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.

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recordings per month · last 12 months

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

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Asia is full of robots, Japan is full of robots, America's full of robots. podcast-host

Because it's understood that in the factory space it's improving the labor productivity of of humans, right? podcast-host

But the humanoid robot has the same utility or features like arms and legs and walking as a normal human. podcast-host

So you're not complementing human labor. podcast-host

You're meant to substitute, right? podcast-host

Effectively. podcast-host

So then I think you're fighting against a very difficult cost curve actually. podcast-host

So I I I personally don't think humanoid robots. podcast-host

I think obviously they're scare they're scary. podcast-host

I think that people are trying to figure out how to make it work. podcast-host

But I'm not sure if that's really the form factor podcast-host

They will podcast-host

complement human labor that allows it to have a fast adoption curve. podcast-host

So that's that's my two cents. podcast-host

Yeah. podcast-host

Who knows if you're right. podcast-host

And then speaking about, you know, all these various companies as well, I think we recently saw the Shane IPO as well, right? podcast-host

Um, what are your thoughts about that? podcast-host

a sense of the numbers, I think Shane's peak valuation was like about a hundred billion dollars, right? podcast-host

And then valuation and then the IPO was about a quarter of that, around twenty six billion dollars. podcast-host

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