2023-08-03 · auto-analysis (draft)

From Sci-Fi to Reality: The Rise of Humanoid Robotics w/ Brett Adcock | EP #57

The podcast discusses the potential impact of humanoid robots on the labor force, their future cost and manufacturing, and predictions about their widespread adoption in various industries. The conversation covers the future of humanoid robots, the role of AI in their development, the company name 'Figure' and the advice on taking big risks in entrepreneurship. The conversation discusses the design and commercial applications of humanoid robots, focusing on their height, weight, and walking speed, as well as the number of commercially viable companies in the field. Discussion on the computing requirements for robots, the timeline for commercial use, and the decision to use full vision systems without lidar. Brett Adcock discusses the potential of humanoid robots in addressing labor shortages in manufacturing and warehousing, emphasizing the importance of large language models for effecti

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Topics

Humanoid Robotics Robotics ▶ 0:00
Discussion on the potential of humanoid robots and their impact on the labor force.
Future of Work Economy ▶ 0:00
Predictions about the widespread adoption of humanoid robots in various industries.
Manufacturing and Cost Compute ▶ 4:00
Discussion on the manufacturing costs and volume of humanoid robots.
AI and Robotics AI ▶ 8:00
Talk about the AI data pipeline and high-level behaviors for humanoid robots.
AI and Sentience AI ▶ 11:03
Exploration of AI's evolution and the potential for sentient AI through embodiment.
Company Name and Branding Other ▶ 13:06
Explanation of the company name 'Figure' and the thought process behind it.
Entrepreneurship and Moonshots Economy ▶ 15:07
Advice on taking big risks and making moonshot decisions in entrepreneurship.
Robotics Robotics ▶ 17:04
Describes the desired features of commercial humanoid robots, such as long arms and superhuman strength.
Humanoid Design Robotics ▶ 17:54
Discusses the importance of humanoid design to avoid the uncanny valley and achieve human-like capabilities.
Commercial Applications Robotics ▶ 18:25
Explains the goal of humanoid robots to perform tasks in the human operating system world without altering the environment.
Robotics Companies Robotics ▶ 19:16
Estimates the number of humanoid robot companies and highlights a few commercially viable ones like Figure and Optimus.
Commercial Use Economy ▶ 27:11
Prediction of the earliest commercial use of humanoid robots, expected to be next year.
Robot Demonstrations Other ▶ 28:15
Plan to demonstrate functioning humanoid robots in public, possibly at CES next January.
Perception Systems AI ▶ 29:40
Decision to use full vision systems without lidar for perception, citing cost and complexity considerations.

Predictions made

open Brett Adcock: Over the next year or two, we'll hopefully demonstrate that humanoid robots are useful and good work for humanity.
EP #? · · due: unspecified · ▶ watch
“This is the right decade to make that happen and I think over the next year or two we'll hopefully demonstrate that.”
Your call:
open Brett Adcock: By 2030 or 2040, there will be billions of humanoids on the planet.
EP #? · · due: 2030 or 2040 · ▶ watch
“I think over the next couple decades we're really going to be volume manufacturing limited in how much supply we can get of humanoids into the market.”
Your call:
open Brett Adcock: By the end of this decade, early next decade, we'll start seeing early life of humanoids in homes helping out.
EP #? · · due: end of this decade, early next decade · ▶ watch
“I think it's just going to take some time to uh we we need a lot of maturity across the product that we're going to do through the corporate labor market. Safety as well.”
Your call:
open Brett Adcock: Substantial product development for the humanoid robot over the next year or two.
EP #? · · due: unspecified · ▶ watch
“So we'll do the AI systems like little level controls. Um and ultimately showing the robot can actually do useful real world things.”
Your call:
open Brett Adcock: The software capabilities of the robot can be updated regularly, similar to Tesla's software updates.
EP #? · · due: unspecified · ▶ watch
“Amazing. And I I love the idea that that your robots can be are software updated on a regular basis to increase their capabilities the same way your Tesla might be updated on a regular basis.”
Your call:
open Brett Adcock: First commercial use of humanoid robots expected next year.
EP #? · · due: 2024 · ▶ watch
“24.”
Your call:
open Brett Adcock: Demonstrate that humanoid robots can be successful in the next year or two.
EP #? · · due: unspecified · ▶ watch
“So, I think over the next year or two we'll hopefully demonstrate that here.”
Your call:
open Brett Adcock: Brett Adcock will continue to build and innovate in the eVTOL and humanoid robotics space.
EP #? · · due: unspecified · ▶ watch
“I basically built three, four generations of electric aircraft down there uh with a small team of PhDs.”
Your call:
open Brett Adcock: Robot production rates will increase in warehouses and logistics for tasks such as packing, unpacking, and trucking in the next few years.
EP #? · · due: next few years · ▶ watch
“we're going to see these robots. There is a ton of capital going in.”
Your call:
open Brett Adcock: By 2030, the company will have reached a stage of maturity where humanoid robots can be useful in client scenarios.
EP #? · · due: 2030 · ▶ watch
“I think the big stage we're in now is can we show a robot humanoid robot can be useful in a client scenario in a real way.”
Your call:
open Brett Adcock: It will take 5-10 years to put a million robots into the world.
EP #? · · due: 10-12 years · ▶ watch
“So, if you want to put a million robots into the world, like it takes, you know, no sooner than 5 years, maybe no longer than 10 or 12 years to do that, based on historical precedent.”
Your call:
open Brett Adcock: Supporting the elderly population will be a significant market for humanoid robots.
EP #? · · due: Decades from now · ▶ watch
“One of the hardest things you you mentioned is like no nobody really wants to leave their home for you know, the personal home they've been in for decades for for one of these facilities.”
Your call:

Numbers that matter