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Future of Robotics - Angèle Sahraoui

angelesahraoui.substack.com · saved by 1 readers

Two decades since the shift from on-prem to the cloud began, the next revolution is hidden in plain sight: the gradual and eventual full automation of human-in-the-loop processes by robotic systems. We’ve heard about robotics “venture moments” before, but the catalysts are in place this time: Standardized hardware infrastructure, with increasingly cheap and easily accessible components, Labor cost arbitrages across industries, and reinforced by widespread labor shortages, Emerging robotics foundational models that promise to make fully autonomous systems closer than ever (e.g., DeepMind’s RT-2, Nvidia’s GR00T, Physical Intelligence, Skild AI). Daydreaming about artistic projects is a trap for investors and founders. Gorgeous engineering and fantastic sci-fi alone won’t call for venture dollars. Humanoid projects are the paradigmatic example: expensive, great looking, and not very useful. They are not the right form factor for most production tasks. There is no existing corpus of data t

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