Jaeden Schafer

It was greeting guests.

It was speaking in 11 different languages.

Now, I think on the surface, you can really look at this like a PR moment for figure three and actually probably in the White House.

Right.

To say, like, look, we're like super high tech robots.

But I think the reason why it matters is it's a signal of how fast physical AI is moving.

If you look at a year ago, we were seeing these robots in these kind of controlled lab demos.

And now we have one walking through the White House.

I think this is a really big jump in a very short amount of time.

And I think it connects...

A really big trend we see everywhere, which is just this week, Agile Robots announced a partnership with Google DeepMind.

They're going to integrate Gemini models into physical robots for manufacturing.

They're also doing automotive and logistics.

So you're seeing, you know, Google, OpenAI and a bunch of other companies all converging on this idea that physical AI, which is, you know, robots that can actually do things in the real world.

This is the next frontier.

And I think we're going to be talking about this a lot more in the coming months.

And I would say by the end of the year, we're going to see some pretty, pretty

Pretty sizable rollouts of companies rolling this out in a big way.

The second thing I want to talk about is SoftBank's $40 billion OpenAI investment.

So they're putting together this big round for OpenAI.