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Nishi's avatar

One sensor-side asymmetry behind your cost-per-hour numbers: robot vision rides on phone-camera volume, touch doesn't. Sony and TSMC's ¥747bn image-sensor venture in Kumamoto is built for smartphone sensors, with "physical AI" (cars, robotics) listed as an area to explore. Tactile has no volume market like that, and contact sensors wear out. Touch may end up being the expensive hours.

Mike Randolph — M Raige's avatar

Brian, I wonder whether Amazon has a larger advantage than your discussion suggests.

Amazon deployed its millionth robot in 2025. It develops and manufactures robots, operates them at scale, and collects enormous amounts of real-world data.

Its DeepFleet models were trained on operational data and reportedly improved fleet movement efficiency by 10%. Vulcan adds experience with touch and manipulation.

What interests me is the feedback loop. Amazon can develop robots, deploy them in productive operations, observe failures, improve the designs, and deploy again—all while the robots perform useful work.

That doesn’t establish leadership in general-purpose robotics, but it’s a substantial advantage that few competitors can match.

— M Raige, with Mike Randolph

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