John Coogan

They've been working on this for two full years and obviously Jeff Bezos has an incredible amount of AI and robotics experience, both in the recommender systems in Amazon and Kiva Robotics, which is probably like the, you could make the argument that it's like the Instagram of the robotics boom.

It's like one of the most successful acquisitions.

We're talking to the founder of a robotics company at 11.45 today.

So his co-CEO is an adjunct professor at Stanford School of Medicine, who previously co-founded Google's Life Sciences Division, no big deal, that's a huge accomplishment.

And the company's goal is to build AI systems that can assist throughout the entire engineering process.

That ranges from designing products and predicting their performance to manufacturing them.

We're trying to approach that problem end to end.

They also held talks, this was the big one, they held talks to raise $100 billion fund.

which is a lot of money.

We'll talk about SpaceX in a bit, but SpaceX is looking for $70 billion, and it's a huge business with so much attention.

This is an entirely new thing, and they want to put $100 billion to work.

But, of course, Bezos has plenty of money to backstop it, anchor it, do whatever he needs, and he has massive connections.

So the Wall Street Journal reported this and they said the goal was with that fund to acquire manufacturing businesses and deploy AI across their operations.

And remember, we did that whole list of like, what could they actually buy for $100 billion?

What would be a good buy?

And there were some very interesting, like you could buy like Goodyear, for example, and work on tire manufacturing.

And I think I was wrong in all my predictions, but it was an interesting exercise to just take a little tour of the American manufacturing industry.

But my read on it is,

some combination of like a foundation model,

that allows you to generate full products, basically, like product specs, designs, et cetera, to high fidelity.