Keith Rabois predicts US government action against Chinese robotics makers due to military and surveillance data concerns.
Opinion
Rabois: China is ahead of the US in humanoid robotics
“Well, spicy is that look, Chinese are ahead of us and it's very dangerous politically, geopolitically.”
Disclosure
Rabois wants to fund next-generation AI that completely obsoletes LLMs
“I would love to invest in something that's a next generation replacement for LLM. It's not a better LLM, but something that will, you know, transforms a pretty good double tundra, but that's something that would Be a you know, complete it would make LLMs obsol…”
Prediction Not checkable as stated
Rabois: Current AI fine-tuning and training methods may be obsolete within two years
“The advances in AI are so fast. That the way we build models today with fine tuning and different kinds of training may be also obsolete a year, two years from now. So there may be models that are built that don't require any human training. So revenues that a…”
Prediction Not checkable as stated
Rabois: Outsider robotics firms will fail to replace warehouse workers
“Some company from afar that doesn't understand how a warehouse works, that doesn't understand real workers and what real workers, you know, needs are and tries to run a mixed system without having any understanding of real people. I don't think it's going to b…”
Opinion
Rabois: Apple's reported two-year AI delay is a devastating, generational setback
“Two years is like, you know, as other people have pointed out, two years in an AI world is an eternity. You might as well say I'm delaying something for 20 years or, you know, like two generations at this point. It's crazy. And so I think that's a serious prob…”
Prediction Not checkable as stated
Rabois: Microsoft will not hold as much of a strategic lock on AI
“I think Sundar made several miscalculations, and I actually do think that Microsoft and, you know, Satya got a lot of credit, but I think they're seeing some of the downsides to some of their strategies now. Like I think they are going to wind up not having qu…”