02:03:52 · Jordi Hays, John Coogan
[02:03:52] S1: Who actually makes money though when they work? Is it the call center operators? [02:03:57] S0: I believe I mean, I I I would not bet against Elon on this. I believe that the the hardware manufacturer will ultimately be the one that makes money in the term. I think that the everything else is more commodity in the stack, but there is going to be a a compounding advantage to actually having the manufacturing capability to build the robots at scale. Now this is years away, but I'm I'm certainly AGI built in the sense that the the teleoperation will become will become less and less important. And and the Tesla model of having a a economically producible product will be very, important. So that would be my take. [02:04:41] S1: In other humanoid news, Brett Adcock was putting a company in the truth zone. [02:04:49] S0: What did say? [02:04:49] S1: Ensign based company, UB Tech, claims to have completed the world's first mass delivery of humanoid robots. And the Shenzhen based company has secured apparently over 112,000,000 in Walker s two orders this year. Brett Adcock says, look at the reflections on this bot and then compare them to the ones behind it. The bot in front is real. Everything behind it is fake. If you see a head unit reflecting a bunch of ceiling lights, that's a give that's a giveaway. It's CGI. So he's putting he's putting UB Tech in the truth zone, and then Christopher comes over the top and puts him in the and it says, such an embarrassing pose for a CEO at this level to make. So people don't necessarily believe that, the the CGI claims.
02:04:49 · Jordi Hays, John Coogan, Tyler
[02:04:49] S1: Ensign based company, UB Tech, claims to have completed the world's first mass delivery of humanoid robots. And the Shenzhen based company has secured apparently over 112,000,000 in Walker s two orders this year. Brett Adcock says, look at the reflections on this bot and then compare them to the ones behind it. The bot in front is real. Everything behind it is fake. If you see a head unit reflecting a bunch of ceiling lights, that's a give that's a giveaway. It's CGI. So he's putting he's putting UB Tech in the truth zone, and then Christopher comes over the top and puts him in the and it says, such an embarrassing pose for a CEO at this level to make. So people don't necessarily believe that, the the CGI claims. [02:05:41] S0: Did Ubitech actually deliver it? There's no community note on the original video. I I for something like this, I mean, we've seen iRobot. Like, you can actually just do flawless CGI that is indistinguishable. There's no way to tell. So I would I would I would be relying on some sort of, you know, on the ground reporting. Do you have an idea, Tyler, of whether or not this is real? We've seen demos of this robot before where it pulls the battery out of the back. [02:06:10] S2: Yeah. I don't know for for sure if it's real, but it is company. [02:06:15] S1: Yeah. Yeah. And so down 2%. Brett kind of needs this company to be totally fake because UB Tech is a public company. It's valued at around 7 and a half billion dollars. [02:06:28] S0: Okay. [02:06:29] S1: And they have they have real revenue.
02:06:29 · Jordi Hays, John Coogan
[02:06:29] S1: And they have they have real revenue. [02:06:32] S0: Okay. So Ubitech. Man, they're the the European market over in China is extremely competitive. You have Ubitech and then you then you have the the the what what's what's the other company I keep forgetting? Unitree. Unitree? They're they're two different companies. Right? But they're both publicly traded, both have revenue, both make humanoids. I wonder if there's, like I wonder what the CEOs of these two companies would actually say. Like, what is the differentiation between the two the two products at the, because, they look pretty identical. And we need to do a side by side. But I don't know. What, what what else here? He said Martin Scrawley said, best part of UB Tech is it's public with real revenue, so its valuation is naturally far below pre revenue robotics companies. Naturally. That's wild. Yeah. Yeah. I Yeah. We'll see what I do think it's real, but I don't know. Like, it it's it's really hard to prove it one way or another. It's hard to prove any of these videos that that that come out with the humanoids because humanoids are just like it's the textbook, like, CGI product. Like, you can just if you're at all good at CGI, you can make a humanoid robot look great because it's all just polished steel, basically perfect reflections. It's much harder to make a human face look c g CGI real. And so we've had the ability to make, like, CGI Stormtroopers, CGI c three p o. Like Yeah. Like, that's been at perfect indistinguishable level for years. Yep. But getting to the actual human level.
