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Sunday, October 26, 2025

Henry Ford Does AI – O’Reilly


Again in August, I cavalierly mentioned that AI couldn’t design a automotive if it hadn’t seen one first, and I alluded to Henry Ford’s apocryphal assertion “If I had requested folks what they wished, they’d have mentioned sooner horses.”

I’m not backing down on any of that, however the historical past of know-how is all the time richer than we think about. Daimler and Benz get credit score for the primary car, however we overlook that the “steam engine welded to a tricycle” was invented in 1769, over 100 years earlier. Meeting traces arguably return to the twelfth century AD. The extra you unpack the historical past, the extra fascinating it will get. That’s what I’d love to do: unpack it—and ask what would have occurred if the inventors had entry to AI.


Be taught sooner. Dig deeper. See farther.

If Nicolas-Joseph Cugnot, who created a tool for transporting artillery over roads by welding a steam engine to an enormous tricycle, had an AI, what would it not have informed him? Wouldn’t it have steered this mix? Possibly, however perhaps not. Maybe it might have realized that it was a poor concept—in spite of everything, this proto-automobile may solely journey at 2.25 miles per hour, and just for quarter-hour at a time. Groups of horses would do a greater job. However there was one thing on this concept—regardless that it seems to have died out—that caught.

Through the remaining years of the nineteenth century, Daimler and Benz made many inventions on the way in which to the primary machine usually acknowledged as an car: a high-speed inner combustion engine, the four-stroke engine, the two-cylinder engine, double-pivot steering, a differential, and even a transmission. A number of of those improvements had appeared earlier. Planetary gears return to the Greek Antikythera mechanism; double-pivot steering (placing the joints on the wheels quite than turning all the axle) had appeared and disappeared twice within the nineteenth century—Karl Benz rediscovered it in a commerce journal. The differential goes again to 1827 at the very least, nevertheless it arguably seems within the Antikythera. We will study loads from this: It’s simple to assume by way of single improvements and innovators, nevertheless it’s not often that straightforward. The early Daimler-Benz automobiles mixed loads of newer applied sciences and repurposed many older applied sciences in ways in which hadn’t been anticipated.

Might a hypothetical AI have helped with these innovations? It might need been capable of resurrect double-pivot steering from “steering winter.” It’s one thing that had been performed earlier than and that might be performed once more. However that might require Daimler and Benz to get the fitting immediate. Might AI have invented a primitive transmission, on condition that clockmakers knew about planetary gears? Once more, prompting most likely could be the laborious half, as it’s now. However the essential query wasn’t “How do I construct a greater steering system?” however “What do I must make a sensible car?” And so they must give you that immediate with out the phrases “car,” “horseless carriage,” or their German equivalents, since these phrases have been simply coming into being.

Now let’s look forward twenty years, to the Mannequin T and to Henry Ford’s well-known quote “If I had requested folks what they wished, they’d have mentioned sooner horses” (whether or not or not he truly mentioned it): What’s he asking? And what does that imply? By Ford’s time, cars, as such, already existed. A few of them nonetheless appeared like horse-drawn buggies with engines connected; others appeared recognizably like fashionable automobiles. They have been sooner than horses. So Ford didn’t invent both the auto or sooner horses—however everyone knows that.

What did he invent that folks didn’t know they wished? The primary Daimler-Benz auto (nonetheless in a modified buggy format) preceded the Mannequin T by 23 years; its value was $1,000. That’s some huge cash for 1885. The Mannequin T appeared in 1908; it value roughly $850, and its opponents have been considerably dearer ($2,000 to $3,000). And when Ford’s meeting line went into manufacturing just a few years later (1913), he was capable of drop the value farther, ultimately getting it all the way down to $260 by 1925. That’s the reply. What folks wished that they didn’t know they wished was a automotive that they might afford. Vehicles had been firmly established as luxurious objects. Individuals might have recognized that they wished one, however they didn’t know that they might ask for it. They didn’t know that it might be inexpensive.

