Thesis

The last era of technology digitized human knowledge and intelligence.

The next takes that intelligence from bits and bytes and puts it to work in the physical world. Motion systems are the difference between a computer you sit at and a robot that acts on reality.

AI increasingly resembles the human mind while robots still fall far short of the human body. Intelligence is improving monthly. The motion systems are not.

Physical intelligence is a manufacturing problem.

Build software to orchestrate the entire process. Go wherever the best talent and process knowledge reside, and combine them into one system. Vertically integrate what matters, strip away what does not, automate, and expand horizontally. Repeat.

Make it in one place, then two, then anywhere.

Eventually, what we make will make itself.

Make instruments of motion.

Move.