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Jim Cramer says these 3 mistakes are keeping investors out of AI winners
CNBC’s Jim Cramer pointed to three reasons investors may be missing some of the market’s biggest AI winners.
🇺🇸 미국 · IT/기술 · "MISSING" · 총 7건
필터 보기현재 지수
50.0
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 10,618건을 분석한 결과, 뉴스 심리지수는 50.0(균형)입니다. 긍정 0건(0.0%)·중립 10,618건(100.0%)·부정 0건(0.0%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 20.0(중도 균형)입니다.
CNBC’s Jim Cramer pointed to three reasons investors may be missing some of the market’s biggest AI winners.
I have been an application-specific IC (ASIC) designer for almost three decades. Over that time, I’ve moved through the full academic trajectory, from graduate student to full professor; later, I transitioned to industry after an unsuccessful stint at entrepreneurship. When I made the switch to the private sector in 2019, I began focusing on a critically important aspect of the electronic industry: silicon intellectual property. As much as 80 percent of the physical area in today’s most advanced chips is occupied by blocks that aren’t made for specific products or even designed by the consumer-facing companies that built them. Instead, chipmakers draw heavily on established silicon IP from companies like Arm, Cadence, Rambus, Synopsys, and the company I work for, Silicon Creations. Throughout my career, I’ve designed chips for very different purposes, including enabling the research program in my academic lab and expanding the IP portfolio of my company. When I joined Silicon Creations, I had no idea how differently the industry approaches IC design and encountered a steep learning curve. Initially, it seemed that much of my two decades of academic research and training did not directly translate to the role. I had to learn new skills and adopt a new mindset. Today, demand for ASICs is rapidly growing, driven by the need for specialized chips in the automotive sector, AI applications, and more. By one market estimate, the ASIC market is expected to grow from US $23.4 billion to $38.8 billion by 2033, and the semiconductor industry as a whole is projected to hit $1 trillion by 2030. The industry needs more chip designers—but if you’re coming from an academic background as I did, there are a few things you’ll need to know. Different goals lead to different strategies The differences between industry and academe begin with a divergence in purpose. In academia, my primary objective was to generate new knowledge: to propose a novel circuit technique, validate an unconventional architecture, or explore the limits of performance in a given domain. A successful chip is one that demonstrates a concept. In industry, it is not nearly enough to prove that something can work. The goal is to ensure that it works reliably, repeatedly, and at scale. Success is measured not by novelty but by whether the silicon meets specifications, yields as expected in production, and supports a competitive product delivered on schedule. This leads to a stark contrast in risk tolerance. Academic designs often deliberately push into unproven territory, where even partial success can yield valuable insight. In industry, however, we systematically minimize risk. The cost of failure makes first-time silicon success a central requirement—especially at advanced technology nodes, where the lithography masks used to transfer circuit designs onto silicon wafers alone can cost tens of millions of dollars. As a result, industry design flows are built around eliminating uncertainty through conservative margins, extensive validation, and careful reuse of proven solutions. “Academia explores the design space, asking what is possible, while industry exploits it, determining what is viable at scale.” This paradigm has existed since the 1970s, when application-specific chip design was established. However, the gulf between academia and industry has expanded since the mid-2010s, when FinFET technology, a 3D architecture using vertical “fins” of silicon, was widely adopted in industry. System designs are also becoming increasingly modular with the advent of chiplets. This fundamentally altered the economics and complexity of ASIC development, with design costs rising by almost an order of magnitude. Initiatives like Taiwan Semiconductor Manufacturing Co.’s University FinFET Program and new government-funded chip-design hubs now let some well-resourced universities design for more advanced architectures, but the technology is still out of reach for many academics. What the industry-academia split means in practice Consider a startup developing an ASIC. Its engineering team may have deep expertise in a particular algorithm, sensor interface, or system architecture, the features that define its competitive advantage. But it is unlikely to possess world-class expertise in every supporting function. Developing each of these blocks internally would require significant time, capital, and specialized talent. Doing so could delay market entry beyond the startup’s viability. Even large semiconductor companies face similar constraints. Advanced-node development demands intense focus. Allocating a team to redesign a standard interface block that has already been implemented elsewhere may be difficult to justify when differentiation lies at the system level, such as an inference chip’s ability to speed up neural network computations. The time it takes to move a new chip from conception to market and risk mitigation, not self-sufficiency, govern most decisions about in-house development versus outsourcing. The economics of advanced IC manufacturing reinforce this reality. When the development cost of a leading-edge chip reaches hundreds of millions of dollars, minimizing risk becomes a central design imperative. In this context, silicon IP emerged as a practical solution. Similar to how software developers rely on preexisting libraries rather than writing every function from scratch, ASIC designers license predesigned, preverified silicon blocks—such as processor cores, memory interfaces, and security engines—from highly specialized IP vendors. These blocks can then be integrated into larger, increasingly complex systems. Design scope, verification, and time horizons With the use of silicon IP, industry is able to widen the scope of its designs. Academic efforts tend to focus on block-level innovation: a new analog-to-digital converter architecture or an ultralow-noise amplifier, for instance. These designs typically abstract away many of the complexities of bringing a chip to market, such as packaging constraints, long-term reliability, and manufacturing yield. In industry, the focus shifts to system-level integration. Modern systems on chips, or SoCs, incorporate dozens or even hundreds of functional blocks. Managing signal integrity, timing, firmware interaction, and system-level validation becomes as critical as the design of any individual block. Verification philosophy also diverges sharply. In academia, the goal of verification is to demonstrate that the concept works under nominal conditions, which may not always reflect how it would perform in real applications. Even if only a fraction of fabricated chips from a multiproject wafer operates correctly, the design may still be considered a success if it validates the underlying idea. At my academic lab for instance, we used to receive 40 chips from a TSMC prototyping service and started testing them in batches of five. If the first five or 10 chips proved functional, we had already collected more than enough data for a publication. If some of them failed, we weren’t required to mention this when publishing the results. In industry, verification is exhaustive, critical, and often dominates the development schedule. Failures are measured in parts per million, and even rare anomalies are carefully analyzed and documented to identify root causes and prevent recurrence. When I started at Silicon Creations, I was surprised by the level of detail and scrutiny designs face. Differences in time horizons and economic constraints reinforce each of these contrasts. Academic projects operate on flexible timelines aligned with research and funding cycles. If I missed a deadline, I just had to wait for the next cycle. Industry projects are driven by fixed product schedules and market windows, frequently targeting costly leading-edge nodes to achieve competitive performance, power, and area efficiency. Missing a deadline can negate the value of an entire design and may have major financial consequences along the entire supply chain. In essence, academia explores the design space, asking what is possible, while industry exploits it, determining what is viable at scale. Both are indispensable, but they operate under fundamentally different definitions of success. As ASIC complexity continues to grow, understanding both perspectives will be essential for the next generation of engineers navigating the evolving semiconductor landscape. This article appears in the June 2026 print issue.
