Humanoid Robotics

“It's I wouldn't call myself anti-humanoid. It's just what we're doing is not that. It's specialized robotics that it's not like we make robotics and anybody can have some. It's more like robotics and AI that go after an industry, one industry at a time.”

“Travis is totally correct. He's making it, it's not humanoids, it's specific purpose robotics. I actually think he's correct. I think we'll look back on the humanoids and go, we got way ahead of ourselves. You actually need specific purpose autonomous thing ma…”

“That I think we can both agree will be, maybe in the next 2030 years, one-to-one with humans on the planet.”

“No, no, no, we're like the non-humanoid guys. I don't have a problem with them, but that's not what we do. You're like, oh, do you do like some military thing? You're like, no, that's not my thing either.”

“The problem solution still requires that, hey, first, you absolutely need data, the current way of doing things, tons and tons of data, in fact, bigger than internet scale data, and even if you don't, say, like, hey, you can do it faster, then require some adv…”

“In my mind, this is not a manufacturing problem. This is an intelligence problem.”

“It's if you can solve this, it'll build the biggest business in the world by like a large factor.”

“In these humanoid robotics systems, overheating actuators is a real problem, right? So obviously phenomenal demos. The most amazing I can get. I love watching robots do acrobatics like everybody, but The systems actually overheat, right?”

“How the robot shows up is actually going to be more important than whether it can do the task or not, because a robot that's going to make a mistake who can apologize for it will be far more socially accepted than a robot that is just performing the task and m…”

“They, you know, the humanoid robotics that we all see, they have these legs, they consume a lot of battery life, they're pretty unstable, and most of the time in factory work or logistics, warehouse work, you don't want someone using, you don't need legs, you …”

“I'm bullish on robots, like super bullish on robots, but only for like, not for tasks that have like, TSMC's Arizona fabs, or okay, let's say TSMC Tynon, which I think produces like, you know, indirectly hundreds of billions of dollars of global GDP, even dire…”

“I think making things will be much simpler in the world of just in time manufacturing and three D printing and additive and resin printing and obviously like products, just humanoid robotics, dreadnought, lights off factories, making anything on demand and thr…”

“And so the same way we've been waiting for self-driving car for the last 15 years, we'll be probably waiting for like humanoid robotics in house for meaningful time. And before that, what we'll see is at scale deployment in manufacturing.”

“I think consumers will be experiencing them in 27”

“I don't, it's not something we'll solve in a month, but it's certainly not something that's 10 years away at this point.”

“Automotive manufacturing is like the most complex systems I've ever seen in my entire life all put together to manufacture cars. It's like hundreds of times harder than manufacturing consumer electronics. Like, we manufacture consumer electronics a lot by hand…”

“My view is that there's going to be a generational company to be built that We'll be able to put, ultimately, billions of robots on the planet that will build, like, the largest company we've ever seen in the world by a long shot.”

“There will never be another wealth creation event like AI. I think maybe personal humanoid robotics, but what an amazing, amazing time to be alive.”

“I think the sort of The big markets in the, you know, three-year horizon, let's say, are much more on the industrial robotics side.”

“Well, spicy is that look, Chinese are ahead of us and it's very dangerous politically, geopolitically.”

“It's I'm very much wait and see it's the human rights are making enough progress that it's really causing me to second guess how much I want to spend on capex and a big automated system right now in a fulfillment center, because. You know, three years from now…”

“I do think that there's an interesting thesis I heard that the path to real re-industrialization in America is not Not through trying to play the last war, but instead focusing on the next war, which is humanoid robotics, and if we really get that right, and w…”

“I feel like it's going to be self-driving. Like the progress so far looks exciting. The demos look good, but we obviously don't see everything that's happening in the background, and I think it's going to be like a long slog.”

“I think the only countervailing force there is going to be humanoid robotics and AI that's going to allow us to support that aging population.”

“We need to go out now and like prove that we can actually ship really high quality product, which is going to take us, you know, several more years from here.”

“A, it's gonna be the biggest business in the world by probably order of magnitude. Half of GDP is human labor, like an order of magnitude bigger than, like, all of transportation market. It's just an enormous industry.”

“And so I think it's bigger than a self-driving industry and I think it's easier to scale it once it's working.”