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Fans divided over Automated Ball-Strike System coming to MLB
NBC News· 2025-09-24 19:30
Well, Robot empires, they are finally making their big league debut. Starting next season, MLB players will be able to challenge calls made by home plate umps by using the automated ball strike system. It's also known as ABS.We covered the story back in March when Major League Baseball tested the technology during its spring training games. And fans overall very divided on this concept. Take a listen.How it's been for the last 100 plus years as how it should stay. Can definitely see the advantage of it. As ...
馬斯克的終極陽謀!造車只是幌子,真正的目的是打造「機器人軍團」!#特斯拉 #馬斯克 #擎天柱 #Optimus #AI #人工智能 #機器人 #無人工廠 #Tesla #ElonMusk
大鱼聊电动· 2025-09-24 07:41
你以為馬斯克 顛覆汽車製造 只是為了 造一台更便宜的 特斯拉賣給你? 恐怕你把 馬斯克想得 太簡單了 他真正的目的 藏在一個 最近被批准 的專利裡 一個被稱為 開箱流程 (Unboxed Process) 的計畫 表面上 這是在像 組裝樂高 一樣造車 把效率 提升到極致 但你仔細想一想 為什麼要如此 極致的模組化? 為什麼所有零件 都要在精準 的夾具上 用機械臂 去安裝呢? 答案只有一個: 這套系統 從一開始 就根本不是 為人類設計的! 人類會累 會出錯 動作還不一致 而誰最擅長 在這種標準化 到極致的 環境裡工作? 沒錯就是 Optimus 機器人 馬斯克在做的 是把複雜的 汽車組裝 暴力拆解成 一個個極其簡單 的堆積木動作 這是在為他的 機器人軍團 量身打造一個 最完美的 工作樂園! 所以這項專利 的終極目標 是要打造一個 由數千台 Optimus 機器人 7x24小時 不間斷運作的 無人工廠 這才是馬斯克 真正在玩 的大遊戲 一場徹底顛覆 全球製造業 的陽謀. ...
AI and the Hidden Price of Comfort | Nik Popgeorgiev | TEDxFolsom
TEDx Talks· 2025-09-23 15:45
Imagine waking up in the year 2050. You stretch lazily and your bed gently lifts you upright. The room senses your presence, adjusting the temperature and slightly illuminating the walls.The door slide open and the shiny white rubber steps inside your room with your breakfast already prepared exactly what you wanted before you even knew it. You don't know what day it is because it doesn't matter anymore. No emails, no morning alarms, no meetings.AI orchestrates it all. The world bands around you to eliminat ...
SPS Commerce (NasdaqGS:SPSC) 2025 Investor Day Transcript
2025-09-23 14:32
Summary of SPS Commerce 2025 Investor Day Company Overview - **Company**: SPS Commerce (NasdaqGS:SPSC) - **Industry**: Supply Chain Management and Retail Technology - **Headquarters**: Minneapolis, Minnesota - **Employee Count**: Approximately 3,000 employees, with half based in the Minneapolis-St. Paul area [2][3] Core Business Model - SPS Commerce operates a cloud-based network connecting retailers, suppliers, and third-party logistics providers to facilitate supply chain information exchange and collaboration [2][3] - The company serves three main market segments: retailers, suppliers, and third-party logistics providers [3] Growth Strategy - The company emphasizes the importance of network connections to enhance supply chain efficiency, sales growth, and margin improvement [3][4] - SPS Commerce aims to leverage its network to provide value-added applications, including fulfillment and revenue recovery, which are increasingly integrated into the network [6][8] - The company has identified a total addressable market (TAM) of $6.5 billion in the U.S. and over $11 billion globally, with plans to expand its customer base from 50,000 to 275,000 [16][17] Market Dynamics - The pandemic accelerated the adoption of omnichannel initiatives and dropship e-commerce, leading to increased customer count and average revenue per customer [9][11] - Current market conditions show a stabilization of omnichannel initiatives and a slowing customer count growth, attributed to macroeconomic uncertainties [12][14] Product Strategy - SPS Commerce focuses on collaboration and automation within the supply chain, with a strong emphasis on data availability to enhance customer collaboration [25][26] - The company employs a "build, buy, and partner" strategy to expand its product offerings, including recent acquisitions like Carbon6 and SupplyPike [29][30] - New product offerings include a revenue recovery solution and a performance management platform for retailers and suppliers to collaborate effectively [40][49] Go-to-Market Strategy - SPS Commerce's go-to-market strategy is centered around retail programs that facilitate supplier onboarding and compliance with retailer requirements [74][75] - The company maintains a high win rate of approximately 70% in securing new customers, primarily through its differentiated retail programs [76][78] Future Outlook - The company anticipates long-term growth driven by increased supply chain collaboration needs and the emergence of new consumer brands [14][15] - SPS Commerce is committed to continuous investment in technology and product development to enhance its network and customer offerings [50][51] Key Takeaways - SPS Commerce is well-positioned to capitalize on the growing demand for supply chain technology and collaboration solutions, with a robust network and a clear growth strategy [14][16] - The company's focus on data-driven insights and network-led growth presents unique opportunities for upselling and cross-selling to existing customers [20][21]
3 Automation-Focused Stocks Flying Under the Radar