Trajectory is betting the rapid iteration cycle that supercharged vibe-coding can help all kinds of companies build AI products that learn continuously.
This article is adapted by the author with permission from Tech Policy Press. Read the original article. South Africa is not just another developing country struggling to govern artificial intelligence; it is the exception with leverage, and the window to act on it is closing. It holds approximately 88 percent of global platinum-group metal reserves, critical inputs to parts of the semiconductor and data-center supply chains that make AI infrastructure possible. It hosts the largest data-center market on the continent. Its existing hyperscaler relationships give it procurement leverage that most African states will never have. And a major geopolitical contest over AI infrastructure is being fought on its soil right now, between Chinese and American technology companies competing for control of the systems that will underpin an entire continent’s public sector. In physics, leverage requires three things: a fulcrum, a lever arm, and the ability to apply force. The Bushveld Complex, the world’s largest platinum-group metal deposit, is the fulcrum: a mineral endowment that gives South Africa a position in the semiconductor supply chain that no other African state holds. The since-withdrawn draft policy is the lever arm. The unresolved “OPTION” provisions in the policy are where force would be applied. Without a policy that specifies what South Africa wants in return for market access, the lever arm sits unused, and the weight of two of the world’s largest technology ecosystems settles exactly where those ecosystems want it to settle. This makes South Africa a global test case. Not because its proposed means of governance is exemplary, but because it is the one developing country with enough structural leverage to negotiate genuinely different terms, and the one that is choosing, through inaction, not to. The recent announcement of a new panel to update the draft policy is an important opportunity. But the deeper failure is not that an AI policy contained bad references. It is that no verification process caught them before the document entered the public domain. That is a systems problem, not merely a political one. It points to a missing layer in how governments are adopting AI. The contest already underway Last year, Huawei pitched an emerging-product bundle to tech executives across the continent. Huawei was now bundling access to DeepSeek’s large language model with its own cloud and storage infrastructure. The price differential was stark—in some cases by more than 90 percent. At the same time, Microsoft announced plans to spend ZAR 5.4 billion ($300 million) by the end of 2027 on cloud and AI infrastructure in South Africa, building on a prior ZAR 20.4 billion investment. Google, Amazon Web Services, and Oracle already have cloud regions in the country. According to one analysis, the country’s data-center market was valued at US $2.16 billion in 2024, the largest in Africa. These are not commercially neutral investments. Huawei’s infrastructure reach has been explicitly linked to Chinese strategic objectives, including a documented track record of providing governments with surveillance infrastructure through its Safe Cities network. U.S. hyperscaler investment comes with its own dependency structure: closed models, pricing set unilaterally, and terms of access that no African government has meaningfully shaped. South Africa is being asked to choose between these dependency models without a policy that specifies what it wants in return. The leverage it has There is a particular irony in South Africa’s position. The country whose mines supply platinum-group metals essential to semiconductor manufacturing, and through them to AI compute, has drafted a policy that treats it as a consumer of AI systems rather than a stakeholder in their governance. South Africa digs up the minerals that make AI possible. It has no say over the AI built from them. The AI triad framework covers algorithms, compute, and data. South Africa has no frontier model development capacity. South Africa holds significant data assets in financial services, health care, and agriculture, with no clear framework for their sovereign management. South Africa possesses PGM (Platinum Group Metals) leverage of global significance on the compute axis, currently being transferred without meaningful condition. It also has exceptionally high solar irradiance and significant renewable-energy potential. A country that can offer both critical mineral inputs and the energy to power the infrastructure those minerals help build occupies a negotiating position of unusual strength. The Draft Policy proposes no minimum terms for hyperscaler investment, no data sovereignty requirements, no technology transfer conditions and no compute visibility mechanism. Multiple provisions are explicitly left unresolved, marked “OPTION,” including the most consequential choices about how governance will function. Infrastructure decisions made now determine what is renegotiable later, and the answer is: very little. Three futures, one default The three infrastructure futures on offer each create a structurally different form of dependency, and only one creates