Comment by ungovernableCat
9 hours ago
The complexity of manufacturing is one reason why TSMC is one of the most important companies in the world right now and why Nvidia is the most valuable by marketcap.
If you can make a GPU more efficient and cheaper than Nvidia does you can make a ton of money. Plenty of labs around the world are working hard on this problem and yet Nvidia is still dominating (and the market believes this isn't changing any time soon)
Same things for robotics. It's unlikely you'll have a vertical stack on all the different things needed to manufacture your robot on a massive scale. What happens if some geopolitical spat makes getting rare earth minerals and battery tech from China impossible?
Compare that to tokenmaxxing in programming and math, where the only thing you need is a gpu cluster and electricity.
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