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Michelle Sun
@michellelsun
Physical AI value chain, Robotics, Industrial Automation
Joined April 2009
865 Following    13K Followers
The next wave of generational companies will come from manufacturing AI. There is so much to build, from the materials going into a factory to the finished products coming out. Let's map out the 5 layers of manufacturing, with incumbents and startups: • Materials and standard items: the metal, resins and fasteners that production starts with. • Parts: turning those inputs into a housing, bracket or cover made to a design. • Components: making the motors, sensors, chips and batteries that give a product its capabilities. • Subassemblies: bringing parts and components together into something like a battery pack or wire harness. • Finished products: delivering the robot, vehicle or appliance to the customer. The opportunity looks different at each layer. Where could AI help a team make a better part, get production running sooner or learn faster from a failed run? Which layer are you building in? The map comes from the latest Core Matter (@corematter_) piece, “Can America Leapfrog Shenzhen?” @standardbots @Figure_robot @Senra_Systems @westmagco @atlasmotion @sendcutsend @MachinaLabs_ @noxmetals @agilityrobotics @1x_tech @HadrianInc @Tesla
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