sovereign capability. The Huawei-hosted DeepSeek integration offers low cost and open-source weights, but with data stored on infrastructure potentially accessible under Chinese legal frameworks, creating surveillance dependency in a pattern already documented across Africa. The second is U.S. closed-model dependency: higher capability, more reliable data protection, but complete API dependency on developers abroad. The third is locally hosted open-weight infrastructure: models governed under South African data-sovereignty rules, on infrastructure subject to minimum terms, developed with South African data. As Nathan Lambert at Interconnects has observed, open-weight models are likely the only realistic way to get sovereign AI off the ground as a real effort, enabling local communities and economies to integrate meaningfully with the technology. But this requires procurement conditions, not goodwill. What binding governance looks like The GovAI “Governing Through the Cloud” framework identifies four roles compute providers should accept as conditions of operating at scale: securers (protecting model weights and training data), record keepers (maintaining infrastructure usage logs), verifiers (confirming customer compliance with safety standards) and enforcers (restricting access when violations occur). These are operational requirements, not theoretical categories—specific, enforceable, and well within the bargaining power of a market of South Africa’s size and mineral position. A detailed policy analysis submitted to the Department of Communications and Digital Technologies (DCDT) identifies the specific provisions the final policy must contain: mandatory minimum terms for foreign compute infrastructure investments above ZAR 500 million (~$30 million); a compute reporting threshold; a National AI Safety Institute mandate covering defensive monitoring of AI capability accumulation; and National AI Champion Sector designations to create data assets for domestic model development. Each provision converts a structural advantage into a governance instrument before that advantage is foreclosed by market reality. Just as modern software security increasingly depends on knowing what components are inside a system—model provider, training data, compute environment, evaluation methods, update cadence, human review points, and failure-reporting procedures—public-sector AI governance requires a clear account of the stack before deployment, not after a problem surfaces. A public institution that cannot verify the sources in its own AI policy is unlikely to be ready to verify the AI systems it procures, deploys, or regulates. Why this is the continental test case South Africa’s choices will establish a regional precedent for what is commercially negotiable in AI infrastructure. If South Africa negotiates data-sovereignty guarantees and technology-transfer conditions as requirements for hyperscaler investment, it creates a replicable model. If Microsoft’s $300 million investment and Huawei’s infrastructure expansion proceed on standard commercial terms, as they are currently, it normalizes extractive AI infrastructure across the continent. The lesson is not specific to Africa. Governments everywhere are producing AI strategies while lacking AI assurance infrastructure. South Africa is an early warning, not an isolated case. The public comment period closed when the policy was withdrawn. But a parallel process remains live: the National Treasury’s Draft General Public Procurement Regulations—the legal instrument that will govern every government AI contract—closes for comment on June 15. Those regulations contain no AI-specific provisions. South Africa has more AI leverage than any country on the continent. Some argue, with force, that governance requirements risk deterring the infrastructure investment South Africa urgently needs: compute capacity, reliable energy, venture capital, and talent retention. That concern deserves a direct answer. Minimum procurement terms, compute reporting thresholds, and technology transfer conditions are not barriers to investment. They are the conditions under which investment serves the host country rather than extracting from it. Infrastructure built without minimum terms produces dependency. Infrastructure built with them produces leverage. To serve the public interest, its AI policy must use it. When late last month News24 reported AI-hallucinated references in the draft AI policy, Minister of Communications and Digital Technologies Solly Malatsi withdrew the draft policy. That was a mistake that could cost South Africa and the rest of the continent the initiative on this urgent issue. His more recent constitution of an independent panel is a belated step in the right direction, if it can turn South Africa’s leverage into policy. The panel—chaired by Professor Benjamin Rosman of the Wits Machine Intelligence and Neural Discovery Institute, and including Professors Vukosi Marivate and Alison Gillwald of Research ICT Africa and Dr. Jabu Mtsweni of the Council for Scientific and Industrial Research—has the technical and governance credibility to produce a stronger document. What it has not yet produced is a timeline. No revised draft has been scheduled. South Africa remains without a formal AI governance framework in the interim.
