AI and robotics can make cheap widgets even cheaper. That will not make society wealthy.In the developed world our biggest and most important expenses do not primarily involve widgets; they primarily involve law (often indirectly), real estate, health care, and education.It is only if AI can, and is allowed to, "practice" law, health care, and education that we will reap anything like the promised benefits of AI making society "wealthy."Breaking911 (@Breaking911):MUSK: "AI & humanoid robots will actually el ...

Tesla Optimus will get rid of the worst jobs and help normalize medical practices that most can’t afford.It may even help stop poverty. https://t.co/nqjpWZMl8a ...

Core Insights - Elon Musk predicts that artificial intelligence (AI) and robotics will make work optional in the next 10 to 20 years, likening it to a leisure activity rather than a necessity [1][4][9] - Musk suggests that in a future dominated by AI and robotics, money may become irrelevant, as seen in literature depicting a positive AI future where currency does not exist [4][7] - The CEO of Tesla believes that humanoid robots will become a significant industry, potentially larger than cellphones, and will play a crucial role in eliminating poverty [9][10] Group 1 - Musk attended the U.S.-Saudi Investment Forum and discussed the long-term impacts of robotics and AI on the workforce, stating that work will be optional [1] - He emphasized that achieving this future will require substantial effort, but the eventual outcome will be a shift in how society views work [4] - Musk noted that while fundamental physical constraints will remain, the relevance of currency may diminish as AI and robotics advance [7] Group 2 - Tesla is focusing on the development of its Optimus humanoid robot, which Musk believes will lead the industry in humanoid robotics [9] - Musk asserts that AI and robotics are the key to making everyone wealthy, indicating a transformative potential for these technologies [10]

AI发展与未来 - AI+机器人技术可能成为历史上最大的产品类别，超过智能手机等[2] - AI正在从检索转向生成，每个输出都是独特的，为每个用户和环境实时创建[3] - AI是新的基础设施，类似于电力或互联网[4] - 从长远来看，工作可能成为可选，金钱最终变得无关紧要[2][4] 技术创新与应用 - 沙特团队利用AI加速设计+ CRISPR技术编辑镰状细胞疾病基因，创造了500 × 1,000纳米的“纳米”机器人[6] - xAI将在沙特阿拉伯王国建立一个500兆瓦的AI训练/推理数据中心[7] - 大规模推出Nvidia Omniverse，用于数字孪生工厂、机器人培训、仓库模拟等[7] - 太空AI计算可能比任何陆地数据中心都便宜[8] 就业与生产力 - 知识工作者的生产力将大幅提高，他们将追求更多的想法[5] - 每一项通用技术（蒸汽、电力、计算机、互联网）都是巨大的净就业和价值创造者[5] - 放射科医生数量增加，因为AI处理图像分析，允许医生看到更多的病人并做出更好的诊断[4] 能源与计算 - 地球仅接收太阳输出的约20亿分之一，太空提供几乎无限的、连续的太阳能[8] - 在数百吉瓦或太瓦规模上，陆地发电和冷却在物理上变得不可能[9] 行业趋势 - 整个行业正在从CPU转向加速计算[9] - 数千亿美元的传统数据处理工作负载（SQL、数据帧、分析）正在从CPU转移到GPU[10]

"Tesla is going to make the first actually useful humanoid robots. Humanoid robots will be the biggest industry.AI and humanoid robots will actually eliminate poverty. There is only one way to make everyone wealthy, and that is AI & robotics." @elonmusk https://t.co/WKZnQ18e9v ...

