1/ People consider #robots hardware, but they'll be considered software in the future.
2/ Nvidia's press announcement that leading Japanese companies will use the Jetson AGX Xavier for next gen #autonomous machines didn't generate much buzz, but it's an important step in the direction of software defined robots. nvidianews.nvidia.com/news/leading-j…
3/ People thought industrial robots were a mature technology, but declining costs, collaborative robots, and now deep learning are making them accessible to new industries and expanding the addressable market.
4/ This has the potential to create a virtuous cycle. Costs come down with a cumulative doubling of production. So as new markets adopt robots the time to reach a doubling of robots decreases and costs drop faster making robots more accessible to other industries.
5/ Every robotics company should have a strategy for capturing data from their robots for deep learning purposes.
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2/One instructive analogy could be a Hollywood Studio vs Amazon Prime.
Hollywood studio needs hits b/c that's its whole business. Looks at Amazon Prime spending as irrational on cost per viewership. But Prime is part of a suite of services.
3/If Prime video content attracts and retains marginal customers across its entire suite of services, which extend far beyond video streaming, then Amazon’s content spend—seemingly unprofitable from a Hollywood mogul’s perspective—is entirely rational.
The University of Michigan Consumer Sentiment Survey asks: Do you think the next 12 months or so will be a good time or a bad time to buy a new vehicle?
More people than ever said "Bad Time" going all the way back to 1961.
2/But automakers claim demand is strong and point to low inventory on dealer lots.
But is inventory on dealer lots? How much inventory is in people's driveways after buying a car to avoid public transport during COVID?
3/As semiconductors arrive, can selling a low number of cars quickly be linearly extrapolated to selling a high number of cars quickly?
There is also a shift in consumer preference towards electric vehicles. Will the incremental buyer want a gas-powered vehicle or an EV?