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by iandanforth
1425 days ago
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Did you know it takes almost a hundred ms for a signal to go from your fingers to your brain? Did you know that the brain is constantly predicting the future to make up for its slow reaction time? Did you know even small computers are really really fast? If you did then you'd probably guess that initiatives like this are a waste of time and money. The difficulty is in the software, not the hardware, or the compute layer. With good algorithms our current crop of robots are already fully capable of producing trillions more in economic value than they do today. We do not need hardware acceleration in robotics. Can we use it if it exists? Sure, but do we care about "democratizing" it? No. There is a place for hardware acceleration in robotics that is making a huge difference and that's in simulation. GPUs, the once and future king, make training robust neural networks possible and fast. If you're an investor reading this who needs a reminder, bet on software. |
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While I agree with you that in 50 years, advances in AI will make fast hardware obsolete, it may well be that in 5 years, fast hardware will be able to avoid problems that we cannot yet solve in software. That would mean this company has 45 years to cash in before they get replaced by software.