@bscholl Just like how people think it's cheap labor. Working in automation, I look at line density and container rates that are basically free. That's the real root cause.
Jensen took the stage. The robots took the screen. 🤖
From simulation to deployment, NVIDIA Isaac helped bring these robots to life. This is physical AI at scale.
Thanks to our partners for collaborating with us and making this moment happen at #NVIDIAGTC Taipei.
🚨🇨🇦 Canada spent 7 years calling America greedy, reckless, and Trumpian.
Meanwhile Ontario Teachers’ quietly turned $300M into $11B betting on an American rocket company.
The vibes are anti-American.
The money never is. 😜 🇺🇸🚀
#CdnPoli#SpaceX#Investing
Spent the morning watching another vision demo. Robot spots the box. Great. Now try my Tuesday: mixed container, shifted load, center of mass doing the cha-cha. That's not pixels, it's physics. If it can't feel torque, it's a really expensive doorbell camera.
@shaneguML Well said. I spend enough time around container unloading to know the gap between simple manipulation and assembly physics is massive. Vision helps but torque tells the truth.
AI is not just a tool.
It is a capability multiplier.
The people who know how to enable it and use it wisely are strapping a rocket to their output.
Everyone else is still debating whether rockets matter.
I spent years telling clients to wait for humanoid hardware to get cheaper. Then that $55k BOM dropped. Now I’m less scared of the $9.5k hands than I am of our facilities trying to integrate and orchestrate these things fast enough.
A humanoid robot costs ~$55k to build 🦾
Here's where every dollar goes:
🤲 Hands | $9.5k (17%)
The most expensive single part. 12 actuators, coreless motors, 6D force sensors. Dexterity is the hardest problem.
💪 Shoulder + Waist/Pelvis | $7.8k each (14% each)
Both run 6 rotary actuators with harmonic reducers. The structural core eats budget.
🦵 Legs (Thigh + Calf + Feet) | $21.3k combined (39%)
Nearly half the BOM just to walk. Planetary roller screws, 4-point contact bearings, force sensors at every joint.
🧠 Head | $2.1k (4%)
FSD chip + cameras. Surprisingly cheap given what it does.
🔋 Battery | $300 (0.5%)
2.3KWh / 52V. Essentially a commodity.
Source: Tesla & Morgan Stanley
IEEE INDIN 2026, the 24th IEEE International Conference on Industrial Informatics, runs July 26-29 in Melbourne. The conference covers building automation, process automation, factory automation, robotics, energy systems, and power grids. #ieee#automation
In ~3 months, Spirit AI has announced 4 funding rounds and secured partnerships with multiple industrial leaders.
The latest is a 1.5B RMB (~$210M) Series A+ aimed at advancing embodied foundation models, data infrastructure and commercial deployment.
@ddayen I’ve seen installs miss by 1% and get messy. Accenture said 99% ready. Turns out, it wasn’t. But usually it doesn’t mean billing $10k for a house someone sold.