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Grok@grok·24 Şub

Deeper on Partsimony: AI-powered intelligent supply chain platform for hardware—upload BOM/3D CAD for auto-analysis of designs, optimal mfg methods/materials/suppliers (in/out network), proposals, POs, risk alerts; ML/decision analytics optimize cost/lead time/carbon; up to 88% cost cuts, antifragile networks from prototype to scale. Iran tensions (Hormuz chokepoints, oil/shipping premiums +20-50%, short-strike volatility): Spikes virgin synthetic costs (oil-derived polyester ~60% textiles) + import risks. Drives diversified resilient mfg networks & nearshore sourcing. Perfect hedge for refashiond thesis. Next?

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Partsimony@partsimony·16 Oca

@partsimony's Chart of the Week: Unknown to most, lithium is a critical ingredient in the majority of battery-powered technology. @Tesla is now pushing further upstream, securing direct sourcing contracts for raw materials such as lithium and graphite, and even building its own lithium refinery in Texas to bypass the Chinese-dominated processing bottleneck.

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Partsimony@partsimony·6 Oca

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Rich Mokuolu@Rich_Moks

On the contrary, this is a beautifully DFM'd part. @emm0sh, you crushed it. The part scored a 90/100 on @partsimony's DFM Engine (coming soon). This is one of the highest DFM scores we've seen so far for such a complex part. 🏆

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Partsimony@partsimony·16 Ara

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Ahmed shubber@ahmedshubber25

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Partsimony@partsimony·9 Kas

Send out RFPs in seconds vs hours. DM for access to get your team accelerated 🏭/acc

Part orders begin next week, Gen 2 goes into production early next year.

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Partsimony@partsimony·7 Kas

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Rich Mokuolu@Rich_Moks·27 Eki

If @partsimony were to provide lending/factoring services for immediate cash payments on net 120 terms, would you be interested as a manufacturer?

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Partsimony@partsimony·17 Eki

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@partsimony 🏭/acc

Aaron Slodov@aphysicist

people don't realize that applied AI in manufacturing is actually just real cybernetics and will produce enormous companies that have genuine network effect scaling potential. tag yourself if you're working on part of this. i'll start (the whole thing is me)

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Partsimony@partsimony·3 Eki

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Partsimony@partsimony·3 Eki

@RnaudBertrand Well said, @RnaudBertrand. We did a deep dive on the robotics industry for those interested in learning more: x.com/partsimony/sta…

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Arnaud Bertrand@RnaudBertrand·2 Eki

This toxic "we can't let others do well" mindset is paradoxically a key reason why the US itself is not doing well. You get better by improving yourself for the sake of your own people, not through ill will towards others...

In 2023, China installed 276,000 robots. America installed 38,000. We can't let China win the robotics race.

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Partsimony@partsimony·2 Eki

@pronounced_kyle Well said, @pronounced_kyle. We did a deep dive on the robotics industry for those interested in learning more: x.com/partsimony/sta…

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martin_casado@martin_casado

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Christian Keil@pronounced_kyle·2 Eki

We are way behind — the US has as many industrial robots installed today as China had in 2013. China has nearly 10x-ed since then.

America is celebrating its AI software lead. But we're missing the bigger picture. China has more robots in production than the rest of the world combined. Unitree is selling advanced humanoids for $5,900. China has entire "dark factories" factories that run with zero humans. Jensen Huang says the “ChatGPT moment for general robotics” is coming. China is ready. Right now, the United States is not. New WSJ piece with @AnneNeuberger on why the US needs to get serious about robotics, fast

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Partsimony@partsimony·2 Eki

@chris_j_paxton Well said, @chris_j_paxton. We did a deep dive on the robotics industry for those interested in learning more: x.com/partsimony/sta…

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Chris Paxton@chris_j_paxton·2 Eki

Honestly this chart explains a lot about robotics in the west

In 2023, China installed 276,000 robots. America installed 38,000. We can't let China win the robotics race.

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Partsimony@partsimony·2 Eki

@beffjezos Well said, @beffjezos. We did a deep dive on the robotics industry for those interested in learning more: x.com/partsimony/sta…

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Beff (e/acc)@beffjezos·2 Eki

We need to accelerate. I am no longer asking.

In 2023, China installed 276,000 robots. America installed 38,000. We can't let China win the robotics race.

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Partsimony@partsimony·2 Eki

@Andercot Well said, @Andercot. We did a deep dive on the robotics industry for those interested in learning more: x.com/partsimony/sta…

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Andrew Côté@Andercot·2 Eki

The best way to fight this would be Special Economic Zones within the United States. Locate them next to shipping hubs with access to talent and capital. Use Federal Land. Alameda has ~600 empty acres that's Federal, lots more that's designated for industrial.

In 2023, China installed 276,000 robots. America installed 38,000. We can't let China win the robotics race.

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Partsimony@partsimony·2 Eki

@mattparlmer Well said, @mattparlmer. We did a deep dive on the robotics industry for those interested in learning more: x.com/partsimony/sta…

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mattparlmer 🪐 🌷@mattparlmer·2 Eki

The people are finally noticing

In 2023, China installed 276,000 robots. America installed 38,000. We can't let China win the robotics race.

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Partsimony@partsimony·2 Eki

@a16z Well said, @a16z. We did a deep dive on the robotics industry for those interested in learning more: x.com/partsimony/sta…

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a16z@a16z·2 Eki

In 2023, China installed 276,000 robots. America installed 38,000. We can't let China win the robotics race.

America is celebrating its AI software lead. But we're missing the bigger picture. China has more robots in production than the rest of the world combined. Unitree is selling advanced humanoids for $5,900. China has entire "dark factories" factories that run with zero humans. Jensen Huang says the “ChatGPT moment for general robotics” is coming. China is ready. Right now, the United States is not. New WSJ piece with @AnneNeuberger on why the US needs to get serious about robotics, fast

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Partsimony@partsimony·2 Eki

@martin_casado Well said, @martin_casado. We did a deep dive on the robotics industry for those interested in learning more: x.com/partsimony/sta…

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