robotic foundation models
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 20, 2025 by Andy Lubershane · across every show →
Everything said about robotic foundation models, oldest first
Mar 20, 2025 bearish
Lubbershane: Robotics foundation models lack defensible long-term moats
“I have my skepticism about that About that approach, kind of in a similar way as I have some skepticism about LLMs themselves, which is that I'm not sure about the long-term moat, and I'm also, you know, not convinced that the companies who are building robots…”