Jan Liphardt

Well...

Just a few years ago, the robots here were kind of janky.

They were wobbly, and they had wires coming out of their head, and they looked like science experiments.

And it's really fascinating to see just how quickly humanoids are turning into a real product.

And Atlas is, of course, just one of those.

So instead of them being science experiments, they look like real things that you might want to have in your home or in your workplace.

Well, when people talk about humanoids, everyone has a different picture of what the humanoid is going to do.

If you're talking about a humanoid for a hospital, that's a totally different situation compared to a humanoid flipping hamburgers or teaching kids math.

Yeah, that's completely solved and Amazon has 1.1 million robots deployed already.

So the logistics pick and place is effectively solved.

One frontier is what you might call social robotics.

So these are the robots that will live with you

and they will teach your kids and they will help your parents.

And that is still more difficult because there's a lot of what we expect when we interact with people, their ability to make us laugh and speak and be quick and so forth.

That is still difficult, but basics like picking things up, that's solved.

Well, it's about half of them.

And for many humanoid robotics companies, they have a traditional focus on hardware.

And they're seeing the software move extremely quickly.

And some of them have the sense that they don't have the inherent capability to also be at the frontier of the software.

And that's where we're getting traction for us.