Yeah but China tensions will change incentives quite a bit I think.
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If we wake up... There aren't a lot of big robotics companies here actually, more Europe / Japan. Perhaps self-driving and tech in general could change that.
I think we have a big advantage to press, but we'll see if it's possible to get it done.
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I suspect reshoring and automation = PB&J. The more China automates, the more the only reason to manufacture there is about dirty energy. Renewables change that. I am betting energy-intensive commodities and intermediates stay in China, light energy finishing robot-reshored.
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And service robotics in last mile and distribution is going to be much bigger than manufacturing. Consumerization of robotics.
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Yea totally, but I'm saying that there aren't many big robotics companies here to lobby for these gov't measures. I suspect it'll be more organic, but I hope I'm wrong.
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Yeah I agree. I think there’s a cost inflection point coming, like 2000 for software startups. Cost of robotics startups should plummet, as some of the AI gets dirt cheap and hardware gets commodity/open-source. Trigger is renewables plus falling lithium-ion costs.
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I think a lot of the push will come from green. Same tasks at lower, greener energy cost. Delivery, distribution, simple service. Human operators run on carbon-based energy. AI is more near-zero-marginal-cost enabler after initial training costs. Training = capex. Energy = opex.
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Electric power is already cheaper than caloric power though, so while power density has real practical implications, I don't think electric costs are much of a real barrier. Brains are harder than muscles (not to say robot hardware is solved, far from it)
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Point of use price is not the same as production price. Non-grid-rechargeable batteries are like orders of magnitude higher per watt and still sell briskly. They’re like photographic film in ~2000. I think of “electrify everything at pennies/kWh” as an unfinished 120y old project
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AI is still the hard problem, but not the asymptotic unit economics driver IMO.

