In our final situation, I mentioned I’d share a video with you.
A pal despatched it to me final week, and it truthfully made me snigger out loud. But it surely wants a bit of setup.
He’d ordered meals, however bought a message saying the supply robotic couldn’t attain him. So he walked midway to the restaurant, making an attempt to trace down his order.
That’s when he noticed it.
A knee-high supply robotic caught on the fringe of a crosswalk, unable to cross the road.
Check out what he filmed as he approached the scene of the standoff:
That ending cracks me up each time.
However whereas that little bot was frozen on the curb, the worldwide robotics business continued to maneuver full pace forward.
Proper now, the market is value round $65 billion. By 2035, it’s projected to succeed in practically $375 billion.
Supply: ResearchAndMarkets.com
Which implies it’s anticipated to develop sooner than any tech sector outdoors of synthetic intelligence.
Most of that progress is anticipated to come back from service robots. Some analysts estimate that sector might develop by greater than 20% a 12 months.
And regardless of hilarious moments of robotic awkwardness just like the one I simply shared with you, actual advances are being made in robotics each day.
Robots Maintain Bettering
Researchers at Caltech just lately unveiled a humanoid robotic that may stroll, drive and deploy a drone from its again.
Picture: California Institute of Expertise
The bottom unit carries a drone like a backpack that it might launch to scout forward. The drone feeds dwell knowledge again to the humanoid’s onboard pc so it might modify its route on the fly. Then it reunites with the humanoid after the flight.
This machine offers me Transformers vibes. However you may see the way it might have many makes use of within the navy as a result of a single robotic can carry out the work of a whole group.
Talking of which, you’ve most likely seen clips on-line of robotic canine doing backflips.

These four-legged frames can patrol perimeters, relay dwell video and function in circumstances too harmful for people. And now an organization referred to as Skyborne Applied sciences has armed them with weapons.
It’s referred to as CODiAQ, for Controller-Operated Direct-Motion Quadruped, and its modular payload system permits for integration of a grenade launcher and 12-gauge shotgun.
Speak concerning the canine of warfare…
Picture: Skyborne Applied sciences
Puns apart, even client tech is popping robotic.
Honor, the Chinese language smartphone maker, just lately confirmed off a “robotic cellphone” that may roll round and observe you thru a room. It responds to voice and gestures, utilizing the identical sort of spatial sensors present in self-driving vehicles.
Picture: Honor official YouTube
It’s much less iPhone and extra Wall-E, and to me it’s an indication that we’ll see private units merge with robotics much more sooner or later.
In the meantime in South Korea, a analysis group just lately constructed a synthetic “muscle” that may elevate 4,000 instances its personal weight. The fabric adjustments from smooth to inflexible in milliseconds utilizing a heat-activated composite that makes it each robust and versatile.
One gram of this materials can help 5 kilograms. In case your arms labored the identical manner, you might elevate a automotive over your head.
And this can be a large deal as a result of smooth actuators are what let robots transfer like residing issues as a substitute of mechanical cranes. Which implies this breakthrough might assist improve superior prosthetics whereas additionally enabling our future robotic helpers to function extra like people and fewer like machines.
In fact, all this progress may sound far faraway from that clumsy little supply bot within the video.
But it surely isn’t.
In accordance with Enterprise Insider, greater than 78 universities within the U.S. now use fleets of food-delivery robots from firms like Starship, Avride and Robotic.com.
Starship alone has logged over 10 million deliveries throughout campuses.
Universities are the proper take a look at mattress for supply robots as a result of they’re managed environments the place these machines can study to navigate real-world chaos safely earlier than increasing into cities.
College students have gotten used to them weaving between pedestrians and lining up at charging stations. A few of these supply robots may even deal with stairs and discover routes by way of development zones.
This supply expertise can be spreading into different neighborhoods by way of partnerships with DoorDash and Waymo.
And all these breakthroughs I simply shared — whether or not in motion, or sensing or muscle energy — are the precise methods that can make on a regular basis robots higher at navigating our world.
Even these caught ready patiently at a crosswalk at present.
Right here’s My Take
I bought a kick out of the video my pal shared.
However robotics is critical enterprise. It has large implications for the way forward for manufacturing, the navy and nationwide competitiveness.
And the very fact is, the U.S. is lagging behind China.
I’ve seen sufficient factories to acknowledge what actual progress appears to be like like, and the movies I’ve seen coming from that nation are merely mind-blowing.
In lots of Chinese language factories, the lights keep off as a result of they’re run by AI and robots, with little to no human presence.
And the variety of robots the nation employs at present is solely staggering. In 2023, China’s robotic density hit 470 models per 10,000 employees, larger than any Western nation besides South Korea.
Final 12 months alone, the nation put in practically 300,000 industrial robots. That’s virtually ten instances the quantity added within the U.S.
And since its robotics provide chain is home, China can scale sooner and cheaper than we are able to.
Don’t get me flawed. We’re making unimaginable progress with robotics right here within the States. And I’m bullish on the business.
But when we need to compete, now we have to maneuver sooner.
China treats robotics like nationwide infrastructure. Right here within the States, we nonetheless deal with it like a curiosity.
However when the nation that leads in robotics additionally controls the world’s factories and provide of uncommon earth supplies…
It’s now not a laughing matter.
Regards,

Ian King
Chief Strategist, Banyan Hill Publishing
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