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Comment by RetroTechie

1 month ago

Too narrow view:

"Moving atoms" can refer to anything that a) touches the physical world, b) has 'eyes' (camera/microphone/Lidar/IR/UV/whatever) and c) requires some brains.

Dark factories exist. This will expand into other areas like logistics, farming, food delivery, maintenance/cleaning jobs, household equipment, etc etc. Over time, blue collar jobs face the same fate.

A lot of this will be powered by AI systems running locally on commodity hardware.

And this is where China is leading: They've got the factories. They build the robots. They make the ICs with integrated video capture & AI features. They fabricate the circuit boards those ICs go on. And they lead in the small/local AI models to run those.

To compete, US would need to re-shore manufacturing which takes decades. Same for EU countries (which have great potential imho if they weren't so slooooww to act & would focus on doing vs. regulate).

Never mind that the billions poured into AI by US companies, are targetting white collar/creative jobs, with the AI part as a cloud service. Or military applications. Not (so much) the manufacturing / logistics etc side of things.

Ah, see, I agree with you more than you think. Industrial automation _is_ super useful and it happens right now. But it's not really the latest AI wave that is the most important in that. And my point is that before the general humanoids work, there are lower hanging fruits to pick.