Mahmud Asrul
21 posts

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@neppy When I became a more serious investor I realized most businesses are actual -EV (expected value) in energy and real term costs.
You can outperform most businesses by holding Gold
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Mahmud Asrul retweetledi
Mahmud Asrul retweetledi
Mahmud Asrul retweetledi

we started filamen.com with one simple goal: help indonesia’s manufacturing industry grow through 3D printing
too many great product ideas die at the design stage because designers and manufacturers are too far apart. we’re here to close that gap
we’ve been cooking something massive and can’t wait to ship it in early 2026
Fountaine 🇮🇩@Fountaine30
🇮🇩 Indonesia's FDI is moving TOWARD MANUFACTURING. Manufacturing now captures nearly 60% of total inflows, signaling deep downstreaming beyond raw materials.
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Mahmud Asrul retweetledi

The entire robotics industry is about to compress a decade of progress into 18 months, and nobody’s pricing it in.
The hardware has been ready for years. Boston Dynamics had Atlas doing backflips in 2018. The bottleneck was never motors or actuators. It was that every robot behavior had to be hand-coded. Pick up a box? That’s one program. Pick up a bottle? Different program. Move the box from shelf A to shelf B in a warehouse with slightly different lighting? Start over.
Foundation models broke this completely.
Before VLAs, teaching a robot one skill gave you exactly one skill. Zero compounding. Zero transfer. A robot trained to fold shirts couldn’t fold towels without starting from scratch. The labor intensity of data generation meant robotics datasets stayed narrow, robots overfit, and small variations like object weight or table height caused failures.
Now a single Gemini Robotics model handles tasks it has never seen in training. Google’s On-Device model learns new behaviors with 50-100 demonstrations. Not 50,000. Fifty. That’s a 1000x reduction in the data requirement for new capabilities.
The speed implications cascade through everything.
First order: deployment timelines collapse. What took robotics teams 6-12 months of custom programming now takes days of fine-tuning. Second order: the addressable market explodes. Tasks that were never economical to automate suddenly are, because the integration cost dropped by orders of magnitude. Third order: the data flywheel accelerates. Every robot running Gemini Robotics feeds learning back into the foundation model. More deployments means faster improvement means more deployments.
Physical Intelligence raised at $2.4B because investors finally understood this. Boston Dynamics partnered with Toyota Research Institute to bolt Large Behavior Models onto Atlas. Every humanoid company is scrambling to either build or license the intelligence layer they don’t have.
The market is still valuing robotics companies on their hardware differentiation. But hardware is commoditizing. Boston Dynamics spent a decade perfecting locomotion, and now that’s table stakes. The value is migrating entirely to whoever owns the foundation model that generalizes across embodiments.
Google trained Gemini on the largest multimodal corpus ever assembled. Then they added physical actions as an output modality. That’s not a robotics company bolting on AI. That’s an AI company whose models now output motor commands.
The companies pricing this correctly are building around foundation model access, not around proprietary hardware. The companies pricing this wrong are still acting like the moat is in the mechanical engineering.
AGI moving into the physical world isn’t a 10-year prediction. Gemini Robotics shipped in March. The 1.5 version with chain-of-thought reasoning shipped in September. They’re iterating on a 6-month release cycle while hardware companies iterate on 3-year cycles.
The gap between software intelligence timelines and hardware development timelines is the entire trade.
Jon Hernandez@JonhernandezIA
📁 Demis Hassabis, CEO of DeepMind, says robotics didnt fail because of hardware. It failed because intelligence was missing. Gemini level models finally give robots the software brain they needed. When intelligence works, hardware follows. AGI doesnt live behind a screen. It moves.
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Tiba2 semua menteri KAGET ada tambang Nikel di Raja Ampat :
1. Menteri LH ngaku ambil langkah hukum
2. Menteri ESDM ngaku akan evaluasi
3. Utusan Khusus tiba2 ikut nimbrung
4. Wamenpar meminta agar Raja Ampat dijaga
5. Wakil Menteri Luar Negeri juga nimbrung
6. DPR juga nimbrung
Rakyat dipertontonkan seolah2 Aktivitas tambang itu baru terjadi tadi malam lalu KAGET
Padahal, mustahil ada yang berani nambang nikel di Raja Ampat jika tidak ada yang memberi izin. Proses pengurusan izin, mobilisasi alat berat itu butuh waktu yang lama. Lalu kenapa semua tiba2 KAGET?
Jangan sampai Gibran juga ikut KAGET awokawokawok

Indonesia
Mahmud Asrul retweetledi
Mahmud Asrul retweetledi

@abielzulio dude, when one man's heart breaks, all the men feel it.
her loss bro, come back stronger pak
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Mahmud Asrul retweetledi
Mahmud Asrul retweetledi
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Mahmud Asrul retweetledi

better late than never, grateful to be named a thiel fellow 🤠
businesswire.com/news/home/2023…
Sara Du@saradu
asian parents still in denial....
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