What iPhone Packaging Reveals About the Robotics Opportunity

a16z · · 45 min

Tutor Intelligence CEO Josh Gruenstein talks with a16z about deploying general-purpose robots in US factories and warehouses, where even iPhone packaging is still done by hand, and why he thinks robotics must be built full stack.

Watch the episode 45 min · YouTube

The gist

  1. Gruenstein says robotics is a full-stack systems problem spanning models, hardware, supply chain, customers and product, and ignoring any layer removes most possible trade-offs.
  2. Tutor connects robots at paying customer sites to human teleoperators called tutors, which Gruenstein says guarantees the training data is economically valuable.

Also mentioned

1:07 Tutor Intelligence · "I started Tutor about 5 and 1/2 years ago with the core thesis that if you could just start deploying..."
2:03 Claude · "Claude told me last night that it estimates Tutor robots have helped manufacture and ship over a quarter of..."
17:24 Unitree · "Nobody deployed any Unitrees in the United States into any... they would have shown up in those numbers,..."
17:39 Fanuc · "The robots that Fanuc and ABB are building, they're mostly not building in the United States, but even when..."
17:41 ABB · "The robots that Fanuc and ABB are building... they are not cut from the set of tradeoffs that you would..."
18:45 Cassie · "Cassie is designed to do heavy-duty work. It has a single arm and a lot of suction cups and it's powered by..."

Follow a16z

Free email updates