This sponsored article is brought to you by Wetour Robotics. A field technician on a wind turbine, harness clipped, both hands on a wrench, needs to send a command to the diagnostic device hanging at her belt. A logistics worker on a loading dock, gloves on, eyes on the pallet, needs to redirect a connected lift. A person using an assistive mobility device on a crowded street wants to nudge it forward without taking out a phone or speaking aloud. None of these moments call for a smarter robot. They call for a smarter way to be heard by the machines that already exist. The industry has been building from one side The past three years of Physical AI have been a story of remarkable progress on the robot side of the loop. Companies like Boston Dynamics, Figure, and Unitree have advanced actuators, locomotion, and dexterity to a level that would have seemed implausible a decade ago. Google DeepMind’s Gemini Robotics has redefined what vision-language-action models can do in unstructured settings. The trajectory of the hardware and the foundation models is real, and it is accelerating. But there is another side to this loop, and it has been treated as a solved problem for too long. The interface between humans and machines has defaulted, for 40 years, to three input modalities: screens, buttons, and voice. Each of those assumes the user can stop, look down, and translate intent into structured commands. That assumption breaks the moment the work moves into a real environment. On a turbine. On a dock. On a sidewalk. In any setting where hands are occupied, eyes are committed, or speaking is impractical, the conventional interface stack quietly fails. Spatial Intent Fusion is the simultaneous processing of three streams of human-centered information, namely spatial position, visual context, and gestural intent: Your body is the interface. The bottleneck on the human side of the loop is becoming as important as the one on the machine side. And solving it requires a different question. Not how do we make the robot more capable, but how do we let the human participate in the computing system as naturally as the robot already does. Wetour Robotics’ bet: put the human back into the computing loop Wetour Robotics is betting that the next architectural leap in Physical AI is not about making the robot more capable. It is about making the human a first-class node in the computing network, with the same kind of low-latency, high-fidelity participation that connected devices already enjoy. Wetour Robotics’ engineers frame the problem this way: a wristband that recognizes a gesture is not enough. A camera that recognizes a scene is not enough. The information a human carries about what they are about to do is distributed across multiple channels, including where their body is in space, what their eyes are attending to, and what their muscles are preparing to do, and any single channel observed in isolation is ambiguous. Reconstructing intent reliably means fusing those channels at the operating system level, with latency low enough that the loop feels closed rather than mediated. This approach has a name. Wetour Robotics calls it Spatial Intent Fusion: the simultaneous processing of three streams of human-centered information, namely spatial position, visual context, and gestural intent, fused into a single real-time command for any connected physical device. It is the technical implementation behind a simpler positioning statement the company uses externally: your body is the interface. Orchestra is a portable intelligent hub running the operating system that handles sensor fusion, intent inference, command translation, and safety arbitration. The reference compute platform is NVIDIA Jetson Orin Nano Super, which provides enough on-device inference capacity to keep the entire control loop at the edge, with no cloud dependency on the critical path. Wetour Robotics The architecture: three layers, four engines, one loop Orchestra is not a single device but a layered platform, designed from the start to be sensor-flexible and actuator-agnostic. The architecture decomposes into three perception layers and four coordination engines. Orchestra itself is the local compute and orchestration core: a portable intelligent hub running the operating system that handles sensor fusion, intent inference, command translation, and safety arbitration. The reference compute platform is NVIDIA Jetson Orin Nano Super, which provides enough on-device inference capacity to keep the entire control loop at the edge, with no cloud dependency on the critical path. Edge inference is non-negotiable for this application. Full-chain latency from biosignal acquisition to actuator command is held under 100 milliseconds, the envelope inside which closed-loop control feels natural rather than laggy. VisionLink handles visual and spatial perception. Cameras feed into vision models that identify objects, estimate distances, and track environmental context. VisionLink is designed not as a passive recognition layer but as a real-time command generator: its outputs feed directly into Orchestra OS to be fused with biosignal data. Conductor is the biosignal pipeline. It ingests raw surface electromyographic (sEMG) data from a wrist-worn device, classifies temporal patterns into discrete gestures or continuous control signals, and outputs actuator commands. The technically interesting property of sEMG for this use case is that the signal precedes visible motion. Motor unit action potentials appear at the skin surface roughly 50 to 80 milliseconds before a finger completes the corresponding gesture. Wetour Robotics calls this property pre-motion intent sensing, and it is what allows Orchestra to anticipate user intent rather than react to it. On top of the three perception layers, Orchestra OS runs four coordination engines. The Perception Engine ingests and normalizes raw sensor streams. The Intent Engine performs Spatial Intent Fusion across modalities, resolving what the user is trying to do given where they are, what they are looking at, and what their hand is signaling. The Orchestration Engine translates intent into device-specific command sequences for any connected actuator. The Safety Engine arbitrates conflicting commands, enforces operational envelopes, and gates execution against runtime safety conditions. Wetour Robotics The trade-offs we’re honest about No system that bridges the human body and the digital world is finished. Three engineering challenges remain open, and the company addresses each with a deliberate trade-off rather than a claim of having fully solved it. Baseline stability of sEMG under motion. In a stationary user, continuous gesture recognition from sEMG is reliable. Once the user is walking, climbing, or otherwise moving, motion artifacts and electrode drift degrade the signal in ways that are difficult to fully compensate for. Rather than overpromise on continuous control in dynamic settings, Orchestra defaults to a smaller set of robust discrete gestures in complex operating environments, and reserves continuous control modes for contexts where the signal-to-noise ratio supports them. Miniaturization of edge AI compute. Running the Orchestra control loop entirely at the edge requires real on-device inference, which has historically meant trading off between compute capacity, battery life, and form factor. Wetour Robotics’ approach has been a compact carrier board paired with a thermal design and a battery module sized for all-day wearability. The result is a hub that travels with the user rather than tethering them to a desk, and that performs the full perception-to-actuation loop without offloading to the cloud. Heterogeneity of third-party device protocols. The actuator side of the loop is a fragmented landscape. Different manufacturers expose different command interfaces, different communication stacks, and different safety conventions, and a Physical AI operating system has to integrate with all of them. Wetour Robotics uses an AI-agent layer to negotiate connection and protocol translation adaptively, so that Orchestra OS can ingest data from a wide range of devices, run them through neural network models that infer human intent, and emit the right command on the right protocol for the device on the other end. Why this matters, and why it helps the rest of the field The history of computing is a history of interface revolutions. Command lines gave way to graphical user interfaces, which gave way to touch, which gave way to voice. Each transition expanded who could participate in the system and what they could do with it. The next transition is not about a new screen or a new microphone. It is about treating the human body itself as a participant in the computing network, capable of contributing intent at the same speed and fidelity that any other connected node can. The history of computing is a history of interface revolutions. The next transition is not about a new screen or a new microphone — it is about treating the human body itself as a participant in the computing network. This path is not a competitor to the work being done on humanoid robots, foundation models for embodied AI, and dexterous manipulation. It is the missing complement to that work. The hardest open problem for humanoid systems is the data: every natural interaction between a human and the physical world is a potential training signal, and most of those interactions are currently invisible to any computing system. As more humans become first-class nodes in the loop, those interactions become observable, structured, and ultimately useful for training the next generation of embodied AI, including the humanoid robots being developed today. In other words: putting the human back into the computing loop is not just about better interfaces for individual users. It is about generating the kind of grounded, in-the-wild human-machine interaction data that the broader Physical AI ecosystem will need to keep advancing. The robot side and the human side of the loop are not two competing futures. They are two halves of the same one. That is what Wetour Robotics means when it says: Your body is the interface. Learn more at wetourrobotics.com.
