robotics

“Anything that is a manufactured good or provided service will, I think, with the advent of AI plus robotics, that the cost of goods and services will be, will Trend to zero. Like, I'm not saying it'd be actually zero, but it'll be, everyone will be able to hav…”

“Robotics, For the most part, I see in this sort of wow stage, like wow, you could make a robot do that with just, you know, this general purpose language model, or just a little bit of fine tuning this way or that, and it's like amazing but maybe not for the m…”

“It, yeah, it just feels kind of silly having done all of that work and seeing now how capable these general language models are that include, for example, vision and image, and they're multimodal, and they can understand The scene and everything, and not havin…”

“So I feel like we're at a really interesting inflection point. That is going to make 2025 the year of autonomous hardware or robotics. If 2024 was the year of kind of compute build out and the rollout of AI systems in software, I think 2025 will be the year of…”

“This is going to be the largest breakout in robotics we've ever seen if Waymo's any indicator.”

“So I think, you know, we are probably two to three years away from that magical moment in robotics too.”

“On the other hand, for general use or personal use robotics and just interacting with the ordinary world the humanoid form factor could be pretty important because, of course, we've designed the physical world around us to be for humans. And so steps, doorways…”

“The real in future markets that really matter is in robotics because these permanent magnets are the key input to the actuation mechanism of the robots, meaning how do the robots move? How do the joints move through actuation? That happens because of rare eart…”

“I actually think robotics will be slower than people think in terms of really taking hold”

“And so a couple, two, three cycles would basically be somewhere around three years to five years. That's it. Three years to five years, we're gonna have robots all over the place.”

“I think what really excites me is you can use the same kind of AI model to make a movie and deploy that as a brain on a robot.”

“Pre-training on videos gives, like, implicit understanding of the physics of interactions with the real world, and then you can get stuff like action prediction, like robotics out of the same model.”

“Currently, if you look at where this, where the field is, there is no one general model that solves everything for robotics. It's not there yet.”