The Man Taking on Tesla in the Race for Humanoid Robots w/ Brett Adcock | EP #116

“by 2040 we will have 10 billion robots on the planet”

“I think you're getting these costs down like sub $20,000 a unit like really cheap.”

“GDP spikes to Infinity yeah”

“we're at right now it's like how do we take you know like you know we're putting out cool videos and um that's great but like the next big step is like to go back and do useful work continuously”

“I think that they will be more prevalent than cars are out there right there's like a million cars like a million other vehicles and we could see you know 5 to 10 I'm sorry a billion cars out there a billion other vehicles um and so it's going to be a very different future for them”

“I think there'll be like I think the the way I look at it is we need more like really real players and I think Tesla's a really real player.”

“I do think China is like the next group of folks that are going to be really competitive long term in the humanoid space.”

“but there's just like um yeah I think we thought that was easy it became like a bloody hell so what's what's the what's the flip side of this thing that you thought was going to be hard and turned out to be easy would it would it maybe be the AI integration did I mean when you started did you imagine you're going to have to build out your own AI models we still do like a lot of our own AI models here which is like maybe not super well known but like um but we do we have a whole AI team we do most of the lot of work ourselves I would say across this we leverage some group like you know open AI we like work with on new models and stuff and use their like VM for some things so I think uh then that's been really helpful I think AI systems is probably the one that's been like wow this is really working and it's you know you think about like this split of like what percentage of the things are you going to have to hardcode and code to go do which is like you know more classical controls and heristics what percentage of things can we do through neural networks and I you know I would have thought going into this I guess my thoughts two years ago is like you know a large percentage of the stack would be written in in heristics and code um call like 95 90% And then as we are able to you know write neural nets for those that are at equivalent performance we will just take those uh that level of like code or C++ and remove it with the neural net and it's kind of been flipped yeah um all the is working uh for like a small team with like you know we don't have like a ton of tooling and infrastructure and things almost like right off the bat uh with like everything like just like like using slam or perception systems and object detectors and um planning and uh speech to speech reasoning everything the St like the high and low low levels have been working incredibly well and um so yeah I think it's pretty magical I just like it would take us such a long time to code all this stuff”

“did you see the movie Oppenheimer if you did did you know that besides building the atomic bomb at Los Alamos National Labs that they spent billions on bio defense weapons the ability to accurately detect viruses and microbes by reading their RNA well a company called viome exclusively licensed the technology from Los Alamos labs to build a platform that can measure your microbiome and the RNA in your blood now viome has a product that I've personally used for years called full body intelligence which collects a few drops of your blood spit and stool and can tell you so much about your health they've tested over 700,000 individuals and used their AI models to deliver members critical Health guidance like what foods you should eat what foods you shouldn't eat as well as your supplements and probiotics”

“best guess is that two years five years”

“we're starting a production line next year so um we'll start with a few as we um you know have like engineering really close with those customers and making sure that the product really works well”

“the timeline for us getting in home is accelerating”