Back in December 2020, Hyundai purchased an 80% controlling interest in Boston Dynamics from SoftBank for $880 million, part of a transaction that valued the robotics company at $1.1 billion. That agreement included a put option allowing SoftBank to sell its remaining stake to Hyundai at a later date.
Oh. It's Softbank exiting humanoid robotics at Softbank's discretion. That's a lot different than " Hyundai buys Boston Dynamics". Hyundai bought them years ago. This is just the last 8%.
I don't understand why they would implement humanoid robots instead of purpose-built robots. The human form is not the most optimal way to do most tasks, especially as it relates to manufacturing. Robots don't need to look like humans, they need to be useful. Seems like putting in an awful lot of extra unnecessary work to end up with a worse result.
I'm not sure how many times this has to be restated.
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".
> 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.
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.
automotive workers unions started around 1918 and became major political players in the 30s -- a fact that i'm sure is wholly unrelated to why there are so many un-automated tasks in that industry.
But if these tasks are too minor, too finicky, too open-ended or too reliant on manual dexterity for a purpose-built robot, how can a general purpose robot perform them better? If anything, they should be doing worse.
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.
A) the idea is that these robots do have dexterity capabilities a lot closer to human hands
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 human arms and hands are very versatile, and imitating them is a good choice for a universal robot, though 3 or 4 arms are definitely better than 2, and the hardest to imitate are the sensors, not the actuators.
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.
And C) they don't always have to be at parity with human hands to be good enough because humans are flat out expensive. Humans need health accommodations, have sick days, vacation, and make mistakes too. The bar is much lower and the incentives are much higher than many people probably think.
These robots operate on completely different principles.
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.
It's also worth noting that when e.g. inputs to a stage might have unpredictable defects or alignment, a robot arm utilizing neural networks for planning and analysis might still be the best way to handle that - without the extra degree of freedom of movement-relative-to-floor, planning can be done more rapidly, and movement can be executed more aggressively and quickly.
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.
Pretty much. It's a total paradigm shift from how industrial robots normally work. A pre-planned motion executed carefully and precisely vs open-ended "do this thing" powered by a very large bag of opaque neural network heuristics.
It's a bet that The Bitter Lesson will win over Moravec's Paradox, in the end.
Well, humans obviously do those jobs, so a clearly a general purpose robot (in this case, a biorobot) has been found to do the job better. Don't overthink it.
Because it is general purpose. We did not have the ability to create a single robot form which could do all of these minor, finicky, and opened ended tasks. Now that seems within reach. The nice property of humanoid robots is that the world is already made for human form, and so if you're trying to replace people naturally this is what you'd want.
>> how can a general purpose robot perform them better
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.
It's not a "general purpose" robot, it is a "human replacement" robot, with similar skills and shortcomings to a human. Humans are not general purpose.
All you need to do is look at a recent video of car manufacturing process, and watch what the humans are doing.
>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?
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.
What you need then is a better arm (or even just hand), not a human.
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).
Naw, the real answer is that factories have been built around human labor - they weren't built to be forward-compatible with purpose-built robots, so during the transitional period where we build these purpose-built robots, you need humanoid robots to fill in the parts where the factories were geared for human labor.
I understand the sentiment, but you assume they are planning to build humanoid robots to walk around the human-oriented space in the factory.
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 took a tour of the BMW Group Plant Spartanburg body shop. It's heavily automated with industrial robots inside safety cages. But they still have human workers pick up parts from rolling carts and place them into templates for the robot arms. BMW has been running a trial with Figure humanoid robots to automate that remaining piece. Apparently those robots haven't worked very well, but presumably Hyundai thinks they can do it better?
Some colleague of mine visited the Mini plant earlier this week. Apparently they had a Boston Dynamics dog patrolling simply to spot stuff that had been left where it wasn't supposed to be left
Training data of task completion. See, e.g., robots doing backflips. Presumably there’s an optimal robot for gymnastics but if you start with humanoid form you can train based on many videos of human movement. The alternative - world model sim with physics and loss functions- perhaps ends up being too unconstrained when you add in optimization of the robot form…
Humanoidal robots make sense when they need to operate in spaces designed for humans bodies. Cars are designed and built to be used and serviced by humans, especially their interiors so you need humanoid robot to automate building them. Car exteriors are not built for humans to interact with so they are already being built by specialized robots.
Custom built robots are expensive (basically an R&D project in themselves) and inflexible, if you want to update the process you have to redesign your automated system. The dream of humanoid robots is they can adapt to new manufacturing processes like human workers.
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?
Because a humanoid robot can replace (theoretically) any human worker, whereas a purpose-built robot can only replace one kind of worker. Or at least that's what Asimov said in Caves of Steel.
I'm spitballing here as I don't actually have a concrete answer for you. But from my understanding automobile manufacturing is one of if not THE most advanced 'purpose-built' robotics sectors. While I agree with you that having a purpose-built thing usually wins out for assembly line manufacturing, I wonder if this isn't an attempt to branch out away from single-purpose robotics into more general or multi-faceted manufacturing.
