#437912 “Boston Dynamics Will Continue to ...

Last week’s announcement that Hyundai acquired Boston Dynamics from SoftBank left us with a lot of questions. We attempted to answer many of those questions ourselves, which is typically bad practice, but sometimes it’s the only option when news like that breaks.

Fortunately, yesterday we were able to speak with Michael Patrick Perry, vice president of business development at Boston Dynamics, who candidly answered our questions about Boston Dynamics’ new relationship with Hyundai and what the near future has in store.

IEEE Spectrum: Boston Dynamics is worth 1.1 billion dollars! Can you put that valuation into context for us?

Michael Patrick Perry: Since 2018, we’ve shifted to becoming a commercial organization. And that’s included a number of things, like taking our existing technology and bringing it to market for the first time. We’ve gone from zero to 400 Spot robots deployed, building out an ecosystem of software developers, sensor providers, and integrators. With that scale of deployment and looking at the pipeline of opportunities that we have lined up over the next year, I think people have started to believe that this isn’t just a one-off novelty—that there’s actual value that Spot is able to create. Secondly, with some of our efforts in the logistics market, we’re getting really strong signals both with our Pick product and also with some early discussions around Handle’s deployment in warehouses, which we think are going to be transformational for that industry.

So, the thing that’s really exciting is that two years ago, we were talking about this vision, and people said, “Wow, that sounds really cool, let’s see how you do.” And now we have the validation from the market saying both that this is actually useful, and that we’re able to execute. And that’s where I think we’re starting to see belief in the long-term viability of Boston Dynamics, not just as a cutting-edge research shop, but also as a business.

Boston Dynamics' Spot robot
Photo: Boston Dynamics
Boston Dynamics says it has deployed 400 Spot robots, building out an “ecosystem of software developers, sensor providers, and integrators.”

How would you describe Hyundai’s overall vision for the future of robotics, and how do they want Boston Dynamics to fit into that vision?

In the immediate term, Hyundai’s focus is to continue our existing trajectories, with Spot, Handle, and Atlas. They believe in the work that we’ve done so far, and we think that combining with a partner that understands many of the industries in which we’re targeting, whether its manufacturing, construction, or logistics, can help us improve our products. And obviously as we start thinking about producing these robots at scale, Hyundai’s expertise in manufacturing is going to be really helpful for us.

Looking down the line, both Boston Dynamics and Hyundai believe in the value of smart mobility, and they’ve made a number of plays in that space. Whether it’s urban air mobility or autonomous driving, they’ve been really thinking about connecting the digital and the physical world through moving systems, whether that’s a car, a vertical takeoff and landing multi-rotor vehicle, or a robot. We are well positioned to take on robotics side of that while also connecting to some of these other autonomous services.

Can you tell us anything about the kind of robotics that the Hyundai Motor Group has going on right now?

So they’re working on a lot of really interesting stuff—exactly how that connects, you know, it’s early days, and we don’t have anything explicitly to share. But they’ve got a smart and talented robotics team that’s working in a variety of directions that shares overlap with us. Obviously, a lot of things related to autonomous driving shares some DNA with the work that we’re doing in autonomy for Spot and Handle, so it’s pretty exciting to see.

What are you most excited about here? How do you think this deal will benefit Boston Dynamics?

I think there are a number of things. One is that they have an expertise in hardware, in a way that’s unique. They understand and appreciate the complexity of creating large complex robotic systems. So I think there’s some shared understanding of what it takes to create a great hardware product. And then also they have the resources to help us actually build those products with them together—they have manufacturing resources and things like that.

“Robotics isn’t a short term game. We’ve scaled pretty rapidly but if you start looking at what the full potential of a company like Boston Dynamics is, it’s going to take years to realize, and I think Hyundai is committed to that long-term vision”

Another thing that’s exciting is that Hyundai has some pretty visionary bets for autonomous driving and unmanned aerial systems, and all of that fits very neatly into the connected vision of robotics that we were talking about before. Robotics isn’t a short term game. We’ve scaled pretty rapidly for a robotics company in terms of the scale of robots we’ve able to deploy in the field, but if you start looking at what the full potential of a company like Boston Dynamics is, it’s going to take years to realize, and I think Hyundai is committed to that long-term vision.

And when you’ve been talking with Hyundai, what are they most excited about?

I think they’re really excited about our existing products and our technology. Looking at some of the things that Spot, Pick, and Handle are able to do now, there are applications that many of Hyundai’s customers could benefit from in terms of mobility, remote sensing, and material handling. Looking down the line, Hyundai is also very interested in smart city technology, and mobile robotics is going to be a core piece of that.

We tend to focus on Spot and Handle and Atlas in terms of platform capabilities, but can you talk a bit about some of the component-level technology that’s unique to Boston Dynamics, and that could be of interest to Hyundai?

Creating very power-dense actuator design is something that we’ve been successful at for several years, starting back with BigDog and LS3. And Handle has some hydraulic actuators and valves that are pretty unique in terms of their design and capability. Fundamentally, we have a systems engineering approach that brings together both hardware and software internally. You’ll often see different groups that specialize in something, like great mechanical or electrical engineering groups, or great controls teams, but what I think makes Boston Dynamics so special is that we’re able to put everything on the table at once to create a system that’s incredibly capable. And that’s why with something like Spot, we’re able to produce it at scale, while also making it flexible enough for all the different applications that the robot is being used for right now.

