Latest / AI for Founders with Ryan Estes / The uncanny valley is real
Transcript
- 0:00Most founders say they want scale.
- 0:01What they really want is control.
- 0:04Perfect funnels, perfect hires, perfect customers, perfect
- 0:07market timing. If your business only works in
- 0:09perfect conditions, it's not intelligent.
- 0:12It's fragile. The moment the market shifts, an
- 0:14AD account gets banned, competitor undercuts you, a key
- 0:18employee leaves, a new AI model drops, everything shakes.
- 0:21That's not scale, that's staged stability.
- 0:24Real intelligence adapts. So are you building something
- 0:27that survives change or something?
- 0:29That depends on control. Welcome to AI for founders.
- 0:32I'm Ryan Estes. Today you'll learn how vision
- 0:34based autonomy is redefining robotics, why infrastructure is
- 0:38the silent killer of scale, and what deep tech founders
- 0:41understand about defensibility that SAS founders often miss.
- 0:45This episode is for builders who want moats, not marketing.
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- 0:54sharpen their edge before their competitors wake up.
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- 1:30All right, March in. Welcome to the show.
- 1:32Thank you so much for joining me.
- 1:34Yeah. Thanks for having me, Ryan.
- 1:36Pleasure to be here. It's a pleasure to meet you.
- 1:39I'm really pleased that we are introduced, particularly because
- 1:44you know, it's rare that I get to work with somebody or have a
- 1:47conversation with somebody in robotics, particularly on the
- 1:49cutting edge of kind of visual automated robots.
- 1:54But equally kind of novel that you're also kind of the the
- 1:57developer from a hardware and software perspective.
- 2:02So let's dive right in. Your company is called seven
- 2:04sense dot AI. Give us kind of an overview of
- 2:09what you're working on. Yeah, of course.
- 2:11So, so basically we often say we built the eyes and brains for
- 2:15mobile robots. So our intention of the company
- 2:18was not to build the entire robotic systems, but actually do
- 2:22what we were really good at. So built both sensing, so
- 2:26cameras, different types of sensors and compute.
- 2:28So basically reasoning out of the sense data about like the
- 2:34environments to guide the mobile robots in an efficient way.
- 2:37So, so we felt there was a large, large gap in the market,
- 2:40especially when we started, right.
- 2:41So that was like 2018-2019 where industrial robots or mobile
- 2:46robots were like, we could say kind of dumb.
- 2:49So they were like mostly following some very well
- 2:52predefined path, very rigid, rigidly defined tasks.
- 2:57They could, they could barely adopt to changing conditions or
- 3:00to dynamic scenes. And that was a real challenge
- 3:03for for many applications. And we wanted to really change
- 3:07this right and bring a bit of intelligence to the equation.
- 3:12And I can say that the company was called 7th Sense Robotics.
- 3:16But meanwhile, in December 23, it was acquired by ABB.
- 3:19So, so I think that's also a very nice, you know, sign of
- 3:24actual value behind what we were doing, right?
- 3:26Because in the end, one of the largest robotics company or I
- 3:29think headcount was the largest robotics company, actually
- 3:33decided to internalize this technology, right for different
- 3:36kinds of robots. Amazing.
- 3:40Now, so you say you're making the eyes and the brain for for
- 3:45robots. And what I think is really cool
- 3:48from a fan perspective is how it looks.
- 3:52So if are you familiar with the movie Short Circuit?
- 3:56Unfortunately not. Oh my gosh, March in you you
- 4:01have a homework assignment. You must see Short circuit.
- 4:04It's possibly the best robot movie ever made.
- 4:08It's it's from the. 80s No, no. OK, then.
- 4:12I definitely need to catch up. Yeah.
- 4:14Yeah, so, so it, it was made in the 80s when I was a kid, and I
- 4:18loved it. It was about this, this, this
- 4:20friendly robot. But boy, if you made him mad,
- 4:23you, you look out, but the, the robot's name was Johnny 5.
- 4:28And your hardware looks exactly like Johnny 5's head.
- 4:34It's like it's almost identical. It's wild.
- 4:37Google it right now while we're talking, if you got a tab open
- 4:39Johnny 5, Johnny 5 from Short Circuit, I'm telling you, you're
- 4:43going to love this movie. OK, I see that now.
- 4:46Yes. Anyway, what's interesting is,
- 4:50is the application. So right now, just judging by
- 4:54your website, it looks like you're working largely with kind
- 4:56of like operators in warehouses. It looks like forklifts that can
- 5:00basically be autonomously manned.
- 5:04So this literally is kind of perched on top and becomes the
- 5:07eyes and the brain. So talk a little bit about the
- 5:09application so far that you've seen that have been successful
- 5:13with $0.07. Yeah.
- 5:14So, so I can say that let's say what you see on the website is
- 5:18one of the directions that we are following up more like
- 5:21commercially. So this is about indeed giving
- 5:24also this intelligence to man's forklift or industrial trucks
- 5:28because we've at some point realised that the same, the very
- 5:31same technology that we are deploying on autonomous robots
- 5:34can also work very, very well for forklifts which which are
- 5:38lacking a lot of this spatial awareness, right.
- 5:42So, so forklifts are normally not really aware where they are
- 5:46located. They, you don't really optimise
- 5:49the way how forklifts move. And also it's kind of funny,
- 5:53right, that forklifts are actually sometimes lost in
- 5:55warehouses. So sometimes they are parked for
- 5:57a break. Someone like goes away and when
- 5:59you have like 50 aisles and it's really, really hard where it's
- 6:02located actually. But let's say the majority or
- 6:05the most of the time and, and we are still doing this until this
- 6:10date, but with an ABB is basically equipping also
- 6:12autonomous mobile robots with the same technology, right.
- 6:15So it's, it's, it's basically a set of cameras depending on the
- 6:18on the on the application, it can be a few, it can be up to 8.
- 6:23And this, this brain, so basically an AI capable compute,
- 6:27which we all in a way, install a bit as a Tier 1 supplier to the
- 6:31robot and take control of the, of the vehicle, right?
- 6:35So, so you can maybe see that as a bit like, I don't know,
- 6:38companies that are or were doing autonomous driving, right, like
- 6:43Zooks or Lyft or companies that actually focus on providing a
- 6:49sensor suite and algorithms to actually drive the cars.
- 6:51So we are doing that for mobile robots.
