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Posted
2 hours ago, Parsad said:

China, China, China!  Wow!  Cheers!

 

It's the first time I watched something in my life that made me feel like we're the Chinese are living in a sci-fi movie. I don't know how they managed to coordinate the whole performance without the kids getting hurt and I'm still not sure if it was real or not. Claude Opus 4.6 is pretty close but it's not "alive".

Posted
1 minute ago, formthirteen said:

 

It's the first time I watched something in my life that made me feel like we're the Chinese are living in a sci-fi movie. I don't know how they managed to coordinate the whole performance without the kids getting hurt and I'm still not sure if it was real or not. Claude Opus 4.6 is pretty close but it's not "alive".

 

Yeah, it's hard to tell if it is real or not.  But if it is, the control with the nun-chucks should worry about the grip, rotation, control that they have.  That range of motion at that speed is extremely functional for day to day tasks.  Robot soldiers wouldn't be too far away as well!  Cheers!

Posted

Look at the companies providing down-hole drilling technology and industrial off shore submersible robots for use on undersea o/g applications.

 

Very specialized, very small floats of shares in obscure exchanges, and most now also looking at naval applications - undersea drones, etc. 

 

SD

 

 

 

Posted (edited)

I wonder, how are these robots powered? Must have quite high energy need with such moves:). How long can they stay on foot?

 

Edited by UK
Posted
16 hours ago, SharperDingaan said:

Look at the companies providing down-hole drilling technology and industrial off shore submersible robots for use on undersea o/g applications.

 

Very specialized, very small floats of shares in obscure exchanges, and most now also looking at naval applications - undersea drones, etc. 

 

SD

 

 

 

 

KRKNF? 

Posted
14 hours ago, UK said:

I wonder, how are these robots powered? Must have quite high energy need with such moves:). How long can they stay on foot?

 

 

Batteries are about to become a big deal

Posted
On 10/17/2025 at 2:15 AM, Milu said:

Krugman, what a genius!

 

A lot of people buying software companies these days are saying the same thing about AI.

Posted
4 hours ago, Fly said:

 

KRKNF? 

 

It's one of the better ones. There are also some ROV makers that do deep water undersea rig and pipeline connection for the offshore o/g industry .... as well as autonomous ROV's that fly over the length of pipelines and cables looking for leaks and breaks.

 

SD

 

  • 2 months later...
Posted
52 minutes ago, Spekulatius said:

I do wonder when China will field their first robot army. They have the industrial capacity to build lots of robots  and also a penchant to use quantity over quality in war. It’s probably going to look like the Matrix.

 

I think they are ahead of the U.S. as well in terms of scale and application of their current robots.  Just like BYD is selling far more useable electric cars priced at market/mass volume prices that do the same thing or better than Tesla/Rivian/etc.  Cheers!

Posted (edited)
1 hour ago, Parsad said:

 

I think they are ahead of the U.S. as well in terms of scale and application of their current robots.  Just like BYD is selling far more useable electric cars priced at market/mass volume prices that do the same thing or better than Tesla/Rivian/etc.  Cheers!

BYD is hitting some potholes lately. Just like with the marathon robot, the ride or walk isn’t always smooth or a straight line.

Edited by Spekulatius
Posted
17 minutes ago, Spekulatius said:

BYD is hitting some potholes lately. Just like with the marathon robot, the ride or walk isn’t always smooth or a straight line.

 

I assume you are referring to automotive sales declines in China or some other business headwinds but I thought it was a funny reference because of their recent video showing their vehicle using its suspension to literally jump over potholes (and road spikes - take that state troopers...)

https://www.youtube.com/watch?v=hW6lFowulFw

Posted
13 minutes ago, gfp said:

 

I assume you are referring to automotive sales declines in China or some other business headwinds but I thought it was a funny reference because of their recent video showing their vehicle using its suspension to literally jump over potholes (and road spikes - take that state troopers...)

https://www.youtube.com/watch?v=hW6lFowulFw

 

LOL!  That's pretty awesome!  Suspension looks amazing.  BYD is bringing 40-50K cars to Canada soon, but I don't think it's that one!  Too bad.  Cheers!