Rockwell Automation Investor Day 2025 Summary Company Overview - **Company**: Rockwell Automation (NYSE: ROK) - **Event**: 2025 Investor Day - **Date**: November 19, 2025 Key Industry Insights - **Industry Focus**: Industrial automation and digital transformation - **Market Position**: Rockwell is the world's largest pure play in industrial automation, with a strong emphasis on AI implementation to drive productivity [2][11][12] Core Themes and Strategic Framework 1. **Operating Model**: Rockwell's operating model is built on four pillars: - High-performance culture - Accelerated top-line growth - Margin expansion - Operational excellence [2][3] 2. **Cultural Emphasis**: The company emphasizes a culture of integrity, inclusion, and continuous improvement, which is crucial for performance and innovation [6][7][8][9] 3. **Growth Framework**: The growth framework released in November 2023 remains intact, focusing on organic growth in an attractive market with a projected 5% CAGR over the next five years [11][12] Market Dynamics and Opportunities - **Market Drivers**: Companies are increasingly recognizing the need for resilience, agility, and sustainability in operations, particularly in high labor cost regions like the U.S. [12][17] - **Segment Performance**: - Process markets now account for 40% of Rockwell's total business, with significant growth opportunities in automotive, e-commerce, and life sciences [13][14][15][17] - E-commerce and warehouse automation are highlighted as the fastest-growing verticals [14][16] Technology Differentiation 1. **Software-Defined Automation**: Rockwell is focused on making the entire production system stack software-defined, enhancing flexibility and efficiency [21][22][23] 2. **Artificial Intelligence**: AI is integrated across the stack, enhancing production system design, continuous optimization, and plant information systems [28][29][30][31] 3. **Robotics**: The company is investing in comprehensive robotic solutions, integrating them into existing automation systems to enhance efficiency and safety [32][33][34] Customer Engagement and Case Studies - **Customer Collaboration**: Rockwell emphasizes strong partnerships with customers, helping them identify opportunities for improvement and efficiency [62][63] - **Lucid Motors Example**: Lucid Motors shared insights on their MES upgrade, highlighting the importance of a strong digital foundation for scaling production and enhancing safety through autonomous mobile robots [37][44][46] - **GAIA Partnership**: GAIA discussed their collaboration with Rockwell, focusing on sustainability and advanced manufacturing solutions in the food and beverage sector [69][72] Lifecycle Services and Capital Investments - **Lifecycle Services**: Rockwell's lifecycle services have evolved significantly, now including cybersecurity and digital services, which are crucial for customer engagement and project success [78][79] - **Capital Projects**: New capacity orders are expected to grow strong double digits in fiscal year 2026, driven by strategic partnerships and early engagement with customers [79][80] Conclusion - Rockwell Automation is well-positioned for future growth, leveraging its technological advancements, strong market presence, and collaborative customer relationships to drive autonomous operations and enhance productivity across various industries [67][68][88]

RT Brett Adcock (@adcock_brett)Today I’m proud to share that our F.02 robots have contributed to the production of 30,000 cars at BMWWe're sharing our learnings from an 11-month real world deployment as the F.02 fleet retireshttps://t.co/M9ucg2eYd5 ...

Core Viewpoint - The A-share market is currently experiencing a phase of consolidation and adjustment, with the potential for a rebound in the near future as market sentiment improves [2][3] Market Performance - The three major indices opened slightly lower, with the Shanghai Composite Index at 3937.92 points, down 0.05%, the Shenzhen Component Index at 13071.94 points, down 0.07%, and the ChiNext Index at 3065.17 points, down 0.13% [1] - The market is characterized by fluctuations, with the Shanghai Composite Index showing a tendency to consolidate around the 4000-point mark [2] Sector Performance - Sectors such as cultural media, software development, internet services, and education showed strong performance, while battery, coal, steel, and energy metals sectors lagged [2] - Semiconductor concepts were active, and some robotics stocks showed strength, while battery, coal, and steel sectors experienced significant declines [2] Market Sentiment and Technical Analysis - The A-share market is in a critical phase of adjustment, with the Shanghai Composite Index breaking below 3950 points and the ChiNext Index approaching its 60-day moving average [2] - There is an increased probability of technical and sentiment recovery in the market after a series of declines, but a strong upward movement is unlikely without new leading themes emerging [2]

"The thing that nobody actually talks about is that safety is the biggest barrier to getting these robots to all these facilities."Daniel Diez, Chief Strategy Officer at Agility, spoke about humanoid robots at the 2025 #ForbesCIO Summit.https://t.co/tSdVcE6Xvo https://t.co/Ba39e0Nwry ...

Core Insights - Robohub and ESG Partners Inc. are participating in the inaugural Canada Climate Week Xchange (CCWX) to explore the application of robotics and AI in climate solutions [1][2] - The event titled "Harnessing Robotics & AI For Climate Solutions" will take place during CCWX from November 24 to November 30, 2025 [2][6] Company Overview - Robohub is a collaborative robotics research facility aimed at advancing cutting-edge robotics research through collective efforts of faculty members and their teams [4] - ESG Partners Inc. focuses on helping mid-market organizations navigate environmental, social, and governance (ESG) practices to enhance operational resilience and stakeholder trust [5] Event Details - The event "Harnessing Robotics & AI For Climate Solutions" is scheduled for November 25, 2025, at 6 PM EST, located at the University of Waterloo [7] - CCWX is a five-year initiative aimed at uniting Canadians to address climate-related challenges through collaboration [6]