Humanoids

“Humanoids are like low scale, do low scale tasks in human environments. If you're doing high scale tasks, industrial scale tasks, you are going to make specialized machines that move and act in the physical world.”

“At that point, it's probably specialty automation doing those things, because it's just twenty-four-seven doing it, and a humanoid doesn't make sense. It's not the most efficient thing for that specific task. A humanoid is useful for walking into human environ…”

“You know, midterm, we want Dana, if not the short term, to really, you know, make humanoids way more real.”

“I'm sure very soon. I mean, bro, if I'm going up against a metal robot, like I'd probably lose, so.”

“If you've seen videos of humanoids doing all these acrobatics, right? There's a particular pipeline that makes that work, which is very heavily reliant on simulation, and actually very light on real world data, often almost, often actually zero real world data…”

“I think we'll, we'll see billions of humanoids on the planet in our, in, like, our lifetime, and they will do everything for us from things at home, like, doing the laundry, washing dishes unpacking groceries cleaning up the house to, we will see billions in t…”

“We've now had torque density and power density of actuators and battery systems get good enough where you can run, like, fully electric systems instead of hydraulic systems, and that makes the robot smaller, lighter weight, quieter, faster like, you can run, t…”

“We've had, we've asked a bunch of robotics experts about humanoids. And so far, I haven't got a, I don't have the confidence that, that this is Actually a super great use case for them.”

“On the other hand, I think that they're a little overrated, and one way it kind of to practically look at it is, I think that we're generally fairly bottlenecked on data right now, and some people argue that with humanoids, you can maybe collect data more easi…”

“Humanoids scare the hell out of me as an investor, because it's like this really impossibly hard thing to do with a lot of really, really smart people working on it, where like, if you pull off this impossible thing, then you're competing against these 10 othe…”

“I think the last place we're going to start seeing humanoids show up is in our homes.”

“And before humanoids are fully widespread I think we will see that the chat GBT of a moment for robotics being articulated in the industrial settings earlier than in the commercial settings, like, because those are the places that can actually justify the hard…”

“I think this is so big that there's going to be more of these robots than there are humans.”

“So here at figure what's so, so at a high level, the biggest company, the next 1015 years in the world will be human, like AI powered humanoids. That like, that's for sure going to happen.”