02:08:03 · Jordi Hays, John Coogan, Tyler
[02:08:03] S1: Yeah. To to be honest, I care a lot less about about did they use c g CGI to, like, put a 100 of these robots in one room versus, like, what are the actual capabilities of the individual robot? [02:08:16] S0: Yeah. [02:08:16] S1: Right? [02:08:17] S0: Yeah. [02:08:17] S1: Yeah. So that's why I think one x, I think they're pretty straightforward about about it being teleoperated or that being kind of the value as you're buying a robot that can be teleoperated in your It [02:08:28] S0: really feels like these are think question is like United States like fame. [02:08:31] S1: Is why is Adcock like obsessing over a competitor? And then what what he what can he do in the next three to six months to justify his $40,000,000,000 valuation? Right? [02:08:44] S0: He probably needs to ship a bunch of these things. Like, just for any reason, just manufacture a lot of them, would imagine. Because with Unitree and this other company and, you know, one x is starting to ship and Elon's clearly getting serious, like, the the race is on to, to actually start manufacturing and shipping them. And it'll be it'll be interesting. With with the flying car thing, a lot of it's, like, regulatory. So you're it's harder to assess what the progress is like because you can always just kinda get hung up in in regulatory. I wonder in the humanoid space. Well, speaking of flying cars, what what's up, Tyler? [02:09:22] S2: I was just gonna say, I I think it's interesting. We we still haven't really seen any humanoid CEOs, like, talking about sanctions against China.
02:09:22 · Tyler, Jordi Hays, John Coogan
[02:09:22] S2: I was just gonna say, I I think it's interesting. We we still haven't really seen any humanoid CEOs, like, talking about sanctions against China. [02:09:31] S1: Yeah. Know. That's the thing to call for. Yeah. Because it's like a very easy argument [02:09:35] S2: to fake. I mean, you can do that. But you you should just say, like, even if they are real, like, we want these made in The US, like, in the way that you see kind of Dario saying in AI. And I it's just kind of weird that you don't see, like, Elon saying that we need to make these in The US or the the one x guy is saying Yeah. Bring out the ban hammer. [02:09:54] S0: Bring out the ban hammer. Let's [02:09:56] S1: I mean, yeah. I just I I that's gonna be an easy one for you. All you have to do is like, do you want a million robots in in American homes that could have, you know, the the sci fi scenario where you have a backdoor Yeah. And [02:10:11] S0: But the argument against DJI was always like, well, you know, if some tiny drone is in your bottom, you know, sock Like, what's it gonna do? It's not it's just gonna bust out of there. But, like, a humanoid robot will just bust out of the whatever you put them in. Unless you store them and you're like, you're gun safe or something, walking gun safe. Let me tell you about numeral.com. Sales talks on autopilot spend less than five minutes per month on sales tax compliance. And then, we have an update from Keller from zipline. We're gonna watch this two minute update from him. [02:10:42] S1: Pull it up.
02:10:44 · Keller
[02:10:44] S8: Hey, everyone. It has been an insane two months, but I thought it'd be cool to give a two minute update. Whenever I post something on x, people are always asking me, like, when is it coming to my metro? Why aren't you scaling faster? We are definitely hearing you. We are scaling as fast as we possibly can. In fact, I am standing expansion space for the manufacturing facility as we speak. We're getting ready to build 20,000 autonomous aircraft a year, all here in South San Francisco in The United States. Mid December, we will actually start producing the first aircraft here in this space. So this past week, I was in Dallas visiting a lot of our different customers, going and visiting a lot of the different stores that Zip Money is delivering from, and my mind was basically blown. Right now, we're growing the number of deliveries we do per day at around 15% week over week. And we've been growing that fast for about thirty weeks straight. A lot of our customers out there are placing orders three to four times per week. In fact, some customers are ordering three times a day. People actually just fundamentally change orders. Some people are grocery once every one to two weeks and then ordering from zipline three to four times a week just to do fill ins. We've also been able to launch a new Walmart supercenter every week across Dallas over the last couple months. And by the way, I, you know, have talked been talking about really exciting hyperscale in The US, but a lot of people are often like, well, wait a minute. Like, isn't that Zip Line operating a huge logistics network in Africa? Yes. In fact, that network is growing faster than ever. Today, we serve hospitals and health across Rwanda, Ghana, Nigeria, Cote D'Ivoire, and Kenya. That has become the largest commercial autonomous system on earth. Together, what we do in The US right now is Zipline is doing an autonomous delivery about every thirty seconds. We're also adding a lot of new products. For example, in Ghana, we just added HPV vaccine to the overall network. And in the first week, we delivered a 150,000 doses of vaccine. This is a