robotics

“The biggest bottleneck for automation is actually the number of tasks per robot, because the robotics is expensive, so if you can do more tasks, it'll be much more capital effective”

“Where you can get to a world where a robot can simultaneously spit out a smartphone and then spit out a piece of gym equipment is a long, long way off.”

“America is not the leader in robotics. We're not top three”

“So we've centered our research and investing around Five innovation platforms genomic sequencing robotics, energy storage, artificial intelligence, and blockchain technology and those are all converging.”

“We saw a thousand robotics deals last year.”

“We were doing robotics really early on. And so I was preparing for a world where we were working with robotics companies and building robots and working with gaming companies and building agents. And we've gone completely the other way.”

“I would say robotics will be faster. So and probably be able to cover a larger portion of business.”

“I'd say in the chip world, the sub milliwatt, really tiny, tiny little chips that live next to sensors that do inference. These are tiny little things that will only send back useful data. Is a, an extremely interesting market, and they will sell enormous volu…”

“And so, for almost every process that is highly repeatable, there's a better, more quickly evolved new hardware form than five fingers on two arms.”

“And when I look at like a trend like robotics that is still so, so early, but at least in my mind, I've convinced myself that this time is truly different in terms of the industrial prep in terms of the industrial applicability of these products. It really, to…”

“Over time is going to be most of it. And when robotics comes, it'll be all of it.”

“Like I think autonomous driving and robotics are maybe the mother of all, you know, markets that are coming on AI.”

“You know, we have not made a large investment in robotics, but I think it's going to be the largest category in AI, B to C, B to B. You know, there's still kind of debate on what the right form factors are. Whether it's at home help, whether it's industrial, l…”

“I think robotics is another one that will take longer, but will be really interesting when it works. But by the way, I think even in that case, you'll need more task specific robotics, not just broad based.”

“And so I think physical world interaction patterns are the, some of the most interesting growth vectors for this. But they do take time and money to invest in. Robotics being another big part of that.”

“We think it's in, in terms of the things that are still in the first inning that are going to become trillion dollar, you know, we're trillion dollar companies are going to be produced. We think it's one of the prime candidates for sure.”

“I think robotics would be probably more disruptive, frankly, to the medical industry. We had a family member have a procedure that was done entirely autonomously with just a doctor overseeing it, but didn't actually touch an instrument. And I think that will b…”

“I think all the Chinese manufacturers, they will become robotic companies.”