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
02:12:28 · Jordi Hays, John Coogan
[02:12:28] S1: crazy scale. John's back. I'm back. [02:12:33] S0: He's coming on the show next week where we love Keller. Congrats to all the folks over at Zipline on [02:12:39] S1: Yeah. Really wild building building in South San Francisco. Yeah. Scaling deliveries like crazy. [02:12:45] S0: Yep. [02:12:46] S1: I think this is one of those things that's hard for it to be hard to be that excited about until you
02:12:46 · Jordi Hays, John Coogan
[02:12:46] S1: I think this is one of those things that's hard for it to be hard to be that excited about until you [02:12:51] S0: get into experience. Question in the chat. How long until they pivot to a weapons company? I don't think it will happen. I think that, drone defense is, like, the most it's it's such a such a such a a crowded industry. It would be really, really hard to break through there. I don't know. Maybe may maybe there's something in, like, logistics. I've talked to a few folks in defense that will do drone based transportation or delivery for, let's say, how do you how do you get supplies from land onto an aircraft carrier that's stationed off of the coast? Well, you could fly a whole helicopter there. But what if you just wanna deliver one smaller package back and forth? You could use a smaller drone for that. There's companies that are building in that category. So I I mean, I could see it happening, but I wouldn't expect the zipline to be, you know, on the front lines of Ukraine competing with Niros to, you know, arm the resistance there anytime soon. The drone delivery, like, delivering a burrito is gonna be a massive market. Like, DoorDash is does it You know, that's why it's a $100,000,000,000 business. Like, I don't think that they they're they need to deal with all the craziness of DOD procurement. Anyway [02:14:07] S1: So someone in the chat mentioned that UB Tech fired back and released a behind the scenes video No. [02:14:13] S0: Of podcast. Okay. We gotta pull that up. Do we have it? Thank you to the chat for letting letting
02:14:13 · John Coogan, Jordi Hays
[02:14:13] S0: Of podcast. Okay. We gotta pull that up. Do we have it? Thank you to the chat for letting letting [02:14:18] S1: us I'm adding it here. [02:14:21] S0: Let's add it. In the meantime, more on robotics. Blake Robbins has a great take that I was curious about. If anyone knows anything about this, please, fill me in. He says, as robotics continues to get more attention, I always wonder what Boston Dynamics is cooking. It feels like Boston Dynamics should have been the open AI of robotics, and yet I can barely mention anyone that worked there. And there's a whole bunch of different debate on, you know, what happened. Boston Dynamics was sold a few times. [02:14:50] S1: To be studied. [02:14:51] S0: Yeah. Boston Dynamics. [02:14:54] S1: What's the dynamic over there? [02:14:56] S0: Wait. Wait. Boston Dynamics. It's the original browser company in New York. They just took their city and what they do and put it together. This is the the you know, they should the Dynamics company of Boston rebrand, come out with a humanoid. Let's play this video. It's behind the scenes video. [02:15:10] S1: Los Angeles dynamics would just be, like, an like, Lincoln Bios. [02:15:15] S0: Well, at one at one point, Boston Dynamics sold to Hyundai Heavy Industries, so I believe they were across the Pacific Ocean. Let's react to the second video posted by the Humanoid Robotics company. Okay. UB Tech Industrial Walkers, they've been pumping these out. Feels like the question has never been, can China make a lot of these things? Like, obviously, they In