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0xFunky
@0x0funky
Founder - SuiXu Intelligence / Kaggle Competition - Master / @GooseCityDAO / Founder @agentgameforge
加入 August 2014
3.8K 正在关注    24.6K 粉丝
NVIDIA 在講 AI Factory / Physical AI,Boston Dynamics CEO 也說 America’s next 250 years will be built by robots。 這兩件事其實指向同一條線:AI 下一步不是只停在螢幕裡,而是要進入真實世界。 如果 robotics 真的變成國家級戰略,最缺的不只會是機器人硬體,也會是 physical world data、simulation environment、robot training pipeline。 這也是為什麼我覺得 @codecopenflow SimArena 這條路走的很好。 雖然沒有被 NVIDIA 直接點名,但SimArena位置很有意思:browser-native robot simulator、digital twin、teleoperation data、sim-to-real pipeline,甚至未來可以延伸到 data marketplace 和 on-chain payment。 簡單說,Agility / Tesla / Boston Dynamics 是做機器人本體,NVIDIA 是算力和平台,SimArena 更像是 robotics data + simulation infra。 如果下一波 AI 敘事從 Agent 轉向 Physical AI / Robotics,這種 infrastructure layer 會比單純 AI meme 更有想像空間的。 solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump
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I just realized Boston Dynamics CEO shared the same sentiment: “Robotics is next. America’s next 250 years will be built by robots”. However, currently China accounts for 54%+ of all global robotics deployments. - calls for Internet scaleable database of physical world (kinda got reminded of Niantic that has a huge dataset from Pokemon Go) - dedicated National robotics strategy to compete against China’s leadership in this space - ISO + regulation for robotics safety This is all high level: But my prioritize thought process is how do we support and scale a Made in USA supply chain for robotics/humanoids? I’ve been hammering home rare earths for the longest time, that the US isn’t doing enough to subsidize or scale this industry. But another thing to take note is subsidies for components, forcing $TSLA and others to use Chinese suppliers over Western ones, even if assembly is done in USA… to keep costs down. Which is why I’ve liked Agility Robotics $CCXI since they source 75% of parts from the US, despite higher BOM to start out with. Regardless it’s pretty clear this Robotics is coming and becoming a national security priority: From the days of backflipping humanoid YT videos.
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