The Final Offshoring

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The standard view of why robotics will work soon is that a combination of video models and scaling up robot deployment will lead to rapid gains in capabilities. This is mostly correct, but there are also some less discussed nuances and challenges that any savvy roboticist should be aware of. Everyone assumes China wins robotics, but the supply chain story, especially for rare earths and actuators, is much more interesting than that. The real surprise, though, might be how cheap robots can really get. To understand the future of robotics, you need to understand what the markets for robotics companies will look like. The macro tailwinds, hardware OEMs, data labeling, horizontal software, model providers, enterprise (particularly the AI datacenter buildout, which is covered in extensive detail), and home robotics markets are all discussed here. A reflection on a recent viral Silicon Valley essay about the economics of a post-AGI world. A likely future in which physical labor is commoditiz

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The Final Offshoring

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