Hyundai buys Boston Dynamics(startupfortune.com) |
Hyundai buys Boston Dynamics(startupfortune.com) |
However, let's hope they will keep on doing cool stuff under their new owner.
Car factories seem to be a pretty good initial market, given that Tesla is doing Optimus and Figure has humanoids in a BMW factory. But the whole point is that these are general purpose robots, and there are lots of other factories. By the time that market is saturated they'll be capable of more.
SoftBank has now exercised that option.
Hey, Hyundai isn't "just a car company"
How are they still able to be a thing
I do think this might be tied to South Korea's demographics, by 2040 the working-age population is projected to decline 25% from 2020 and keep declining almost linearly until leveling out around 17M around 2065, a 50% drop total in < 50 years. I would think HMG / Hyundai sees a huge business opportunity or this might be a national-level political priority but I don't know the specifics.
Sort of "join the army see the world" kind of stuff.
The reality is however, pushing a parts cart to the other side of the factory, returning and doing it again. 12 hours a day, 7 days a week, with time-off to recharge or possibly re-oil.
I sincerely hope they're not sentient and unable to communicate it. It would certainly account for the blank stare coming from behind the tinted lenses.
While Atlas is the best humanoid robot so far, it still isn't useful in a car factory that's fully equipped with the latest factory robots that are strong enough to juggle car engines and are bolted to the floor.
Everyone knows the killer app for humanoid robots is building the Mars colony amirte?
All those tokens have to go somewhere
Who cares about quality. Speed is the new black.
the other timing here is the increasingly belligerent union who are demanding pretty outrageous compensation for what a typical American worker would make. I think the goal is to immediately automate the workforce and move the plants out of korea speaking to insiders.
Rest is previously reported stuff.
Related from earlier in the year:
Hyundai Introduces Its Next-Gen Atlas Robot at CES 2026 [video]
https://news.ycombinator.com/item?id=46520508
And old discussions when the intial buy happened:
2020: Hyundai to acquire Boston Dynamics
https://news.ycombinator.com/item?id=25363981
2021: Hyundai acquires controlling stake in Boston Dynamics for $880M
It's car manufacturing. Everything that could be done by a purpose specific robot arm bolted down to the factory floor is already done by a purpose specific robot arm bolted down to the factory floor.
What remains unautomated, then?
The long tail of tasks that are too minor, too finicky, too open-ended or too reliant on manual dexterity to be offloaded onto traditional robots.
This is where this new generation of robotics comes in. This is the kind of task they're designed to do: "a task that's still done by a human in a high automation environment". Universal robots are angling for the tasks that are impossible or uneconomical to automate with traditional industrial robots.
Hah! Hardly. I say this as someone whose first "real job" was in applying robotics research to automotive assembly - there are still a ton of assembly tasks that could be performed by a fixed-base robot arm, or a robot arm on a linear rail/fixed gantry. Wheeled mobile manipulators are only needed in a few cases, and humanoid form-factor is only "necessary" in very few cases (and I don't think the current crop of humanoids is particularly suited to these tasks).
In my opinion/experience, the impediments are that (1) the system integrators that are usually responsible for assembly-line robotics are too stupid to figure out how to apply robots to the problem, (2) the automakers themselves are often too short-sighted/stupid/unwilling to invest in increased automation (and particularly in building the in-house competency that they really need), (3) the hostile/exploitative relationship between (most) automakers and their main suppliers means that low-hanging improvements to parts/assemblies are a non-starter, and (4) the automaker C-suite (and investors) are too drawn to silver-bullet solutions (e.g. humanoids) than practical automation improvements.
The only thing I can think of are tasks that are so rarely done, it's not economical to build a robot for. But I then I also don't see how another robot solves this problem.
>What remains unautomated, then?
Stuff that can be done by purpose specific robot arms on wheeled platforms, which is very difficult, but will be much more feasible than a humanoid robot doing anything.
This strike me more as a repeated internet myth more than anything else. There is near endless opportunity for purpose-specific robot forms.
Or a new take on car design with automated production in mind regarding all the wiring and what not (easier said than done, I'm sure many have tried and failed, but eventually someone will succeed).
And the tasks that change from day to day.
