Met Companies:
Puppet
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Orchestration by skilled workers through teleop
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Vertical application → abstract?
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Q: Puppet founder talked about AI layers that posed a question when questions
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Compare to waymo’s “call a person to make a decision when AI fails”
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Compare to “agents for orchestration” companies
Droyd
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Vertical robotics for data center cabling
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Ground robot able to plug in cables
Space robotics
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Orbital Ops (?)
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High-throughput space vehicles for orbital logistics
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Icarus
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Microgravity cargo robots for the ISS
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Question:
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Robots for logistics?
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Robots in semi-deterministic environments?
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Is the ability to operate in less deterministic environments the key?
Vertical Physical AI
Cavalla
- Automated forklifts
Serpent Robotics
- Tree climbing / vegetation management
Capable
- Automating Lab Processes
Tuesday
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Bipedal / bimanual (why bipedal, this will make it much more difficult to navigate around)
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Mechanical?
Chef Robotics
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Vertical physical ai for kitchens
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Skills -> High operational overhead (wonder what squo is for chef on a data flywheel? Is it possible the high ops overhead is primarily from gathering data for completely novel skills)
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-> Combined with many hardware system for open sourced skills dev demonstrates something about the nature of training a skill
THEMES
- Skilled labor automation
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Puppet
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Droyd
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Automated forklifts
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Space robotics
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What is the natured of skilled? How much decisionmaking is being done by the humans in the status quo in skilled enviornments (ie: electricians, construction) -> companies usually want consistent work
- Infrastructure robotics
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Data centers (layer for developing AI economy)
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Warehouses
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Space logistics
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Vegetation management
- Environment complexity
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Deterministic vs. semi-deterministic environments
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Where robots can reliably succeed today
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How to scale skills dev
- Data as the moat
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Proprietary data collection
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Egocentric/consumer data
- Automating Orchestration/Other Meta Skills?
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