It’s hard to talk specifics right now, but there are obviously other disciplines within mechanical engineering or electrical engineering or controls for robots or autonomous systems where some of our technology could be applied.

Boston Dynamics Handle robot
Photo: Boston Dynamics
Boston Dynamics is in the process of commercializing Handle, iterating on its design and planning to get box-moving robots on-site with customers in the next year or two.

While Boston Dynamics was part of Google, and then SoftBank, it seems like there’s been an effort to maintain independence. Is it going to be different with Hyundai? Will there be more direct integration or collaboration?

Obviously it’s early days, but right now, we have support to continue executing against all the plans that we have. That includes all the commercialization of Spot, as well as things for Atlas, which is really going to be pushing the capability of our team to expand into new areas. That’s going to be our immediate focus, and we don’t see anything that’s going to pull us away from that core focus in the near term.

As it stands right now, Boston Dynamics will continue to be Boston Dynamics under this new ownership.

How much of what you do at Boston Dynamics right now would you characterize as fundamental robotics research, and how much is commercialization? And how do you see that changing over the next couple of years?

We have been expanding our commercial team, but we certainly keep a lot of the core capabilities of fundamental robotics research. Some of it is very visible, like the new behavior development for Atlas where we’re pushing the limits of perception and path planning. But a lot of the stuff that we’re working on is a little bit under the hood, things that are less obvious—terrain handling, intervention handling, how to make safe faults, for example. Initially when Spot started slipping on things, it would flail around trying to get back up. We’ve had to figure out the right balance between the robot struggling to stand, and when it should decide to just lock its limbs and fall over because it’s safer to do that.

I’d say the other big thrust for us is manipulation. Our gripper for Spot is coming out early next year, and that’s going to unlock a new set of capabilities for us. We have years and years of locomotion experience, but the ability to manipulate is a space that’s still relatively new to us. So we’ve been ramping up a lot of work over the last several years trying to get to an early but still valuable iteration of the technology, and we’ll continue pushing on that as we start learning what’s most useful to our customers.

“I’d say the other big thrust for us is manipulation. Our gripper for Spot is coming out early next year, and that’s going to unlock a new set of capabilities for us. We have years and years of locomotion experience, but the ability to manipulate is a space that’s still relatively new to us”

Looking back, Spot as a commercial robot has a history that goes back to robots like LS3 and BigDog, which were very ambitious projects funded by agencies like DARPA without much in the way of commercial expectations. Do you think these very early stage, very expensive, very technical projects are still things that Boston Dynamics can take on?

Yes—I would point to a lot of the things we do with Atlas as an example of that. While we don’t have immediate plans to commercialize Atlas, we can point to technologies that come out of Atlas that have enabled some of our commercial efforts over time. There’s not necessarily a clear roadmap of how every piece of Atlas research is going to feed over into a commercial product; it’s more like, this is a really hard fundamental robotics challenge, so let’s tackle it and learn things that we can then benefit from across the company.

And fundamentally, our team loves doing cool stuff with robots, and you’ll continue seeing that in the months to come.

Spot robot
Photo: Boston Dynamics
Spot’s arm with gripper is coming out early next year, and Boston Dynamics says that’s going to “unlock a new set of capabilities for us.”

What would it take to commercialize Atlas? And are you getting closer with Handle?

We’re in the process of commercializing Handle. We’re at a relatively early stage, but we have a plan to get the first versions for box moving on-site with customers in the next year or two. Last year, we did some on-site deployments as proof-of-concept trials, and using the feedback from that, we did a new design pass on the robot, and we’re looking at increasing our manufacturing capability. That’s all in progress.

For Atlas, it’s like the Formula 1 of robots—you’re not going to take a Formula 1 car and try to make it less capable so that you can drive it on the road. We’re still trying to see what are some applications that would necessitate an energy and computationally intensive humanoid robot as opposed to something that’s more inherently stable. Trying to understand that application space is something that we’re interested in, and then down the line, we could look at creating new morphologies to help address specific applications. In many ways, Handle is the first version of that, where we said, “Atlas is good at moving boxes but it’s very complicated and expensive, so let’s create a simpler and smaller design that can achieve some of the same things.”

The press release mentioned a mobile robot for warehouses that will be introduced next year—is that Handle?

Yes, that’s the work that we’re doing on Handle.

As we start thinking about a whole robotic solution for the warehouse, we have to look beyond a high power, low footprint, dynamic platform like Handle and also consider things that are a little less exciting on video. We need a vision system that can look at a messy stack of boxes and figure out how to pick them up, we need an interface between a robot and an order building system—things where people might question why Boston Dynamics is focusing on them because it doesn’t fit in with our crazy backflipping robots, but it’s really incumbent on us to create that full end-to-end solution.

Are you confident that under Hyundai’s ownership, Boston Dynamics will be able to continue taking the risks required to remain on the cutting edge of robotics?

I think we will continue to push the envelope of what robots are capable of, and I think in the near term, you’ll be able to see that realized in our products and the research that we’re pushing forward with. 2021 is going to be a great year for us.

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