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Cartwheel Robotics is one of my favourite humanoids... they're building for homes, not warehouses – focusing on intangible 'companionship' rather than quantifiable 'work.'
🤖 This lowers the bar:
It's not measured by productivity or ROI. No brutal cost-per-task calculations. No frustration when it fails at a job. Success is simply: do people like it? Does it make them feel something?
🎨 The design choice:
Deliberately cartoon-styled to avoid the uncanny valley. Friendly and approachable, not creepy. Warmth and personality over capability.
💣 The challenge:
Making something people genuinely connect with is can be harder than optimising for tasks – there's no playbook, no clear definition of done.
But founder Scott LaValley (ex-Boston Dynamics, Disney – led Baby Groot, worked on Atlas) has exactly the right background. He knows how to make robots that resonate.
🎯 If they get this right, there could be a bigger moat than approaches that focus on doing 'work'... This is Disney's strategy.
What do you think, is this the right humanoid strategy for our current tech?
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