The latest demos are exciting and scary at the same time. Some companies are even selling their bots already. These are more toys than task performers. But progress is rapid. iPhone moment soon?
great framing on the versatility/efficiency frontier. the real signal will be when customers show demos as good as the manufacturers -- thats when we know its not just teleoperation theater.
also cant stop thinking about the compute angle: every humanoid learning to fold laundry is another GPU-hour sold. second demand curve on top of LLMs.
great framing on the versatility/efficiency frontier. the real signal will be when customers show demos as good as the manufacturers -- thats when we know its not just teleoperation theater.
also cant stop thinking about the compute angle: every humanoid learning to fold laundry is another GPU-hour sold. second demand curve on top of LLMs.