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
That's what we're talking about here.
And we could talk about the consumer side too.
Most of the money has been made in the deployment.
So almost all the money in the value chain has been made in the people that actually deploy the robots into the factories because it's so much work involved in deployment.
That's where all the margin is.
So don't get me wrong.
If Google's the brain of all these robots, they will make insane amounts of money at scale, but they will make a tiny piece of money off every robot, right?
Yeah.
The people actually deploying the robots at FedEx, at American Airlines, at all these places, at every fucking company in the world, the margins will be thick and nasty from those companies.
And that's why I'm invested in the actual...
I am.
I'm bending on a horse.
My big horse is Aptronic.
We'll see.
We'll see.
And maybe Tesla, if they can get their act together with Optimus, I'm holding off on my Tesla bet until I see, until I hear what's actually happening with Optimus.
But besides that, I think the biggest beneficiary will actually be the companies that will benefit most from it, which you were just touching on.
I call it the AI efficiency wave.
So it's partially the companies that will benefit from AI.
And the companies that will benefit from embodied AI and automation and robotics.
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