robotics

“We should be focusing on other aspects of, you know, rare earth, you know, minerals production you know, industrial automation, you know, robotics, much more so than I would say actually aerospace defense. There's probably not that many more interesting compan…”

“When you think about the next generation technologies that will define the 21st century, whether that's Autonomous vehicles or robotics or the data centers that enable AI, drone technology. All of that has to have a rare earth magnet turning that motor, sensor…”

“Maybe robotics will get there and there'll be, you know, a real sort of conflict between, you know, whatever robot can do electrical work and electricians. But I think that's much farther off than you know, automating low-level web design.”

“I mean, it's going to robot on robot action. So like these new products are so lethal that it's tough for like people to be on the battlefield of the future. So that's where it's headed. It's not like exactly augmenting soldiers, like some people's vision, but…”

“I think a lot of the themes are AI infrastructure applied AI and robotics which might sound very counterintuitive because like we have pretty unfair access to consumer companies which we will do on occasion.”

“I don't think there's any group in the world that I wouldn't think on the robotic side that makes the designs more parts than we do on the robot. We design the motors, basically every part within there, the rotor stator, everything.”

“Wars are going to be fought with robotics in the future. There's not going to be humans on the battlefield. There's going to be robots, and there's going to be technology, and battle bots is going to be a thing.”

“And then what you might have is ultimately you can mix and match Chinese physical robot with a Western brain. And I know that's happening.”

“But in the future, that whole process will be automated with robotics.”

“Today with AI tooling, like, you can write code a lot faster, but that also means, like, your debug cycles are a lot faster and so you spend a lot more time up front now, or it's prudent to spend a lot more time up front, you know, assembling all of your hardw…”