to help robots reason about the physical world. 🤖

Gemini Robotics-ER 1.6 has significantly better visual and spatial understanding in order to plan and complete more useful tasks. Here’s why this is important 🧵

[Nilansh Shah @nilansh30]

Japan calls robotics “national survival.”

India calls it “future technology.”

One country is panicking. The other is still planning.

[Fulcrum Engineering @Fulcrum_Ind]

Japan just called robotics “a matter of national survival.”

Their working-age population shrank for the 14th straight year. Government target: capture 30% of the global robot market by 2040.

They’re not adopting robots to grow.
They’re adopting robots to not collapse. 🧵