Tony Zhao

speaker

58 appearances 1 recordings 1 series first heard Nov 2025 last heard 25 Nov

Tony Zhao’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.

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Bloomberg Tech · Nvidia Shares Fall on Reports of Google Competition · 25 Nov 2025 podcast

So if you look at our website, we actually have a huge sign-up doc for people who are interested.

And we already got more than a few thousand of these applications.

So what we're going to work on next is to very carefully sift through all these applications and find people who, what we call founding families, who will be there to give us feedback, who will be there to kind of shape what a product will look like in the future.

the hardest element, I think it will be how people will react to this big robot in their homes.

And again, this is the first time that anyone has put a mobile manipulator, like a robot with arms, into real living homes.

And this is something that we're incredibly excited about.

I think people will be pleasantly surprised by how useful it is.

Yeah, I think if you're working on environments with a lot of stairs or you're working on environments with hills, I think having Lux will be helpful in that case.

And for us, in our first product, we decided to go for a real base just for the simplicity, for lowering costs, and to allow us to move faster.

Yeah, so our hardware is actually quite differentiated from a lot of humanoids.

Even at quantity zero, when we prototype it these days, it costs around 25K to make.

And at quantity around like 5,000, we're able to get a cost to below 10K.

So I think we'll be ending up selling it around to 5 to 10K in the final price.

And this is, we're thinking about robots not like another car-like purchase, but more like a fancy smartphone or a laptop.

Yeah, this is a great question.

I think American has incredible mechanical engineers, software engineers, but we are lacking in terms of some of the supply chain infrastructures.

So I think we're at the point that we need to leverage some of the growing supply chains, the humanoids in China.

And we actually share a lot of components with them so that we can have the economy of scale before us shipping like millions of robots.

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