- 6:54Amazing. So and I think I know a part of
- 6:57the novelty and potentially the IP is actually it's visual
- 7:01based. So give us kind of a
- 7:03differentiation between what it means to be kind of a, a visual
- 7:06base and, and kind of what the other options are.
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- 8:06Now back to the show. Or yeah, so, so I can say that
- 8:09visual is very, very close to my heart.
- 8:11So somehow from from early on during my study.
- 8:14So I was like really excited about using cameras, especially
- 8:17like in embedded systems. So, So what we do is basically
- 8:21very, very close to what US humans use to perceive the
- 8:25environment. So, so we've used different
- 8:27types of signals. So we use cameras, right?
- 8:29Can be two, can be many, as I mentioned.
- 8:31So that's of course similar to our eyes.
- 8:34We are actually also using IMU signals and we as humans have an
- 8:39inner ear. So we have those like little
- 8:41stones in the ear that tears tell us where the gravity goes,
- 8:45right? And where, when do we stand
- 8:47upright And when we use also, if possible, odometry signals,
- 8:51right? So whenever you have wheels or
- 8:52legs or whatever, we can fuse this into our system.
- 8:56And you can imagine that our body does the same, right?
- 8:58We know that we are moving our legs and we know if we took a
- 9:02long step or a short step, other technologies.
- 9:05So usually that's lighter based, right?
- 9:07So you have two D lighters traditionally, so those that
- 9:10only scan a single plane, you have 3D lighters.
- 9:13So similar basically to to to autonomous vehicles, right?
- 9:16So way more or at that time Google was really Velodyne,
- 9:20right? Where like the leading companies
- 9:22in this initially 3D lighter technology.
- 9:24Now this is becoming way more common and then you have all
- 9:28kinds of things mounted on the floor.
- 9:30So starting with like black like optical recognition of a line or
- 9:34magnetic lines or maybe some inductive wires or QR codes
- 9:39placed on the on the floor. But the big difference for
- 9:41visual technologies of course that we can navigate using
- 9:45so-called natural features. So we don't need anything in the
- 9:49environment, but we just like recognize whatever is out there
- 9:52and use this to navigate, right. So it's very, very similar to
- 9:56you coming to a new place building in your brain a bit of
- 9:59a picture and map of this place and then localizing against
- 10:03maybe objects that you thought, OK, that's very specific to this
- 10:06place, right? So I'm going to remember it now.
- 10:09Yeah. Well, in to to have kind of
- 10:11vision base, it's probably presupposed that you have to
- 10:14have a pretty high level of processing and you have to have
- 10:18a pretty high level of compute like it wants to be smart.
- 10:21Otherwise there's just so many inputs if you're actually
- 10:24visually mapping as opposed to using a LIDAR based kind of flat
- 10:27dimensional kind of plane. Now, I would love to hear kind
- 10:32of your take as a designer for the product, because when I'm
- 10:36looking at it, it looks like Johnny 5 and which is to say
- 10:41that it has eyes similar to us where it's two eyes facing
- 10:44forward. Now I'm a sportsman, OK?
- 10:47And so the way I kind of judge what I hunt for food is largely
- 10:53on the position of its eyes. You know, so if it has eyes up
- 10:57front, this is a predator. You know, typically your
- 10:59predation kind of animals or mammals at least have eyes
- 11:03facing forward. They're very good at, like,
- 11:04honing in on sharp details. And then you have what I look at
- 11:08as food that has eyes on the side, you know, whether it's
- 11:12like, you know, cattle or it's deer or elk or moose or these
- 11:17kind of animals where they're scanning the periphery, largely
- 11:20they can't see necessarily very sharp and focused, but they can
- 11:23see behind them. But then you go even a step
- 11:25further into the animal Kingdom, if we're thinking about eyes and
- 11:28you have like dragonflies and spiders and they have eight eyes
- 11:32and different, different ways that they're processing vision.
- 11:35So as a designer, how do you start to develop a product from
- 11:39the eyes perspective? That's, that's a great question
- 11:43And it's funny, right, that you raised this here and it's, it's,
- 11:46it's, it's a constant topic with all our customers.
- 11:48Where do we place cameras, How do we place cameras?
- 11:51And that's really application specific.
- 11:53So what you see on our website is a is a very simple set up, I
- 11:56think with free cameras, but often on, if I'm not mistaken,
- 12:01but often in our products, we are using 6 or even 8 cameras,
- 12:05placing them all around the robot, right?
- 12:06So we see this a bit as a, as a robustness measure.
- 12:11So often we work pretty well with cameras like or eyes,
- 12:15right, like facing one side, but it's always beneficial to see
- 12:20more. So whenever robots like is like
- 12:23the cameras from one side are completely concluded occluded,
- 12:26sorry, by a load or occluded by some structure in the
- 12:28environment or maybe they're just looking at the white wall.
- 12:31It's always nice to have sensors looking at actually something
- 12:35meaningful from the other side, right?
- 12:37And the cost is kind of limited. So, but yeah, it's a, it's a
- 12:41very good point, right about those two eyes more or less
- 12:44similarly spaced to humans. That's actually like coming from
- 12:48physics from geometry. So if you want to recognize
- 12:51objects around the robot somewhat close to the robot,
- 12:55right, within this range of 1 to 3 meters, this spacing of so, so
- 13:00this baseline so-called of, of cameras in this stereo
- 13:04configuration actually needs needs to be around this 10 to 12
- 13:07centimeters so or that's the optimal distance and that's
- 13:11where it comes from. So it's really nature or
- 13:13evolution kind of perfected this, right?
- 13:15Because that's the distance where we actually manipulate
- 13:18objects. Interesting.
- 13:20It's it, Yeah. It's, it's super fascinating
- 13:23Now. I feel like, you know, the, the
- 13:26everybody's looking at like the robots in China that are doing
- 13:29Kung Fu and like all these new kind of like videos that come
- 13:32out all the time of the, the advancements in kind of like
- 13:36these kind of humanoid type robots, androids, you know, and
- 13:42a lot of consideration has to go into like how, what's the
- 13:45personality kind of like, you know, so like when you watch
- 13:49short circuit, you'll see it has like these really cute, like
- 13:52kind of like flaps for eyebrows, which emote, which is because
- 13:56otherwise how can you sense its emotions without eye movement?
