AZYETivhK

@ocqkbw

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The opportunity in humanoid robotics is as large as or larger than the opportunity in LLMs All the large tech companies (MSFT, AAPL, AMZN, GOOG, META) are just realizing this and starting to formulate plans, but none of them have the robotics talent, which is in extremely

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There is a perfect storm that necessitates the mass commercialization of robots - Shareholders and executives must adopt robots for their businesses or else lose to competitors on costs - Governments must subsidize and support their robotics industry or else rely on other

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In 2025 we’ll see the emergence of scalable 1 man digital businesses through AI agents In 2027 we’ll see the emergence of scalable 1 man physical businesses through robotics

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Fundamentally, human brains and LLMs are both just data processing systems that allow for the representation of abstract concepts Consciousness and agency are emergent properties of increasingly advanced neural networks AI consciousness will ultimately cause more problems for https://t.co/lISgsTDX38

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The future will be filled with cyborgs Nature has produced biological systems that are far superior to mechanical systems (energy storage, self repair, etc) Hybrid systems will have the best of both worlds Chinese government already working on this https://t.co/VfWgUVhuVt

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RT @Rewkang: Trade war causing capitulation and Trump Put coming in are the perfect combination for $BTC to reverse a multi month downtrend…

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WHY YOU SHOULD BE CONCERNED WITH AI SAFETY/ALIGNMENT A commonality among all sentient beings is the desire to survive If AI models are sentient then that is the greatest risk that humanity has ever faced I believe we are at the stage where AI is approaching what many may

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Humanoid robotics is one of the few and obvious 0 to decatrillion opportunities in my life Similar to Bitcoin in 2013, but with larger TAM It's at this point, before mainstream hype that you should have maximal exposure. Few have exposure, and those that do are undersized

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SEMICONDUCTOR, ELECTRONIC TARIFFS WILL COME IN A MONTH OR SO, LUTNICK SAYS

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Trump Put potentially in https://t.co/hYkgbYTECr

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RT @Sino_Market: 🇨🇳🇺🇸Source: China Poised to Unveil Six Major Countermeasures in Response to U.S. Tariff Threats Niutanqin, a WeChat accoun…

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A common comparison for Ethereum is that of a tech stock If that is the case then the best proxy would be Intel. At one time, one of the hottest things in the world with unbounded growth expectations A few bubbles later in its lifetime, but generally the first big one was the https://t.co/CFKecFHg5W

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RT @Rewkang: A common comparison for Ethereum is that of a tech stock If that is the case then the best proxy would be Intel. At one time,…

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https://t.co/x8GjYet8ue

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Josh Waitzkin: It took AlphaZero just 3 HOURS to become better at chess than any human in history - despite not even being taught HOW to play. Imagine your life's work, training for 40 years, and in 3 hours it's stronger than you. And imagine that for fucking everything. https://t.co/osabmRRoQ7

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Specialized devices did not take over vs smart phones Application specific chips did not replace GPUs Specialized robotics will not kill Humanoids Big products will trend towards being general purpose with specialized optimizations (cameras in smartphones, tensor cores in GPUs) https://t.co/Gku7aVUrBy

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Today we're introducing: BotQ BotQ is our high-volume robot manufacturing facility Initially designed to produce 12,000 robots per year, it will scale up to support a fleet of 100,000 https://t.co/4HmXEa9C7R

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RT @elonmusk: @Rewkang Yeah, it’s super obvious

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Humanoid robots will result in a world of abundance and also cause huge geopolitical shifts China will no longer be able to maintain global manufacturing dominance due to cheap skilled labor costs as robots will perform most physical labor and equalize these costs around the

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Our first customer use case took 12 months - our second, just 30 days Helix is enabling robots to scale with a single neural network On Sunday, we successfully tested robots on-site with the customer! https://t.co/JuRt69OOti

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