For years, the field of robotics has used the terms “dull, dirty, and dangerous” (DDD) to describe the types of tasks or jobs where robots might be useful—by doing work that’s undesirable for people. A classic example of a DDD job is one of “repetitive physical labor on a steaming hot factory floor involving heavy machinery that threatens life and limb.” But determining which human activities fit into these categories is not as straightforward as it seems. What exactly is a “dull” task, and who makes that assumption? Is “dirty” work just about needing to wash your hands afterwards, or is there also an aspect of social stigma? What data can we rely on to classify jobs as “dangerous?” Our recent work (which was not dull at all) tackles these questions and proposes a framework to help roboticists understand the job context for our technology. First, we did an empirical analysis of robotics publications between 1980 and 2024 that mention DDD and found that only 2.7 percent define DDD and only 8.7 percent provide examples of tasks or jobs. The definitions vary, and many of the examples aren’t particularly specific (for example, “industrial manufacturing,” “home care”). Next, we reviewed the social science literature in anthropology, economics, political science, psychology, and sociology to develop better definitions for “dull,” “dirty,” and “dangerous” work. Again, while it might seem intuitive which tasks to put into these buckets, it turns out that there are some underlying social, economic, and cultural factors that matter. Dangerous Work: Occupations or tasks that result in injury or risk of harm It’s possible to measure the danger of a task or job by using reported information. There are administrative records and surveys that provide numbers on occupational injury rates and hazardous risk factors. While that seems straightforward, it’s important to understand how this data was collected, reported, and verified. First, occupational injuries tend to be underreported, with some studies estimating up to 70 percent of cases missing in administrative databases. Second, injuries and risk factors are rarely disaggregated by characteristics like gender, migration status, formal/informal employment, and work activities. For example, because most personal protective equipment—such as masks, vests, and gloves—are sized for men, women in dangerous work environments face increased safety risks. These caveats are an opportunity for robotics to be helpful. If we went out and looked for it, we could probably find some less obviously dangerous work where robotics might be an important intervention, not to mention some groups that are disproportionately affected and would benefit from more workplace safety. Dirty Work: Occupations or tasks that are physically, socially, or morally tainted Colloquially, most people might think of dirty work as involving physical dirtiness, such as trash removal, cleaning, or dealing with hazardous substances. But social science literature makes clear that dirty work is also about stigma. Socially tainted jobs are often servile or involve interacting with stigmatized groups (for example, correctional officers), and morally tainted jobs include tasks that people commonly perceive as sinful, deceptive, or otherwise defying norms of civility (like a stripper or a collection agent). “Dirty work” is a social construct that can vary across time (like tattoo industry stigma in the United States) and culture (such as nursing in the U.S. versus in Bangladesh). One way to measure whether work is “dirty” is by using the closely related concept of occupational prestige, captured through quantitative surveys where people rank jobs. Another way to measure it is through qualitative data, like ethnographies and interviews. Similar to “dangerous,” we see some hidden opportunities for robotics in “dirty” work. But one of our more interesting takeaways from the data is that a lower-ranked job can be something that the workers themselves enjoy or find immense pride and meaning in. If we care about what tasks are truly undesirable, understanding this worker perspective is important. Dull Work: Occupations or tasks that are repetitive and lacking in autonomy When it comes to defining dull work, what matters most is workers’ own experiences. Outsiders can make a lot of false assumptions about what tasks have value and meaning. Sometimes things that seem boring or routine create the right conditions for developing skills and competence, such as the concentration needed for woodworking, or for socializing and support, when tasks are done alongside others. Instead of assuming that repetitive work is negative, it’s important to examine qualitative data on how people experience the work and what purpose it serves for them. DDD: An actionable framework In our paper, we propose a framework to help the robotics community explore how automation impacts individual jobs. For each term—dull, dirty, and dangerous—the framework gathers key pieces of information to reflect on what physical or social aspects of the task are, in fact, DDD. Worker perspective is an important part of all three considerations. The framework also emphasizes awareness of context—meaning the physical and social environment of an occupation and industry that can influence the DDD nature of a task. Our corresponding worksheet suggests existing data sources to draw on and encourages us to seek out multiple perspectives and consider potential sources of bias in the information. What makes tasks dull, dirty, or dangerous depends on the perspective of the humans doing those tasks.RAI Let’s take, for example, the waste and recycling industry. The world generates over 2 billion tonnes of waste annually, and this figure is expected to rise to nearly 4 billion tonnes by 2050. Intuitively, trash collection seems like a job that hits all the Ds. Going through our worksheet, we confirm that globally, workers in this industry face significant health hazards (dangerous), and waste collection is ranked as a low-status job (dirty), although interestingly, many workers take pride in providing this essential service. The job is also repetitive, but there are aspects that make it not dull. Specifically, workers cite the day-to-day interaction with their coworkers (which includes extensive insider vocabulary, work hacks, and mutual aid groups) and task variety as two of the most enjoyable aspects of the job. Task variety includes inspecting their vehicle and equipment, driving their truck, coordinating with crew members, lifting bins and bags, detecting incorrect sorting of waste, and unloading at the end destination. This finding matters because some types of robotic solutions will eliminate the parts of the job that workers most appreciate. For instance, the National Institute for Occupational Safety and Health (NIOSH) recommends the adoption of automated side loader trucks and collision avoidance systems. This innovation increases safety, which is great, but it also results in a sole worker operating a joystick in a cab, surrounded by sensor and camera surveillance. Instead, we should challenge ourselves to think of solutions that make jobs safer without making them terrible in a different way. To do this, we need to understand all aspects of what makes a job dull, dirty, or dangerous (or not). Our framework aims to facilitate this understanding. Finally, it’s important to note that DDD is only one of many possible approaches to classify what work might be better served by robots. There are lots of ways we could think about which types of tasks or jobs to automate (for example, economic impact or environmental sustainability). Given the popularity of DDD in robotics, we chose this common phrase as a starting point. We would love to see more work in this space, whether it’s data collection on DDD itself or the creation of other frameworks. At RAI, we believe that the fusion of robotics and social sciences opens a whole new world of information, perspectives, opportunities, and value. It fosters a culture of curiosity and mutual learning, and allows us to create actionable tools for anyone in robotics who cares about societal impact. Dull, Dirty, Dangerous: Understanding the Past, Present, and Future of a Key Motivation for Robotics, by Nozomi Nakajima, Pedro Reynolds-Cuéllar, Caitrin Lynch, and Kate Darling from the RAI Institute, was presented at the 21st ACM/IEEE International Conference on Human-Robot Interaction (HRI) in Edinburgh, Scotland.
This article is brought to you by DAIMON Robotics. This April, Hong Kong-based DAIMON Robotics has released Daimon-Infinity, which it describes as the largest omni-modal robotic dataset for physical AI, featuring high resolution tactile sensing and spanning a wide range of tasks from folding laundry at home to manufacturing on factory assembly lines. The project is supported by collaborative efforts of partners across China and the globe, including Google DeepMind, Northwestern University, and the National University of Singapore. The move signals a key strategic initiative for DAIMON, a two-and-a-half-year-old company known for its advanced tactile sensor hardware, most notably a monochromatic, vision-based tactile sensor that packs over 110,000 effective sensing units into a fingertip-sized module. Drawing on its high-resolution tactile sensing technology and a distributed out-of-lab collection network capable of generating millions of hours of data annually, DAIMON is building large-scale robot manipulation datasets that include vast amounts of tactile sensing data. To accelerate the real-world deployment of embodied AI, the company has also open-sourced 10,000 hours of its data. Prof. Michael Yu Wang, co-founder and chief scientist at DAIMON Robotics, has pioneered Vision-Tactile-Language-Action (VTLA) architecture, elevating the tactile to a modality on par with vision.DAIMON Robotics Behind the strategy is Prof. Michael Yu Wang, DAIMON’s co-founder and chief scientist. Prof. Wang earned his PhD at Carnegie Mellon — studying manipulation under Matt Mason — and went on to found the Robotics Institute at the Hong Kong University of Science and Technology. An IEEE Fellow and former Editor-in-Chief of IEEE Transactions on Automation Science and Engineering, he has spent roughly four decades in the field. His objective is to address the missing “insensitivity” of robot manipulation, which practically relies on the dominant Vision-Language-Action (VLA) model. He and his team have pioneered Vision-Tactile-Language-Action (VTLA) architecture, elevating the tactile to a modality on par with vision. We spoke with Prof. Wang about how tactile feedback aims to change dexterous manipulation, how the dataset initiative is foreseen to improve our understanding of robotic hands in natural environments, and where — from hotels to convenience stores in China — he sees touch-enabled robots making their first real-world inroads. Daimon-Infinity is the world’s largest omni-modal dataset for Physical AI, featuring million-hour scale multimodal data, ultra-high-res tactile feedback, data from 80+ real scenarios and 2,000+ human skills, and more.DAIMON Robotics The Dataset Initiative This month, DAIMON Robotics released the largest and most comprehensive robotic manipulation dataset with multiple leading academic institutions and enterprises. Why releasing the dataset now, rather than continuing to focus on product development? What impact will this have on the embodied intelligence industry? DAIMON Robotics has been around for almost two and a half years. We have been committed to developing high-resolution, multimodal tactile sensing devices to perceive the interaction between a robot’s hand (particularly its fingertips) and objects. Our devices have become quite robust. They are now accepted and used by a large segment of users, including academic and research institutes as well as leading humanoid robotics companies. As embodied AI continues to advance, the critical role of data has been clearer. Data scarcity remains a primary bottleneck in robot learning, particularly the lack of physical interaction data, which is essential for robots to operate effectively in the real world. Consequently, data quality, reliability, and cost have become major concerns in both research and commercial development. This is exactly where DAIMON excels. Our vision-based tactile technology captures high-quality, multimodal tactile data. Beyond basic contact forces, it records deformation, slip and friction, material properties and surface textures — enabling a comprehensive reconstruction of physical interactions. Building on our expertise in multimodal fusion, we have developed a robust data processing pipeline that seamlessly integrates tactile feedback with vision, motion trajectories, and natural language, transforming raw inputs into training-ready dataset for machine learning models. Recognizing the industry-wide data gap, we view large-scale data collection not only as our unique competitive advantage, but as a responsibility to the broader community. By building and open-sourcing the dataset, we aim to provide the high-quality “fuel” needed to power embodied AI, ultimately accelerating the real-world deployment of general-purpose robotic foundation models. The robotics industry is highly competitive, and many teams have chosen to focus on data. DAIMON is releasing a large and highly comprehensive cross-embodiment, vision-based tactile multimodal robotic manipulation dataset. How were you able to achieve this? We have a dedicated in-house team focused on expanding our capabilities, including building hardware devices and developing our own