Phil Mercer

speaker

6,576 appearances 120 recordings 5 series first heard Feb 2025 last heard 2d ago

Phil Mercer’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 118 in all, peaking in Aug 2026 with 38.

Appearances

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Bloomberg Tech · Nvidia Nears $14B Hugging Face Deal · 2 Sep 2026 podcast

Zanitsa Todorova is the head of formatic fic research at Barclays, back on the show. voice-verified

I think let's start by uh Zanita, you're reminding us what your kind of longer term forecast is. voice-verified

for the addressable market or size of this humanoid remo uh robotics market globally. voice-verified

Okay, right now we're looking at video of Tesla's Optimus. voice-verified

Um what I find so interesting about this is the number that you shared of sixty thousand units of humanoid robotics globally in this year. voice-verified

Don't most of those come out of China? voice-verified

The limiting factor that I am being told on a near daily basis by industry is real-world data. voice-verified

So what we mean by that is the ability of the robot to interact with the humanoid robot, to interact with its immediate physical environment, be that a factory, other industrial setting, um, whatever it is, one solution seems to be synthetic data. voice-verified

Could you just quantify the challenge and how you see the market trying to address it? voice-verified

You know, th the the most bullish uh on the humanoid industry put a lot of faith in the digital twin, the idea that a digital twin can ground the humanoid in the real world physics around it. voice-verified

That's on the software side. voice-verified

On the hardware side, is there even a supply chain for the humanoid robot anywhere in this planet? voice-verified

On this planet? voice-verified

Sonitsa Todorova, who is the head of formatic fic research at Barclays but is just all in on the research behind humanoid robotics. voice-verified

Thank you very much indeed. voice-verified

Many tech earnings coming after the bell today and we start with Snowflake, the company revenue expected to rise thirty percent, which would mark a third straight quarter of growth at or above thirty percent. voice-verified

Flumos Brodie Ford joins us now. voice-verified

What's the Snowflake story right now? voice-verified

That was the most eloquent poetic earnings preview that this show has ever seen or heard. voice-verified

Uh Snowflake is successful, right? voice-verified

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