Chris Camillo
speaker
886 appearances
1 recordings
1 series
first heard Jun 2026
last heard 29 Jun
Chris Camillo’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
The timelines are way off.
These robots are not yet commercially scalably viable.
There's not one company that has a commercially scalable robot right now.
We are still a full generation away from the first commercially scalable robot that will actually have a good chance at meeting all of the KPIs to be viable.
The amount of uptime, is it 80%, 90%, 20%, right?
Like the speed, the break rate, the cost, like there's like 12 KPIs and you got to meet all of them to be commercially scalable.
So we're not there yet.
So everybody thinks all, everything that Elon has been saying is a complete lie for the past three years.
Everything some of the other CEOs have been saying is a complete lie.
And it's okay.
Okay, it's okay.
My best thesis on what's going to happen in this sector, and I could be wrong, but my best thesis right now is that we are going – actually, there's a story yesterday on Hyundai potentially spinning, which I've known for a long time, spinning out Boston Dynamics in an IPO pretty soon –
I think we're going to have a hype window for IPOs in the robot space.
I think it will be 2027 or 2028.
I think there will be a small number of companies that by then will be able to show at minimum a prototype of a fully commercialized, production-ready, scalable robot, even though they haven't scaled yet, along with...
POs from the world's biggest companies that will show that this is the biggest TAM on Earth, that will show the biggest companies on Earth are literally ready to spend billions a year for robots.
Are they right now?
Yes.
They're prepared to do it if and when someone has the robot and could actually scale the robot, which is not what you think it means.
Because when I say scale, you think manufacturer.
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