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Praveen Selvaraj's avatar

Small mistake in this line:

“More generally, there’s constantly a battle over port automation more generally;”

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Neural Foundry's avatar

Absolutely fascnating deep dive into warehouse and logistics automation. The Symbotic section really highlights how different their approach is from Amazon. Those ten floor facilities with hundreds of fast moving robots in narrow dark corridors sound like something out of science fiction but they're operatng right now. The fact that Symbotic plans to automate all 42 of Walmart's regional distribution centers is enormous, that's basically saying the entire Walmart supply chain will be robotic. What I find intresting about the Symbotic model versus Amazon's shelf moving robots is that it's optimized for pallet level distribution to stores rather than individual package picking for homes. This makes sense for the Walmart use case where stores need pallets of goods for unpacking rather than individual customer orders. The politics section at the end is spot on, these systems create abundance by making distribution more efficient, but the pushback from dockers and truckers is totally understandable when their jobs are at stake. Great post!

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