robotics
17 statements across 9 episodes · 10 bullish · 2 bearish · 11 people on the record · first statement May 17, 2017 by Wojciech Zaremba · across every show →
Everything said about robotics, oldest first
May 17, 2017 neutral
Zaremba: Robots cannot grasp arbitrary objects without custom hand-coded programming
“So it turns out that when it comes to arbitrary objects current robots are unable to just grasp an arbitrary object. For any object, it's possible to hand-code a single solution, so, say, as long as, let's say, in factory, if you have same object like I don't …”
May 17, 2017 positive
Jun 16, 2017 positive
Hwang: Virtual 3D environments train robots without expensive physical setups
“There's also one really cool interface between VR and AI that's happening right now, where the whole idea is, like there's a project called Universe from OpenAI, and another project called DeepMindLab, which basically, like, imagine you need to teach a robot t…”
Jun 5, 2019
Giertz: Building 'shitty robots' was armor against being mocked in robotics
“Building shitty robots was this like way of approaching a very intimidating field, which is robotics that I was really interested in, but I haven't gone to school for. And I was like, oh, if I only try to build shitty things and nobody can like make a joke on …”
Jan 31, 2025 bullish
Jun 21, 2025 positive
Altman: AI and robotics enable bringing manufacturing back to the US
“And, you know, like, AI and robotics does give us a new possibility of a way to bring manufacturing back here and to bring sort of these complex industries here in a really important new way. And I would say that's at least worth trying.”
Jul 22, 2025 neutral
Jul 22, 2025 negative
Finn: Industrial automation data lacks behavioral diversity for general robotics
“So for example, we might look at data from industrial automation and you get tons and tons of data of robots doing tasks over and over again like this, but the sort of data isn't going to allow robots to go into disaster zones or to make a sandwich or to bag g…”
Jul 22, 2025 negative
Finn: Frontier models struggle with visual understanding for robotics
“In general, we found that these frontier models generally struggle with visual understanding as it pertains to robotics. Which makes sense because in general, these models aren't kind of really targeting, ah, many physical applications and have very little dat…”
Oct 7, 2025 positive
Fisher: Hard physical and semiconductor problems provide durable moats post-AGI
“And I think a lot of things actually, like TSMC, like ASML, those are hard problems that eventually will get easy with robotics, et cetera, but robotics are lagging behind. So I think there's these hard problems that will exist even in two years, and if you're…”
Apr 16, 2026 positive
Hu: RT-X proved AI scaling laws apply to physical robotics
“That was a big paper, because it was the first that showed potential scaling laws that applied to robotics, because now you could start training all these models across multiple kinds of hardware, not just one, which has never been done in robotics ever before…”
Apr 16, 2026 bullish
Vuong: Robotics infrastructure services represent a massive new startup opportunity
“I think this is another area of incredible opportunity of kind of building services for robot company. Like, you know, if you can offer remote tele-op, for example, if you can offer data collections, if you can offer annotation service, because, you know, thes…”
Apr 16, 2026 positive
Vuong: SayCan showed language models can reduce robot-specific training data
“I think the first is Seikan, which to me was the first demonstration of language model and how you can bring all of the common sense knowledge in language model into robotics, and therefore that significantly kind of reduces the need to collect robot-specific …”
Apr 16, 2026
Apr 16, 2026 bullish
Jul 26, 2026 bullish