- 13:59There's a big reason why people like dogs and they don't like
- 14:03cats, because cats don't have the muscles in their face to
- 14:06show emotion like dogs do. Now you have an advantage
- 14:09because you're using industrial based robotics for very
- 14:13practical sense. It's not going to make you a
- 14:15cheese sandwich at least yet, you know.
- 14:17But how do you kind of approach the the, the design from just
- 14:21like a, a tactical integration into kind of human culture and
- 14:26like kind of what humans will accept as being kind of a
- 14:28companion? That's, that's a very good
- 14:31question. So I can say that one thing that
- 14:34goes a bit into this eyebrows topic, right, is that how do you
- 14:37communicate from the robots to humans around it, right?
- 14:41And like in industrial spaces, this is like you don't really
- 14:46have, you know, those fancy facial features, right?
- 14:48But you usually have some kind of lights, you have sound, maybe
- 14:51you have a display and you try to like make.
- 14:56I think the most important thing is about humans actually
- 14:58understanding what the robot is intending to do.
- 15:01So the classic, which is now by now mandated by safety
- 15:05standards, is actually blinking when when you want to turn right
- 15:08or changing the light colour when you're speeding up.
- 15:12So basically giving a bit of intention science to the robot
- 15:17is really, really helping the acceptance of robotics in our
- 15:21experience. And I think in the general
- 15:23market experience. The other side is actually
- 15:25recognizing humans, right, and reacting a bit differently among
- 15:29them compared to, you know, like a parcel or like a palette with
- 15:34some goods. So we did quite a bit of work,
- 15:38especially when we were working on cleaning machines.
- 15:40So those that operate in public spaces, like professional
- 15:43cleaning machines for airports, railway stations and so on, to
- 15:46recognize humans, try to predict their emotion and also react
- 15:51accordingly to to to very motion movements, right?
- 15:54So, so the robot was not just passively following the
- 15:57trajectory and stopping in front of an obstacle, whatever that
- 16:01was, but it was actually trying to kind of mingle between people
- 16:05in a way that would be at least disturbing for for passers by as
- 16:10possible. So there is a specific actually
- 16:12domain of robotics dealing with this social side of mobile
- 16:15robotics which I find quite interesting.
- 16:18Yeah, me too, you know, and that's kind of like where we're
- 16:21at. It feels like kind of tip of the
- 16:22spear as far as intelligence goes is the, the predictive
- 16:25nature that AI gives us that can inform kind of robotics
- 16:31movement. So on on one side, they, they
- 16:33need to signal and it's important that they're signaling
- 16:36their movements because they're moving in space and it's
- 16:38important for them to signal maybe the, the, the health, for
- 16:42lack of a better word, you know, So, so signaling is really
- 16:45important and then also analyzing its behavior,
- 16:49particularly around humans, predictive of what they're going
- 16:51to do. So they cannot occupy the same
- 16:53space as humans because ultimately nobody wants a robot
- 16:56in their way. What else kind of really go
- 17:00ahead please. Just wanted to say one more
- 17:01thing that came to my mind. I mean, one example that I find
- 17:04really, really interesting is how two groups of people or
- 17:08humans pass each other on a sidewalk, right?
- 17:11So if you're like walking towards a person coming from the
- 17:15opposite side on a sidewalk, where is a bit of this, you
- 17:18know, looking at each other negotiation, like how do you
- 17:21actually navigate exactly, exactly, right?
- 17:24And that's exactly what AI and robotics needs to do, right?
- 17:28It needs to figure out, will the human yield way?
- 17:31Should I yield way? Should I go left?
- 17:33Should I go right? And that's exactly this art of
- 17:36making it kind of friendly and acceptable towards humans, right
- 17:40when it's behaving kind of like a human.
- 17:45That's interesting. So what else goes into it?
- 17:48So there's signalling, there's conscientiousness, for lack of a
- 17:52better word, that it's going to like move out of the way.
- 17:55What else is kind of important when you're thinking about, of
- 17:57course safety is going to be a primary concern, What are some
- 18:01other concerns when we're thinking about the intelligence
- 18:03of the robots? Yeah, so, so from my
- 18:06perspective, so coming from Sevensence, I have to say like
- 18:09spatial awareness, right? So, so many times robotics or
- 18:12humanoids operate in some confined space, right?
- 18:15We kind of manipulate some objects, right?
- 18:17We see dance or whatever. But if you want robots to re
- 18:21navigate a city or navigate the entire building smoothly, they
- 18:24need to know very well in a way where they are located and what
- 18:28are the options to get from one place to the other, right?
- 18:30And that's something that is very, very close to our hearts
- 18:32at Sevensence. I think the other part, which is
- 18:36I think only solved to a limited extent, right?
- 18:39It's really understanding physical interactions in the
- 18:42environment, right? And that's where cameras also
- 18:44come very useful because you can recognise objects, you can
- 18:47recognise how they are like located with respect to each
- 18:50other, right? So, so, so often in case of
- 18:53humanoids or some manipulators, you really want to have a good
- 18:56picture of two objects and understand from the AI
- 18:59perspective, right, how you can manipulate them.
- 19:03Are they stick together? Are they separate?
- 19:05Can you connect them? Can you disconnect them?
- 19:08All of those interactions with objects.
- 19:12Again, thinking about this industrial topic or the topic of
- 19:15like, for example, medical facilities where we would like
- 19:20mobile robotics to one day help automate the labs, for example,
- 19:25right? You would like them to be as
- 19:27smart as possible and be able to manipulate objects in a in a
- 19:31nimble but also smart way where you don't need to define every
- 19:35millimetre or inch of movement, right?
- 19:38Yeah, It can interpret it and figure it out kind of like a,
- 19:42like a cat. Like if you move a chair in a
- 19:44room and you see a cat come in and it like, looks around for
- 19:47like a second and it's just like something's different, you know?
- 19:50And then it's got it. Yeah.
- 19:53Yeah, or, or, you know, you could also like think of like
- 19:58really babies, right. Learning how to grasp and
- 20:00actually somehow learning how to touch objects and and what you
- 20:04can do with them, right. So our kids or our kids had this
- 20:08face where he was like shaking every object you could find when
- 20:11he was, I don't know, whatever, a few months old maybe, right,
- 20:14Because some of the objects like rattled, right.
- 20:16And he was like testing every objects for doesn't rattle.
- 20:19And then there was this. This, this face of stretching,
- 20:22right? Because he recognized some
- 20:23objects are like silicone or rubber and he can like stretch
- 20:26them so every or or maybe tear them.
