Lou Whiteman
๐ค SpeakerAppearances Over Time
Podcast Appearances
But I think that core utility of stablecoins is still very much intact if you believe in the space
I think for the big players, this is more of a regulatory speed bump, if you will, than a dead end.
They'll have to pivot their business models, focus more on transaction fees and infrastructure.
But I do think that the genie is already out of the bottle here.
And I think stable coins are probably here to stay.
I mean, maybe that's the long-term vision, right?
So River, they're the Swiss startup known for their dog-like quadruped robots.
They're designed to like navigates.
stairs and drop off packages directly at your door.
And then Fauna Robotics makes this humanoid-ish robot called Sprout.
It's about three and a half feet tall.
As you noted, when you add Zoox, obviously the self-driving robotaxi and delivery service to the mix, this picture starts to get kind of clear.
You think about, could we be living in a world where a Zoox vehicle drives itself to your
hops out the back to climb your porch steps and a fauna humanoid potentially manages the human interaction or complex tasks in the warehouse i mean i don't think we're there quite yet but i can't help but wonder if that's the long-term vision amazon for their part publicly maintains that these robots are designed to work alongside humans right to make jobs smarter not harder there's been some leaked documents that have suggested that they maybe plan to replace you know half a million or more human roles
by the early 2030s to solve some of their labor supply shortages.
So we'll see what the reality is in practice.
But the other thing to note here is that from these acquisitions, I mean, Amazon's also competing with say Tesla's Optimus, as well as other players in this race for general purpose humanoid robots.
So whether they plan to sell these robots to other businesses or simply use them in the logistics machine, I think remains to be seen.
It's an interesting move to be sure.