Airbound创始人Naman Pushp:用仿生设计实现1.67倍有效载荷
Airbound: As We May Move
提供了具体的工程指标(有效载荷比)来拆解硬件创业的技术壁垒与竞争差异,适合关注硬科技与出行赛道的读者评估技术可行性。
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Hi friends 👋,
朋友们好 👋,
Happy Monday! Today is a good day.
周一快乐!今天是个好日子。
Today, I get to tell you the story of Naman Pushp and Airbound.
今天,我要给你们讲讲 Naman Pushp 和 Airbound 的故事。
There are very few people with the combination of ambition and skill than I’ve seen in Naman in the year since I first invested and have gotten to know him. Just twenty-one, he taught himself physics, engineering, and manufacturing on YouTube during COVID, and turned that knowledge into real, flying aircraft and a company backed by Greenoaks, Lightspeed, and Lachy Groom. I suspect he is in the early days of what will be a decades-long pursuit.
自从我首次投资并结识 Naman 以来的一年多里,我从未见过像他这样兼具雄心与才华的人。年仅二十一岁的他,在新冠疫情期间通过 YouTube 自学了物理、工程和制造知识,并将这些知识转化为真实的飞行飞机,以及一家由 Greenoaks、Lightspeed 和 Lachy Groom 支持的公司。我怀疑他正处于一项将持续数十年的追求的早期阶段。
He has chosen a worthy mission. There is no category that so physically reshapes the world as transportation technology. Where you live and work, what you can access, how much you pay for everything, and most importantly, who you spend time with, are all a function of the transportation technology at your disposal.
他选择了一个值得为之奋斗的使命。没有任何领域能像交通技术那样从物理层面重塑世界。你居住和工作在哪里、你能接触到什么、你在所有事情上花费多少,以及最重要的是你和谁共度时光,都取决于你所拥有的交通技术。
In my opinion, improving the way we move will have a more positive and noticeable impact on our lives than AI will, and Naman’s aim is to move all movement to the sky.
在我看来,改善我们的出行方式将对我们的生活产生比人工智能更积极、更显著的影响,而 Naman 的目标是将所有的移动方式转移到空中。
This is a Deep Dive on how he plans to do it.
这是一篇深度报道,讲述他计划如何实现这一目标。
Airbound: As We May Move
Airbound:我们未来的出行方式
Every morning, or most, when I can, I wake up before my wife and kids, tip-toe downstairs, ease open the front door, and sit on the stoop as the sun comes up. Huberman says the morning sunlight is good for your circadian rhythm or cortisol or some shit.
每天早上,或者只要有可能,我都会在妻子和孩子之前醒来,踮着脚走下楼梯,轻轻打开前门,坐在门阶上迎接日出。Huberman 说早晨的阳光对你的昼夜节律或皮质醇水平有益,或者其他一些乱七八糟的好处。
I’ve been doing this for a little while now, since the winter at least, but some time in the spring I noticed the birds. There’s a honey locust tree on the sidewalk in front of the stoop, framed by Eric Adams’ legacy (new garbage cans) every Monday and Thursday, and as the sun rises, a quarrel of house sparrows flits back and forth between it and their little nooks at the top of each brownstone.
我已经坚持这样做有一段时间了,至少是从冬天开始。但在春天的某个时候,我注意到了鸟儿。门阶前的 sidewalk 上有一棵刺槐树,每周一和周四都被 Eric Adams 的遗产(新垃圾桶)所框定,随着太阳升起,一群家麻雀在它和每栋褐砂石建筑顶部的巢穴之间飞来飞去。
Since I started noticing these birds, I’ve started noticing other birds more consciously. I think, but I can’t be quite sure, that I can see their wings flapping in higher-resolution, or slower motion, or both? And I’ve been wondering why. Like are the birds a sign? Am I supposed to follow them? How can I follow them, when I can’t fly?
自从我开始注意到这些鸟儿,我就更有意识地开始注意其他鸟类。我想,虽然我不能完全确定,但我似乎能以更高的分辨率、更慢的动作,或者两者兼有地看到它们翅膀的拍打?我一直在思考原因。难道鸟儿是一个信号吗?我应该追随它们吗?当我无法飞翔时,我又该如何追随它们呢?
One morning, as I approached my office in Soho thinking about this very piece you’re reading right now, a great blue heron floated regally over the roofs of the block’s cast-iron buildings, and I was like, “Oh, I get it.”
有一天早上,当我走向位于苏豪区的办公室,思考着你此刻正在阅读的这篇文章时,一只伟大的蓝鹭优雅地飘过街区铸铁建筑的屋顶,我突然明白了,“哦,我明白了。”
Some time in the spring, I started talking to Naman Pushp about writing a deep dive on Airbound. Pretty much every week since, often more than once, we’ve hopped on a Zoom, me in Manhattan and him in Bangalore, to talk about what the world looks like when flight is the way everything and everyone moves, and what it would take to get there.
