Things Josh Says on Podcasts

And you see these like Rube Goldbergian machines of levers, and it's like, yeah, you don't see any humans in those pictures, right? It's somebody built a machine that is the factory. And that does exist. And if it exists, they probably filmed it and put it on how it's made, right? Because that's the top 0.01% of American Factories logistics. And so what's below that? And you walk into these million square foot facilities and you see a bunch of people standing around on conveyor belts or holding tables doing things by hand. And it's kind of shocking for anybody who doesn't come from this industry and community. And so you look at a robot like Cassie and it's like, you know, a huge amount of work, which is backbreaking work that's really hard to hire for. There's a three-month turnover where your average age of the worker doing that work is 55 years old and about to retire. And it's like, okay, we could use a Cassie to do that backbreaking work. And similarly, Sunny is like basically anything you ever bought that came in a box, a…

There is so much demand. And it's not even demand for robots. Cause again, like people don't know that the shape of a robot exists or that it works or that it can do this job. So it's ultimately like, you know, we have this framework of the value of a robot is you take how much work a robot can do and you divide it by its cost. And that's it. Right. Everything else is commentary. And so if we're able to compete in these highly liquid labor markets that exist across American physical economy and we can offer something that delivers greater equivalent capability to lower cost, the market for that is the whole market, right? It's all physical word of done.