Steve Brown

They all need training.

And we're not even layering that into the demand at the moment.

So all these companies are making a bet on there is demand and that people will be paying for this stuff.

Even if you buy a $30,000 robot and have it live for four years before you decide you want a new one, which is very Blade Runner-esque for your life cycle for an Android, that pencils out at about 80 cents an hour that they will work for.

So, you know, it's going to be quite attractive and there's going to be a lot of them.

And I think people will be willing to pay for that.

And so it feels like the early stages of the internet where we hadn't quite figured out how it was going to get monetized, but that's coming.

You know, you see advertising models coming.

There'll be many other ways that people end up paying for this.

I think when we go to the agentic model, you're essentially buying a digital employee that people are going to be willing to pay for those.

So I think it'll work out, but...

We will see.

I'm not really focused on the financial side of it, more on the use cases and the use cases are definitely there.

People are going to want this stuff and lots of it.

Who should we keep our eye on?

The one I'm watching is called Figure.

I have to say it in an American accent when I'm here.

When I say figure, they're like, what?

Figure.

Oh, figure.