Posted
3 hours ago, gfp said:

 

I assume you are referring to automotive sales declines in China or some other business headwinds but I thought it was a funny reference because of their recent video showing their vehicle using its suspension to literally jump over potholes (and road spikes - take that state troopers...)

https://www.youtube.com/watch?v=hW6lFowulFw

Almost like a Batmobile. This thing would sell like hotcakes with a certain crowd.

Posted

So those robotics shows are pretty impressive, but I think they're heavily choreographed/edited:

Here's a more behind-the-scene look on these type of performances from a, unfortunately heavily anti-China biased video.  I was not able to locate much more of these realistic demos from unbiased sources, which has deeper implications on the level of penetration of CCP influence on the US media that should probably belong in the Politics section...

https://youtu.be/ZMa0jjTEb6k?t=4079

 

What is impressive is how fluid these robotics have become, even with the human remote control.  They're definitely on-par, if not better than the US based companies (Tesla, Boston Dynamics).  I'd keep a healthy dose of skepticism from watching these impressive videos, even the ones put out by Tesla.

Posted
6 hours ago, nsx5200 said:

So those robotics shows are pretty impressive, but I think they're heavily choreographed/edited:

Here's a more behind-the-scene look on these type of performances from a, unfortunately heavily anti-China biased video.  I was not able to locate much more of these realistic demos from unbiased sources, which has deeper implications on the level of penetration of CCP influence on the US media that should probably belong in the Politics section...

https://youtu.be/ZMa0jjTEb6k?t=4079

 

What is impressive is how fluid these robotics have become, even with the human remote control.  They're definitely on-par, if not better than the US based companies (Tesla, Boston Dynamics).  I'd keep a healthy dose of skepticism from watching these impressive videos, even the ones put out by Tesla.

 

Yeah, I think they are being overly critical.  The fluid movement, stability and ability to mimic human behavior is what is impressive...not the AI or anything.  Yes, it's a toy as they say presently...but a supertoy!  The first home computers were essentially supertoys...all you could do was basic programming, letters and play very simple video games.  I had two robotic toys as a young boy/teenager...one was the Verbot (not sure anyone remembers that) and Armatron (a robotic arm - non-programmable, but others figured out how later on).  These were simple toys.  About 15 years later...robotic arms were in virtually every modern car manufacturing facility globally...and today, robots are in factories and doing search and rescue!

 

It would not be hard to adapt AI technology and functionality into these supertoys to make them more functional robots around the house.  It's still a ways off before every home has one, but like computers, smartphones, etc...every house will have one in 15-20 years, and I would imagine higher income homes will be using some form of AI or robotic technology in the next 5-10 years...whether its a Husqvarna AI lawn mower or an in-house robot that helps with chores/healthcare...it's coming and in a big, big way!  Demographics will demand it!  Cheers! 

Posted
17 hours ago, LC said:

Has anyone come across Merlin MRLN?

They are attempting to build out aerospace automation:

 

https://investors.merlinlabs.com/news-releases/news-release-details/letter-shareholders-matt-george-founder-and-ceo-merlin-labs-0

 

Seen it pumped on Twitter by one of the ASTS guys.

 

So don't know about it, but my feeling on this stuff so far is that even if they are good companies, the valuation tends to be overly optimistic for me...

 

But that's instinct only...!

Posted
32 minutes ago, thowed said:

So don't know about it, but my feeling on this stuff so far is that even if they are good companies, the valuation tends to be overly optimistic for me...

 

But that's instinct only...!

 

Yeah agreed, Merlin for example is valued @ ~1B or call it 70x earnings.

 

Of course this is all early stage stuff so you need to have a vision of what the automated-aerospace market will look like in the future, and where Merlin will be position in that future.

 

Maybe 1B is more-than-justified or maybe it goes nowhere. 

Posted

Thanks for confirming.

 

Absolutely - I try to stay open-minded on this stuff, only thing am confident on that this sort of thing belongs in my 'too hard' pile!

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