Charlotte Gartenberg (4:01)

What risks does renting out your GPUs expose your company to or maybe particular individual?

Advertiser (4:08)

It isn't yet clear what the broader risks would look like. Like how do you ensure privacy and security in this kind of distributed system? The people that are trying to build these models and trying to operate within these data centers, a lot of them are risk averse already. Given that they're already taking this big risk by paying for all these GPUs and trying to do these models. The risks of distribution are maybe something that a lot of entrepreneurs may not even want to take on. So there's the privacy issue. How do you protect data? Those are things that people are going to have to work out. You talk to the entrepreneurs, they think all of this can be sorted out in time. Lowering the barrier to entry to building AI tools seems fairly meaningful. And that is something that really could change the way we think about AI systems currently and the way that we engage with the technology overall.

Charlotte Gartenberg (5:06)

That was our tech reporter, Deepa Sitharaman. Coming up. Where's my robot made? Tech has not yet made Rosie the Robot, but humanoid robots are finally getting real jobs. We'll find out where after the break.

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Charlotte Gartenberg (6:04)

Newly powered by AI brains, humanoid robots are becoming increasingly capable. Currently they're mostly used in what's known as materials handling, basically moving things around in warehouses and manufacturing facilities. And while these are generally low stakes tasks, humanoid robots could save money for companies that use them. Here to tell us about the tech powering these bots and what's next for the industry is our tech columnist, Christopher Mims. Can you talk to me about some of the startups and companies and some specific humanoid robots that you've seen lately?

Christopher Mims (6:37)

Okay. This is Christopher Mims. Top humanoid robot companies in order of likelihood that you'll actually hear about them again five years from now. And they will won't just be gone. All right, number one, Apptronic. Apptronic is a Austin, Texas based company. Their focus is on making humanoid robot bodies as affordable as possible. So that's good in terms of making them viable. Agility Robotics. They are the first in the world to really be used in production. In a Spanx warehouse outside of Atlanta, Georgia, they're moving Shapewear Reflex Robotics. They're doing cool stuff with a logistics company called gxo. Picture a robot picking stuff out of bins and putting them in boxes to be shipped to. You can't count out Tesla's optimus robots. There's figure they just got a boatload of money and they claim to be building kind of start to finish an AI powered robot. There's Boston Dynamics. They've been at it forever. They make those terrifying big dog robots that you've seen videos of on the Internet and now they make humanoid robots. And they don't have any tests with customers that they're willing to tell me about yet. But they're good at what they do and they've had more experience at it than anybody.

Charlotte Gartenberg (7:48)

You talked about some of the job tasks that they're taking on a lot of logistics stuff in warehouses. What other tasks are you seeing those robots take on?

Christopher Mims (7:57)

Eventually these robots are going to be flexible enough that they will probably show up in the service industry. You could picture them working in the back of the smoothie shop again, doing materials handling mostly in the future, one of the goals is to make them part of elder care. So a lot of elder care is just helping people move around, helping people shift in and out of bed or go to the bathroom or feed themselves. These are all applications where these robots could really help tackle the labor crisis in that industry.

Charlotte Gartenberg (8:29)

What's the tech that's helping current robots do more than before?

Christopher Mims (8:33)

So robots, they're different than other computers in that they have bodies. So one big thing that's helping them is all the parts that make up their bodies are getting cheaper, they're getting more capable. Their camera eyes, that all comes out of the cell phone supply chain. We've gotten really good at making that kind of thing. Their joints, their limbs, their actuators, their motors, their equivalent of our muscles. People have done a lot of work in terms of making those stronger, more precise later, use less power. That's really key because these robots, unless you want them plugged in all the time, they got to run on batteries, and they apparently really chew through batteries pretty quick. Then there are their brains. And there have been a lot of breakthroughs lately in terms of using the same kind of underlying AI that drives things like chat GPT to learn how to animate a robot body. And pretty much all these companies are betting that that innovation's gonna continue at a pretty swift pace in order to make these robots more versatile.

Charlotte Gartenberg (9:33)

You spoke with Ayanna Howard, who's dean at the Ohio State University College of Engineering. She's a former robotics researcher at NASA's Jet Propulsion Lab. She's a startup founder, and here she is on our Bold Names podcast.

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Charlotte Gartenberg (10:06)

Christopher, how close are we to truly useful humanoid robots that say, think with AI?

Christopher Mims (10:13)

So we have truly useful humanoid robots today that are able to do really basic stuff, just like moving things around inside of warehouses and factories. The challenge, honestly, is how are we going to make them affordable? The companies I talked to claim that the effective hourly wage of their robots, so they don't sell these robots, they rent them out for a wage like a human is, such that from day one, they say they're saving companies money. That doesn't mean that these startups are making money. If you could make one cheap enough, it could have pretty limited utility and you might still want to use it. But if it's really capable, maybe at that point the cost of the robot compares favorably with a human worker who has to take breaks. And gets benefits and labor protections and everything else.

Charlotte Gartenberg (11:01)

How is particularly the AI going to be leveraged to get us where some of these companies are hoping to go?

Christopher Mims (11:08)

It's really unclear. So the CEO of Nvidia, Jensen Huang, has said he thinks we're soon going to have what he called a chatgpt moment for robotics. That's a bold claim, because moving a robot body is 100 a thousand times more complicated than making a chatbot. And when it comes to what makes modern AIs work, it's how much data do you have available to train them? We had an Internet's worth of text to train chatbots on. There does not exist an Internet's worth of instructions for how to move robot limbs. So all these companies are having to come up with their own data. So they got to test the robot in the lab. A lot of the training is done in simulation, and then they have to translate that learning from simulation to the real world. And just the real world is monstrously complicated. And frankly, it's full of fall hazards as well. So that's going to be a problem if you're walking around and you're a robot.

Charlotte Gartenberg (12:03)

That was WSJ tech columnist Christopher Mims. You can hear more about humanoid robots and AI on the latest episode of our Bold Names podcast. Find it wherever you get your podcasts. And that's it for Tech News Briefing. Today's show was produced by Jess Jupiter with supervising producer Kathryn Millsop. I'm Charlotte Gartenberg for the Wall Street Journal. We'll be back this afternoon with TNB Tech Minute. Thanks for listening.