David George

Often, these are the ones that are the biggest market opportunity.

Robotics is the biggest market opportunity.

We are all obsessed with LLMs and diffusion models.

Yeah, if you knew it was going to work in five years, you'd put all your money in it.

You'd put all your money into it.

I happen to think it will take a little bit longer.

Part of that is informed by my experience with Waymo.

I'd contrast maybe what Waymo does and increasingly Tesla and some others with what a robot needs to do.

And it's very different.

A car needs to basically stay in a lane, avoid anomalies, collisions, go a certain speed limit, find places to park.

It sounds simple.

When I describe it that way, it's much more complicated than that.

But simply put, that's what it has to do.

I contrast that with what a robot has to do.

What does a robot have to do in your home?

A lot more degrees of freedom.

endless degrees of freedom, make a cup of coffee, go do my laundry.

But it took Waymo 10 years.

And if you go back to the DARPA challenge, the whole industry, decades to get to this point, two decades to get to this point, roughly.

So my expectation is technology is advanced.