hardware change
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 16, 2026 by Quan Vuong · across every show →
Everything said about hardware change, oldest first
Apr 16, 2026 negative
Vuong: Single-robot scaling fails due to hardware and software drift
“And the argument is that, you know, single robot is simpler to scale. And actually that's not how it plays out in practice. Like how it plays out in practice is even if you have a single robot that you're optimizing for, over time that Platform is going to dri…”