Robot Revolution Instigator, CEO & Cofounder @AgencyToolCo

Boulder, CO
Joined October 2008
What a timeline we're on
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New robot form just dropped LFG
Introducing Voxel, a droid butler made by Tuesday Labs.
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20+ years after Kiva started and iRobot IPO’d, it’s still SO early in robotics. Even @Walmart, who has tried every logistics and facility robot under the sun (seriously, talk to anyone in the space), is still hunting for solutions wsj.com/business/logistics/w…
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Jack Morrison retweeted
I cannot let a steam engine analogy go by without bringing up John Wilkinson, perhaps the most underappreciated engineer of the Industrial Revolution. Watt had figured out how to dramatically improve the steam engine, but he spent years struggling to actually manufacture one. The problem was embarrassingly simple: nobody could make a sufficiently round cylinder. The casting and machining tolerances were atrocious. Watt complained that one 18-inch cylinder was out of round by as much as THREE-EIGHTHS OF AN INCH. Steam leaked past the piston. He tried packing the gaps with cork, oiled rags, paper, and apparently even old hats. Nothing worked particularly well. Enter John Wilkinson, a British ironmaster whose immediate concern was manufacturing better cannons. At the time, iron cannons were commonly cast around a core, introducing defects and misalignment that could make the barrels inaccurate or dangerously weak. Wilkinson developed a process for boring cannons from solid castings, and in 1774 patented a vastly improved boring machine. The key innovation was almost comically mechanical: a massive, rigid boring bar, supported at both ends, that could cut a genuinely straight, circular hole instead of following the irregularities of the casting. He adapted this technology to Watt's cylinders. By 1776, Matthew Boulton was boasting that Wilkinson had bored a FIFTY-INCH cylinder accurate to within the thickness of an old shilling. Suddenly, the steam engine was a commercially viable machine. And the story gets better. Wilkinson became one of Watt's first customers, buying an engine to drive the blast machinery at his own ironworks. The steam engine was now helping manufacture the iron that made more steam engines possible. I find this whole episode absolutely extraordinary. The Industrial Revolution was, for a critical period, bottlenecked on the ability to make a sufficiently round hole. We remember Watt, and rightly so. We remember the invention of the steam engine and the subsequent development of thermodynamics. But the man who made the machinery that made the whole thing possible is practically a footnote. I think we consistently underestimate how much of scientific progress is actually downstream of advances in tooling, measurement, and manufacturing precision. It's not just that technology precedes theory. Sometimes the decisive breakthrough is that someone finally figures out how to build the thing the theorists have been talking about for twenty years. Anyway, I think John Wilkinson deserves considerably more credit for modern civilization than he gets.
a few thoughts: 1. pretraining science is kind of like how people built quite good steam engines before they understood thermodynamics. “Science owes more to the steam engine than the steam engine owes to science.”-(L.J. Henderson). if nick is right, which i am pretty sure he is, progress points in the direction of more interpretability, and pretraining was "slouching towards monosemanticity". my guess would be that major breakthroughs in interp also advance capabilities 2. nick is a good friend of mine, safe to say my origin story at openai wouldn't have happened if i hadn't met him, and it's fascinating watching him operate and seeing the early drafts evolve into this. he's the most profoundly happy guy I know- not driven by guilt, activism, or religious terror, but by fascination. he of course understands the stakes of understanding neural networks, but it doesn't seem like the core reason he does it: he just loves the neural nets. afaict he's posting this from some beautiful hideaway in tokyo. there's a lesson in there for all the +EV maxers. i feel very grateful to have met him 3. i do think it's crazy how few people across the world were staring at neural nets growing: most have moved to a different level of behaviorist analysis, thinking about reward functions and test scores and whatnot. it does not bode that well for the major model companies, oai included, that fundamental breakthroughs like this are coming from outside. we've become too much of a pressure cooker focusing on local incentives, studying narrow tracks under old paradigms, mostly doing engineering, rather than fundamental research, and implicitly hoping the next model will figure it out
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Maybe unpopular but IMO a “physical component” is no moat on its own: just look at all the commodified hardware of the last 50 years. There are just 7 Powers, always have been — a physical component maybe buys you a few years but med/long term you better find Power.
Technical moats are mostly over at this point. If you’re building something that is meant to be durable, the only moats now are: • Proprietary data • Network effects • A physical component
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Amidst the model releases, this is huge news: CV giant Cognex acquiring modern robotics sensor co RealSense not a year after its spin out from Intel.
One robotics deal worth paying attention to today: Cognex has agreed to acquire RealSense for about $500M. RealSense brings the 3D depth cameras used across robot arms, AMRs, quadrupeds and humanoids. Cognex brings decades of industrial machine vision and a customer base of more than 30,000 companies. RealSense is expected to generate $80M to $90M in revenue this year, according to Cognex, with growth above 50%. This looks like a pretty deliberate bet on robotic perception becoming a much larger part of industrial vision. And honestly, the combination makes a lot of sense. realsenseai.com/
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Me and @davistfoster’s better halves waiting for D(emo) Day for our return from the beaches of Franc(isco)
dating a founder is the modern equivalent of waiting for your husband to come back from war
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Strong evidence that coding agents will actually improve security dramatically by default: my Claude Code running through my issue backlog caught the Rust crate hijacking in action from first principles, including the yanking trick that forced updating. 🤯
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If even Jeff Dean makes pitch decks, you probably should too…
Replying to @JeffDean
We created a pitch deck to tell a handful of VC firms about us and what we were up to (a fun experience!). Here’s a few slides about our background and some of the things we’ve worked on from the pitch deck (it was fun putting together the list of people in our teams who have gone on to found a whole range of exciting companies). We are delighted to have selected @radicalvcfund and @khoslaventures to lead our initial funding round, along with participation from @lightspeedvp, @kleinerperkins, Doerr Capital (@johndoerr), and Alphabet (@Google). We’ll be working with them to close our seed round over the next few weeks.
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People keep asking why, if I could raise money again on my own, Agency Tool Co still chose to give up the equity and join @ycombinator S26, esp bc we're not just B2B SaaS! @davistfoster and I had 5 reasons YC was a must 🧵
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The bar for executing now is higher than ever and I’ll take every advantage I can get to learn as fast as possible. The world needs more robots and Agency Tool Co has a chance to meaningfully accelerate that.
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