That’s actually what Henry Ford invented: affordability. Not the meeting line, which made its first look early within the twelfth century, when the Venetian Arsenal constructed ships by lining them up in a canal and transferring them downstream as every stage of their manufacture was accomplished. Not even the automotive meeting line, which Olds used (and patented) in 1901. Ford’s innovation was producing inexpensive automobiles at a scale that was beforehand inconceivable. In 1913, when Ford’s meeting line went into manufacturing, the time it took to provide one Mannequin T dropped from 13 hours to roughly 90 minutes. However what’s essential isn’t the elapsed time to construct one automotive; it’s the speed at which they might be produced. A Mannequin T may roll off the meeting line each three minutes. That’s scale. Ford’s “any shade, so long as it’s black” didn’t mirror the necessity to scale back choices or reduce prices. Black paint dried extra rapidly than some other shade, so it helped to optimize the meeting line’s velocity and maximize scale.

The meeting line wasn’t the one innovation, in fact: Spare components for the Mannequin T have been simply out there, and the automotive might be repaired with instruments most individuals on the time already had. The engine and different vital subassemblies have been vastly simplified and extra dependable than opponents’. Supplies have been higher too: The Mannequin T made use of vanadium metal, which was fairly unique within the early twentieth century.

I’ve been cautious, nonetheless, to not credit score Ford with any of those improvements. He deserves credit score for the largest of images: affordability and scale. As Charles Sorenson, certainly one of Ford’s assistant managers, mentioned: “Henry Ford is usually thought to be the daddy of mass manufacturing. He was not. He was the sponsor of it.”1 Ford deserves credit score for understanding what folks actually wished and developing with an answer to the issue. He deserves credit score for realizing that the issues have been value and scale, and that these might be solved with the meeting line. He deserves credit score for placing collectively the groups that did all of the engineering for the meeting line and the automobiles themselves.

So now it’s time to ask: If AI had existed within the years earlier than 1913, when the meeting line was being designed (and earlier than 1908, when the Mannequin T was being designed), may it have answered Ford’s hypothetical query about what folks wished? The reply must be “no.” I’m positive Ford’s engineers may have put fashionable AI to super use designing components, designing the method, and optimizing the work circulate alongside the road. Many of the applied sciences had already been invented, and a few have been well-known. “How do I enhance on the design of a carburetor?” is a query that an AI may simply have answered.

However the massive query—What do folks actually need?—isn’t. I don’t consider that an AI may have a look at the American public and say, “Individuals need inexpensive automobiles, and that may require making automobiles at scale and a value that’s not at the moment conceivable.” A language mannequin is constructed on all of the textual content that may be scraped collectively, and, in lots of respects, its output represents a statistical averaging. I’d be prepared to wager {that a} 1900s-era language mannequin would have entry to loads of details about horse upkeep: care, illness, weight loss plan, efficiency. There could be loads of details about trains and streetcars, the latter often being horse-powered. There could be some details about cars, primarily in high-end publications. And I think about there could be some “want I may afford one” sentiment among the many rising center class (significantly if we enable hypothetical blogs to go along with our hypothetical AI). But when the hypothetical AI have been requested a query about what folks wished for private transportation, the reply could be about horses. Generative AI predicts the most certainly response, not essentially the most modern, visionary, or insightful. It’s wonderful what it may well do—however now we have to acknowledge its limits too.

What does innovation imply? It actually contains combining current concepts in unlikely methods. It actually contains resurrecting good concepts which have by no means made it into the mainstream. However a very powerful improvements both don’t comply with that sample or make additions to it. They contain taking a step again and searching on the drawback from a broader perspective: taking a look at transportation and realizing that folks don’t want higher horses, they want inexpensive automobiles at scale. Ford might have performed that. Steve Jobs did that—each when he based Apple and when he resuscitated it. Generative AI can’t do this, at the very least not but.


Footnotes

  1. Sorensen, Charles E. & Williamson, Samuel T. (1956). My Forty Years with Ford. New York: Norton, p. 116.



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