今年春天某个时候,我开始与 Naman Pushp 探讨撰写一篇关于 Airbound 的深度报道。从那以后几乎每周,甚至不止一次,我们都会在 Zoom 上通话——我在曼哈顿,他在班加罗尔——讨论当飞行成为万物和所有人移动方式时世界会是什么样子,以及要实现这一目标需要付出怎样的努力。
One of the things that happens when flight dominates, Naman said, is that buildings flip.
Naman 说,当飞行占据主导地位时会发生的一件事是,建筑物的入口会发生翻转。
“You fly on to the roof and enter from there,” like a bird.
“你会飞到屋顶并从那里进入,”就像鸟儿一样。
Birds have long been the envy of and inspiration for earthbound humans.
长期以来,鸟类一直是地面人类羡慕和灵感的源泉。
Leonardo da Vinci studied birds to understand flight at the turn of the 16th century.
16 世纪初,列奥纳多·达·芬奇通过研究鸟类来理解飞行原理。
da Vinci’s Codex on the Flight of Birds (l) and early flying machine (r)
达·芬奇的《鸟类飞行手稿》(左)和早期飞行器(右)
Humans failed to turn those avian observations into flight for four centuries, but the Wright Brothers studied those failures. As bicycle makers, they understood that a machine didn’t have to balance itself if its rider had the right controls. They studied the birds, too. Watching birds twist their wingtips helped them develop “wing warping,” the control mechanism that helped make their 1903 flight possible.
人类花了四个世纪才将那些对鸟类的观察转化为飞行能力,但莱特兄弟研究了这些失败。作为自行车制造商,他们明白如果骑手拥有正确的控制装置,机器就不必自行保持平衡。他们也研究了鸟类。观察鸟类扭转翼尖帮助他们开发了“扭曲机翼”技术,这种控制机制使得他们在 1903 年的飞行成为可能。
The Wrights Fly At Kitty Hawk, North Carolina (1903)
莱特兄弟在北卡罗来纳州基蒂霍克试飞(1903 年)
“Learning the secret of flight from a bird was a good deal like learning the secret of magic from a magician,” Orville later said. “After you once know the trick and what to look for, you see things that you did not notice when you did not know exactly what to look for.”
奥维尔后来说道:“从鸟类身上学习飞行的秘密,很像从魔术师那里学习魔术的秘密。一旦你知道了诀窍并知道该寻找什么,你就会注意到以前在不知道具体该找什么时未曾留意的东西。”
Flying progressed quickly from the Wrights to October 1958 when Pan Am flew the first Boeing 707 from New York to Paris and ushered in the Jet Age, an age that we, 68 years later, still inhabit.
从莱特兄弟到 1958 年 10 月,飞行技术迅速进步,泛美航空驾驶第一架波音 707 从纽约飞往巴黎,开启了喷气时代。68 年后的今天,我们仍生活在这个时代。
That we can fly through the air, across the globe, while watching movies and munching on snacks, is a technological miracle. It has shrunk the globe, made roses cut in Kenya available in Brooklyn flower shops, and allowed Naman to fundraise in New York and San Francisco without permanently leaving Bangalore.
我们能够一边看电影、一边吃零食,穿越全球,这堪称一项技术奇迹。它缩小了世界的距离,让肯尼亚采摘的玫瑰出现在布鲁克林的花店中,也让 Naman 能够在不永久离开班加罗尔的情况下,在纽约和旧金山进行融资。
“Like seriously what in the ever-loving fuck are planes,” Naman marveled in an old blog post. “I’m an aerospace engineer and I still refuse to believe that shit is anything short of magic. Like there’s genuinely no other way to put the accomplishments of humanity other than just… sheer magic.”
“说真的,飞机到底是什么鬼东西,”Naman 在一篇旧博客文章中惊叹道,“我是一名航空航天工程师,但我仍然拒绝相信这不仅仅是魔法般的存在。说实话,除了用‘纯粹的魔法’来形容人类的成就之外,实在找不到其他更恰当的说法。”
And yet… humans still do not flit about in the air as birds do. Planes are much too big for that, for one thing, and too expensive to operate, for another. Daily, we are roadbound, grounded to the streets by feet and wheels, stuck in traffic on streets built for cars at the expense of humans.
然而……人类仍然不能像鸟儿一样在空中飞翔。首先,飞机对于这种用途来说太大了,其次,运营成本也太高。我们每天都被束缚在道路上,双脚和车轮将我们牢牢固定在地面上,被困在为汽车而建、却以牺牲人类为代价的街道上的交通拥堵中。
Naman wants to change that, by sending all movement to the sky, with aircraft that borrow from birds not just in their wings, but in the shape of their whole bodies.
Naman 想要改变这一现状,他计划将所有出行方式转移到空中,使用的飞行器不仅在机翼上借鉴鸟类,其整个机身形状也模仿鸟类。
Airbound’s first drone, the TRT
Airbound 的首款无人机 TRT
To do so, Airbound must beat existing vehicles on speed, versatility, and cost. All three are required for victory.
为此,Airbound 必须在速度、多功能性和成本方面超越现有交通工具。这三者都是获胜所必需的。
How quickly can you get somewhere? Can you go from where you are to where you want to be, when you want to go? What does it cost?
你能多快地到达某地?你能否在你想要出发的时候,从你所在的地方前往你想去的地方?这需要花费多少成本?