- 20:28So basically he was picking up random objects and trying to see
- 20:32what happens if you kind of pull, oops, sorry, pull them
- 20:34apart, right? And that's that intuition is
- 20:39built in humans when we are a one year old, but we would like
- 20:42the same for robots to know, right?
- 20:45You describe that as curiosity. You want the robots to be
- 20:48curious a little bit. There's one way of learning it,
- 20:51right? So you can somehow embed this as
- 20:54a package of prior knowledge about the world, right?
- 20:58The other way is basically let them experiment the same way as,
- 21:02you know, kids and babies do, right?
- 21:05Of course there are like two ways.
- 21:08Interesting. Yeah, Now, you know, it seems
- 21:10very smart to to be in business in robots as with in like
- 21:14logistics and manufacturing, largely because at work we're
- 21:17we've been comfortable with robots for a long, long time.
- 21:21As the it's starting to move into the home.
- 21:24What is your take? And I'll put into context like
- 21:26this. You know, Elon last week said,
- 21:28you know, we're not going to need doctors because the robot
- 21:31that lives in your house is going to be the best surgeon the
- 21:33world's ever seen. So if you need a medical
- 21:35procedure, like your robot will just do it for you.
- 21:39Now, I am not so convinced that people are going to want robots
- 21:42in their home. You know, if you look at kind of
- 21:45the history of failed products you have like the Google Glass,
- 21:48you have the Apple Vision Pro, you know, there's certain things
- 21:52that people are just like. And so it, it feels like robots
- 21:57coming into the house, it's going to have some iterations.
- 22:00And I'm just not convinced. The first first iteration is
- 22:03going to be great, largely because, you know, the
- 22:06autonomous robots that they've placed in the home so far are
- 22:10actually not autonomous. They're being piloted by some
- 22:12guy in the Philippines. Yeah, Yeah, exactly.
- 22:15Yeah. So what what's your opinion on
- 22:18kind of robots moving into the home and is that kind of a
- 22:21frontier you kind of want to to pioneer as well?
- 22:26Yeah. So, so maybe returning to this
- 22:28industrial side first, right? So, so at some point in the in
- 22:32the history of seven cents, right, we realized that we need
- 22:35to focus on the market that actually exists, right?
- 22:37So especially in like being a Tier 1 supplier, we cannot wait
- 22:42for robot builders to appear 10 years later, right?
- 22:45If you have a company and need to fundraise and you need some
- 22:47revenue at least. So, so industry is definitely
- 22:51the, the, the place where robots are accepted, right?
- 22:54I think what is changing and over the course of last whatever
- 22:5810-7 years, right is that we are more and more used to robots on
- 23:02sidewalks, right? Maybe some half autonomous cars
- 23:05or autonomous cars. We are getting used to robots,
- 23:09like cleaning robots in public spaces, maybe delivering robots.
- 23:12But I, I see your point, right? It's really hard to cross this
- 23:15barrier of someone's privacy, right?
- 23:17And someone's home, right? Maybe we're OK with a, with a,
- 23:21with a robotic vacuum cleaner, right?
- 23:22Or like a mopping robot right now at home, but having this
- 23:27personal assistant walking behind you at home, it's like a,
- 23:31it's a, it's a big step in terms of trust towards like data usage
- 23:35and privacy. I, I would say that's the
- 23:36biggest problem, right? Of course, right now building a
- 23:39humanoid just for everyone's private use is also like kind of
- 23:44an expensive it, it's hard to sell right in on mass in
- 23:471,000,000, but I'm sure this is going to change, right?
- 23:49It's when we were starting or when I was starting to play with
- 23:53embedded vision, right? It was like completely
- 23:54unthinkable to have embedded vision in a consumer product.
- 23:58Like really popular, right? By now you can basically get 100
- 24:02bucks drone that has a camera and does some basic whatever
- 24:06human trucking, right? Yeah, it's crazy.
- 24:10It, it's crazy, you know, and I, I think it largely has to do
- 24:15with the emotion behind the form.
- 24:20Like, which is to say, I think if these robots in the robot
- 24:23army comes out and they look like dogs or they have a dog
- 24:26form, like people would be much more willing to like have them
- 24:29in their house because it because people love dogs.
- 24:34But if it looks like a little person, like a four foot human
- 24:37robot. Now you, you were talking about
- 24:40like that dance you do when you're walking towards somebody
- 24:42and you're, you're trying to figure out like, am I going left
- 24:45or right or whatever? You know that that is kind of
- 24:49like alludes to the fact of like why, you know, in the States, we
- 24:52drive on the right hand side, you know, and they go on the
- 24:56left and why in Britain they it it's reversed and for Europe
- 24:59it's it's mostly reversed. And that's largely because, you
- 25:03know, most people are right-handed, which is to say
- 25:05when they were jousting on, you know, horseback and they had
- 25:09lance's, you would be on the left side of your adversary.
- 25:13You know what I'm saying? Or the reason why we, the reason
- 25:16why we shake hands when we greet each other is because we're
- 25:19demonstrating that we don't have weapons.
- 25:21You know, humans, it's, we're naturally violent creatures.
- 25:26And like we're, we're looking at other humans skeptically.
- 25:29And so like, perhaps it's Hollywood, but we look at that
- 25:32thing almost adversarially potentially.
- 25:35So it, it seems like to me, it's like if you're going to make
- 25:38something that is, you know, has two arms, 2 feet, why don't you
- 25:42just have it walk on all fours, give it a dog face and then
- 25:46suddenly everyone's gonna love it right out of the gate.
- 25:48Because I would feel much more comfortable if I had a little
- 25:52doghouse where my robot lived and I could like put blankets on
- 25:55it and take it for a walk, you know, then if it's just some
- 25:59creepy thing standing in the, in the my closet waiting for
- 26:02commands, you know what, what do you think about that?
- 26:05How do you feel about the emotional reception of robots?
- 26:09So I mean, I, I agree with that, right?
- 26:11So, so where is this kind of uncanny valley topic, right?
- 26:14Where a bit too close to a human being, we're feeling kind of
- 26:18awkward, right? So as long as it's a very
- 26:21clearly a robotic device, that's fine, right.
- 26:25But when it's getting close to a human, it is a bit creepy.
- 26:28It is a bit scary, it makes us uncomfortable.
