Caroline Hyde

The people inside them get trained more quickly.

Humanoid robots are deployed in the real world more quickly.

Here's the big story in our space, Eddie.

There is a massive capacity problem.

There is not enough money, people, and materials to build and rebuild everything in the world right now.

Right now, people are building lots of data centers.

A lot of infrastructure that serves day-to-day people in their lives, road, rail, all sorts of things, doesn't get built while that's getting built.

We need to execute more projects

with the same amount of people in the same capacity we have today, and we need to do it at an accelerated rate.

That's something that's very unique about the design and build world, this fundamental capacity problem.

AI is going to be enabled to unlock that.

Andrew and Agnes, Autodesk CEO, really appreciate your time on Bloomberg Tech.

Thank you.

In other earnings news, Palo Alto Network shares plunging, having a difficult day after the cybersecurity company released a forecast for adjusted earnings that was weaker than anticipated, though it also boosted its four-year forecast for other key metrics, including revenue and remaining performance obligations.

CEO Nikesh Arora told us why he thinks the market is wrong about its reaction to the earnings.

Listen to this.

Coming up, Apple fast-tracks AI wearable devices.

We have the Bloomberg reporting next.

This is Bloomberg Tech.

Jeff Bezos' space startup Blue Origin has shifted resources from space tourism to lunar projects.