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#437791 Is the Pandemic Spurring a Robot ...
“Are robots really destined to take over restaurant kitchens?” This was the headline of an article published by Eater four years ago. One of the experts interviewed was Siddhartha Srinivasa, at the time professor of the Robotics Institute at Carnegie Mellon University and currently director of Robotics and AI for Amazon. He said, “I’d love to make robots unsexy. It’s weird to say this, but when something becomes unsexy, it means that it works so well that you don’t have to think about it. You don’t stare at your dishwasher as it washes your dishes in fascination, because you know it’s gonna work every time… I want to get robots to that stage of reliability.”
Have we managed to get there over the last four years? Are robots unsexy yet? And how has the pandemic changed the trajectory of automation across industries?
The Covid Effect
The pandemic has had a massive economic impact all over the world, and one of the problems faced by many companies has been keeping their businesses running without putting employees at risk of infection. Many organizations are seeking to remain operational in the short term by automating tasks that would otherwise be carried out by humans. According to Digital Trends, since the start of the pandemic we have seen a significant increase in automation efforts in manufacturing, meat packing, grocery stores and more. In a June survey, 44 percent of corporate financial officers said they were considering more automation in response to coronavirus.
MIT economist David Autor described the economic crisis and the Covid-19 pandemic as “an event that forces automation.” But he added that Covid-19 created a kind of disruption that has forced automation in sectors and activities with a shortage of workers, while at the same time there has been no reduction in demand. This hasn’t taken place in hospitality, where demand has practically disappeared, but it is still present in agriculture and distribution. The latter is being altered by the rapid growth of e-commerce, with more efficient and automated warehouses that can provide better service.
China Leads the Way
China is currently in a unique position to lead the world’s automation economy. Although the country boasts a huge workforce, labor costs have multiplied by 10 over the past 20 years. As the world’s factory, China has a strong incentive to automate its manufacturing sector, which enjoys a solid leadership in high quality products. China is currently the largest and fastest-growing market in the world for industrial robotics, with a 21 percent increase up to $5.4 billion in 2019. This represents one third of global sales. As a result, Chinese companies are developing a significant advantage in terms of learning to work with metallic colleagues.
The reasons behind this Asian dominance are evident: the population has a greater capacity and need for tech adoption. A large percentage of the population will soon be of retirement age, without an equivalent younger demographic to replace it, leading to a pressing need to adopt automation in the short term.
China is well ahead of other countries in restaurant automation. As reported in Bloomberg, in early 2020 UBS Group AG conducted a survey of over 13,000 consumers in different countries and found that 64 percent of Chinese participants had ordered meals through their phones at least once a week, compared to a mere 17 percent in the US. As digital ordering gains ground, robot waiters and chefs are likely not far behind. The West harbors a mistrust towards non-humans that the East does not.
The Robot Evolution
The pandemic was a perfect excuse for robots to replace us. But despite the hype around this idea, robots have mostly disappointed during the pandemic.
Just over 66 different kinds of “social” robots have been piloted in hospitals, health centers, airports, office buildings, and other public and private spaces in response to the pandemic, according to a study from researchers at Pompeu Fabra University (Barcelona, Spain). Their survey looked at 195 robot deployments across 35 countries including China, the US, Thailand, and Hong Kong.
But if the “robot revolution” is a movement in which automation, robotics, and artificial intelligence proliferate through the value chain of various industries, bringing a paradigm shift in how we produce, consume, and distribute products—it hasn’t happened yet.
But there’s a more nuanced answer: rather than a revolution, we’re seeing an incremental robot evolution. It’s a trend that will likely accelerate over the next five years, particularly when 5G takes center stage and robotics as a field leaves behind imitation and evolves independently.
Automation Anxiety
Why don’t we finally welcome the long-promised robotic takeover? Despite progress in AI and increased adoption of industrial robots, consumer-facing robotic products are not nearly as ubiquitous as popular culture predicted decades ago. As Amara’s Law says: “We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run.” It seems we are living through the Gartner hype cycle.
People have a complicated relationship with robots, torn between admiring them, fearing them, rejecting them, and even boycotting them, as has happened in the automobile industry.
Retail robot in a Walmart store. Credit: Bossa Nova Robotics
Walmart terminated its contract with Bossa Nova and withdrew its 1,000 inventory robots from its stores because the company was concerned about how shoppers were reacting to seeing the six-foot robots in the aisles.
