おののき＠意識を低く持て！

なんだ、みんな一緒なのか。なかよくしような

I talked to 10+ robotics operators, customers, and investors in the last week. Here's what I learned: 1/ Roboticists are building robots for themselves, not for the customers. 2/ Physical AI is harder than LLMs. We need way more data, and how we collect data is more important ever. 3/ Humanoids are over-valued. We don't need general robots & human-looking legs for many tasks. People are underestimating the power of building robotics vertically for certain tasks. 4/ People are paying big bucks for ego-centric data. Foundational labs are cutting exclusive deals with data brokers. 5/ There is disagreement as to whether "robotics is a bubble." Some people believe that we overfunded robotics companies. Other people believe that we have not even scratched the surface. 6/ A lot of founders play the VC game (e.g. nice humanoid robot videos to get more funding), rather than understanding the needs of a customer. 7/ Teleop is undervalued and is doing way more work than people admit. 8/ China is eating the component & humanoid stack. 9/ Customers don't care about your robots. They want outcomes cheaper and efficient. 10/ The best robotics teams aren't just pure ML & AI PhDs. They have a weird mix of hybrid backgrouds. I'm curious what others are seeing on the ground. What am I missing?

If you wanna run AI models locally, the best option is an RTX 6000 Pro. DON'T get a 5090/4090. And DON'T listen to people who hype the 3090; those cards are beat at this point. Get the RTX with education discount through Nvidia. These used to be $8000, now they're +$9000.

私：（Aを達成したいので）αのやり方を教えてください AI：αはできません ってとこに、αからAを推測して 「αはできませんが、Aを達成したいなら、βで可能です（もしくは概ね目的は達せられます）」 と答えて欲しいんだけど、その時代はまだか？私はSIで顧客にこれをエスパーしてるんだけど。

AI can’t generate new scientific ideas, but neither can most scientists.

強そうになった