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Just like the semi sector has been advancing, so has the numerous methods of 3D printing and advanced metal forming (Tesla) the combination will advance robotics at a steadily advancing timeline. The impact of this will be broad and deep with massive dislocation if not managed carefully. It will be interesting to see what companies new and existing will rule this new world.
You got it on the dot. We are realizing a proper hardware-software convergence where the embodiment of AI finally catches up with its digital intelligence.
Generative design, along with Tesla-style gigacasting and multi-material additive manufacturing, is finally breaking the weight-to-strength bottleneck that has held robotics back for decades. While the semi sector provides the neural capacity (the brains), these advanced forming techniques provide the scalable, high-performance chassis (the bodies). In this New World, the real winners won't just be the silicon giants, but the full-stack integrators capable of assembling a physical robot as efficiently as we now compile software. Social and economic upheaval is the elephant in the room-we're rapidly moving from an era of "software eating the world" to one of "software printing the world," at a scale that traditional labor models aren't ready for. I'm also excited to see the groundbreakers like you.