- 26:31What challenge that I see in this, right is that if we want
- 26:34robots in our homes, it's in the industry, we would call it a
- 26:37brownfield facility, right? So basically something that is
- 26:39already built, created and equipped.
- 26:42And if you want to manipulate things that we manipulated our
- 26:46homes, you probably need to be more or less of a similarly tall
- 26:52as we are, right, and have hands more or less at the same height
- 26:55as we do. And that creates a bit of a
- 26:58problem, right? For a dog.
- 26:59I mean, it's a funny robotic pet, but if you like.
- 27:03I mean, I would love if, if, if, if a robot, a humanoid could
- 27:07fold my laundry, right? Or like, you know, do some
- 27:09household chores. But in the end, you probably
- 27:12need to be somewhat similar to a human with two manipulator arms,
- 27:16right? Otherwise it's going to be
- 27:17really hard. So yeah, it's a challenge.
- 27:22And we'll see. I mean, this is going to come
- 27:24very quickly, you know, so we'll see.
- 27:26I mean, and I'm, I'm saying that now, but I'm probably signing up
- 27:29for that first Elon robot. You know, I might have to get
- 27:32one of those and just see, it's definitely interesting, right?
- 27:36Like exploring the the the limit of of of the technology and you
- 27:41know, robotics at the time when it ships, right.
- 27:43That's going to be for sure exciting, right.
- 27:45Yeah, totally. I.
- 27:47Want to learn a little bit more about you?
- 27:48March in and I want to give a shout out to Kevin.
- 27:52Fan of the show, Friend of the show, interviewed him.
- 27:55Possibly the best podcast app in the world, which is snip.com.
- 28:01It's incredible. And, and I really am grateful
- 28:03for Kevin for introducing us. And you know, when I was talking
- 28:06to him, I was very curious about like what's happening in
- 28:09Switzerland right now, because Switzerland seems to be maybe
- 28:12tip of the spear as far as like everything cutting edge in
- 28:16technology, which is AI and robotics straight up.
- 28:19And you share that capacity. So maybe I'd love to hear a
- 28:23little bit of your story of like how you came into this field and
- 28:27how you got started. And then also kind of what's the
- 28:29culture in Zurich, Switzerland right now?
- 28:34Yes, so so. I can maybe start from my story
- 28:37and then this kind of smoothly leads us towards Switzerland.
- 28:40So, so I originally come from Poland, from a city called
- 28:43Frotswaf and I studied there for, I think for years.
- 28:47And at some point I, I, I just wanted to, you know, see some
- 28:51other place, study at some other place, right?
- 28:53Just take, take a, take a bet and see how it goes.
- 28:57And it was pretty late to start the following year, and I mean,
- 29:02quite randomly, it happened that the only university still
- 29:05accepting a kind of second rounds of recruitment were in
- 29:08Switzerland and I think in, in the Netherlands.
- 29:11So I applied to to Turek and also Lausanne and and got
- 29:16accepted and and basically moved to Zurich for the other part of
- 29:19my studies, not, not really thinking, I must admit about the
- 29:24country at that time, right? So I was really driven by kind
- 29:27of engineering interests and wanting to kind of see a really,
- 29:30really great university that this ETH Zurich.
- 29:35So this Technical University here is and I, I did study
- 29:40system like electrical engineering and systems and
- 29:43control, but in the end ended up in a lot of robotics courses and
- 29:46very quickly realise how amazing this robotics community here is.
- 29:51So we're like already at that time a bunch of very good
- 29:54robotics lab and great professors.
- 29:57So big shout out to Roland Ziegwart, one of the, you know,
- 30:00founding fathers of this whole robotics and AI craze here.
- 30:05And, and I got like absolutely in love with what was happening
- 30:09in the lab, right? So I did my projects there as a
- 30:11student when I kind of smoothly transitioned into the PhD doing
- 30:16all kinds of like visual sensing, mapping, localization,
- 30:19place recognition. And it happens that at more or
- 30:23less this time the community around AI or BAI, but visual
- 30:28sensing was really growing fast in Switzerland.
- 30:30So there was already an office of Google here.
- 30:34So at that time that was around probably over 1000 people
- 30:37actually. But also Apple started Meta or
- 30:42at that time Facebook with ARVR technology started, Microsoft
- 30:47starting the HoloLens project here, and also a bunch of
- 30:51others. And of course there were like a
- 30:54few robotics spin offs from ETH, maybe one of them.
- 30:58Interesting one is antibiotics, right, with those quadruped docs
- 31:03which we're also growing. So in the end, there is this
- 31:06like really vibrant community of roboticists and AI engineers
- 31:09here. And I think this is fantastic,
- 31:13right? Because if you look at
- 31:14Switzerland and the fact that the labour is very, very
- 31:18expensive here, right? It's maybe comparable to Bay
- 31:20Area, but it's like way more expensive than any other place
- 31:24maybe apart from Norway in Europe.
- 31:25So the only chance to actually find job for those people is
- 31:31basically having something which is high value at right.
- 31:33And basically building robotics technology or AI is actually
- 31:37what's what's, what can keep the market really going and and keep
- 31:40the whole country successful. And that's the story of
- 31:44Switzerland, basically, right? Always do something which is
- 31:47cutting edge that others cannot do equally well.
- 31:50Incredible. So you you achieve your PhD, you
- 31:56earn your PhD, you have an idea for a company.
- 32:00How did you go about financing the company?
- 32:03So. Like what is very, very
- 32:06convenient is also at least for for for European standards.
- 32:10I'm not sure about the US, but Etihad.
- 32:13So ETH, this university is very, very friendly to its founders.
- 32:16So it's relatively easy to spin off and transfer on like pretty
- 32:21good conditions. Your technology coming from from
- 32:24your university. Stay into the company.
- 32:28So that's what we did with a group of founders and we
- 32:31actually stayed in some kind of incubator for a while within the
- 32:35the university, which provided some seed founding and also, you
- 32:39know, basics like space, also access to workshops of the
- 32:43university, which is pretty important, right?
- 32:45If you're like a hardware company, you know, some basic
- 32:49infrastructure, let's call it like this.
- 32:52I think the initial, the initial financing was also coming from
- 32:55the network of investors in Switzerland.
- 32:58So we're like a few Angel investors, a few big companies
- 33:02actually very interested in robotics.
