I never joke about industry innovation šŸ”§

Glasgow
Joined January 2024
Tom Industrialist retweeted
The solar plant is on and powering the factory! It makes enough power during the day to power the whole factory itself for almost all of the time. Need to clean the panels now as they haven't been cleaned for a month after they got installed.
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Tom Industrialist retweeted
EarlyCommit: Calibrated Word-by-Word Commitment for Robots Acting Before You Finish Speaking Muhammad Haris Khan arxiv.org/abs/2610.20531 [ššŒššœ.ššš™¾]
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Tom Industrialist retweeted
AI labs have staked their reputations on model benchmarking — the supposedly neutral and accurate system of evaluations that are designed to measure whether one AI product is better than another. However, the methods behind these evaluations are spr.ly/6015BHrx7S
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Tom Industrialist retweeted
this resting pose self-balances for about 1.5 seconds. i'm not sure why the head nods, there's not supposed to be any actuation going on. maybe the linkages aren't stiff enough..
she's sim ready, and this is as far as i'm going to take the design for now, but i'm going to try some RL experiments
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Tom Industrialist retweeted
Collective Learning for Unified Robotic Manipulation via Predictive Dynamics Adaptation Shaocheng Liu, Yuan Meng, Zhenshan Bing, Alois Knoll arxiv.org/abs/2610.19141 [ššŒššœ.ššš™¾] šŸ’¬Accepted at IEEE/RSJ International Conference on Intelligent Robots and Systems (IROS 2026)
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Tom Industrialist retweeted
China is on track to domestically produce most key semiconductor manufacturing equipment for mature nodes by 2030, led by NAURA, AMEC, and SiCarrier, according to TrendForce. Except lithography where Chinese domestic market share is projected to only reach 10-15%.
This is a really interesting chart. I attended the TrendForce San Francisco roadshow yesterday, and this chart got me thinking about a lot of things. China is now expected to localize more than half, or close to half, of most equipment categories, excluding lithography and track. What does this mean? It means China can now expand mature node capacity far more easily than before, using equipment made domestically within China. Mature node foundries are booming right now, right? That's thanks to the AI supercycle driving demand for PMICs, power semiconductors, and so on. Samsung and TSMC shutting down their mature node capacity has also helped a lot. But here's what I imagine... that China could oversupply mature foundry capacity. Think about it. If China can be self sufficient in equipment, there's no limit to how far it can expand capacity. Then are companies like TI, with large revenue exposure to China, really safe? I think it's time to take another look at Western mature foundry companies with a high share of China revenue. Of course, I'm not saying sell TI right now. I'm just saying we should think about whether it makes sense to hold them for 10 years or more, like Coca Cola. If you have a different view, please feel free to share it. I’d love to learn.
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Tom Industrialist retweeted
Humanoids are starting to look more like delivery workers. In warehouses and on delivery routes, hands alone aren't enough. People brace bulky packages against their torso or slide them along an arm to keep them stable and free a hand for the next task. Amazon researchers, with UC San Diego and the University of Michigan, developed Whole-Body Dexterity (WBD) to teach robots this skill. They generate grasping strategies in simulation, train them with reinforcement learning, then deploy a distilled policy on a real Unitree G1. With coarse teleoperation guidance, the robot can tuck a box under one arm, carry it from shelf to table, and place it. Across 50 real-robot trials, WBD achieved 90% success, versus 18% for direct retargeting and 4% for a generalist whole-body controller. As humanoids take on warehouse and delivery work, they'll need to carry packages the way people do, using their arms and torso, not just their hands.
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Tom Industrialist retweeted
India cannot build a manufacturing economy if every successful manufacturer’s dream is for their children to leave manufacturing. At some point, somebody has to make the factory worth inheriting. Not just financially. Professionally. Socially. As a life an ambitious person would actually choose.
