robotics

“Robotics can move much faster if it's ramping exponentially than retraining a whole generation.”

“I think as a VC right now, it's really hard to invest in a sector, given the proliferation of startups, all with high potential, the prices you'd have to invest that money.”

“I grow increasingly concerned that we are just frankly behind. In terms of the model development, the application of hardware and the synthesis they're in both from a hardware standpoint, from the software standpoint, and then critically the ability to test.”

“The last 40 years we've specialized in, you know, higher education, knowledge work, legal management services, Hollywood, you know, the creative class, all this stuff that is going to like be deflated and China will have the factories that will become fully au…”

“Getting a robot to do a job is 10% of the work. 90% of the work is like, how do you do error handling and how do you solve all of the shit that happens after you deploy that robot?”

“There's another reason to do end-to-end learning, which is, this is, I think, the only thing that has a chance of working.”

“The biggest challenge in robotics so far hasn't really been Agility or dexterity, what the robots can do. But then generalization.”

“The arms are already good enough. It's the off the shelf arms are fine. It's all software. Again, it's always all software. Autonomous vehicles are all software. Robotics is all software”

“None of these things scream cashflow to me. These to me seem Very likely like businesses, new business lines that also lose money. I'm excited about these categories. I think they're going to make cool, novel products, but it doesn't give me more confidence th…”

“One dynamic that's interesting is China has obviously a massive advantage in robotics. And right now we have a, an advantage in the models.”

“I think houses are going to be redesigned completely so that whatever the optimal robot is that allows it to simplify the house, that's where houses will go.”

“I don't think we're at a point where that poses a risk. It's the next model. It's the model with its own volition, basically.”