原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
I just realized Boston Dynamics CEO shared the same sentiment:
“Robotics is next. America’s next 250 years will be built by robots”.
However, currently China accounts for 54%+ of all global robotics deployments.
- calls for Internet scaleable database of physical world (kinda got reminded of Niantic that has a huge dataset from Pokemon Go)
- dedicated National robotics strategy to compete against China’s leadership in this space
- ISO + regulation for robotics safety
This is all high level:
But my prioritize thought process is how do we support and scale a Made in USA supply chain for robotics/humanoids?
I’ve been hammering home rare earths for the longest time, that the US isn’t doing enough to subsidize or scale this industry.
But another thing to take note is subsidies for components, forcing $TSLA and others to use Chinese suppliers over Western ones, even if assembly is done in USA… to keep costs down.
Which is why I’ve liked Agility Robotics $CCXI since they source 75% of parts from the US, despite higher BOM to start out with.
Regardless it’s pretty clear this Robotics is coming and becoming a national security priority:
From the days of backflipping humanoid YT videos.
翻译：
我刚刚意识到波士顿动力公司的CEO也表达了相同的观点：
“机器人技术是下一个发展方向。美国接下来的250年将由机器人建设”。
然而，目前中国占全球机器人部署的54%以上。
- 呼吁建立一个可以扩展到互联网规模的物理世界数据库（这让我想起了Niantic，它从Pokémon Go中获得了大量数据）
- 制定国家机器人战略，以与中国在这一领域的领导地位竞争
- 机器人安全的ISO标准和法规
这些都是高层次的想法：
但我的优先思考过程是如何支持和扩大美国本土的机器人/人形机器人供应链？
我一直强调稀土元素的重要性，认为美国没有足够地补贴或扩大这一行业。
但需要注意的是，对零部件的补贴，迫使$TSLA和其他公司使用中国供应商而不是西方供应商，即使组装是在美国完成的……以降低成本。
这就是为什么我喜欢Agility Robotics $CCXI，因为他们从美国采购75%的零部件，尽管最初的成本更高。
无论如何，很明显机器人技术即将到来，并成为国家安全的优先事项：
从机器人后空翻的YouTube视频时代开始。 🤖💻
I just realized Boston Dynamics CEO shared the same sentiment:
“Robotics is next. America’s next 250 years will be built by robots”.
However, currently China accounts for 54%+ of all global robotics deployments.
- calls for Internet scaleable database of physical world (kinda got reminded of Niantic that has a huge dataset from Pokemon Go)
- dedicated National robotics strategy to compete against China’s leadership in this space
- ISO + regulation for robotics safety
This is all high level:
But my prioritize thought process is how do we support and scale a Made in USA supply chain for robotics/humanoids?
I’ve been hammering home rare earths for the longest time, that the US isn’t doing enough to subsidize or scale this industry.
But another thing to take note is subsidies for components, forcing $TSLA and others to use Chinese suppliers over Western ones, even if assembly is done in USA… to keep costs down.
Which is why I’ve liked Agility Robotics $CCXI since they source 75% of parts from the US, despite higher BOM to start out with.
Regardless it’s pretty clear this Robotics is coming and becoming a national security priority:
From the days of backflipping humanoid YT videos.
翻译：
我刚刚意识到波士顿动力公司的CEO也表达了相同的观点：
“机器人技术是下一个发展方向。美国接下来的250年将由机器人建设”。
然而，目前中国占全球机器人部署的54%以上。
- 呼吁建立一个可以扩展到互联网规模的物理世界数据库（这让我想起了Niantic，它从Pokémon Go中获得了大量数据）
- 制定国家机器人战略，以与中国在这一领域的领导地位竞争
- 机器人安全的ISO标准和法规
这些都是高层次的想法：
但我的优先思考过程是如何支持和扩大美国本土的机器人/人形机器人供应链？
我一直强调稀土元素的重要性，认为美国没有足够地补贴或扩大这一行业。
但需要注意的是，对零部件的补贴，迫使$TSLA和其他公司使用中国供应商而不是西方供应商，即使组装是在美国完成的……以降低成本。
这就是为什么我喜欢Agility Robotics $CCXI，因为他们从美国采购75%的零部件，尽管最初的成本更高。
无论如何，很明显机器人技术即将到来，并成为国家安全的优先事项：
从机器人后空翻的YouTube视频时代开始。 🤖💻
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