# Mckinsey

> Markdown twin of https://roboterminal.app/companies/mckinsey · https://roboterminal.app/companies/mckinsey.md

## On shared sources

- [NVIDIA](https://roboterminal.app/companies/nvidia) (2)
- [a16z](https://roboterminal.app/companies/a16z) (1)
- [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (1)
- [BMWGroup](https://roboterminal.app/companies/bmwgroup) (1)
- [Coherent](https://roboterminal.app/companies/coherent) (1)
- [DeepSeek](https://roboterminal.app/companies/deepseek) (1)
- [Figure_robot](https://roboterminal.app/companies/figure) (1)
- [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (1)
- [Lumentum](https://roboterminal.app/companies/lumentum) (1)
- [Micron](https://roboterminal.app/companies/micron) (1)
- [NIST](https://roboterminal.app/companies/nist) (1)
- [OpenRouter](https://roboterminal.app/companies/openrouter) (1)

## Pulse

- [@logi_today on X](https://x.com/logi_today/status/2112786674526892165)
  ギガファクトリー立ち上げ、平均6－9か月遅れ-https://t.co/ymhUO4R693 マッキンゼーは、バッテリー工場の量産開始が平均6～9か月遅れていると分析。設備調達や人材不足、関係者間の調整が課題で、AIを活用した工程管理やサプライチェーン全体の最適化が重要と指摘した。
- [@stretchcloud on X](https://x.com/stretchcloud/status/2108370360957616621)
  a16z's chart made the crossover visible: agent token use passed human token use on OpenRouter back in February, and by August agents were burning 7.3 trillion tokens against 1.4 trillion for humans, r…
- [@HumanoidAn on X](https://x.com/HumanoidAn/status/2098052523731071232)
  Who wins the humanoid race if the parts come from China? China controls 90% of some critical components inside humanoid robots. That raises a bigger question: how much does leadership in robot intelli…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2097068462632001982)
  Optics is one of the strongest parts of the AI buildout, because every new GPU cluster needs far more high speed connections than the last one (Save this). The table shows global optical module shipme…
- [@HumanoidAn on X](https://x.com/HumanoidAn/status/2092255099905270127)
  The biggest opportunity in humanoid robotics may not be building the robot itself. It may be solving the bottlenecks every robot company faces: cheaper actuators, dexterous hands, better training data…

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Source: Roboterminal · https://roboterminal.app/companies/mckinsey.md