robotics
6 statements across 5 episodes · 4 bullish · 2 bearish · 5 people on the record · first statement May 14, 2023 by Varun Mayya · across every show →
Everything said about robotics, oldest first
May 14, 2023 negative
Mayya: Fast humanoid robots powered by LLMs pose physical risks
“So people are, someone will find a way to market a robot with legs and hands. And then it doesn't even matter if the robot's light, where you could probably knock it down if it tries to do something new, because it would be just so fast.”
Mar 23, 2025 bearish
Srinivas: AI will not automate physical service jobs anytime soon
“Not anytime soon. Which is funny because that's not paid as much as someone gets paid to write code today, right? So it's a, it's like, it happens in the reverse way. Like everybody wants to think what they do is the one that's the one that's going to be taken…”
Aug 14, 2025 bullish
Aug 29, 2025 positive
Kothari: High capex is no longer a barrier for venture investing
“High capex is actually okay, because there's ways to finance it. And we're finally finding a way that everything's getting cheaper. Robotics is a good prime example of that. But I don't think capex is the big problem anymore. It's just like, can you find a tai…”
Nov 30, 2025 bullish
Nov 30, 2025 bullish
Musk: Continued AI progress will provide any goods or services desired
“I'm confident that if AI and robotics continue to advance, which they are advancing very rapidly,
Like I said, working will be optional and people will have any goods and services that they want.
if you can think of it, you can have a type of thing.”