01:02:35 · John Coogan, Bernt Øivind Børnich, Jordi Hays
[01:02:35] S1: Yeah. I have one more. It feels like you have jumped to the frontier of hands specifically. Is, as I saw people joking, can I just buy the hand? Obviously, they're making probably rude jokes. But, is there a world where you partner with other robotics companies to sell a piece of your hardware, maybe just the hand to someone else that already has a wheeled robot, but it needs a hand? Is there a world where you're selling parts of your technology, or do you wanna be vertically integrated from end to end the full experience? [01:03:10] S5: I think there there is a world like this. Mhmm. I do think it's very important though that we wanna we're we're about to also launch Neo as a platform where we we're gonna invite everyone in to build on this. Mhmm. And having a homogeneous platform that everyone is building on is so incredibly powerful because that doesn't exist today, and that really allows you to do benchmarks across systems like you have in the rest of the AI community. But that being said, it's not a hill we're going to die on. If the collaborations are the right types of collaborations, we just want to make sure we can scale our manufacturing and get as many out there as possible and build the ecosystem and really give robotics all the love it deserves. Right? [01:03:48] S1: Yeah. Totally. We just [01:03:49] S5: wanna accelerate the path. [01:03:50] S0: Yeah. Amazing. Timeline around shipping. What what's what's the what's the update there? I know a bunch of people that are that are in line that have that have ordered. So everyone's So,
01:03:50 · Jordi Hays, Bernt Øivind Børnich
[01:03:50] S0: Yeah. Amazing. Timeline around shipping. What what's what's the what's the update there? I know a bunch of people that are that are in line that have that have ordered. So everyone's So, [01:04:03] S5: yeah. I'll be kind to my team and not give you a specific date. But we have promised that we are going to ship this year, and we will ship this year. [01:04:09] S0: So we're [01:04:09] S5: gonna keep that promise, and it's gonna be incredibly exciting. And like I said, like, the reason we can be so open, right, so you can just read into that. Like I said, the reason we can be so open is that this is about to ship. So people will pick it apart anyway. That's fair. And I do think this is gonna be so big. Right? Like, as AI now becomes physical, it's really hard to understand what kind of impact that will have. We're getting so much interest from, let's say, wet labs that want to have their AI for science actually design, manufacture, and run their experiments. There's hospitality, elderly care, you have the home that we're already working towards. Like, there's this enormous surface area and, it's gonna happen a lot sooner than people think. And I think, right now it's just about really growing the pie and making sure that everyone has, platforms that they can work on to to solve these hard problems. [01:05:01] S0: Yeah. Amazing.
01:05:01 · Jordi Hays, John Coogan, Bernt Øivind Børnich
[01:05:01] S0: Yeah. Amazing. [01:05:03] S1: How will I mean, the last question I have is, like, like, this this feels like a technology that even after you solve development, design, and the the the AI that powers all of this, like, it is much more gated by the real world, and thus, we would see, like, a slower takeoff. Like, what we've seen with Waymo, it's it's, you know, everywhere in San Francisco. But as you go around the world, you don't realize that cars can drive themselves. Whereas, you know, chattybt.com was available in every country, and it was just like the touring test is passed for everyone at the exact same time. And that's that feels impossible in robotics in the physical world. But do you have a different view of it, or am I roughly correct with that prediction? [01:05:50] S5: The ramp is gonna be slower, but the total uptake is gonna be way, way, way higher. [01:05:54] S1: Sure. [01:05:55] S5: Right? So, like, if you think about and I'm I'm very bullish on this. Like, I think it's just a couple of two to three years away. Wow. But even if it's a decade away, like, robots will build robots. Yeah. And we're already working on this in a factory. But they won't just build the robots. They'll build the data centers, the chip fab, the energy infrastructure, infrastructure, get get into into mining mining and refining. [01:06:12] S1: Yeah.
