Resolved Motion is reshoring a domestic robotic actuator supply. We manufacture NDAA-compliant, dual-use actuators in Upstate New York solely for robotics.
Upstate New York, USA
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I think we need to sit a lot of folks down and have the magnet talk. Where magnets come from. Why we can have more if we want to invest in refining and sintering and etc. etc.
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Western investor consensus is a belief that only humanoid companies can make actuators. The reality of the math is not only will there be a component base, that component base has higher potential to serve a more diverse set of robotic platforms than the humanoids alone. Actuators made in America is an asset class.
China's actuator supply base is being built by companies arriving from 5 overlapping industrial backgrounds:
1/ Reducer and motion specialists extending their core gearbox technology.
2/ Precision-transmission companies adding actuators, joint modules, motors, drives or roller screws.
3/ Joint-module vendors packaging motors, reducers, encoders and drives into integrated products.
4/ Automotive suppliers expanding into linear and rotary robot actuators.
5/ Linear-motion companies entering through planetary roller screws.
The starting point matters because it shapes where each company may have an advantage: precision gearing, module integration, automotive production or linear motion.
This map tracks 18 companies and preserves the stage each has disclosed.
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When we getting 9310 / 52100 / 4140? @zanehengsperger / @noxmetals - the current supplier is literally holding an order hostage because he wants to tour a facility we won't let him tour for security reasons. It's weird.
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So @kaiarhodes, this New Industrials t-shirt that you made for the D.C. event is insanely comfortable and easily the best fitting t-shirt I own. @anatar is going to win.
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In Upstate New York. They're still here. It's why we're here.
I went down a rabbit hole on actuators, and I guess Moog is the supplier of the actuators that allow this.
Speaking of Moog, Bill & Art Moog, along with Lou Geyer, started the company 75 years ago w/ $3k and a dirt floored facility. Typically American
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Upstate New York’s semiconductor corridor spans Albany NanoTech’s R&D & pilot fabs, GlobalFoundries’ chipmaking in Malta, Wolfspeed’s silicon-carbide fab in Marcy, and Rochester–Corning in optics, photonics, packaging, materials, and precision manufacturing. We will win.
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And some of you are still trying to get LLMs to find the right file in Sharepoint. smdh. Get building.
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American Licorice Company actively discussing filing an S-4 based on this one post. /s not financial advice. (do it)
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Great time to suck it up and #reindustrialize instead of being a software meat proxy.
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Resolved Motion retweeted
Rare earths aren't actually rare, they're as abundant as copper. What's scarce is the ability to purify them, and that's what China controls: over 90% of it.
@maglutheavy founders are borrowing a technique from biotech to modernize rare earth purification. S3 went inside their lab to see their unique take on chromatography.
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Nah, SF Bay area is too expensive and crowded.
Manufacturing is best done elsewhere, and better to have entire company together.
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Imagine if we just made everything in the boundaries of our own borders across the 50 states again, like a proper country.
Earlier this Summer, a shipment of sensitive technological parts for the F-35 Lightning ll bound for the United States from Australia for repairs, mysteriously vanished after being accidentally diverted to Hong Kong. Sparking an inquiry in Washington while raising the possibility that access to key components of the highly classified weapon system could have ended up in the hands of China.
According to reports from POLITICO, the parts, which an intermediary was transporting on behalf of Lockheed Martin, the manufacturer of the F-35, somehow wound up in Hong Kong after being diverted over the Pacific Ocean. It’s not clear why the equipment was rerouted or who has possession of it now, with the shipment including one of the jet’s canopies, which covers the cockpit and contains stealth technology that is only accessible to the U.S. and partners in the F-35 Program.
The Pentagon’s F-35 Joint Program Office said in a statement it was “aware of a shipment issue of unserviceable F-35 Lightning II components,” adding that the office is working with U.S. authorities and industry partners “to retrieve these components, investigate the incident, and place safeguards to avoid a future occurrence.”
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