Hyundai buys Boston Dynamics (startupfortune.com)

136 points by ck2 2 hours ago

80 comments:

by Hugsbox 39 minutes ago

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.

by ACCount37 36 minutes ago

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".

by looperhacks 29 minutes ago

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.

by vlovich123 22 minutes ago

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.

by Gud 9 minutes ago

These industrial robots have much better dexterity than any human alive.

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.

by smikhanov 5 minutes ago

Intelligence is absolutely a valuable addition to dexterity, but no, current industrial robots have nowhere near the dexterity of a human hand.

by CSSer 6 minutes ago

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.

by j-pb 20 minutes ago

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.

by ACCount37 14 minutes ago

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.

by ai_critic 22 minutes ago

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.

by suby 20 minutes ago

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.

by sib 18 minutes ago

>> 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.

by IncreasePosts 17 minutes ago

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.

by ranger_danger 23 minutes ago

They're just one of today's lucky ten thousand.

https://xkcd.com/1053/

by ASalazarMX 16 minutes ago

According to this widely cited comic strip, if you are over 30 and didn't know it, you should be ashamed.

by ramses0 3 minutes ago

I'm looking for a better video of it (from one of the engineers), but look at the NASA robot hand. https://www.youtube.com/watch?v=vfDXzkFHnz0

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?

by jrflo 25 minutes ago

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.

by nradov 32 minutes ago

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?

https://www.bmwgroup.com/en/news/general/2024/humanoid-robot...

by terramex 22 minutes ago

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.

by post-it 36 minutes ago

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.

by Ethee 33 minutes ago

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.

by stephc_int13 32 minutes ago

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.

by Dumblydorr 6 minutes ago

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.

by justsomehnguy 6 minutes ago

> they need to be useful

They would be. When everything what could be done would be done by a robot. 24/7. Even without the lights on the floor.

by cucumber3732842 36 minutes ago

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

by sgt 28 minutes ago

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.

by sampton 12 minutes ago

Why do you need software when FPGA can solve everything.

by RajT88 8 minutes ago

Robot Chicken had a fairly cynical take on this. I won't link it here.

by stavros 32 minutes ago

It's much cheaper to create one general-purpose robot for everything than many different robots, each optimized to each task.

by giwook 25 minutes ago

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.

SoftBank has now exercised that option.

by sottol 9 minutes ago

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.

by tmach32 an hour ago

Wait, haven’t they already owned them for years? Edit: right, they’re just buying the remaining 9%.

by Zigurd 31 minutes ago

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?

by idiotsecant 29 minutes ago

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.

by conception 9 minutes ago

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.

by mlmonkey an hour ago

I still think dumping BD was one of the biggest mistakes of Sundar's career. And that's saying something.

by NitpickLawyer 32 minutes ago

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.

by calf 9 minutes ago

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.

by sahila 43 minutes ago

Per this sale, BD is worth $3.25B. Just recently, Google paid $2.7B for two years of Noam Shazeer through the Character.ai deal.

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?

by modeless 23 minutes ago

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.

by travoc an hour ago

If only they could make an engine or transmission that doesn't blow up at 80,000 miles.

by mikestorrent an hour ago

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

by pixl97 an hour ago

Luckily they have a 10 year 100k mile warranty.

by linksnapzz an hour ago

...which AFAIK isn't transferable. IOW, used Hyundais are cheap for a reason.

by glitchc an hour ago

Are you sure? The warranty is on the car, not the owner. Almost all manufacturers (except Tesla) transfer automatically and are based on mileage.

by qwerpy 43 minutes ago

You have it backwards. Hyundai, KIA, etc will knock it down to 5yrs/60K for used car buyers.

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...

by jerlam 28 minutes ago

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.

by ranger_danger 20 minutes ago

5yrs is only for the 2nd owner. 3rd owner and beyond gets the shaft. Or rod, I suppose.

by dyauspitr 38 minutes ago

Why would they do that? It just seems like such a bad business move without really affecting anything.

by qwerpy 23 minutes ago

Some MBAs probably calculated that it saves more money than they would lose by pissing off used car buyers. And they want people to buy new cars.

by sgerenser an hour ago

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.

by linksnapzz an hour ago

Who told you that? Unless you buy your Hyundai new, or CPO from a dealership, the powertrain warranty is 5/50.

by ranger_danger 19 minutes ago

Only if you happen to be the second owner. Third owners get nothing.

by linksnapzz 4 minutes ago

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.

by LanceJones an hour ago

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.

by SequoiaHope an hour ago

It’s so weird to use an AI generated image for this article when there are so many images of Atlas out there.

by achrono 21 minutes ago

Take a step back and look at this article's diction and the rest of this entire website. Completely AI generated.

All those tokens have to go somewhere

by bayindirh an hour ago

Generating an image from an already open tab is faster than making a search engine query and selecting a good, high resolution image.

Who cares about quality. Speed is the new black.

by LargeWu an hour ago

Letting AI generate your image also dances around the issues of attribution and licensing, for better or worse.

by fnordpiglet an hour ago

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.

by nativeit 29 minutes ago

…who have quite conveniently already stolen and trained on all the copyrighted images. Thanks AI!

by babypuncher an hour ago

and tech companies wonder why consumers hate AI

by s1artibartfast 3 minutes ago

What seems to be the problem here?

by kaonwarb an hour ago

The text reads LLM-ish as well.

by dyauspitr 39 minutes ago

And figure out usage and licensing and all that crap. So much easier to just generate a brand new image.

by AJ007 36 minutes ago

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.

by shevis 19 minutes ago

I’m pretty surprised to see no mention of Agility in the conversation about other humanoid companies

by bilsbie 27 minutes ago

BD always seemed more like an R&D company to me or even a university lab. Doesn’t seem like a good fit for a car company.

by moondowner an hour ago

`buys` sounds like they have just purchased BD, should be `takes full control` or something similar.

by androiddrew 41 minutes ago

Boston Dynamics gets passed around again

by dyauspitr 40 minutes ago

Nope, Hyundai already owned it, they’re just going to 100%

by SilverElfin 23 minutes ago

BD always felt like they had some awkward demos but never really revolutionized anything. Now they seem far behind Chinese companies. What happened?

by ChrisArchitect an hour ago

Title really should clarify: Hyundai takes full control of Boston Dynamics

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

by doublerabbit an hour ago

Myself is dreaming of a day where I can just buy a multimillion valued company out of the blue.

I can't even afford a car.

by ms_by_pd 25 minutes ago

nice

by jansan an hour ago

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.

by DennisP 24 minutes ago

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.

by darksim905 42 minutes ago

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.

by jeffbee 7 minutes ago

If it's disappointing then it's been disappointing for over 5 years, since Hyundai has owned the company for 5 years.

Data from: Hacker News, provided by Hacker News (unofficial) API