Dwarkesh Patel

But then the revenues for these AI companies are, like, cumulatively under the order of, like, $20, $30 billion per year.

And that's so much less than...

all knowledge work, which is $30, $40 trillion.

So in five years, are we in a similar situation that LLMs are now, or is it more like we have robots deployed everywhere and they're actually doing a whole bunch of real work, et cetera?

There's so many things that increase productivity.

Just like wearing gloves increases productivity or like, I don't know.

But then it's like you want to understand something which like increases productivity a hundredfold versus like, you know, wearing glasses or something which has like a small increase.

So robots already increase productivity for workers, right?

Where LLMs are right now in terms of the share of knowledge work they can do, which is,

It's, I guess, probably like one, one thousandth of the knowledge work that happens in the economy LLMs are doing, at least in terms of revenue.

Are you saying like that fraction will be possible for robots but for physical work in five years?

Because the human can label what's happening?

Interesting.

So I got to go to LabelBox and see the robotics setup and try operating some of the robots myself.

Okay, so operating ended up being a bit harder than I anticipated.

But I did get to see the LabelBox team rip through a bunch of tasks.

I also got to see the output data that labs actually have to use to train their robots and asked Manu, LabelBox's CEO, about how all of this is packaged together.

Labelbox can get you millions of episodes of robotics data for every single robotics platform and subtasks that you want to train on.

And if you reach out through labelbox.com slash thwarkash, Manu will be very happy with me.

In terms of robotics progress, why won't it be like self-driving cars where we – it's been more than 10 years since Google launched its – wasn't it 2009 that they launched the self-driving car initiative?