A core insight for me after reading, is the multi-robot brain makes it difficult (or comparatively expensive) to verticalize. This maps well to what I'm seeing in the robotics market where a few intelligence labs are pushing the frontier of model develop and many vertical (or neo) integrators are emerging. I do wonder how verticalized robotics companies like Figure, Tesla, 1x will fair.
Thanks! And I agree totally about that being one of the most important takeaways. Demos and prototypes are easier to stand up with a flexible general stack, but tight vertical integration, efficiency, and optimization become more important when in production (which we haven't quite seen yet).
Another great read Avik!
A core insight for me after reading, is the multi-robot brain makes it difficult (or comparatively expensive) to verticalize. This maps well to what I'm seeing in the robotics market where a few intelligence labs are pushing the frontier of model develop and many vertical (or neo) integrators are emerging. I do wonder how verticalized robotics companies like Figure, Tesla, 1x will fair.
Thanks! And I agree totally about that being one of the most important takeaways. Demos and prototypes are easier to stand up with a flexible general stack, but tight vertical integration, efficiency, and optimization become more important when in production (which we haven't quite seen yet).