01:06:12 · John Coogan, Bernt Øivind Børnich, Jordi Hays
[01:06:12] S1: Yeah. [01:06:12] S5: And this full automation of the physical substrate that enables everything, including intelligence. Mhmm. That can only happen with robotics. Yeah. And that's gonna look like this. Right? Yeah. So you you you you need to kinda like enter that curve. And I think the uptake ramp is gonna be slower in the beginning, but way way way higher as you kinda like hit the vertical on the curve. [01:06:32] S1: Yep. [01:06:33] S5: And I think this is also where it gets extremely interesting. Right? I'm back to like how how we're gonna solve some of the remaining problems in science, how we're gonna create an actual true abundance of labor across society. Yeah. This is only possible if you automate the physical substrate. So it's gonna take slightly longer, but it's also worth it because the impact is is so tremendous. [01:06:54] S1: Yeah. And it's it still should be an exponential curve because once you get to the point where, you know, five robots can make one more robot in a month, then you wind up compounding and the exponential just grows and grows and grows. Fascinating. Very exciting times. Congratulations, and thank you so much for coming on the show. [01:07:13] S0: I'm super excited you guys shared this. Thank you, guys. Guys continue to have the the best aesthetics in robotics by by a 100 x. [01:07:22] S1: Yeah. It makes me feel more much more c three p o than, Terminator, which I think is the right the right direction to go. [01:07:28] S0: The hand's a little Terminator. [01:07:29] S1: Percent. The hand's a little Terminator, but yeah.
01:07:29 · John Coogan, Bernt Øivind Børnich, Jordi Hays
[01:07:29] S1: Percent. The hand's a little Terminator, but yeah. [01:07:32] S5: Well, one should not underestimate how important it's going to be to do this together with people in the sense of, like, adoption needs to, come through making everyone used to this technology. Right? Totally. We we wanna make sure everyone understands how helpful this can be and really make sure that we don't don't hit any barriers where, like, this becomes something that people don't want because it's such a great opportunity, and we wanna make sure we can accelerate the path. [01:07:57] S1: Yeah. VR, you know, VR was useful in in certain pockets, but it it was awkward, and it was never adopted and it was always seen as like this this like, yeah, very, like, niche technology. And I I think the the aesthetics are underrated, so congratulations on nailing them. Thank you so much for coming on the show. We'll talk to you soon. [01:08:15] S0: Great stuff. [01:08:16] S1: Have a great day. Awesome. [01:08:17] S5: Thank you, guys. Cheers. Goodbye. [01:08:19] S1: Let me tell you about Codex. Codex is a powerful workspace for getting work done with AI agents. Whether you're writing code, analyzing data, creating content, or automating business workflows, Codex helps you move projects forward from start to finish. And we have Thibault joining in just forty minutes or thirty minutes to give us the update on 5.6 and what's going on in Codex, of course. But first, we have Josh Lindgren from CIA. He's the head of podcast development here to give us an update on all things.
01:08:19 · John Coogan, Jordi Hays, Josh Lindgren, Sean Frank
[01:08:19] S1: Let me tell you about Codex. Codex is a powerful workspace for getting work done with AI agents. Whether you're writing code, analyzing data, creating content, or automating business workflows, Codex helps you move projects forward from start to finish. And we have Thibault joining in just forty minutes or thirty minutes to give us the update on 5.6 and what's going on in Codex, of course. But first, we have Josh Lindgren from CIA. He's the head of podcast development here to give us an update on all things. [01:08:44] S0: Suited up. Podcasting. Suited up. [01:08:46] S1: Looking good, Josh. How are you doing? Welcome to the show. [01:08:49] S7: I'm doing well. You guys are always looking good as well. [01:08:52] S0: Yes. Great to have you on the show. Great to hang in France just a couple weeks ago. [01:08:56] S6: That's great. [01:08:58] S0: Give an introduction on yourself, how and when you got into podcasts, and then we'll talk about where we are now. Yeah. [01:09:05] S7: Yeah. It's been a wild ride. Twelve years for me, started representing podcast twelve years ago. I was a music agent at a boutique music agency in Seattle booking tours for indie rock bands. And I used to listen to podcasts all day while I was routing tours and had the idea that maybe podcast could have agents. Started cold emailing podcasters and was surprised to discover that there was a business there for me. [01:09:30] S1: Mhmm.