large-scale model. Although we are a relatively small company, our core tactile sensing technology and innovative data collection paradigm enable us to build large-scale dataset. Our approach is to broaden our offering. We have built the world’s largest distributed out-of-lab data collection network. Rather than relying on centralized data factories, this lightweight and scalable system allows data to be gathered across diverse real-world environments, enabling us to generate millions of hours of data per year. “To drive the advancement of the entire embodied AI field, we have open-sourced 10,000 hours of the dataset for the broader community.” —Prof. Michael Yu Wang, DAIMON Robotics This dataset is being jointly developed with several institutions worldwide. What roles did they play in its development, and how will the dataset benefit their research and products? Besides China based teams, our partners include leading research groups from universities, such as Northwestern University and the National University of Singapore, as well as top global enterprises like Google DeepMind and China Mobile. Their decision to partner with DAIMON is a strong testament to the value of our tactile-rich dataset. Among the companies involved there are some that have already built their own models but are now incorporating tactile information. By deploying our data collection devices across research, manufacturing and other real-world scenarios, they help us to gather highly practical, application-driven data. In turn, our partners leverage the data to train models tailored to their specific use cases. Furthermore, to drive the advancement of the entire embodied AI field, we have open-sourced 10,000 hours of the dataset for the broader community. Equipped with Daimon’s visuotactile sensor, the gripper delicately senses contact and precisely controls force to pick up a fragile eggshell.Daimon Robotics From VLA to VTLA: Why Tactile Sensing Changes the Equation The mainstream paradigm in robotics is currently the Vision-Language-Action (VLA) model, but your team has proposed a Vision-Tactile-Language-Action (VTLA) model. Why is it necessary to incorporate tactile sensing? What does it enable robots to achieve, and which tasks are likely to fail without tactile feedback? Over these years of working to make generalist robots capable of performing manipulation tasks, especially dexterous manipulation — not just power grasping or holding an object, but manipulating objects and using tools to impart forces and motion onto parts — we see these robots being used in household as well as industrial assembly settings. It is well established that tactile information is essential for providing feedback about contact states so that robots can guide their hands and fingers to perform reliable manipulation. Without tactile sensing, robots are severely limited. They struggle to locate objects in dark environments, and without slip detection, they can easily drop fragile items like glass. Furthermore, the inability to precisely control force often leads to failed manipulation tasks or, in severe cases, physical damage. Naturally, the VLA approach needs to be enhanced to incorporate tactile information. We expanded the VLA framework to incorporate tactile data, creating the VTLA model. An additional benefit of our tactile sensor is that it is vision-based: We capture visual images of the deformation on the fingertip surface. We capture multiple images in a time sequence that encodes contact information, from which we can infer forces and other contact states. This aligns well with the visual framework that VLA is based upon. Having tactile information in a visual image format makes it naturally suitable for integration into the VLA framework, transforming it into a VTLA system. That is the key advantage: Vision-based tactile sensors provide very high resolution at the pixel level, and this data can be incorporated into the framework, whether it is an end-to-end model or another type of architecture. DAIMON has been known for its vision-based tactile sensors that can pack over 110,000 effective sensing units.DAIMON Robotics The Technology: Monochromatic Vision-based Tactile Sensing You and your team have spent many years deeply engaged in vision-based tactile sensing and have developed the world’s first monochromatic vision-based tactile sensing technology. Why did you choose this technical path? Once we started investigating tactile sensors, we understood our needs. We wanted sensors that closely mimic what we have under our fingertip skin. Physiological studies have well documented the capabilities humans have at their fingertips — knowing what we touch, what kind of material it is, how forces are distributed, and whether it is moving into the right position as our brain controls our hands. We knew that replicating these capabilities on a robot hand’s fingertips would help considerably. When we surveyed existing technologies, we found many types, including vision-based tactile sensors with tri-color optics and other simpler designs. We decided to integrate the best of these into an engineering-robust solution that works well without being overly complicated, keeping cost, reliability, and sensitivity within a satisfactory range, thus ultimately developing a monochromatic vision-based tactile sensing technique. This is fundamentally an engineering approach rather than a purely scientific one, since a great deal of foundational research already existed. With the growing realization of the necessity of tactile data, all of this will advance hand in hand. DAIMON vision-based tactile sensor captures high-quality, multimodal tactile data.DAIMON Robotics Last year, DAIMON launched a multi-dimensional, high-resolution, high-frequency vision-based tactile sensor. Compared with traditional tactile sensors, where does its core advantage lie? Which industries could it potentially transform? The key features of our sensors are the density of distributed force measurement and the deformation we can capture over the area of a fingertip. I believe we have the highest density in terms of sensing units. That is one very important metric. The other is dynamics: the frequency and bandwidth — how quickly we can detect force changes, transmit signals, and process them in real time. Other important aspects are largely engineering-related, such as reliability, drift, durability of the soft surface, and resistance to interference from magnetic, optical, or environmental factors. A growing number of researchers and companies are recognizing the importance of tactile sensing and adopting our technology. I believe the advances in tactile sensing will elevate the entire community and industry to a higher level. One of our potential customers is deploying humanoid robots in a small convenience store, with densely packed