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Ex-Waymo engineers launch Bedrock Robotics to automate construction

https://techcrunch.com/2025/07/16/ex-waymo-engineers-launch-bedrock-robotics-with-80m-to-automate-construction/
66•boulos•6h ago
Company announcement: https://bedrockrobotics.com/news/introducing-bedrock-robotic...

Comments

fidotron•52m ago
This will prove to be a strange business.

Civil engineering is already a field where the very largest projects are done by humans planning and building the roads and bridges for the robots to move in (such as things rented from Mammoet [1] with extra control systems), but it does require significant human oversight (typically a metaphorical red button).

It's all very one off and specific, and given how big those projects are that seems unlikely to change. The manufacturing of suburbs though would be a whole different ballgame.

[1] Specifically https://en.wikipedia.org/wiki/Self-propelled_modular_transpo...

ZYbCRq22HbJ2y7•41m ago
Do you know anything about the current state of this? I think large construction equipment providers are already doing this?
padjo•50m ago
“executes work around the clock” of limited value given quite a bit of construction is subject to restrictions on operating hours.
barbazoo•30m ago
Think of any construction that's remote though. Especially infrastructure. Wouldn't it be cool if a bunch of excavators could just work all day and night to dig that trench, move that huge amount of dirt from one place to another? I feel like there are lots of situations where automation could be done.
brudgers•21m ago
At the scale where automated earth moving equipment makes economic sense, those restrictions often won’t apply. Highway construction and other vertically integrated projects are where this potentially makes sense.

Operating hours are the least of logistical hurdles for most projects. Schedule coordination dominates and the critical path can only move as fast as the slowest element on it.

xnx•50m ago
Is this a scenario where offshore operators doing remote equipment control would be 90% as good as a US union worker for 15% of the price and could work in shifts 24/7 (e.g. for mining operations)? Sensor + control data would be great training for future AI.

Jumping straight to autonomous operations seems expensive/hard.

menzoic•44m ago
Genius transition plan
beau_g•39m ago
I was thinking the same thing but the cost of an equipment operator isn't that significant compared to the expense of running and especially maintaining these machines, and if teleop incurs more maintenance cost or efficiency loss due to clumsier operation, it's definitely a step in the wrong direction financially.
gdbsjjdn•39m ago
I'm assuming for stuff like mining and oil fields most of the cost is having people on site to service the equipment, not just operating the equipment. You need the robot that can service the other robots, and then the robot that can service itself.
bluGill•26m ago
The hard part with remote and automation is you often are in mud. Local humans are still much better able to run the edge of getting stuck. and if you do get stuck local help is needed to get unstuck.
germinalphrase•23m ago
There’s a startup not far from me working on remotely operated construction machines. They explicitly are targeting terrestrial as well as space operations, but I would be curious if the communication latency to any reasonably close celestial object would require autonomous operation.
Teever•15m ago
This is interesting, I've been thinking about similar stuff. Can you share the name of the startup?
AI_beffr•47m ago
when its construction: jobs will be completely automated away. when its white collar: AI is simply a tool!
adamredwoods•40m ago
Only the jobs that get to decide where AI will be used (and pay for the service) are safe from AI.
AI_beffr•33m ago
i think the obvious cognitive dissonance is mostly fueled by denial. it's acceptable for them to believe that the dirty blue collar people will fall on hard times. also they don't want to believe that white collar jobs will be lost because you can't use the "teach the coal miners to code" meme-think on it. turns out reality can be a little counter-intuitive sometimes. sometimes it can even be different from what you see on TV! wow!
jschveibinz•39m ago
In general, the construction industry doesn't like change. This would be a CHANGE.
paxys•38m ago
No industry likes change until it is forced to change.
moontoast•38m ago
Automating construction vehicles is not so much about safety (like passenger vehicles) but perhaps about labor cost and efficiency.
taeric•38m ago
I didn't think open field construction was hampered by the humans in the loop? Quite the contrary, I was under the naive impression that the heavy machinery was already largely doing the vast majority of the work. Even when operated by a human.

Will be neat to see where this goes. But I'm reminded of some Amazon guys that were supposed to revitalize the supply chains. My memory is that that didn't work out so well.

winrid•33m ago
It's interesting because the heavy machinery already replaced 20-50 humans. Now somehow that one person that has a job is an issue.
echelon•8m ago
Do you know how much California High Speed Rail is over budget?

What if we could bring massive infrastructure projects down from the billions to the millions? Wouldn't that be a great thing for all of society?

What if we could build new power plants, connect all cities with HSR, rebuild all our old bridges, add thousands of new skyscrapers, and do it all under budget?

Think about what steel did for society. Automated construction is the next highest order step function change. It'll be insanely good for society.

ZYbCRq22HbJ2y7•33m ago
CAT and others (hyundai, hitachi, john deere, kubota, komatsu, etc) are already exploring this sort of automation (and have been for at least a decade).

This isn't somehow a new industry because some Waymo engineers decided to make a company.

echelon•12m ago
Venture dollars won't back those legacy efforts.

This may be an instance of companies not having enough capital or talent to fend off new entrants.

