Joel Pearson

One is we're going to see this second wave, it's going to be delayed, of disruption to work, to jobs that are physical and dexterous, which we haven't seen anything like that yet.

And they're in high demand at the moment, but that time is somewhat limited.

And then the other way to think about this is that

Once we have these humanoids in hospitals and nursing homes and all the workplaces and our homes, that's an infinite source of new learning for AI.

And so each of those humanoids will be learning and that'll go back to a central hub and they'll all get smarter like that.

So that's this new frontier of learning, and that's why these companies are going to lease and sell these humanoids at way below cost because it's such a big opportunity to learn from us.

And develop their tech.

Yeah.

So they've kind of used all the cheap or free data they can get their hands on or steal for training these models, and then the humanoid interaction is the next level.

Now, think about what we're already seeing with AI companions and then think what, you know, you put an AI companion into a humanoid.

Some of these humanoids, the one in particular from Xpeng, the EV car company, they've made these quite

gender specific, we'll say, kind of like quite curvy humanoids.

And you can imagine one of these AI companions being put into this physical form.

And then we're in a very different place where we see, you know, I imagine young people will be choosing to have relationships with these humanoids because they can shape them however they want.

They can have full comfort, no awkwardness.

It's going to be easy.

It's going to be, you know,

Short term, all upside.

But long term, I don't know if that's the case.

How?