hardware
4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement May 21, 2025 by Demis Hassabis · across every show →
Everything said about hardware, oldest first
May 21, 2025 neutral
Hassabis: Software intelligence, not hardware, has always held robotics back
“I've always felt that the bottleneck in robotics isn't so much the hardware, although obviously there's many, many companies, and working on fantastic hardware, and we partner with a lot of them, But it's actually the software intelligence that I think is alwa…”
May 7, 2026 bullish
May 15, 2026 neutral
Aug 12, 2026 bearish
Kedrosky: AI Data Centers Require Major Hardware Overhauls Every 4-7 Years
“This is a project that would require wholesale replacement of most of the hardware and probably changes in the cooling system and probably changes in other aspects of these data centers continuously and probably, you know, depending on the math, anywhere from …”