Even if I think this has legs, where do the cheap humans go to work after? Where/what are the remaining jobs for all of this displaced labour in both white collar and blue collar worlds? It basically screams UBI. And in a UBI world, the economy looks pretty different and humanoid esque robots start to look either very altruistic or very dystopian depending on how hard the oligarchs don't want things to change.
Like, what's the end game for humans in this path we're embarking?
https://www.bmwgroup.com/en/news/general/2024/humanoid-robot...
Maybe what they're actually acquiring is Handle, not Atlas.
Perhaps they want to put some of the sensing and control features in, so a humanoid-like dexterity or adaptability for the business end of a floor-mounted robot arm?
I think this is smart and not very risky. Tesla is playing a similar game with Optimus, for now Hyundai/Boston Dynamics is at least 5 years ahead.
https://www.google.com/search?q=nasa+robonaut+video+hand+why...
The gist of it is that all tools on the spacecraft (eg: space-drill, space-coffee-maker, space-airlock) are all designed to fit a gloved human astronaut hand. Waaaaay more complicated to make a robo-hand than a robo-suction cup or robo-claw, but then you are matching the environment, and guarantee tool compatibility against all extant tasks!
We already have specialized robots on earth... paper slicer, lawn mower, bazooka, whatever. They're all machines that are specialized for the task at hand, we're not making a humanoid robot that gets down on all fours and individually plucks blades of glass.
The car factories already have specialized robots... they're not mimicking a human hand holding a can of spray paint, shaking it up, and painting the car that way... it's a 6-axis arm, or a whole "grab the car and flip it while spraying paint" system.
It's not about inventing purpose-specific robots, it's about handling that long-tail of "stuff with tools that a human is designed to be able to use." Go over there, push that button. Go move that box from table1 to table2. Etc.
For well defined tasks in the factory domain, make a "real robot". For ad-hoc tasks in the interim... strap an LLM to a camera, battery, robo-legs and arms, cross your fingers, and hope for the best?
The humanoid form factor is certainly may not be ideal but I guess they think the flexibility is worth it
What are you talking about?
Go outside, look around! The whole word was created by and for humans.
the human frame is just an experimental proxy for functionality, which turned out to be promising
two arms alone is the purpose-built robot you're referencing
They would be. When everything what could be done would be done by a robot. 24/7. Even without the lights on the floor.
My personal take is that one of the reasons is their posture against ML. They've been very "GOFCT" and have only recently started to incorporate ML concepts.
Well...there is the uncanny similarity to the T-800 and and uneasy realization that the owner of BD could become Cyberdyne Systems IRL. Perhaps some companies like that notoriety but not sure if many want that.
This seems like a small correction if they wanted to reacquire and clearly the market isn't valuing BD all that high.
Why do you think it's one of Sundar's biggest mistake?
But imagine: robotics cred of BD combined with AI chops of GDM. It would have been something. Turns out, internally, GDM has robots they're training, experimenting on, etc even today. So why dump BD and lose that platform?
On a relevant note: https://www.theverge.com/news/674366/nick-clegg-uk-ai-artist...
Start to be sloppy somewhere, you'll be sloppy everywhere. As we "learn and enable" to do things faster with less effort, the quality of the thing we (as in humans collectively) do decline.
AI, when used as the sole blunt instrument, accelerates this dramatically.
Source: https://www.kbb.com/car-advice/car-warranty-guide/
Teslas new car warranty transfers as is to the new owner.
Source: https://www.tesla.com/sites/default/files/blog_attachments/m...
Being less cynical, I do think it’s fair to say that they just didn’t quite find PMF; they aren’t good enough for factory work, Spot is niche, and Atlas is too scary for in-home.
The robot butler business model just hasn’t been tested in the same way AFAIK.
There's no shame in being broke, of course-it is merely a catastrophe. The fourth owner of a '11 Sonata is gonna have a different outlook than the fourth owner of a '73 Mercedes 600 Pullman.
Everyone in the industry learned that the hard way.
At a certain point, the tasks that remain stop being "dexterity" problems and start being "AI" problems. That is: a robot could do the task - if you either spent big $$$ on redesigning the entire task around the robot's intellectual limitations (uneconomical), or if you had an incredibly advanced AI capable of problem solving driving that robot (impossible with 00s AI).
