The ChatGPT moment has arrived for manufacturing

制造业迎来了 ChatGPT时刻

Economist

2026-01-07

38 分钟
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单集文稿 ...

  • Welcome back to the deep dive.

  • You know for decades, we have been living with this almost mythical yet entirely unfulfilled promise, the fully automated factory.

  • The so-called lights-out operation where human hands are replaced by, well, tireless mechanical precision.

  • But this vision, it has consistently bumped up against a very costly reality,

  • often resulting in a manufacturing floor that felt less like a technological marvel

  • and more like a frustrating expensive mess.

  • And that tension, that gap between the promise and the, well, the painful reality,

  • that's exactly what this stack of sources we've collected today is designed to analyze.

  • that's exactly what this stack of sources we've collected today is designed to analyze.

  • We're looking at a history of some pretty spectacular automation failures,

  • the surprisingly low global saturation of robotics even today,

  • and most critically, the technical breakthrough that is finally turning this dream into a near-term inevitability.

  • And that breakthrough is advanced industrial software, what we're calling the digital brain.

  • Okay, so let's unpack this.

  • And to really understand the inflection point we're at today,

  • I think we have to start with the most famous and maybe the most embarrassing anecdote

  • of corporate automation hubris from the 1980s.

  • The year is 1985, General Motors was feeling the heat from hyper-efficient Japanese automakers,

  • and the GM chairman Roger Smith, he was convinced the solution was total automation.

  • He had just returned from a demonstration absolutely buoyant and he shared his astonishment with the press.