I think the rationale is that they are already using typical car factory automation, but they see a huge potential market for general purpose robotics in the coming decades, they don't need the humanoids, they are simply dogfooding a future product.
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.
They have god knows how manny bajillion dollars tied up in machinery designed for human use, a human can step in when the robot breaks, and they can buy more robots if the humans get uppity. Those seem like a bunch of good reasons to me.
The humanoid form factor is certainly may not be ideal but I guess they think the flexibility is worth it
That's like saying there's no need for a generic CPU. The only way forward is a ASIC. Once a generic CPU does everything well enough, it's extremely versatile.
This same nonsensical question again. Because the world is built for humans, because these are general purpose to replace a human laborer. It can immediately go from picking up parts in a factory to mowing the lawn in the same day.
You don’t understand because you’re not an expert? First off they have numerous non-humanoid robots if you follow them at all. Second, Clearly they’ve got strong reasoning, they’ve just been bought. Third, out of thousands of attempts at humanoids, their robots are seemingly the best we’ve yet seen in this class. They must be doing it right when so few others got any traction.
I don't think this is solely tied to car manufacturing automation. Even though Hyundai Motor Group is acquiring them, I would imagine they'd be well-positioned to commercialize general-purpose robotics and not just for car manufacturing, if Tesla is anything to go by.
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.
Hyundai bumped their ownership up to 100%, and took the opportunity to reset expectations about when Atlas would be working in Hyundai factories.
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?
There are plenty of tasks a relatively weak humanoid robot is well suited for. Basically any task that is 'human shaped' and not worth an automated line.
There's got to be something wrong at the core of BD. They've been pawned off a bunch of times, and they still don't have products out the factory line like they should. I think the tech community has been impressed by their videos, but the fact that their most sold thing is a toy dog at a luxury car price point says a lot about the company.
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.
>> There's got to be something wrong at the core of BD. They've been pawned off a bunch of times,
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.
What is Gofct and does robotics industry generally just have had a slower adoption of ML because of the realtime domain requirements, I'm just curious and wondering aloud here.
Yeah. Google was too impatient and forced BD to productize prematurely (Spot, Handle), then dumped them when it didn't work out immediately. AI just wasn't ready yet. Imagine if Google had let BD focus on research until DeepMind was ready with the AI side of things. I think with the right joint research program they could have already been deploying humanoids today.
ai generated imagery can’t be copyrighted while all other photography can and generally needs to be treated as it is. Therefore you likely have to pay a royalty to Getty or other asset outlet. Of use AI.
There's a saying in Zen which I live by. "How you do something is how you do everything".
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.
Little appreciated fact is news orgs have full time employees just dealing with licensing all day long, and they pay out millions of dollars when someone fucks up.
So true. I hear they replace more engines than any other brand. I'm surprised they sell so well; a used Toyota would be a far better choice than a new Hyundai
Although confusingly, the battery/motor on a Hyundai EV is covered under a different 10-year/100K warranty which does transfer to used car buyers. Important because of their unfixed ICCU problems.
Their much hyped 10 year 100K mile power train warranty is only for the original purchaser. Once sold the warranty reverts to a more standard 5/60K term.
Of the important life-lessons to have before one turns 18;
"don't ever be the third or fourth owner of a Hyundai" is right up there with not eating the yellow snow.
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.
So this appears to mean that Hyundai is effectively taking BD's humanoids "off the market" (B2C/B2B markets). And Softbank wants to take a different humanoids stake in OpenAI's plans.
Just a note for the thread Hyundai Motor Group makes cars and a lot of other heavy industry things - trains, defense, plant. Rolling robotics fully into their motor group makes complete sense.
rnteresting part is defense although the economics and power/range limits its practicality.
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.
This is a bit disappointing, isn't it? Boston Dynamics had the coolest robots and everybody was marveling how they would take over the world eventually. Turns out the market isn't gigantic and the use cases are limited, at least for now.
However, let's hope they will keep on doing cool stuff under their new owner.
Outside of some military applications and maybe search and rescue, a lot of people kind of freaked out about Boston Dynamics. They have cool robots, sure, but at what cost if they are implemented by a bad actor? No thanks.
I don't think that follows. Hyundai could well sell these after they've dogfooded them for a while.
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.
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".
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.
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…
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.
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.
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.
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.
It's a bet that The Bitter Lesson will win over Moravec's Paradox, in the end.
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.
>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.
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).
This strike me more as a repeated internet myth more than anything else. There is near endless opportunity for purpose-specific robot forms.
And the tasks that change from day to day.
https://xkcd.com/1053/
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?
https://www.bmwgroup.com/en/news/general/2024/humanoid-robot...
https://www.youtube.com/watch?v=CbHeh7qwils
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?
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.
The humanoid form factor is certainly may not be ideal but I guess they think the flexibility is worth it
They would be. When everything what could be done would be done by a robot. 24/7. Even without the lights on the floor.
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.
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?
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.
https://terminator.fandom.com/wiki/T-800
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?
That seems out of character
All those tokens have to go somewhere
Who cares about quality. Speed is the new black.
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...
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.
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
https://news.ycombinator.com/item?id=27588047
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.