The "universal robot" bet is the "incredibly advanced AI capable of problem solving" bet. That in 2020s, AI is finally capable. The body only has to be "good enough to make most tasks possible".
The auto industry is notorious for making incredibly myopic choices to save money/make money in the near term versus long-term investments. The relationship between automakers and their suppliers/vendors is basically a century-plus of the automakers trying to (1) outsource anything they can for a quick buck, and (2) grind the supplier/vendor margins down to nothing. (This is part of why the newer Chinese automakers with much greater vertical integration are such a threat to the traditional automakers; vertical integration has a high up-front investment but the payoff in flexibility and speed is significant).
The name of the reason is: corporate rot. They don't have the organizational backbone that wouldn't let their "in-house manufacturing" rot away into inefficiency and waste.
Not that it has much to do with why automation fails to penetrate certain tasks. The reason why "long tail" tasks are often beyond automation is: piss poor ROI, calculated correctly.
You go out of your way to automate a certain process with traditional robotics, and it'll probably pay off in 15 years. The chassis this applies to is going to be in manufacturing for 10 years. At least half the systems work you've done there would have to be redone for the next chassis. Fun.
The bean counters counted their beans, and found out that using traditional robotics there is a losing game. Thus the search for better options. And the humans performing the tasks in the meanwhile.
An Amazon warehouse or Tesla factory tour would likely change your mind.
I had to do both of these in the last year and not a lot of humans around…
Things have been moving pretty fast in the last year when it comes to semi-bipedal robots doing the long tail of previously unreachable tasks.
This is over the last decade at one of the largest automakers in the world. Naturally there is significant variation between individual lines and plants; some are newer and more automated, some are older and much less automated. Are some cars being built on more automated lines? Yes. But a great many, probably the vast majority, are being built with fairly low assembly* automation.
* There is a significant split in automation between "body weld" stages and "assembly" stages. Body weld is very heavily automated basically everywhere (although there are some surprising exceptions in places), while assembly is much less automated.
Agreed, and hence I suggested an amazon warehouse tour (they offer one for their flagship robotics 'research' warehouse) to anyone, or a Tesla factory tour (might need to talk to someone, fairly manageable).
This reminds me of the quote, "the future is already here – it's just not very evenly distributed."
I actually don't think any of the big automakers have ever really, in-depth considered the ROI of "traditional" assembly automation (i.e. anything SoTA pre-2020), with experts in all parts of the process in same room. It's easy to assume that these companies must make careful measured decisions based on evidence, but in practice big decisions are made by small groups within the C-suite, often pretty divorced from the reality on the ground.
For example, many of the big asian automakers seem to have completely ignored the well-understood effects of their demographic crises (i.e. significantly aging population) on the future of their workforce (i.e. they are having trouble retaining and hiring new workers as the older generation retires) and this totally changes the economics of automation! Now they are all having to play catch-up, having realized that they must automate, at whatever the cost, because the issue is not "robots must be cheaper than human labor" it is "we might not be able to afford human labor at all".
The comic strip is saying if above is true, then people still have to learn at some point so on average it would be around 10k people per day.
I think the math is this:
For people born in a given year: 4000000/365/30 = 365 people per day
but you have 30 sets of those people (those born this year, those born last year, those born two years ago, etc.) So 365 * 30 = 10950. 10k is easier to say for viral purposes.
Seems like the effect would be to take off a significant chunk of value off your used car in a way that makes it more difficult to buy a new car.
> I can’t imagine this would bring much actual experience with this new generation of robotics.
Luckily for you, my job has always been within the robotics research side of the company, so I am very much aware of the strengths and weaknesses of the current technology.
Indeed, Ford. Leaving aside the "old school" six axis robots that have been around for decades, Ford absolutely uses UR10s collaborating with humans to sand the entire car body in about 30 seconds, and to fit shock absorbers. They're also used at the engine plants. They also use the Symbio platform for transmission assembly, and fully autonomous forklift robots throughout their Tennessee plant.
Libraries are typically either governed by a municipality's rules around employment and treatment of employees, or part of a school/etc where there are again additional guidelines about these things to be sensible and not leading people into unsafe behavior.
