Harry Stebbings

And what these guys do is they built a next generation robotic.

And what these guys do is they built a next generation robotic.

The bet they're making is, so you have the humanoids, which is a lot, and then robotic foundation models.

The bet they're making is, so you have the humanoids, which is a lot, and then robotic foundation models.

You're putting a lot of money into a lot of enabling technology that maybe you don't need for the task at hand.

You're putting a lot of money into a lot of enabling technology that maybe you don't need for the task at hand.

In fact, you're overscoping it.

In fact, you're overscoping it.

And then on the other extreme, you have the old school robotic arm manufacturers who are doing all of the current robotic work.

And then on the other extreme, you have the old school robotic arm manufacturers who are doing all of the current robotic work.

Most software vendors are using one of those old arms.

Most software vendors are using one of those old arms.

And they're basically saying that somewhere in the middle, you can build this next generation, kind of the analogy they use.

And they're basically saying that somewhere in the middle, you can build this next generation, kind of the analogy they use.

Like you have an integrated hardware software stack like Apple, they're going to do the same thing.

Like you have an integrated hardware software stack like Apple, they're going to do the same thing.

for a robotic arm that can be integrated, and they think they can take a lot of revenue that way.

for a robotic arm that can be integrated, and they think they can take a lot of revenue that way.

What I liked about it, it's a pragmatic play.

What I liked about it, it's a pragmatic play.