With road blocks like this, will the World Economic Forum’s prediction of almost half of tasks being carried out by machines by 2025 come to pass?
At the rate we’re going, it seems unlikely, even with the boost in automation caused by the pandemic. Robotics will continue to advance its capabilities, and will take over more human jobs as it does so, but it’s unlikely we’ll hit a dramatic inflection point that could be described as a “revolution.” Instead, the robot evolution will happen the way most societal change does: incrementally, with time for people to adapt both practically and psychologically.
For now though, robots are still pretty sexy.
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#437550 McDonald’s Is Making a Plant-Based ...
Fast-food chains have been doing what they can in recent years to health-ify their menus. For better or worse, burgers, fries, fried chicken, roast beef sandwiches, and the like will never go out of style—this is America, after all—but consumers are increasingly gravitating towards healthier options.
One of those options is plant-based foods, and not just salads and veggie burgers, but “meat” made from plants. Burger King was one of the first big fast-food chains to jump on the plant-based meat bandwagon, introducing its Impossible Whopper in restaurants across the country last year after a successful pilot program. Dunkin’ (formerly Dunkin’ Donuts) uses plant-based patties in its Beyond Sausage breakfast sandwiches.
But there’s one big player in the fast food market that’s been oddly missing from the plant-based trend—until now. McDonald’s announced last week that it will debut a sandwich called the McPlant in key US markets next year. Unlike Dunkin’ and Burger King, who both worked with Impossible Foods to make their plant-based products, McDonald’s worked with Los Angeles-based Beyond Meat, which makes chicken, beef, and pork-like products from plants.
According to Bloomberg, though, McDonald’s decided to forego a partnership with Beyond Meat in favor of creating its own plant-based products. Imitation chicken nuggets and plant-based breakfast sandwiches are in its plans as well.
McDonald’s has bounced back impressively from its March low (when the coronavirus lockdowns first happened in the US). Last month the company’s stock reached a 52-week high of $231 per share (as compared to its low in March of $124 per share).
To keep those numbers high and make it as easy as possible for customers to get their hands on plant-based burgers and all the traditional menu items too, the fast food chain is investing in tech and integrating more digital offerings into its restaurants.
McDonald’s has acquired a couple artificial intelligence companies in the last year and a half; Dynamic Yield is an Israeli company that uses AI to personalize customers’ experiences, and McDonald’s is using Dynamic Yield’s tech on its smart menu boards, for example by customizing the items displayed on the drive-thru menu based on the weather and the time of day, and recommending additional items based on what a customer asks for first (i.e. “You know what would go great with that coffee? Some pancakes!”).
The fast food giant also bought Apprente, a startup that uses AI in voice-based ordering platforms. McDonald’s is using the tech to help automate its drive-throughs.
In addition to these investments, the company plans to launch a digital hub called MyMcDonald’s that will include a loyalty program, start doing deliveries of its food through its mobile app, and test different ways of streamlining the food order and pickup process—with many of the new ideas geared towards pandemic times, like express pickup lanes for people who placed digital orders and restaurants with drive-throughs for delivery and pickup orders only.
Plant-based meat patties appear to be just one small piece of McDonald’s modernization plans. Those of us who were wondering what they were waiting for should have known—one of the most-recognized fast food chains in the world wasn’t about to let itself get phased out. It seems it will only be a matter of time until you can pull out your phone, make a few selections, and have a burger made from plants—with a side of fries made from more plants—show up at your door a little while later. Drive-throughs, shouting your order into a fuzzy speaker with a confused teen on the other end, and burgers made from beef? So 2019.
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#437345 Moore’s Law Lives: Intel Says Chips ...
If you weren’t already convinced the digital world is taking over, you probably are now.
To keep the economy on life support as people stay home to stem the viral tide, we’ve been forced to digitize interactions at scale (for better and worse). Work, school, events, shopping, food, politics. The companies at the center of the digital universe are now powerhouses of the modern era—worth trillions and nearly impossible to avoid in daily life.
Six decades ago, this world didn’t exist.
A humble microchip in the early 1960s would have boasted a handful of transistors. Now, your laptop or smartphone runs on a chip with billions of transistors. As first described by Moore’s Law, this is possible because the number of transistors on a chip doubled with extreme predictability every two years for decades.