Regardless, Boston Dynamics has been burning cash for 35 years and all they have to show for it are some fancy demos and trial deployments. Eventually you have to wonder what their future prospects are.
Boston Dynamics is a defense contractor, their future prospects are designing and manufacturing war machines, the same thing they’ve always done.
The dog robots are meant to carry stuff/support combat troops.
The humanoid robots are designed to rescue injured soldiers and possibly other risky tasks.
They may have plans to commercialize these robots, but I’m not sure where the consumer/commercial market for robotic dogs is. Jobs that need machines to carry heavy stuff already have solutions and have had them for a long time, and they’re safe to operate as long as you’re not in a combat zone. I guess it would be nice to have a robot dog portage my packs and canoe for me in the BWCA but I’m not spending new car money for that.
When cursor is selling for $60B, then grok has to really be worth several times that, right?
The average (and above-average?) investor really does not understand tech.
I'm not sure if you're following your own advice...?
The ~10% just sold was bought for $325 million.
The total price they paid was $1.205 billion ($880 million in 2021, $325 million now).
The $1.1 billion figure in the HN headline is kind of just wrong and presumably based on what they considered to be Boston Dynamics' total valuation in 2021, but represents neither what they paid for the ~10% nor the actual total they paid over both transactions.
B) there’s a long tail of individual tasks it’s uneconomical to build purpose-built robots for each individual task. But it’s economical to have 1 robot that can do all of them.
The point is, human shape plus general purpose intelligence is an amazing combination to resolve the “long tail”.
Without the intelligence part, the body is useless.
Perhaps Boston Dynamics has that part resolved now too.
Do they? A human can both chuck kilograms of stuff across a room or kick in a door, but then pick up a single hair off the ground, or feel and manipulate (things even lighter than) a literal feather.
Robots can certainly do things more repeatably, if not more precisely.
But the rest of the human body is not useful in a factory environment, so the arms could be mounted on a mobile base that does not have any resemblance to a human.
One can lift insane weights, has insane torque, and absurd precision, and can do the same movement millions of times with virtually no deviation. You program these with an exact movement plan, just like you would programm a CnC with a tool path. They are basically cnc machines.
The other one is a inacurate, unstable, dynamic system controlled by neural networks and heuristics. It has massive deviation over each run, but that means that the programming must be able to account for it. Which makes it suitable to operate on problems that are messy, unrepeatable and human-shaped.
A robot that has to be carefully adapted and set up for the task vs a robot that you can point at a task and have it figure out how to do it. A robot that doesn't deviate vs a robot that absorbs all kinds of deviations.
It's a bet that The Bitter Lesson will win over Moravec's Paradox, in the end.
If I were Hyundai, I'd be looking at this as buying a significant amount of vision, dynamics, and integration systems expertise, not necessarily the dream of self-motive walking systems.
Better than what? It seems that as long as they perform the tasks "better" (cheaper / faster / lower-error) than the humans that are currently performing them, that is an improvement for the factory owner.
All you need to do is look at a recent video of car manufacturing process, and watch what the humans are doing.
That's not what I'm seeing. My mom always wanted Google to just answer questions, and now ChatGPT can. She uses it enough in her daily life that she bought a subscription.
Yes, she knows it hallucinates and you have to double check everything, but so far she finds a ton of use for it even with those caveats.
Now, I agree that a personal servant robot would get a ton of business. Even at new-car prices, it's still cheaper than a human caretaker/maid/butler/etc. And the maid usually doesn't also mow the lawn on a hot day, while a robot would potentially do all kinds of different things without complaint.
Also, mowing the lawn on a very hot day is pretty bad for the grass.
Once you take maintenance of a machine with price-parity to a new car into consideration, it’s surely cost competitive to just hire a human to do all those things.
The price needs to fall drastically below new-car territory before it’s competitive with manual human labour.
The cost of labour varies hugely in different parts of the world. The cost of hiring someone in Switzerland is on the order of 100X more expensive compared to Bangladesh, for example.
With many countries currently in an anti-immigration political mindset and with birth rates declining globally, labour costs are likely to continue to increase in the future.
