The Biggest Moat for AI Technology Lies in Manufacturing
Translated by GPT
The biggest moat for AI technology lies in manufacturing.
Software technology is gradually becoming a public good. We are already in an era where anyone can easily create and deploy software on the web. I am confident that soon, we will enter an era where anyone can develop and create even higher-level software.
A time will come again when physical products become competitive. We are transitioning from agentic AI to physical AI, and when this happens, all physical devices will become products for AI processing.
Of course, not all physical devices will become mainstream. A universal form factor (PC, smartphone) will provide SDKs, or only hardware for specific purposes (lighting, fans) will be sold. Instead, software will be embedded in all devices.
The future won’t be drastically different from the present, but I am confident it will be a more robot-friendly world. Humanoids containing physical AI will become the PCs of today. They will become butlers performing all household tasks. Various appliances will take commands from humanoids rather than humans.
This lifestyle has already existed in history.
In the 17th century, nobles gave orders to a butler, and the butler commanded several slaves. Tasks like opening curtains at a certain time and deciding the day’s meals.
In the world to come,
Giving an order to one humanoid will have it play the role of a butler managing various electronic devices. Humans will just relax comfortably.
And home appliances will evolve to reduce the workload of humanoids. This will allow all humans to enjoy social activities and advance art and culture like the nobles of the 17th century.
In the meantime, another class division will occur, with outer space becoming a luxury space or new means of transportation like UAM becoming a mode of transport for the wealthy. The middle class will travel in self-driving cars.