Human demand for robots = infinite. If they actually work (and they will), everyone will want 10, then 100, then 1,000. Yeah they're ~$100k now for high-end models, but remember 1989 color printers cost $45k, today a $70 printer destroys them. Same trajectory incoming for robots.
Robots will out-perform humans at almost everything and become affordable. We'll fight being the "lower species" at first, then get used to it—turns out they're more Woz than Jobs.
Real-world bar test: Can it pour drinks, wash dishes, cook food, help humans? Billionaires with full home bars will deploy dozens to serve 1,500+ guests fast. Already own 3 robots, fourth inbound. The game never ends—there's always another robot to buy. Maintenance is the second-order problem nobody talks about enough.
Unitree IPO hit $50B valuation. But here's the key: I'd trust my family's life to Tesla robots. Can't say that about Unitree yet. Everyone in robotics is gunning for Tesla—XPeng's CEO had only one non-China competitor on his slide deck: Tesla.
Betting on Elon to crack it. Haven't sold $TSLA since 2018, felt late even then. Chinese competition is real and making me sweat, but not selling even if it crashes to $6 like $AMZN did in 2001.
Exponential attention curve is here. Robots getting more interesting every single day. In 1-2 years, they'll be teachable fast enough to deploy in homes. Forest > trees.
Robots will out-perform humans at almost everything and become affordable. We'll fight being the "lower species" at first, then get used to it—turns out they're more Woz than Jobs.
Real-world bar test: Can it pour drinks, wash dishes, cook food, help humans? Billionaires with full home bars will deploy dozens to serve 1,500+ guests fast. Already own 3 robots, fourth inbound. The game never ends—there's always another robot to buy. Maintenance is the second-order problem nobody talks about enough.
Unitree IPO hit $50B valuation. But here's the key: I'd trust my family's life to Tesla robots. Can't say that about Unitree yet. Everyone in robotics is gunning for Tesla—XPeng's CEO had only one non-China competitor on his slide deck: Tesla.
Betting on Elon to crack it. Haven't sold $TSLA since 2018, felt late even then. Chinese competition is real and making me sweat, but not selling even if it crashes to $6 like $AMZN did in 2001.
Exponential attention curve is here. Robots getting more interesting every single day. In 1-2 years, they'll be teachable fast enough to deploy in homes. Forest > trees.