MarketBeat· 2025-09-22 20:16
Industry Overview - The robotics and automation industry is expected to grow at a compound annual growth rate (CAGR) of 16.1%, reaching over $165 billion by 2029, driven by labor shortages and increased e-commerce demands [1] - Automation and robotics are seen as solutions to improve efficiency, cut costs, and enhance safety for companies [1] Company Analysis: Rockwell Automation - Rockwell Automation has grown to nearly $40 billion in size and is a significant player in industrial automation, offering control systems, software platforms, and motor control devices [3][4] - The company reported $360 million in total structural cost reductions over five months, maintaining strong margins despite rising costs and inventory imbalances [4] - Rockwell's recurring revenue increased by 7% year-over-year, and the company plans to invest $2 billion over the next five years in digital infrastructure, plants, and talent to accelerate revenue growth [5] Company Analysis: Nordson - Nordson specializes in industrial and medical precision dispensing equipment, reporting a 12% year-over-year sales increase in its recent third-quarter results [6] - The company has been actively reducing debt, buying back shares, and increasing dividends, with a recent 5% dividend increase bringing its yield to 1.44% [6][7] - Nordson's acquisition of Atrion has driven growth, but potential divestitures may slow sales gains, presenting a buying opportunity for investors [7][8] Company Analysis: Symbotic - Symbotic focuses on warehouse and distribution center automation, with a revenue growth of over 25% year-over-year despite a mixed earnings report [10] - The company has seen its shares nearly double in value in 2025, indicating strong customer adoption rates [10] - Symbotic must demonstrate sustainable profitability and improved margins to gain investor confidence, as it adapts to changing market conditions [11]
X @TylerD 🧙♂️
TylerD 🧙♂️· 2025-09-22 19:25
The robots are actively coming for our jobsStarting with airport coffee shop baristas https://t.co/6YloNEykPw ...
JD Strengthens Supply Chain Globally: Can Logistics Unlock More Upside?
ZACKS· 2025-09-22 17:16
Core Insights - JD.com's logistics arm, JD Logistics (JDL), is experiencing rapid growth, with Q2 2025 revenues reaching RMB 51.6 billion, a 16.6% year-over-year increase, driven by strong performance in both internal and external businesses [1][10] Group 1: Expansion and Strategy - The launch of JoyExpress in Saudi Arabia marks JDL's first self-operated express delivery service overseas, indicating a strategic push for international expansion, with plans to double overseas warehouse capacity by the end of 2025 [2][10] - JDL operates over 130 warehouses across 23 countries, managing over 1.3 million square meters of space, which enhances its global supply chain network [3][10] Group 2: Technological Advancements - JDL is focused on increasing capacity and efficiency through last-mile delivery enhancements and investments in automation and AI technologies, including the deployment of the "Zhilang" smart warehousing system in major Chinese cities [4] Group 3: Market Position and Competition - JDL's tech-driven model and expanding global reach position it favorably in a supply chain market projected to grow at an 11.2% compound annual rate through 2030, suggesting logistics strength will be a key driver for JD's long-term growth [5] - Alibaba's Cainiao and Amazon are significant competitors, with Alibaba leveraging a platform model and Amazon utilizing advanced robotics and a hybrid retail model to enhance efficiency and customer experience [6][7] Group 4: Financial Performance and Valuation - JD.com shares have declined 2.9% year-to-date, contrasting with a 14.9% return in the Zacks Internet - Commerce industry [8] - JD.com is trading at a forward price-to-earnings ratio of 11.35X, significantly lower than the industry's 25.34X, indicating a favorable valuation [11] - The Zacks Consensus Estimate for JD's full-year 2025 revenues is $183.33 billion, reflecting a 14.04% year-over-year growth, while earnings are projected at $2.68 per share, a 37.09% decline from 2024 [14]
CNH brand New Holland wins two 2025 Agritechnica Innovation Awards
Globenewswire· 2025-09-22 12:00
Field Image New Holland Combine Corn Header Automation Field Image New Holland ForageCam CNH brand New Holland wins two 2025 Agritechnica Innovation Awards Basildon, September 22, 2025 New Holland, a global agriculture brand of CNH, has triumphed at the 2025 Agritechnica Innovation Awards. New Holland received two silver medals for its Corn Header Automation and ForageCam™ - both industry-first technologies. These awards recognize the most innovative industry solutions and will be given out this Nov ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-09-20 15:33
Artificial intelligence is coming for every white collar job.You are delusional if you think yours won’t be automated at some point. ...