- 33:04And how did this is how it kicked off And for our Series A
- 33:08rounds, right? We, we already had some global
- 33:11reach and we could, we could reach basically globally for
- 33:15investors, right? So we had a bit more opportunity
- 33:19to to fundraise, but the first step was really like the local
- 33:22market. And they're a somewhat robotics
- 33:24community of Switzerland and maybe the countries like
- 33:28Germany, right? So neighboring countries that
- 33:31invest heavily in in, in Swiss startups.
- 33:34Yeah. So you.
- 33:35You. Demonstrate proof of concept and
- 33:38then you go get your Series A. Yes.
- 33:41Yes, I would say so. So, so we were very, very lucky
- 33:44because our first big project was about this autonomous
- 33:47cleaning machine that I mentioned before.
- 33:49So professional cleaning machine, scrubber dryer machine
- 33:51for airports and so on. Commercial sensors.
- 33:55I'm sorry, flooring. Yeah, it's like.
- 33:59Yeah, cool. And.
- 34:02That was basically a local Swiss company, relatively big market
- 34:06player in Europe. That was interesting in building
- 34:09a smart autonomous machine. And you know, they contacted the
- 34:12university contact university, really forward them to us and
- 34:16we've built it together, right? So, so it was really, really
- 34:20tough, I can say, right, because before you built like all the
- 34:23proper delivery pipeline of software and build your hardware
- 34:27and you're like a mature start up, we had to deliver products
- 34:30that actually work in the hands of non roboticists.
- 34:34But in the end, I think that was, you know, it was also like
- 34:39an experience that probably gave us a gigantic opportunity,
- 34:43right? So basically having revenue,
- 34:45having a product in the market and also having a robust
- 34:48technology very early on for start up standards.
- 34:51And that's probably what were sales, what were sales like?
- 34:54For the the robot cleaner. So I cannot really comment.
- 34:59On the numbers, it's still being sold, but I can say it's like
- 35:03it's basically like few 100 units that are being used.
- 35:07Amazing how much. Is each unit.
- 35:11So again, cannot comment on. That, but I can say that the
- 35:14usual pricing is of of the end product, right.
- 35:17It's around 20 to 50K per unit I think.
- 35:20Wow, amazing. What an incredible win out of
- 35:23the gate. So you you develop a commercial
- 35:25project before you really even have the start up together.
- 35:28And so based on the success of that, they're like, what do you
- 35:31want to do? Here we go.
- 35:33Yeah, that's all. Yes, exactly.
- 35:34And you know when, when we enter this industrial stage, right?
- 35:38So I'm talking about mobile robots for industry.
- 35:41Like my perception was that at that time we were extremely
- 35:44robust compared to the kind of situation in the market.
- 35:48So we were able to, you know, after kind of fixing all the
- 35:50bags and really tough times, right, with the cleaning
- 35:53machine, right? And I let's be honest, it's not
- 35:56always, it wasn't always pretty, right?
- 35:57So a lot of times we had to, you know, stay long the hours or
- 36:02weekends and try to fix it because customers were like,
- 36:04hey, that doesn't work at all, right?
- 36:07And but in the end, after after fixing all of that, that's after
- 36:12going through this miserable times in the from time to time,
- 36:17in the end, you end up with a like really mature system,
- 36:19right? That's that you can go to an
- 36:21industrial partner to manufacturing and say, Hey,
- 36:23look, this, this, this technology will actually like
- 36:26work for you 24 by 7, like free shifts, right?
- 36:29And I think that's something which is really, really
- 36:32difficult without this flagship project, right?
- 36:34Or this project that guides you initially as a start up.
- 36:41Incredible, can you comment? On how much you raised for your
- 36:44series. AI think that's.
- 36:48Public. So I think that was I think in
- 36:51the USD 7.7 million, I believe if I remember correctly.
- 36:55It's been a while ago, but I I think so now, yeah.
- 36:58And then how do you feel? About runway now, are you guys
- 37:00profitable? How does company look now?
- 37:03Yeah, so, so as I've mentioned, right.
- 37:05So the company was actually fully acquired by ABB at the end
- 37:09of 23. So, so we are basically a part
- 37:11of, of, of ABB Robotics. So now it's getting interesting
- 37:15because ABB Robotics is carved out from ABB and got acquired by
- 37:20SoftBank. So it's going to be a kind of
- 37:24another new start for us, right, Starting more or less next year.
- 37:28Interesting. So you'll have a new.
- 37:29Job or a new job title? Same job, Yeah.
- 37:33Yeah, exactly. New employer, same title, I
- 37:36guess. Yeah, I I wonder, do you see
- 37:38that? Happening in Europe that kind of
- 37:40like, you know, the trend for a while was private equity was
- 37:43rolling up companies and now it seems like they're starting to
- 37:46separate them. So carving out ABV robotics and
- 37:49and selling that unit to another.
- 37:51Is that kind of happening more and more in the startup scene
- 37:53out there? That's.
- 37:58I'm not sure if I see that right.
- 37:59So, so ABB is a bit of a special case and I can say that, you
- 38:04know, there are like of course, many fears when your start up is
- 38:06getting acquired by, you know, hundreds years old industrial
- 38:11group, right. But I think ABB is is really
- 38:15special, right. So that's a company that somehow
- 38:19really proved itself over time and managed to stay agile and
- 38:23fairly like fairly flexible for like an organization of this
- 38:27size in all the market changes. And in case of ABB, there is
- 38:32more like that focus on specific areas driving what is being kept
- 38:39or carved out. So the primary business for ABB
- 38:43is basically motion like electric drives and
- 38:45electrification. So all the power plants and
- 38:49electric infrastructure products, while robotics was a
- 38:52bit of a also size wise, right, a bit of a site, site
- 38:58organization. And at some point I think there
- 39:01was a realisation that it's probably worth to to sell it and
- 39:03really focus on the core business.
- 39:05Also robotics as we know is, is quite a bit different, right,
- 39:08when building power generators, right?
- 39:11It's a lot about AI, it's a lot about software.
- 39:14So I think it's a smart decision, right?
- 39:16That like the priorities and the way how you operate actually
- 39:20differs between, you know, building robots and building
- 39:25electrical or electrification or motion products.
- 39:29So, you know, I'm getting carved out, but I feel it's, it's a
- 39:34really sensible decision, right? And it's it's, it's a pattern
- 39:37that ABB does with a lot of businesses and somehow it
- 39:41guarantees that it stays focused and doesn't grow into just too
- 39:45many areas in too many fields, 100%.
