Tuesday, December 9, 2014

Ryder Rohrbach: Amazon Kiva #1

Amazon's Kiva Robot Acquisition is Bullish for Both Amazon and American Jobs

"wirelessly connected to and controlled by the Cloud in real-time."

"paying $775 million to buy Kiva Systems,"

"Amazon was amongst the first to build data centers at Cloud scale"

"the hands and feet of the Cloud."

"you are literally reaching through the Cloud to become one with Kiva"

"nine-year-old supply-chain robot-maker."

"The next evolutionary step for the Internet is the Cloud that connects the cyber world directly to the physical world."

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Mark P. Mills Contributor

I write about how technology, policy and economic reality intersect. full bio →

Opinions expressed by Forbes Contributors are their own.

I'm CEO of Digital Power Group, a tech and investment advisory, a Senior Fellow with the Manhattan Institute, on the board of the Marshall Institute, a think tank focused on space and missile defense, and Notre Dame's Reilly Center for Science, Technology & Ethics. I co-authored the energy-tech book "The Bottomless Well," and my views on Big Data are in a forthcoming book. I advised the Romney campaign on energy tech, and was strategist for a boutique venture fund. I've been a tech advisor for Banc of America Securities, co-authored an investment newsletter, served in the White House Science Office under President Reagan, and studied physics at Queen's University, Canada, and Rutgers. I may hold positions in or advise companies mentioned.

Contact Mark P. Mills

The author is a Forbes contributor. The opinions expressed are those of the writer.

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"Amazon is on the leading edge precisely because they have from inception successfully straddled these two domains."

"All this is the domain of computing and square in Amazon's wheelhouse."

"this is the same kind of convergence that occurred decades ago when automakers got into the power electronics business as cars migrated from from thermo-mechanical to electrical-thermo-mechanical machines."

"machines replacing labor."

"a clever self-propelled robot"

"In the real world, people will worry about the big-picture job implications of Amazon, "

" "warehouse scale computing."  "

"how this acquisition illuminates an underlying secular tech trend that portends more, not fewer jobs."

"antagonize Big Labor "

"required full and deep integration."

"economic efficiency is the single most powerful force in job creation.  Always has been."

"this means more Amazon [NASDAQ:AMZN] profits. "

"to retrieve and carry entire shelf-units of packages to their proper shipping point. "

"the Internet unleashed a new form of commerce in cyberspace. "

"cheap and powerful processing and communications, advanced electro-motive power, and clever software."

"there will be ever-deeper integration in the emergent era of Cloud-driven cyber-physical systems."

"How can this trend possibly be good for employment, other than for those few lucky enough to manufacture and maintain Kivas?"

"social media and software valuations"

"Hard to believe that a bunch of machines that look like bloated headless turtles scuttling around a warehouse signals a bright future for our economy."

"the logical connection between the cyber and physical worlds."

"In that world, odds are it would end with the robot carrying Michael out the door holding his pink slip, and Darrell promoted."

"Amazon had to do more than create a customer-friendly Web interface for their warehouse-scale computers."

"Kiva is an integral part of the migration into Cloud computing."

"physical order fulfillment reportedly costs nearly 9 percent of their $40 billion in global revenues."

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