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One morning at 3 a.m. ET, Boston Dynamics sent out a media release confirming that Hyundai Motor Group has acquired a controlling interest in the company that values Boston Dynamics at US $1.1 billion:

某天早晨美國東部時間凌晨3點剛過,波士頓動力公司釋出了一份媒體公告,證實現代汽車集團收購了該公司的控股權,該公司對波士頓動力公司的估值為11億美元:

Under the agreement, Hyundai Motor Group will hold an approximately 80 percent stake in Boston Dynamics and SoftBank, through one of its affiliates, will retain an approximately 20 percent stake in Boston Dynamics after the closing of the transaction.

根據協議,現代汽車集團將持有波士頓動力約80%的股份,軟銀將透過其附屬公司之一在交易結束後保留波士頓動力約20%的股份。

The release is very long, but does have some interesting bits—we’ll go through them, and talk about what this might mean for both Boston Dynamics and Hyundai.

One article point that Boston Dynamics for comment, but they’ve been unusually quiet for the last few days. So at this point just keep in mind that the only things we know for sure are the ones in the release. If (when?) we hear anything from either Boston Dynamics or Hyundai, we’ll update this post.

有一篇文章指出波士頓動力公司(Boston Dynamics)這幾天異常安靜。因此,在這一點上,請記住,我們唯一確定的是發行版中的那些。如果(何時?)我們從波士頓動力或現代聽到任何訊息,我們會更新這篇文章。

The first thing to be clear on is that the acquisition is split between Hyundai Motor Group’s affiliates, including Hyundai Motor, Hyundai Mobis, and Hyundai Glovis. Hyundai Motor makes cars, Hyundai Mobis makes car parts and seems to be doing some autonomous stuff as well, and Hyundai Glovis does logistics. There are many other groups that share the Hyundai name, but they’re separate entities, at least on paper. For example, there’s a Hyundai Robotics, but that’s part of Hyundai Heavy Industries, a different company than Hyundai Motor Group. But for this article, when we say “Hyundai,” we’re talking about Hyundai Motor Group.

首先要明確的是,此次收購由現代汽車集團旗下的子公司(包括現代汽車、現代摩比斯和現代格洛維斯)分拆。現代汽車製造汽車,現代摩比斯製造汽車零件,似乎也在做一些自主的事情,現代格洛維斯做物流。還有許多其他集團與現代同名,但它們是獨立的實體,至少在紙面上是這樣。例如,有一家現代機器人公司,但那是現代重工的一部分,與現代汽車集團不同。但對於本文來說,當我們說“現代”時,我們指的是現代汽車集團。

If Hyundai wants to be a “Smart Mobility Solution Provider” with a focus on vehicles, it really seems like there’s a whole bunch of other ways they could have spent most of a billion dollars that would get them there quicker. Will Boston Dynamics’ expertise help them develop autonomous driving technology? Sure, I guess, but why not just buy an autonomous car startup instead? Boston Dynamics is more about “robots,” which happens to be dead last on the list above.

如果現代想成為一家專注於汽車的“智慧移動解決方案提供商”,那麼似乎還有很多其他的方法可以讓他們更快地實現這一目標。Boston Dynamics的專業知識能否幫助他們開發自動駕駛技術?當然,我想,但為什麼不買一個自主創業的汽車呢?波士頓動力公司更多的是關於“機器人”的,它恰好在上面的列表中倒數第二。

There was some speculation a couple of weeks ago that Hyundai was going to try and leverage Boston Dynamics to make a real version of this hybrid wheeled/legged concept car, so if that’s what Hyundai means by “Smart Mobility Solution Provider,” then I suppose the Boston Dynamics acquisition makes more sense. Still, I think that’s unlikely, because it’s just a concept car, after all.

幾周前,有人猜測現代將嘗試利用波士頓動力公司(Boston Dynamics)製造這款混合動力輪式/腿式概念車的真正版本,因此,如果這就是現代所說的“智慧移動解決方案提供商”(Smart Mobility Solution Provider)的意思,那麼我認為收購波士頓動力更有意義。不過,我認為這不太可能,因為它畢竟只是一款概念車。

“Successfully integrated” might be a little optimistic here. They’re talking about Spot, of course, but I think the best you could say at this point is that Spot is in the middle of some promising pilot projects. Whether it’ll be successfully integrated in the sense that it’ll have long-term commercial usefulness and value remains to be seen. I’m optimistic about this as well, but Spot is definitely not there yet.

“成功整合”或許有點樂觀。當然,他們說的是Spot,但我認為目前你最好能說的是Spot正在進行一些有希望的試點專案。它是否能成功地整合,在這個意義上,它將有長期的商業用途和價值,還有待觀察。我對此也很樂觀,但Spot絕對還沒有出現。

What does probably hold a lot of value for Hyundai is getting Spot, Pick, and perhaps even Handle into that “manufacturing, logistics, construction” stuff. This is the bread and butter for robots right now, and Boston Dynamics has plenty of valuable technology to offer in those spaces.

對現代汽車來說,最有價值的可能是在“製造業、物流業、建築業”領域進行定位、挑選,甚至處理。這是目前機器人的麵包和黃油,波士頓動力公司在這些領域提供了大量有價值的技術。

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編譯:J<4

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