“Our goal is to build vehicles that dominate1 across these axes,” Naman wrote in a recent technical memo. “If an aircraft can be more versatile than the car, faster than the train, and cheaper than the bus, then you can replace all of them. That is the universal vehicle we intend to create.”
“我们的目标是打造在这些维度上占据主导地位的车辆,”Naman 在最近的一份技术备忘录中写道。“如果一种飞行器比汽车更多功能、比火车更快、比公交车更便宜,那么你就可以取代它们所有。这就是我们要创造的通用载具。”
An eVTOL (electric vertical take-off and landing) naturally falls out of these requirements. It takes off and lands straight up and down like a helicopter, so it doesn’t need a runway (versatile), it flies over traffic in a straight line (fast), and it runs on electric motors, which are cheaper to power and maintain than engines (cheap). Every delivery drone you’ve seen is an eVTOL, as are the air taxis Joby and Archer are building. Others are making eVTOLs, too, so while they will all be fast and versatile, Airbound must beat them on cost.
电动垂直起降飞行器(eVTOL)自然符合这些要求。它像直升机一样垂直起降,因此不需要跑道(多功能性),它可以沿直线飞越交通拥堵(速度快),并且使用电动机驱动,其动力和维护成本低于内燃机(成本低)。你所见过的每一架配送无人机都是 eVTOL,Joby 和 Archer 正在制造的空中出租车也是 eVTOL。其他公司也在制造 eVTOL,因此虽然它们都将具备快速和多能的特点,但 Airbound 必须在成本上击败它们。
Joby eVTOL
That seems crazy, when the competition has so much scale. Amazon - Amazon! - the company that is the best in the Western Hemisphere at moving goods to people - Amazon is making eVTOL delivery drones.
当竞争对手拥有如此庞大的规模时,这似乎很疯狂。亚马逊——亚马逊!——这家在西半球最擅长将商品送达消费者的公司——正在制造 eVTOL 配送无人机。
Last week, The New York Times wrote a story on Amazon Prime Air’s nascent operations in Richardson, Texas: It’s Raining Boxes: Amazon Drones Overwhelm a Texas Suburb. Describing the logistics king’s flying machine, Juliet Macur wrote, “Within a minute or so, an 83-pound drone with six blue arms and whirring propellers appeared in a corner of the sky before zipping over nearby houses, looking like a cross between a mechanical dragonfly and an X-wing fighter, and buzzing like a battalion of bees. The drone’s mission: delivering an Amazon package. The single cardboard box of cargo held a maximum of five pounds...”
上周,《纽约时报》报道了亚马逊 Prime Air 在德克萨斯州理查森市刚刚起步的业务:《下雨天:亚马逊无人机淹没得克萨斯州郊区》。朱丽叶·马库尔在描述这位物流巨头的飞行机器时写道:“大约一分钟内,一架重达 83 磅、拥有六条蓝色机械臂和旋转螺旋桨的无人机出现在天空的一角,随后迅速掠过附近的房屋,看起来像是机械蜻蜓与 X 翼战斗机的混合体,并发出如蜂群般的嗡嗡声。无人机的任务:运送亚马逊包裹。这个单一的纸箱货物最多可容纳五磅……”
Six arms and 83 pounds to carry a maximum of five.
六条机械臂和 83 磅的重量,仅用于承载最大五磅的货物。
Before I met Naman, I would have read that and thought, “Woah, the sci-fi future has arrived,” but after meeting him and hearing what he’s building and why, those numbers sound absurd.
在认识 Naman 之前,我会读到这些内容并心想:“哇,科幻未来已经到来。”但在见过他并了解他在构建什么以及为什么之后,那些数字听起来简直荒谬。
To be fair, Amazon’s 83 pounds is fully-loaded, so it’s really 78 plus the five pound payload, for a payload-to-empty-weight ratio of 0.06x. Zipline has a much stronger ratio; its P2 weighs 55 pounds and can carry eight, good for 0.15x.
公平地说,亚马逊的 83 磅是满载重量,所以实际上是 78 磅加上 5 磅的有效载荷,有效载荷与空重之比为 0.06x。Zipline 的比例要强得多;其 P2 重 55 磅,可承载 8 磅,有效载荷与空重之比为 0.15x。
Airbound’s is in a different league. Its first drone, the TRT, is so light (1.5kg) that Naman could hold it with three fingers, and carries 1kg, for a payload-to-empty-weight ratio of 0.67x.
Airbound 的产品则处于另一个层级。它的第一款无人机 TRT 非常轻(1.5 公斤),Naman 可以用三根手指捏住它,并能携带 1 公斤货物,有效载荷与空重之比为 0.67x。
Naman Carrying the TRT with Three Fingers
Naman 用三根手指托着 TRT
Its new V2 drone can carry five kilograms (11 pounds). Its payload-to-empty-weight ratio is 1.67x. It can carry more than it weighs.
它的新款 V2 无人机可以携带五公斤(11 磅)。其有效载荷与空重之比为 1.67x。它能携带的重量超过自身重量。
更进一步:量化金融体系
看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力