Rethink Robotics shuts down
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Having worked with robotics for years I can say the amount of setup work that goes into installing fully-functional hardware and software and getting a robotic process running smoothly is enormous. The basic idea is that everything, the robot, all the hardware, all the firmware/software, the end-effector, the workpieces, the sensors, etc. is rigidly-defined and over-spec'd so that with all the tolerance stackup and after all the integration and process debugging work you set it and DON'T CHANGE IT for as long as possible. The chaos that ensues from one little component changing it's behavior can be enormous.
The notion of "smart" robots that you can just slap down or that can just handle all sorts of unknowns and adjust themselves to changes to me always seemed like a really, really big challenge, maybe not as challenging as a driverless car but definitely more of a "general AI" problem.
I'm sure someone has coined the term but there must be some kind of "uncanny valley" of intelligence: a little intelligence (e.g. the PID controllers that actually run robots) is great, a lot of intelligence (fully-blown general AI) is great (if you can get it), but what's in the middle may not be worth the while. Getting the answer correctly 99% of the time doesn't work if you need 99.9% success rate.
From an investment standpoint I would be looking for companies with a REALLY specific well-defined problem that "medium AI" could solve rather than someone who's claiming to take medium AI and apply it vaguely/generally.
I guess that's my take away from this: work on specifying the problem before you work on the solution.
The autopilot feature of Teslas is a lot like a donkey. It mostly handles itself but is stupid and needs a lot of monitoring. Using autopilot feels a lot like sitting on a cart and pulling the ropes on the donkey every once in a while.
Obviously you can't just slap it onto an AI-complete problem and have medium AI perform well enough to ship.
We are probably roughly in agreement here, but I disagree that in reality there's a significant uncanny valley effect. It's just hard for those not in the field to intuit about the capabilities of medium AI.
The coming thing is robots as a service, paid by the hour. Hirebotics offers that. They own the robots. They set them up. They fix them. You pay them for each hour of use, like an employee.
Vision for robots today works well for semi-structured situations. If you know what the parts look like, and can see the parts and target location reasonably well, you can probably get a vision system to guide a robot arm to put things where they're supposed to go. The fixturing no longer has to be so rigid that a robot can do the job blind. The systems that do this are often just convolving a stored image of the target against a camera image of the area that contains the target. This is 1970s technology, but we have enough cheap compute power now to make it work fast.
One of the early product mistaked they made was focusing way too much on low-cost. They compromised many necessary performance specs (repeatability, speed etc.) just to be able to make the robot out of plastic. They eventually pivoted to their second generation robot, Sawyer, which was made out of casted metal components. This gave the robot much better performance but I guess that it was too late.
They didn't get the basics right. Special sauce on top needs to have a solid foundation.
And that's why I have an Aubo robot in my conference room today, and why I was able to tune in a 250kg payload 1995-vintage ABB on Tuesday, while these guys are shutting down.
So better control + jigs should be able to do what we want, but maybe this isn't productizable yet?
What does that mean?
Deep Reinforcement Learning will definitely make a huge difference in robotics. Already, ~50 years after the first implementations of RL algorithms [1] robotic systems trained with (deep) RL have now become so proficient that a robotic hand has learned to manipulate a cube [2]. Always the same cube (in terms of size, weight, etc) but a cube, nonetheless! Full-blown general object manipulation cannot be more than a hundred years away, or two!
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[1] I'm counting from Donald Michie's MENACE, a tick-tack-toe playing machine originally implemented in matchboxes, because of a dearth of computing hardware of sufficient power- see Rodney Brooks' excellent write-up:
https://rodneybrooks.com/forai-machine-learning-explained/
[2] OpenAI trained a robot hand to manipulate a cube with RL:
https://blog.openai.com/learning-dexterity/
Note that it's always the same cube. If they could train it to manipulate anything else, you can bet they'd be showing it off (and probably publishing in Nature or something).
ABB lead the campaign on these as if they are going to revolutionize manufacturing lines where humans & machines will work together. That never happened just like 3D printing never shook the world as it promised it would.
Additive orthopedics are a pretty big deal to people who need, say, an ankle replacement.
And it's way too soon to say something like that, at least absent a "yet" modifier.
And I don't mean in SF. I mean in Small Town, Kansas, sponsored by the local high school, library, and whoever else.
Buying one for home use is a dalliance for the upper middle class. But democratized access to technology would be far more effective.
