Jeremy Au

speaker
23,503 appearances 104 recordings 1 series first heard Aug 2025 last heard 9 Sep

Jeremy Au’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
9 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 92 in all, peaking in Aug 2026 with 9.

Appearances

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It is a big important difference for the adoption curve, right? podcast-host
Because for our M's, large language models is really about bits, right? podcast-host
So it's like everybody has a phone, there's zero marginal cost for people using it, right? podcast-host
Effectively for every new person to use it. podcast-host
But for every humanoid robot, it's hardware, it's maintenance. podcast-host
You have to import it probably from China, which causes national security concerns and data obligations. podcast-host
So the scaling part. podcast-host
is really so difficult as like the data scarcity versus the firewheel that there's a gap for physical versus the LLMs makes it also I think a lot more difficult to for them to achieve utility. podcast-host
File. podcast-host
My personal guess is that it's gonna have podcast-host
the deployment will most likely happen in countries that are podcast-host
fundamentally labor scarce, right? podcast-host
But has money or natural resources, right? podcast-host
So I personally think it's gonna be somewhere like Greenland or like it's the Sahara desert. podcast-host
Even yeah it has to be a really out of the way place for adoption to really happen when it's just difficult for humans to work like offshore rigs or in the below the ocean. podcast-host
It has to be some of these crazy podcast-host
it's so difficult, right? podcast-host
Because if you are a rich country and you have a working immigration policy, then the humanoid labor ro workforce again it's w what's the value, right? podcast-host
Versus societal pushback, right? podcast-host
So I want to clarify here, if you're talking about non humanoid robots, which is just basically a factory of robots, I think that's very well accepted, right? podcast-host
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