But once a technology like general-purpose humanoid robotics exists, it’s costs are only likely to decrease over time.
What is this based on? We're well past a 50-ish year deflationary period in the cost of major appliances (refrigerators, washing machines, etc). We're pretty clearly at or near the end of the deflationary era for computers and computation. Automotive... speaks for itself. We're still there for televisions, surprisingly; but it looks like these technologies tend to have a handful of decades of rapid cost decrease, followed by a never-ending cost increase over time as the manufacturers consolidate and claim an ever-increasing margin.
Depends on the service life/performance/etc.
As a simple benchmark, I will propose 'Mowing the lawn with a push mower'. Let's wave hands and assume there is a setup on a truck where the mower can be parked and then lifted in.
If you're paying the people doing that lawn-mowing federal minimum wage, at 40 hours a week it's 15K/year.
After 3 years that's 45K, or a little under the current US median price of a new car.
IOW, if the robot costs 45-50K, but can make it through 4 years without expensive maintenance you are still 'saving costs'.
There's hand-waving on both sides of my equation; At least where I live even pushing a lawnmower gets you a bit more than minimum wage (although it is more seasonal,) and also I have no clue if when we say 'new car territory' we are talking median or an 80K EV.
George Jetson always dreamed of beating a robot chef/maid.
When you really look at the economics of it, a robot that never gets sick/doesn't require payroll/etc. makes a lot more sense.
Sorry, what? Unless you're doing a deep clean of your house twice a week or you live in a particularly HCOL area, those numbers don't add up. You shouldn't be spending more than $1k/month on household chores, and even that seems high.
Source: A client of ours runs a "personal help" service (mostly focused on household tasks like laundry, tidying, organizing, etc as opposed to deep cleaning) so I have a lot of data on this. And they're a relatively premium service compared to some of the cheap labor you can actually buy. But they also don't operate in SF or NYC, so maybe prices are drastically different there.
You wouldn't but apparently your employer would.
I don't disagree with you on robotics, though. For an empire like softbank, not buying an "insurance against the rise of robotics" also seems like a mistake to me.
That being said, they may expect robotics to rise through self-driving cars (hence their investment in Wayve).
Except they can't. I get it, merging advanced AI with robotics has made huge leaps in the past few years, but building a truly autonomous laundry robot is an incredibly difficult problem that still feels many years away. And I've seen all the "folding robots" over the past few years, and they are still miles away from being useful in your average home (they only "fold" if pieces are handed to them one-by-one, or the more advanced ones that can pick out clothes from a pile look like they were folded by a 3 year old).
Also, consider that all-in-one washer/dryer combos have existed for a while, but they are still a teeny percentage of washer sales because they're expensive and require more maintenance. There is a surprisingly low threshold on what people are willing to pay for labor saving devices.
A lot of people gladly pay humans to launder their clothes, so the market is there. But the current iteration of wash/dry combo machines doesn’t solve the main issue. I don’t mind transferring my clothes from the washer to the dryer, because that takes 60 seconds. It’s folding and putting away the clothes that makes laundry a chore.
So why do you suddenly think you need it for controlling a body when animals do it with far less?
I know there's tons of activity on humanoid teleoperation data collection, and motion model training, but it hasn't seemed to bear out much of anything.
Like.... AI would be great if I could put it into a magical semi-corporeal familiar but I'm just not seeing a path to those either.
Cars will be able to safely drive themselves autonomously well before there is a humanoid robot capable of safely driving non-autonomous cars.
The only way I could see these AI robots take off is if on top of all those things, it could also perform sexual favors and develop personalities for people to bond with. Robosexuals would buy these primarily for those features and then household duties as nice plausible deniability.
> In Seattle, hiring a house cleaner typically costs $150 to $500+ per visit, with most recurring standard cleanings for an average-sized home landing between $180 and $300. If you pay by the hour, rates generally range from $45 to $65 per hour for self-employed independent cleaners and $75 to $125 per hour for professional cleaning companies.
EVs are a great example: they keep getting cheaper for what they provide, even if the price stays the same. 200 miles of range 5 years ago is now 400+ miles of range today. Compared to ICEs, where advancement has stalled for the last 20 years, which seem like a worse deal every year.