- 39:49Amazing. All right, March in.
- 39:50We're about to enter the Quantum round.
- 39:52Are you ready for this? Yes.
- 39:57Cool. We'll start with the founder
- 39:58Challenge question. This is brought to you by
- 40:00kitcaster.com. OK, what's the most money you've
- 40:03wasted on something completely useless?
- 40:09The founder. Good question, I mean.
- 40:14One thing that comes to my mind. Is that being a product person
- 40:17right now myself, I think initially we were so tech
- 40:20driven. We were like happily burning
- 40:22money on developing technology, which we thought is really cool,
- 40:27but was not really driven by any market need.
- 40:30So it's not really like maybe question is about a thing a
- 40:33product that we bought, but it's actually burning money on R&D
- 40:36nobody needs, but it's exciting was really a trap for us, you
- 40:39know, coming from engineers coming from from the university
- 40:44basically. But that's important part of the
- 40:47the. Process though, right?
- 40:48It's kind of like you could be like, what's the point of
- 40:50dancing? It's bad.
- 40:51It's not good cardio. You're not getting stronger, but
- 40:53you're like, no, you if you dance.
- 40:56Yeah, yeah, yeah. So yeah, it, it was a very
- 40:59interesting experience and a bit of a, you know, like a aha
- 41:04moment in a way, right? You bet.
- 41:07OK. Your company's name is $0.07.
- 41:09So sight, hearing, taste, smell, touch, What are the other two
- 41:14senses? Nice.
- 41:17Nice try. That's a question that appears,
- 41:19but we saw it as six degree of freedom estimation in time
- 41:22sometimes. So XYZ, then the rotations, so
- 41:26pitch, roll, pitch, roll, Yaw, and then time.
- 41:30Time I love. That interesting?
- 41:33OK, cool. Now what I want to do is I want
- 41:38to see if we can ascertain your favorite robots from pop
- 41:42culture. Now, obviously this is going to
- 41:45be a lot of American movies, so if you don't know what it is,
- 41:48you can say skip, but I'm going to give you a this or that robot
- 41:52to go versus each other. And I want to hear what your
- 41:54favorites are. OK, you ready?
- 41:56OK, let's let's give it a shot. Yeah, I'm going to start with
- 41:59how. From the Space Odyssey versus
- 42:03R2D2 R2. D2 definitely.
- 42:07R2D2 Verse. C3PO Oh, that's a tough one.
- 42:13I think I'm going to stay with R2D2.
- 42:15That was my favorite when I was a kid.
- 42:17He's the best, right? I noticed.
- 42:19Like the the your visual visual placement robot looks a little
- 42:24bit like R2D2, I'm not going to lie.
- 42:27OK R2D2 or BB? 8 I think.
- 42:33I think I'm going to stay with R2D2.
- 42:35I'm sorry you kind of feel quickly got my favorite right?
- 42:39It's a kids favorite so hard to argue with this one.
- 42:42OK. R2D2 versus T8?
- 42:44100 from the Terminator. Yeah, don't want to stick to
- 42:52R2D2, but I mean, the reality is it's really the cuteness of R2D2
- 42:56thinking about our discussion from the past, right?
- 42:58It's, it's really this thing that you could imagine having at
- 43:01home and it's kind of cute, you know?
- 43:03And he kind of whistles. At you, which is great way to
- 43:06signal, you know, kind of music and melodic, kind of like a
- 43:09bird. I love that R2D2 verse Optimus
- 43:13Prime. Maybe.
- 43:18Maybe. Optimus Prime is actually a fair
- 43:21competition to R2D2. It's a pretty good one.
- 43:23Let's go with that. Optimus Prime verse RoboCop
- 43:28Optimus Prime Sorry. Optimus Prime versus.
- 43:32Data from Star Trek. Yeah, that's also brings child.
- 43:38Memories, to be honest. So, you know, when I was a kid,
- 43:42you could watch Star Trek in Polish television and.
- 43:46And I was really exciting to, to to see that, right.
- 43:49And I was like, really, really exciting about Data.
- 43:53Yeah. Maybe Data.
- 43:55OK Data. Data was really cool too,
- 43:57because he he kind of does represent where we're maybe that
- 44:01this time we're at right now, where the it's it's really good.
- 44:05AI is really good, but also it's it's learning.
- 44:07It's like it's not quite there. There's a there's a brilliance,
- 44:10but there's also a very childish innocence to it a little bit.
- 44:14OK, data verse Wall-e The Pixar movie.
- 44:22Yeah, I was when you when you mentioned.
- 44:23Like pop culture, almost my first May 1st of all went into
- 44:26Wall-e. So it is cute, right And and it
- 44:30kind of Pixar. Pixar is always like making a
- 44:34great job, but making characters lovable, right.
- 44:37So totally agree, I would say, OK.
- 44:40Wally versus Eve. I think Wally, yeah, yeah.
- 44:46OK, how about Wally versus the Iron Giant?
- 44:54I'm going to stay with Wally. OK, Wall-e.
- 44:58Verse R2D2. That's a that's a tough one,
- 45:04right. So, so as I said, like where is
- 45:06a bunch of those robots where where you kind of built your
- 45:09emotions? So it's right.
- 45:11And R2D2 and wall-e are probably like really it's a it's a draw
- 45:15in a way for me. Yeah, yeah.
- 45:18A draw and we'll end with the draw.
- 45:20You know, my favorite R2D2 scene is Return of the Jedi when
- 45:25they're about to March Luke off the the walk the plank.
- 45:30And so he just signaled R2 and R2 shoots the lightsaber.
- 45:33He does a flip and comes down. I mean, that that scene hands
- 45:37down got to be one of the best in cinematic history.
- 45:39Yeah, That's, that's true. That's.
- 45:41Fantastic, yeah. Amazing.
- 45:45OK. Couple more questions for you.
- 45:46We'll let you get out of here. If you went back to school now
- 45:50as a freshman or maybe speaking to people that are a college
- 45:53freshman right now, does it still make sense to study
- 45:56robotics or what would you study differently?
- 46:02Yeah, that's that's. Something that we are often
- 46:05discussing with with my partner also family, right like what
- 46:09would you do when when we were like entering college right now
- 46:14or studies right now. I think it's, I think robotics
- 46:17is probably still an oak like a a decent bet, right, because a
- 46:21lot of this is about design, system integration.
