[canvascritic]

Heh. This landing page takes me to somewhere between deepmind circa 2014 and tesla's AI Day press decks.

I mean if you're actually training humanoids in under an hour with sim-to-real transfer that "just works" then congrats, you've solved half of embodied AI

the vertical integration schtick (from "metal to model") echoes early apple, but in the robotics space that usually means either 1) your burn rate is brutal and you're ngmi, or 2) you're hiding how much is really off-the-shelf

Clearly the real play here, assuming it's legit, is the RL infra. K-Sim is def interesting if it's not just another wrapper over Brax/Isaac. Until we see actual benchmarks re say, dexterous manipulation tasks trained zero-shot on physical hardware, it's hard to separate "open-source humanoid stack" from the next pitch that ends in "-scale"

[codekansas]

Actually, we use COTS components for basically everything, that's how the price is so low. It's just that we do a lot to make sure we understand how everything works together from software to hardware

IMO humanoid companies do make a lot of big claims which is why it's important to make everything open-source. Don't have to take my word for it, can just read the code

[canvascritic]

Thanks for the reply

IME the COTS angle cuts both ways. It brings costs down and makes iteration faster, but whats the moat then?

if the value is in integration, that’s fine, but integration is fairly fragile IP. Open source is good reputationally but accelerates the diffusion of your edge unless the play is towards community+ecosystem lock-in or being the canonical reference impl (cf. ROS, HuggingFace)?