But now progress is faltering as the size of transistors approaches physical limits, and the money and time it takes to squeeze a few more onto a chip are growing. There’ve been many predictions that Moore’s Law is, finally, ending. But, perhaps also predictably, the company whose founder coined Moore’s Law begs to differ.
In a keynote presentation at this year’s Hot Chips conference, Intel’s chief architect, Raja Koduri, laid out a roadmap to increase transistor density—that is, the number of transistors you can fit on a chip—by a factor of 50.
“We firmly believe there is a lot more transistor density to come,” Koduri said. “The vision will play out over time—maybe a decade or more—but it will play out.”
Why the optimism?
Calling the end of Moore’s Law is a bit of a tradition. As Peter Lee, vice president at Microsoft Research, quipped to The Economist a few years ago, “The number of people predicting the death of Moore’s Law doubles every two years.” To date, prophets of doom have been premature, and though the pace is slowing, the industry continues to dodge death with creative engineering.
Koduri believes the trend will continue this decade and outlined the upcoming chip innovations Intel thinks can drive more gains in computing power.
Keeping It Traditional
First, engineers can further shrink today’s transistors. Fin field effect transistors (or FinFET) first hit the scene in the 2010s and have since pushed chip features past 14 and 10 nanometers (or nodes, as such size checkpoints are called). Korduri said FinFET will again triple chip density before it’s exhausted.
The Next Generation
FinFET will hand the torch off to nanowire transistors (also known as gate-all-around transistors).
Here’s how they’ll work. A transistor is made up of three basic components: the source, where current is introduced, the gate and channel, where current selectively flows, and the drain. The gate is like a light switch. It controls how much current flows through the channel. A transistor is “on” when the gate allows current to flow, and it’s off when no current flows. The smaller transistors get, the harder it is to control that current.
FinFET maintained fine control of current by surrounding the channel with a gate on three sides. Nanowire designs kick that up a notch by surrounding the channel with a gate on four sides (hence, gate-all-around). They’ve been in the works for years and are expected around 2025. Koduri said first-generation nanowire transistors will be followed by stacked nanowire transistors, and together, they’ll quadruple transistor density.
Building Up
Growing transistor density won’t only be about shrinking transistors, but also going 3D.
This is akin to how skyscrapers increase a city’s population density by adding more usable space on the same patch of land. Along those lines, Intel recently launched its Foveros chip design. Instead of laying a chip’s various “neighborhoods” next to each other in a 2D silicon sprawl, they’ve stacked them on top of each other like a layer cake. Chip stacking isn’t entirely new, but it’s advancing and being applied to general purpose CPUs, like the chips in your phone and laptop.
Koduri said 3D chip stacking will quadruple transistor density.
A Self-Fulfilling Prophecy
The technologies Koduri outlines are an evolution of the same general technology in use today. That is, we don’t need quantum computing or nanotube transistors to augment or replace silicon chips yet. Rather, as it’s done many times over the years, the chip industry will get creative with the design of its core product to realize gains for another decade.
Last year, veteran chip engineer Jim Keller, who at the time was Intel’s head of silicon engineering but has since left the company, told MIT Technology Review there are over a 100 variables driving Moore’s Law (including 3D architectures and new transistor designs). From the standpoint of pure performance, it’s also about how efficiently software uses all those transistors. Keller suggested that with some clever software tweaks “we could get chips that are a hundred times faster in 10 years.”
But whether Intel’s vision pans out as planned is far from certain.
Intel’s faced challenges recently, taking five years instead of two to move its chips from 14 nanometers to 10 nanometers. After a delay of six months for its 7-nanometer chips, it’s now a year behind schedule and lagging other makers who already offer 7-nanometer chips. This is a key point. Yes, chipmakers continue making progress, but it’s getting harder, more expensive, and timelines are stretching.
The question isn’t if Intel and competitors can cram more transistors onto a chip—which, Intel rival TSMC agrees is clearly possible—it’s how long will it take and at what cost?
That said, demand for more computing power isn’t going anywhere.
Amazon, Microsoft, Alphabet, Apple, and Facebook now make up a whopping 20 percent of the stock market’s total value. By that metric, tech is the most dominant industry in at least 70 years. And new technologies—from artificial intelligence and virtual reality to a proliferation of Internet of Things devices and self-driving cars—will demand better chips.
There’s ample motivation to push computing to its bitter limits and beyond. As is often said, Moore’s Law is a self-fulfilling prophecy, and likely whatever comes after it will be too.
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