- 46:23It's a it's an extremely wide field where you I think you will
- 46:27be able to find interesting challenges for humans in the age
- 46:31of AI, right. While I think there are like
- 46:35many, many, many areas not robotics, right, where I feel
- 46:39the world will completely change with AI getting more and more
- 46:42advanced and more ubiquitous. Yeah.
- 46:46What's a book that? You would buy for somebody or
- 46:50give away as a gift. So yeah.
- 46:55Good question. So where is where is something
- 46:59that I've read, I think maybe two years ago in vacation,
- 47:02during vacation, which really like hit me hard, which was like
- 47:06this Tony Fadell book about like product management, right?
- 47:10It's built. Is that correct?
- 47:13So basically that was a book when he was like starting as I
- 47:17think at Philips, right? Designing some personal
- 47:19assistant, which wasn't very successful, and then moved to
- 47:21Apple and did the iPod thing, which was also extremely cutting
- 47:25edge at the time, and then moved to iPhone.
- 47:28And like, like that's really, you know, I'm talking it's a mix
- 47:34of my private life and professional life, right?
- 47:37But this kind of building and constructing things and making
- 47:39them work, it's really exciting for me.
- 47:42At the same time, I really love engineering and advanced
- 47:44technology. And this somehow resonated with
- 47:46me super hard because it was like both about building a
- 47:50product, but it was also about building a cutting edge product.
- 47:54So I I can really, really recommend.
- 47:55It was very inspiring for me. It's called built by.
- 48:01Yes. So.
- 48:02It's yeah, I actually have it here by Tony Fadell.
- 48:07So that was, yeah, that was an engineer, AKA product manager
- 48:11behind the original iPod and iPhone.
- 48:14Incredible. OK, awesome.
- 48:17We've been talking a lot about movies.
- 48:18Do you have a movie you've seen recently or TV show you're
- 48:21really excited about? I must say.
- 48:26It's a bit difficult recently with two small kids watching
- 48:30movies. See a lot of kids movies.
- 48:34Yes, I mean, we did watch. Quite a bit, but you can see
- 48:39like here that's we watch stranger things.
- 48:42So that's actually Lego set upside down.
- 48:45I'm I'm I'm really liking 80s and 90s vibe.
- 48:48So I also like personally, I I do a lot of do it yourself
- 48:53electronics, but also repair old, old or did repair before
- 48:57kids all the equipment and cars from the 90s.
- 48:59So somehow this vibe of late 80s, early 90s, it's something
- 49:04that's that's makes me excited. I would say like privacy, right?
- 49:09Cool. How old are your kids?
- 49:10Also old one and three, you're watching.
- 49:15Stranger Things with a one and three-year old.
- 49:17No, no, no, no, no. No, no.
- 49:22We tried to watch sometimes shows after they go to sleep,
- 49:26but yeah, not very successfully I would say recently.
- 49:30Amazing. Now I know Polish charities are
- 49:34near and dear to your heart, particularly around medical
- 49:36support and help. Talk to us a little bit about
- 49:38what's going on in Poland and and the the charitable
- 49:41organizations that you support down there.
- 49:44So. Like one thing that or how
- 49:49Poland is doing. So generally Poland is
- 49:51developing very, very well, right?
- 49:52And in a way public services and Healthcare is getting much
- 49:56better. But still I think there is a lot
- 49:58to do right and to bring like in a way Western level of
- 50:02healthcare, especially for rare diseases or really serious
- 50:05diseases, there is still something to be done.
- 50:07And I'm personally like supporting initiatives, right
- 50:11which go into financing either equipment or medication for
- 50:15those in need where the the the public health for healthcare
- 50:19system won't cover that. Amazing.
- 50:23It's so cool. Poland.
- 50:25How'd they do in the Winter Olympics?
- 50:28So they did quite OK. I think especially like ski
- 50:31jumping, quite some successes. So that's a, you know,
- 50:36traditional thing from from my childhood time that there was
- 50:39this guy Adam Maus, who was like basically winning Olympics in
- 50:43many tournaments when when I was like whatever, 10 or 12 maybe.
- 50:47So it's kind of nice to see a big comeback of, of this crazy
- 50:50sport that ski jumping is right? It's basically so crazy, people.
- 50:54Flying for like 100? 50 meters in the air with skis
- 50:59like a bird and why? Unbelievable.
- 51:01Yeah. How do you start that sport?
- 51:04You know, it's like, yeah, yeah. I I, I asked myself and actually
- 51:09researched this and 1st you start with like really jumping
- 51:12like, you know, 5m from a small Cliff or a small Cliff, like
- 51:15small ski jump and then you kind of take it from there.
- 51:19Yeah, exactly. March in this has been
- 51:22absolutely. Wonderful.
- 51:24The website is 7 cents dot AI everybody definitely check it
- 51:27out. You can see it in the show notes
- 51:28below. Wherever you're listening or
- 51:29watching this podcast March in what's the best place for people
- 51:33to connect with you personally online?
- 51:36Yeah, good question. So so.
- 51:38I do maintain my small website with a, with a description of
- 51:41projects. And also I think LinkedIn is
- 51:44always a good chance, right? So, so if you're interested, you
- 51:47would like to learn more or maybe you have questions about,
- 51:50you know, building AI plus hardware start-ups or industrial
- 51:53robotics, right? Just just just drop me a
- 51:56message. And I'm always very, very
- 51:58supportive and I'm very excited about being able to share this
- 52:02experience to others and make them successful.
- 52:05Incredible. We will link your.
- 52:07LinkedIn in the show notes and then what is your personal
- 52:10website? What's the address?
- 52:13That's a that's a good question. I hope the domain still works.
- 52:15Let me let me check. Yes, it does.
- 52:22So it's. My my family name, which is
- 52:24pretty complicated. So it's demcheck.com.
- 52:26So DYMCZY k.com, we'll put that in the show notes as well.
- 52:31I. Haven't I haven't looked into.
- 52:32It in a while so I'm I was like OK, I I really hope I paid 2026
- 52:37P and not like the card expired or something dealt away.
- 52:42Amazing. Thank.
- 52:42You so much for the conversation.
- 52:45Yeah, thanks. So.
- 52:46Much it was a. Pleasure.
- 52:47Super interesting and yeah, always cool to talk about the
- 52:50future of robotics. This episode is.
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