shelves where shelf space is at a premium. The robot needs to reach into very tight spaces — tighter than books on a shelf — to pick out an object. Current two-jaw parallel grippers cannot fit into most of these spaces. Observing how humans pick up objects, you clearly need at least three slim fingers to touch and roll the object toward you and secure it. Thus, we are starting to see very specific needs where tactile sensing capabilities are essential. From Academia to Startup After 40 years in academia — founding the HKUST Robotics Institute, earning prestigious honors including IEEE Fellow, and serving as Editor-in-Chief of IEEE TASE — what motivated you to found DAIMON Robotics? I have come a long way. I started learning robotics during my PhD at Carnegie Mellon, where there were truly remarkable groups working on locomotion under Marc Raibert, who founded Boston Dynamics, and on manipulation under my advisor, Matt Mason, a leader in the field. We have been working on dexterous manipulation, not only at Carnegie Mellon, but globally for many years. However, progress has been limited for a long time, especially in building dexterous hands and making them work. Only recently have locomotion robots truly taken off, and only in the last few years have we begun to see major advancements in robot hands. There is clearly room for advancing manipulation capabilities, which would enable robots to do work like humans. While at Hong Kong University of Science and Technology, I saw increasingly greater people entering this area in the form of students and postdoctoral researchers. We wanted to jumpstart our effort by leveraging the available capital and talent resources. Fortunately, one of my postdocs, Dr. Duan Jianghua, has a strong sense for commercial opportunities. Recognizing the rapid growth of robotics market and the unique value that our vision-based tactile sensing technology could bring, together we started DAIMON Robotics, and it has progressed well. The community has grown tremendously in China, Japan, Korea, the U.S., and Europe. Robots equipped with DAIMON technology have been deployed in factory settings. The company aims to enable robots to achieve “embodied intelligence” and close the gap between what they can see and what they can feel.DAIMON Robotics Business Model and Commercial Strategy What is DAIMON’s current business model and strategic focus? What role does the dataset release play in your commercial strategy? We started as a device company focused on making highly capable tactile sensors, especially for robot hands. But as technology and business developed, everyone realized it is not just about one component, rather the entire technology chain: devices, data of adequate quality and quantity, and finally the right framework to build, train, and deploy models on robots in real application environments. Our business strategy is best described as “3D”: Devices, Data, and Deployment. We build devices for data collection, our own ecosystem, and for deploying them in our partners’ potential application domains. This enables the collection of real-world tactile-rich data and complete closed-loop validation. This will become an integral part of the 3D business model. Most startups in this space are following a similar path until eventually some may become more specialized or more tightly integrated with other companies. For now, it is mostly vertical integration. Embodied Skills and the Convergence Moment You’ve introduced the concept of “embodied skills” as essential for humanoid robots to move beyond having just an advanced AI “brain.” What prompted this insight? What new capabilities could embodied skills enable? After the rapid evolution of models and hardware over the past two years, has your definition or roadmap for embodied skills evolved? We have come a long way now see a convergence point where electrical, electronic, and mechatronic hardware technologies have advanced tremendously in last two decades. Robots are now fully electric, do not require hydraulics, because hardware has evolved rapidly. Modern electronics provide tremendous bandwidth with high torques. If we can build intelligence into these systems, we can create truly humanoid robots with the ability to operate in unstructured environments, make decisions, and take actions autonomously. “Our vision is for robots to achieve robust manipulation capabilities and evolve into reliable partners for humans.” —Prof. Michael Yu Wang, DAIMON Robotics AI has arrived at exactly the right time. Enormous resources have been invested in AI development, especially large language models, which are now being generalized into world models that enable physical AI capabilities. We would like to see these manifested in real-world systems. While both AI and core hardware technologies continue to evolve, the focus is much clearer now. For example, human-sized robots are preferred in a home environment. This is an exciting domain with a promise of great societal benefit if we can eventually achieve safe, reliable, and cost-effective robots. The Road to Real-World Deployment Today, many robots can deliver impressive demos, yet there remains a gap before they truly enter real-world applications. What could be a potential trigger for real-world deployment? Which scenarios are most likely to achieve large-scale deployment first? I think the road toward large-scale deployment of generalist robots is still long, but we are starting to see signs of feasibility within specific domains. It is very similar to autonomous vehicles, where we are yet to see full deployment of robo-taxis, while we have already started to find mobile robots and smaller vehicles widely deployed in the hospitality industry. Virtually every major hotel in China now has a delivery robot — no arms, just a vehicle that picks up items from the hotel lobby (e.g., food deliveries). The delivery person just loads the food and selects the room number. It is up to the robot thereafter to navigate and reach the guest’s room, which includes using the elevator, to deliver the food. This is already nearly 100 percent deployed in major Chinese hotels. Hotel and restaurant robots are viewed as a model for deploying humanoid robots in specific domains like overnight drugstores and convenience stores. I expect complete deployment in such settings within a short timeframe, followed by other applications. Overall, we can expect autonomous robots, including humanoids, to progressively penetrate specific sectors, delivering value in each and expanding into others. Ultimately, our vision is for robots to achieve robust manipulation capabilities and evolve into reliable partners for humans. By seamlessly integrating into our homes and daily lives, they will genuinely benefit and serve humanity. This interview has been edited for length and clarity.