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Wonder how they expect to build a moat. Their 60k dog is already disrupted but knockoffs in the 3k-15k range. I bet these droids’ commodity prices will settle under 5k. The software isn’t defensible. I want at least 3 for my mansion entourage. Named Daneel, Giskard, and Bender.
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The latest from Boston Dynamics. Very cool; kinda scary…
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Most of the IP here is actuators — specifically class-leading mobile hydraulic actuators. Muscles are an unsolved problem, there’s a lot going on here that moats out cheap robot legs.
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No weird materials, but a lot of expensive precision internally on parts that are unlikely to get commoditized between vendors. The only precise thing in motors are bearings which are very much standardized and commoditized across vendors.
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