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Gemini Robotics 2 brings whole body intelligence to robots

deepmind.google

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Re: Gemini Robotics 2 brings whole body intelligence to robots

#262
post #137

Earlier quoted context omitted.

Automatic litter box is a great example. We've had one for ~7 years and it's still going strong. High initial cost that pays back every day over the course of what will likely be a decade+ of usage. Absolutely worth every penny if you look to the horizon. I imagine the robot mowers and robot house maids will fall under the same type of payback but with even higher upfront costs - perhaps this will turn into yet anoth…

> We've had one for ~7 years and it's still going strong Interested. Which one?

Not OP, but I have a litter robot 3 that is still going strong after 10 years, and a litter robot 4 that is around four years old. The only problem I've run into is occasionally the pinch sensor will get bits of litter stuck in it and I have to take the globe off and tap/push on the sensor housing, then it will allow cycling again.

Great machines!

https://www.litter-robot.com/

Re: Gemini Robotics 2 brings whole body intelligence to robots

#263

I'm a researcher at Deepmind that contributed to these models. (And the opinions here are my own) Just want to say, Deepmind is a great place to work and the only (Edit: one the few unique labs!) lab where you can move from large frontier models (Gemini), frontier open models (Gemma), robotics (what you see here), science (weather, biology, more) and basically any other topic related to intelligence. It's really an i…

Congrats! Awesome release! (can i have access)

Join the waitlist! It's in the blogpost

Re: Gemini Robotics 2 brings whole body intelligence to robots

#264
post #118

Earlier quoted context omitted.

I'm not sure. I think house cleaning/chores require at least a "part-time" job's work of work for the average household (especially with children). We may be atypical, but my partner and I don't want to hire out a cleaning service and deal with the whole human component. But, I think we'd gladly pay 15k+ if it allowed us to take on the additional gainful workload. Even at a 20k price tag, I suspect we would likely ha…

If you can even afford 20K you're in the top 10% of the US population. It's not a very big market, and even selling to that market is hard. Probably only 10% of that 10% will actually buy, and all of a sudden you're selling to 1%. Selling to businesses is much easier, 99% of businesses can afford 200K if it replaces 3 x 70K humans.

People in the US buy cars.

Can a household robot provide as much utility as a car? If "yes", the market gets pretty big.

Re: Gemini Robotics 2 brings whole body intelligence to robots

#265
This is incredible. Seems like a big achievement.

The only thing that bothers me is what happens when robots finally automated "all the mundane day-to-day tasks" including our jobs, what is there left to do for common folks who are not geniuses working at Google/Anthropic/ChatGPT or occupy the C-Suite of these companies?

Re: Gemini Robotics 2 brings whole body intelligence to robots

#266
post #40
post #16

Earlier quoted context omitted.

For house keeping tasks the robotics companies love showing off... it honestly doesn't matter if it takes a robot longer than a human to clean your house. As long as it gets done before you get home from work, no big deal.

I'm bearish that they'll be economically viable in the house for a very long time. For businesses the bar for adoption is very low: If the thing can work repetitive jobs for 24 hours a day and replace 3 shifts, the purchase bar is nominally anything less than 3 x human salary if your budgeting horizon is 1 year. That's a high number, and probably fairly easy to achieve. For homes, it's a very different bar. You'd hav…

> For homes, it's a very different bar. You'd have a hard time convincing most American families to purchase anything with a >$1000 price tag.

There are plenty of white collar employees in cities paying $500+/month for someone to come clean their home. As one of those people, I could easily see paying low five figures for something like this if it actually worked well and could replace most household labor.

Re: Gemini Robotics 2 brings whole body intelligence to robots

#267
post #133

While Anthropic and Open AI get 80% of the attention here, it's impressive to see how much Google is doing: near frontier model, fast models, open weight models, image generation, video generation, music generation, robotics, etc.

It's certainly an odd situation where Google is on the forefront of all these emerging technologies while the latest chatbots from OpenAI and Anthropic are getting breathless press releases and wildly hyperbolic coverage ("rogue AIs" "too dangerous, must be banned" etc...) Google acting like a normal but competent company that's just chugging away, meanwhile the hype cycle is propping up its upstart competitors to tr…

> Google acting like a normal but competent company that's just chugging away,

Chugging away not releasing products or releasing ones worse than their competition typically. Not sure that’s what a normal competent company should be doing.

Re: Gemini Robotics 2 brings whole body intelligence to robots

#268
post #163

Earlier quoted context omitted.

People are going to be surprised by how obscenely profitable both will be in a couple of years

If that ends up being true, they should be very surprised. We're looking at ~$725B combined hyperscaler capex in 2026 (on a path to $1.08T by 2028) against roughly $25B of AI service revenue in 2025 on $250B+ of infrastructure spend. By 2030, the global data center build-out will require $6.7 trillion in capital expenditure. If hyperscalers require a 25% return on AI-specific capex, the industry needs to generate ~$1…

You know SpaceX is still publicly valued at $1.5T marketcap, right? (offering price has nothing to do with anything other than ego of founders/bankers).

Yes, I will wait for the correct valuation when all stocks enter the liquidity pool.

OpenAI/Anthropic obscenely profitable is an easy bet (for me)

Re: Gemini Robotics 2 brings whole body intelligence to robots

#269
post #229

Earlier quoted context omitted.

True, but their margins only exist because of protectionist US laws (i.e. 100% tariff on Chinese competitors).

What does that have to do with margins?

Not many people would pay $62K for a Tesla Model Y if they could get a BYD Sealion for $37K.

Re: Gemini Robotics 2 brings whole body intelligence to robots

#270
post #265

This is incredible. Seems like a big achievement. The only thing that bothers me is what happens when robots finally automated "all the mundane day-to-day tasks" including our jobs, what is there left to do for common folks who are not geniuses working at Google/Anthropic/ChatGPT or occupy the C-Suite of these companies?

The question of agency and the question of income are different. The former - we do things manually that can be automated for fun all the time and make entirely arbitrary weird things to do for no value. However some find it hard to move from work to leisure.

For income - who knows?

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