humanoid robotics

“I do think that there's an interesting thesis I heard that the path to real re-industrialization in America is not Not through trying to play the last war, but instead focusing on the next war, which is humanoid robotics, and if we really get that right, and w…”

“It's I'm very much wait and see it's the human rights are making enough progress that it's really causing me to second guess how much I want to spend on capex and a big automated system right now in a fulfillment center, because. You know, three years from now…”

“Well, spicy is that look, Chinese are ahead of us and it's very dangerous politically, geopolitically.”

“I think the sort of The big markets in the, you know, three-year horizon, let's say, are much more on the industrial robotics side.”

“I'm bullish on robots, like super bullish on robots, but only for like, not for tasks that have like, TSMC's Arizona fabs, or okay, let's say TSMC Tynon, which I think produces like, you know, indirectly hundreds of billions of dollars of global GDP, even dire…”