Talent will flock to the new and exciting. The place where they can get the bigger exit and work with the coolest people.

taeric•4m ago
The odds that these companies don't have moats to protect their tech is... very unlikely?
netfl0•32m ago
Excited to watch this fail.
khurs•9m ago
why?
ecshafer•32m ago
I think that more than physics the bottleneck for this is political (at least in the US). All of the local large projects around me are expensive because of massive amounts of red tape (environmental studies, zoning, planning), and political patronage systems. After the kick backs, political donations, promises to only work 8 hours a day, only use union labor, hire x police officers for y hours in overtime security positions a month, use xyz contractor etc. a small cost seems to be the actual labor and materials. Hell these robots if they work will be made illlegal.
tippytippytango•24m ago
We need a silver tongued LLM agent that can align all these forces (and a well provisioned MCP paypal tool for greasing palms)
matthewolfe•19m ago
I believe SchemeFlow [0] is working on solving some of these problem, particularly with the insane reporting requirements. But of course, that still leaves the unions...

[0] https://www.schemeflow.com/

pj_mukh•11m ago
I think this is true, but even after a construction company works through all the approvals the sheer cost of construction is insurmountable. A big part of this is obviously (union) labor. This happened recently in NIMBY-HQ Berkeley as interest rates crept up [1]. Pre-approved construction sites are sitting empty.

I am off the (not so controversial) opinion that labor should be paid fair wages, but I think it's also fair to use tech like this to multiply labor productivity.

The last piece is the cost of raw materials, which has also ballooned.

[1]: https://www.berkeleyside.org/2025/04/04/berkeley-housing-dow...

sorcerer-mar•8m ago
Permitting, zoning, etc are all like <3% of a construction project’s cost. This is a meme with no basis in reality.

All of the cost is labor and materials.

That said, the time component of the zoning, permitting etc is very costly due to how real estate projects are funded and evaluated.

mschuster91•7m ago
> massive amounts of red tape (environmental studies, zoning, planning)

Well, we've seen what happened without the red tape, when people were free to do whatever the fuck they wanted, and the results often aren't pretty. Sometimes, they were deadly, and occasionally we are reminded of why it might not be a good idea to just let the "free market" do what it wants [1].

Red tape doesn't just appear out of thin air, it appears when politicians are so pissed off about the "free market" that they actually find it worthwhile to do their goddamn jobs for once.

[1] https://en.wikipedia.org/wiki/East_Palestine,_Ohio,_train_de...

khurs•6m ago
That's not directly related to this topic? This guy isn't starting a construction company. He is intending to sell tech to existing ones.
shorbaji•29m ago
With the construction equipment market at $160B, this certainly is quite a sizable niche. Specializing in it is clever.

And an $80M round sounds sane these days

barbazoo•27m ago
> Bedrock Robotics is focused on developing a self-driving kit that can be retrofitted to construction and other worksite vehicles

> Bedrock is “upgrading existing fleets with sensors, compute, and intelligence that understands project goals, adapts to changing conditions, and executes work around the clock,”

I can also imagine this applying to all kinds of mining too, where there's already all the heavy equipment to mine and transport resources and we're just turning it into a robot so they don't have to employ a human anymore.

themanmaran•21m ago
One big barrier I haven't seen mentioned is all the OEM competition they are going to face.

Caterpillar, John Deer, etc. already have remote operation vehicles. And a lot of provisions on what types of kits can be retrofitted onto their equipment without violating their terms/warranties.

I'm sure this is already something they've taken into consideration, but it seems like this will be more focused on partnerships with existing OEMs rather than selling add on kits to current fleets.

echelon•14m ago
> Caterpillar, John Deer, etc. already have remote operation vehicles. And a lot of provisions on what types of kits can be retrofitted onto their equipment without violating their terms/warranties.

Sounds ripe for disruption, then.

If a startup demonstrates promise, VC money will flood in. Then it's just a balancing of economics. Is the new VC-backed method cheaper? If so, the incumbents will lose market share relative to the value prop.

beau_g•6m ago
To the parent posters point though, those manufacturers are holding outsized control over what can be retrofit to their machines, so to disrupt them, you have to make your own machines. Working on and owning heavy equipment myself, I of course have looked at it and thought there's a lot to improve, but at the the same time, I don't really see where the big brain Silicon Valley + venture bucks ethos can be applied to the space, it would be a long and slow grind of doing mostly straightforward mechanical engineering and supply chain/vendor agreements to build something like a bulldozer, just to enter a near impenetrable market due to many existing sunk costs and long relationships between buyers and the existing manufacturers.
khurs•5m ago
The money raised is $80m rather than $800m which likely reflects all the challenges faced.

It's the kinda startup that may be able to pivot easier than others.

CharlesXY•11m ago
Definitely echo the concerns about bureaucratic red tape (looking at you, California high-speed rail fiasco) that kind of environment makes innovation in infrastructure extra hard. Still, there's something compelling about Bedrock’s approach if they can genuinely deliver a system that adapts in real-time to the complex nature of construction sites. The big question is whether they can win through retrofitting existing fleets or by locking in tight partnerships with OEMs, adding to that the competition is going to be pretty tough
khurs•8m ago
> is focused on developing a self-driving kit that can be retrofitted to construction and other worksite vehicles

Seems sensible a project. $80m raised also seems a sensible amount. And the guy has a background in this field. Good luck

hnpolicestate•7m ago
Just nonstop putting people out of work lol.

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https://echovaults.org/
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