Davide Asnaghi

And does it take a new breakthrough to get there?

Maybe switching gears to talk a little bit more.

I mean, I think...

physical world automation, physical AI, whether it's robots running around or something else, feels very, like, from a sort of society-level perspective.

I think, you know, people are scared of it.

People are thinking about it.

It's very much in the zeitgeist.

I think it's a truly exciting boon to, you know, American industrial growth, but there would probably be people that take the other side of that argument.

I guess, like, so switching gears to that then, like...

Maybe let's start with humanoids.

That's a big contentious topic.

You know, Davide, in the context of manufacturing on your end and for you in the context of like actually running around on a construction site and moving material, you know, overhyped, underhyped, does it matter?

I'm curious to get your hot takes on humanoids.

And humanoids in particular versus like specific fit for purpose robots that are like, oh, I'm really good at moving lumber or I'm like a concrete pourer robot.

What do you think, Davide?

Are you going to have humanoids on your PCB manufacturing line?

You kind of touched on something that I think is important, which is this sort of tacit knowledge that I think Dan Wang calls it the process knowledge, which China has in spades, which, you know, the U.S.

has to some degree.

But it's we have an aging workforce and some of these kind of skilled labor, whether it's manufacturing engineers or highly skilled, you know, construction engineers or civil engineers or electrical engineers.

These people that, you know, work in these physical fields and have developed an intuition and a taste and understanding of what works and what doesn't.