Robots Eat Cars
Summary
The article argues that modern cars are increasingly robotic platforms, signaling a broader shift of robotic system architecture into various industries. It details the move toward steer-by-wire, 48V zonal architectures, and centralized vs. distributed control, while highlighting Tesla, Ford, and suppliers as drivers of this transition. It also discusses the implications for the robotics supply chain, investment, and the scalability of robotic actuation beyond humanoids.