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Tom Industrialist retweeted
OK so, the bottom half looks ROUGH. I'm uncertain what the issue is but I'm guessing cooling. I'll post the finished one in a bit. This is @Cookiecad ASA. Now, I'm reasonably certain this is primo filament, on a primo machine, but my settings are not, primo. So now I have a reasonable z offset, perfect bed adhesion without a brim, but I'm getting some ghastly surfaces. Next iteration is going to involve dropping fan from 20% to 15% and I'm going to increase bed temp 5c. May also try reducing extrusion multiplier to like, 0.90. Currently 0.95 Nozzle temp after that. If anyone has the secret sauce, I'm all ears.
Day 3 of working at ASA on the Prusa XL. It turns out the first 2 days I might have been fighting a dying flash drive. Today I've got a fresh flash drive and a few in the mail in case that one doesn't do the trick. Primo Sandisk ones from Best Buy. I've also got a bunch of media/blanks from Temu to try on my new thermal label printer and the Omniprinter. I've got quite the assembly line formed now it's time to do work. OH PSA I realized last night the garment system that ships for the Omniprinter ships with a batch of concentrated pretreatment, a bottle of pre-mixed, and printhead purge/cleaner so you can get started right away. I don't want to waste UV in in the purging process so I'm going to reserve that for later. For now I'm focused on getting these ASA benchmarks figured out so I can print Positron parts.
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Tom Industrialist retweeted
AllTrails has an amazing plant ID feature now All the AIs are pretty good at it too Take pics next time you’re out walking and run it through one
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Tom Industrialist retweeted
Marathon Giveaway Stream Ā· Nov 7 with @Burnstation3D Every $25 donated unlocks another prize. Filament, ObXidian nozzles, accessories — and a 3D printer if we hit the goal. Helps overlooked teens get printers, filament, and a real path into STEM. Donate: firstlayerproject.org/#suppo… or send via X Money. Sponsored by @E3DOnline @West3DPrinting @esun3dfilament @Prusa3D
šŸ¤– Made with AI
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Tom Industrialist retweeted
On Monday, October 19, Kearney is moderating a conversation at The MedTech Conference. We’ll explore the choices shaping the next generation of MedTech supply chains: reducing single-source risk, balancing global efficiency with regional proximity, identifying no-regret moves, and using analytics and AI to make faster, more informed decisions amid uncertainty: bit.ly/4s7R2lX
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Tom Industrialist retweeted
This study improved the lap shear strength of resistance-welded GF/PP thermoplastic composite joints by modifying stainless steel mesh heating elements with a silane coupling agent. brnw.ch/21x6sRH #MaterialsScience #MDPIMaterials
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Tom Industrialist retweeted
Great summary šŸ‘
quick summary for NPO vs CPO's techinical issues. Please take a look at it if you are interested in NPO/CPO or investors - NPO separates the optical engine from the ASIC package, improving thermal isolation and module-level serviceability. - CPO minimizes electrical path loss but increases thermal coupling and package complexity. - ASIC and EIC heat can shift microring resonances and degrade optical link performance. - One published silicon microring example reported a 0.4nm resonance shift over an 8°C temperature change. - CTE mismatch and thermal cycling can cause package warpage and fiber-to-PIC alignment degradation. - NVIDIA uses external laser sources to isolate lasers from ASIC heat, but the PIC's resonance drift remains a separate challenge. - Non-resonant MZMs can offer greater tolerance to wavelength detuning, with area and drive-power trade-offs. - NVIDIA reports that its collaboration with TSMC has mitigated thermal sensitivity in 200G/lane microring production. > The critical thermal challenge in CPO is not simply laser wavelength drift. It is maintaining laser-to-resonator alignment, controlling thermal crosstalk, and preserving optical coupling stability. > The key trade-off is whether microring density and drive-power advantages outweigh the overhead of tuning, feedback control, and cooling. > NPO prioritizes modularity and serviceability. CPO pursues maximum bandwidth density and power efficiency. > The NPO vs. CPO debate is not a reason to short the entire optics sector. Both architectures require optical components and connectivity. > The more compelling investment question is who solves thermal stability, optical coupling yield, and electro-optical testing at scale.