Sharing an actual structural, metal 3D printer seems so much more useful than having 20x plastic-only home machines.
My side project we're using a Prusa Mk3 for an end use part and the quality and cost is amazing. A lot of other people are doing the same. There are so many types of material too now.
I feel like this is a technology that isn't a consumer product until suddenly it is.
Two companies I work with in the Bay Area who are changing the game.
For example, I recently toured the Moots bicycle factory and was surprised to learn their rear dropouts are 3D printed titanium.
And frankly collaborative arms are just so much easier to develop on that it might be worth it to use them for that even if your final product is going to use a full industrial arm. You're going to make a mistake in your collision checking routine at some point.
It's a great group of people, and I wish them all the best. Judging by the amount of recruiter calls and emails I got today after the news broke (apparently working off my old resume!), I think these folks will land on their feet!
Baxter robot, finding and picking up simple un-oriented objects and moving them.[1] Slowly.
Festo robot, finding picking up simple un-oriented objects and moving them.[2] Fast.
Not to mention that UX was terrible and clunky and not intuitive. It’s suppose to be easy to use, easy to program, that anyone can just role it up to an existing operators position and teach it in five minutes and you’re up and running. Wrong.
As mentioned, the only interface was the obnoxious swivel screen, and the only programming controls were... dials with a push button, one located on each arm and one on the back. Yes, you had to scroll through menus and across pages to select and modify programs in endlessly confusing menus that literally made you regret ever getting involved with the company.
Yes, it had some nice collaborative safety features built in, some patented titanium s joints that flexed for safety like tendons yet maintained nice accuracy.
But no one cares about your fancey safety features if it’s nearly impossible to use, and fails to seamlessly integrate into existing systems.
This is a classic mistake. Build something epically fancy, but totally worthless to 90% of the people that would use it, because it just doesn’t play well. Learning curve is too high. It’s not plug and play/ fails to understand industry compatibility requirements, or it’s too niche.
Because I sold these things, I quickly learned they were terrible.
However, Universal Robots were on the right track from the get go. They were coming from the industrial automation world, they understood market fit. They made a device that was easy to use, intuitive, that leveraged existing programming methods and incorporated some collaborative programming technology in tandem. Maybe their gear mechanisms weren’t as safe, but they passed all the requirements, so what did it matter in the end? Fancy safety joints were NOT the most important selling point for collaborative robots. Reducing downtime to increase output and profits is, and that means easy integration and quick programming. Not to mention UR was just a robot arm, and not this wacky monstrosity of a machine and wheeled based (which was optional for ReThink but not really). And UR was super compatible. It was basically like conventional single arm robot with servos slowed down and given fancy torque feedback algorithms and some sensors for safety and tracking.
The guys who started ReThink were out of their depth. Just some academics who had some success making commercial robots who expected an entire industry to conform to their fanciful dreams of robots with dopey emoting faces working along side their human comrads.
Just pissed money away.
And the thing is, they were one of the first, and positioned to be one of the best. Collaborative robotics is a massively growing field as humans and machines work in ever closer proximity.
But ReThink totally choked. Had the wrong design engineers, with no industry experience. They failed to understand industry needs and existing automation culture and prevailing systems infrastructure.
This company is a classic case study on how to completely botch the opportunity of a lifetime because of failing to understand existing market fit.
Hopefully they sell to someone who intends to put them into practice and not some troll so these patents don't become another toxic ip spill the industry will spend the next 20 years navigating around.
I hope he starts something new, soon.
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[1] https://rodneybrooks.com/blog/
That's a treasure trove of knowledge on AI with a generous dose of personal, um, perspective, but from a gentleman who has a very, very long career in the field. Do read his stuff if you fancy yourself "knowledgeable about AI".
ReThink was focused on building industrial robots (think robot arms) that can easily be trained/retrained to do a wide variety of tasks and that can co-exist with humans (torque sensors tell them when they’ve hit something unexpected and tell the arm to stop before it crushes you). The idea was that smaller manufacturing settings could use them side by side with human workers, and that a single arm could be retrained frequently as tasks change over time. This is compared to traditional industrial robots which have to be completely cordoned off from humans lest they run into them, and which require extensive programming to execute a new task.
If a company wants to change the world, they can't forget #3. In fact it's probably the most important because #1 and #2 are not possible without #3.
So, how does one raise $149.5M and fail? The Fatal Pinch.
https://avc.com/2010/08/what-a-ceo-does/ http://www.paulgraham.com/pinch.html