Samsara CEO在播客中讨论机器人与物流自动化的长期趋势

【播客逐字稿片段 · The MAD Podcast (Matt Turck)】
单集:The Biggest AI Deployment Nobody Talks About | Samsara CEO Sanjit Biswas
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Um I'm curious where you see the world going as we maybe uh take a step back.

Are we going towards a world of like mixed fleets of of just people and just robots and is that is that what you're seeing?

>> Yeah, this is the like if we kind of imagine 5 10 years out like where does this go?

I I do think yes.

Um we expect there to be a lot more robots sort of involved in physical operations.

You see this actually if you go into a warehouse today, right?

So if you go into either manufacturing or fulfillment center, there's actually a lot of automation robotics going on.

And the the cool part about that is it reduces risk of injury to a lot of the human workers like lifting injuries were very common uh 10 20 years ago.

They're way less common these days because quite literally the robots doing the heavy lifting.

Now there's still humans working there because there's kind of um all the handoffs and you know there there's some nuance to the operation but we expect something similar to happen out in the field right so think about a construction site or maybe a company building a roadway or you know uh modernizing the grid.

There's a lot of kind of repetitive work that has to happen.

Imagine you're grading a site like you're making it level.

Could that happen during the third shift between midnight and 8 am right?

That could be a really cool way to do productive work on the side of the road where you're just going for like five miles making it flat, right?

Um we we see robots being able to do that in the next 5 years.

Now, all the rest of it though, it's still pretty messy and construction has like exception after exception.

Like you're solving problems constantly.

That's where I think the humans offer a lot of experience and judgment of well, how should this work?

And I'm waiting on this building material while I can perform this other thing.

Meanwhile, the robots like making the road flat, right?

So, that's kind of what we see in the next few years.

The same thing applies, I believe, to logistics and supply chain.

So, um now like there's a lot of kind of last mile complication that happens and you have to physically pick up deliver package.

Some of our customers, they stock the shelves in the grocery store.

Maybe we get there with humanoids and you know, never say never like this stuff always is evolving.

But in the meantime, could you automate the longhaul segment between Dallas and Phoenix, right, of all of those, you know, beverage cans coming in or something like that?

So, we see this as an exciting like and uh in terms of what the future looks like.

And what we've seen in operations is very diverse, lots of different types of equipment, lots of different types of labor.

So, it's going to be, you know, different makes and models and different makes and models of different kinds of robots is my guess.

And from your perspective as a business, you would just par it all.