Humanoid Space
topic on 2 shows · 2 statements across 2 episodes
2 statements about Humanoid Space, every show
Humanoid robotics will mirror self-driving car long-tail struggles
“My personal bet is I think it's gonna be, the humanoid space is gonna look much more like self-driving, where we have some very good isolated demos, but the long tail will kill you. And so we're gonna go through many false starts, and I think this is just the …”
Humanoid robotics mega-rounds risk repeating the self-driving car investment bust
“Going out and raising these mega rounds at massive prices. It kind of reminds me of the self driving car phenomenon where you had these companies that understandably were capital intensive and it was like, man, if it works, it's going to be great. Everybody's …”