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robotics industry

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 9, 2025 by Gavin Baker · across every show →

Everything said about robotics industry, oldest first

Dec 9, 2025 neutral
Prediction Not checkable as stated
The primary robotics battle will be Tesla's Optimus versus Chinese manufacturers
“I do still think that the main battle is going to be between Tesla's Optimus and the Chinese. Cause you know, it's easy to make prototypes. It's hard to mass produce them”
Gavin Baker Dec 9, 2025 ▶ 23:45 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
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