Hemant Taneja

Now, are those AI teammates like the co-pilot or pilot?

Can you fully empower them to do stuff or are they giving you efficiency?

That depends on how well the technology works, how complex the problem is, how severe the problem is.

So like in healthcare, for example, if it's life and death decisions, you want humans making those today because that technology isn't as reliable.

So I think sort of having a framework, but saying every one of your departments is going to have these AI agents

If you're not doing that, then you're not preparing yourself for this next phase.

And that's a lot of what you're seeing.

You're already going to be one-to-one.

That's an enormous ratio.

If you go around the world today, you go to Europe, you go to the Middle East, where there is focus on interesting luxury products, there's a market for it.

BYD and a lot of these Chinese companies are actually penetrating deeply everywhere.

These companies have all the features and functionality and they're really low cost.

And so one thing is that the dynamic of the auto industry and European auto makers are all very dejected because they don't know how they're gonna compete with the Chinese industry.

US has innovation, self-driving innovation, which allows you to say the next generation of winning automotive companies

will take advantage of this platform shift.

US has the technology, but it doesn't have the manufacturing capabilities to actually say, can you actually make it as cost-effectively as a Chinese maker is gonna be?

So it's not as easy to figure out how the world order on automotive is gonna shift around the world.

And so part of the physical AI and the use of AI in manufacturing is to figure out how do you design and manufacture

products, next generation products right here in the US in a way that mimics the cost advantages of China so that then our innovation can encourage the day for us to be the global leaders yet again in this next phase.

So we have a company, Rebuild Manufacturing, that's focusing on this, for example.