John Coogan

You'll have the humanoid

go and put the windshield on the car and then pretty quickly realize like, wait, for one tenth the cost, we could have a KUKA robot arm do that, and there will be this gradation of what is economically productive for each robot, and you will only use the most expensive humanoid for the really, really unwieldy task, and we won't see a world where everything will be humanoids, but what's your thesis long term?

So first of all, I think this is also one of the biggest differentiators from us to others is that we do believe in different embodiments.

And what we have today is like what we are using mainly today is like mobile manipulators, but always combined with a physical AI brain.

And I think this is also going forward, we will see more humanoids.

And I think we will see them in all areas of our lives.

And the reason for that is more like that they're having the form factor of a human.

And I think the whole world is basically created around the human and ergonomically, let's say, made for humans.

And this is basically also the main reasoning.

So we're...

I think the biggest breakthrough we see right now is actually connected to a brain and with more sensing capabilities.

So until now, we're seeing mainly like all these companies coming up with the vision language action models.

But here I need to say that it is not enough to bring robots into our fields.

It's a little bit like learning how to swim.

You can learn swimming by just watching a video.

It's about a nervous system.

You've got to go to Reddit, r slash swim.

Yeah, you've got to learn it from the Reddit data.

Just read enough comments, you can learn how to swim.

Yeah, it is interesting.