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Tom Industrialist retweeted
šŸŽ™ļø NEW EPISODE: @Microsoft Maia 300 with Saurabh Dighe Why Maia 300 makes memory bandwidth and capacity a first-order design principle. - Moving data to feed the compute engine can cost two orders of magnitude more energy than the compute itself - Maia 200 had six HBM3E stacks at 7 TB/s. Maia 300 has eight HBM4 stacks at 18 TB/s - Compute grows about 35% while rack-level memory bandwidth grows 5x - 7x token throughput per rack over Maia 200 at 2.5x perf per watt - Prefill and decode are disaggregated, and the KV cache moves over the scale-up fabric instead of the slower scale-out network - Memory interface chiplets "extend the shoreline" so the TSMC N2P compute die stays one efficient die This episode is presented by @CrusoeAI. Crusoe's Serverless Fine-Tuning trains an open model like Llama, DeepSeek, or GLM on your own data, and you pay per million tokens, not per GPU hour. About $2 buys roughly 5M training tokens on smaller models. Get $5 in credit to start: semidoped.com/crusoe-x Chapters: 0:00 Intro: Saurabh Dighe 1:39 Microsoft's Silicon Philosophy 5:52 Workload Shift: Agentic AI 9:32 The Data Movement Problem 14:20 Crusoe Ad Read 17:47 Maia 300 Specs 24:07 Chiplets & HBM4 29:12 Prefill/Decode Disaggregation 30:33 Two-Tiered Network 35:45 NPO vs. CPO 36:46 Rack-Scale Power & Cooling 41:35 Agentic Kernel Optimization 49:08 What's Next: Maia 400 Get more of Austin and Vik daily, free! Sign up: daily.semidoped.com/ Connect with Vik and Austin: Vik's Paid Substack: viksnewsletter.com Austin's Paid Substack: chipstrat.com @austinsemis @vikramskr
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Tom Industrialist retweeted
PLaW-VLA: Predictive Latent World Modeling for Vision-Language-Action Policies Yu Liu, Hetian Guo, Tianlv Huang, Ziyi Cai, Wudi Chen, Hantang Wang, Qiutong Liu, Yingzhi Peng, … arxiv.org/abs/2610.12285 [ššŒššœ.ššš™¾] šŸ’¬Accepted to the 10th Conference on Robot Learning (CoRL 2026)
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Tom Industrialist retweeted
For years, additive couldn’t make it past prototyping. The process wasn’t repeatable, the parts were hard to certify, and the economics never worked at volume. The new generation of 3D printing fixes those problems at the root, with smarter process control, more efficient throughput, and consistent production-grade parts. That’s why this is the moment. The technology finally matches the demand, and the government needs manufacturing capacity it can’t get from legacy supply chains. forbes.com/sites/zitaballing…?
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Tom Industrialist retweeted
Palantir's @jordanchirsch reveals how the Meritocracy Fellowship puts 18-year-olds straight out of high school on Palantir's most cutting-edge software deployments: "We don’t hold back on where to assign them. They’re working on some of our most cutting edge deployments. There's not a field that we say, 'You can’t do this because you’re 18 years old.'" "We aim to invest them with the same degree of responsibility that we invest all of our full-time employees. There’s not like a, 'Oh, go work on this really safe project that doesn’t mean that much to a customer.'" "It’s like, 'You're going to the deep end, and we’re gonna see if you can float.'" @PalantirTech
Applications for the third year of the Meritocracy Fellowship are now open. We invite the best to study the enduring questions of civilization and help build the technologies that will shape its future. Based solely on merit, applicants will be invited for interviews. Successful Fellows will be eligible for full-time roles. Join us. palantir.com/careers/meritoc…
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