Carlos E. Perez
116.9K posts

Carlos E. Perez
@IntuitMachine
Quaternion Process Theory, Artificial (Intuition, Fluency, Empathy), Patterns for (Gen, LRM, Agentic, Skill) AI, https://t.co/fhXw0zk5MX




JUST IN: A new McKinsey & Company report breaks down exactly what it costs to build a humanoid robot, and why the supply chain is one of the biggest bottlenecks nobody is talking about. The typical humanoid bill of materials today: $30,000 to $150,000 per unit. The long-term target to unlock mass-market demand: under $20,000. That's a LOT of cost compression still required. Here's where the money goes: → Actuators — 40-60% of total cost, and the PRIMARY performance differentiator → Sensing & perception — 10-20% → Compute & control — 10-15% → Structure — 5-10% → Battery — 5-10% The uncomfortable truth: the most expensive component, actuators, also has the LEAST developed supplier ecosystem. And here's the scaling dilemma nobody has solved yet. Suppliers won't invest in dedicated production lines because volumes are too low. But volumes stay low because costs are too high. A classic chicken-and-egg problem. The one structural advantage? China. Its deep EV supply chain overlaps directly with humanoid components, motors, power electronics, permanent magnets, precision bearings. That's why Chinese manufacturers have a significant head start on cost curves. Western humanoid companies are racing to either vertically integrate or lock in co-development partners. Neither path is cheap. Neither path is fast. Everyone is excited about the humanoid robot race. Not enough people are talking about the supply chain war underneath it. That's where this gets decided. P.S. It's good to see Schaeffler providing 'picks and shovels' in this humanoid race. 🇪🇺 McKinsey Report here: mckinsey.com/industries/ind… ~~ ♻️ Join the weekly robotics newsletter, and never miss any news → ziegler.substack.com






Insane stat: 0.1% of the accounts on Polymarket have earned 67% of the profits.




Released 🚦RepoBar 0.4.0. This one makes the GitHub menu a lot smarter: persistent SQLite caching, fewer wasted API calls, visible rate limits, better Issues/PR loading, archive fallback support. Tiny menubar app, increasingly useful daily tool. github.com/steipete/RepoB…





Fun fact. Mario Puzo, author of The Godfather, had no screenwriting experience. After winning two Oscars, he bought a screenwriting book to learn how, which recommended 'Study The Godfather'.
















