the ecosystem is the product now
why google and nvidia are buying robotics companies for the data network, not the robots
google's robotics play isn't about building better robots. it's about building the data infrastructure that trains robots.
this is the shift nobody's talking about. a decade ago, the value was in the robot. now the value is in the ecosystem of robots sending data back to training.
every robot becomes a sensor. every sensor becomes data. every data point becomes a training example.
the company that owns the ecosystem wins. not the company that builds the best single robot.
this is what happened in bitcoin with exchanges. we built the infrastructure. value lived in the network effects. not in the code.
if you're building a robotics company right now and you don't have a data strategy, you're building a product that google will eventually own.
what ecosystem are you building, and what data are you collecting?