00:36:30 · Keller Cliffton, Ty Morse
You- you- the closer you are, the more obvious it is, all the, you know, the 50 different ways, the thousand different ways that we would want to make it better. And then it's just prioritizing your list, and you're like, Okay, well, we can focus on, you know, 15 or 20 things in the next quarter, so like, let's do these 15 or 20 things. So every, I mean, the, I guess the simple answer is just like, there's a long way to go. Like these kinds of hardware platforms, I mean, imagine, you know, the iPhone one and then all the way to, what is the number we're at today, I actually don't know, you know, every year there are like extraordinary gains, and I think these gains compound in ways that humans, sometimes have a hard time imagining. We're just not that good at imagining exponential curves. [00:37:07] S0: I watched a video probably like a couple years ago on, like, parking lots and how many parking lots there are around The United States. And it's kind of funny to me that at the same time that autonomous vehicles are taking off, you also have the instant logistics taking off. And it seems like maybe this is kinda like this magical serendipity where you can just suddenly take a bunch of the parking lot space, convert it into instant delivery locations or something.
00:37:07 · Ty Morse, Keller Cliffton
[00:37:07] S0: I watched a video probably like a couple years ago on, like, parking lots and how many parking lots there are around The United States. And it's kind of funny to me that at the same time that autonomous vehicles are taking off, you also have the instant logistics taking off. And it seems like maybe this is kinda like this magical serendipity where you can just suddenly take a bunch of the parking lot space, convert it into instant delivery locations or something. [00:37:33] S1: I think that that's totally a thing, and to me, you know, and I also this tells you something about like, think the technologies that are gonna win versus not win, and you can also see this with, with data centers. So I think there are all kinds of interesting parallels, but in my opinion, you know, we gotta be heading toward a future where we are giving the earth back to humans. And so there are lots of examples, I think maybe scooters fell into that category, I think in the way we do instant delivery today, kind of falls into that category where you're causing like more and more traffic on roads just to deliver something to you. [00:38:03] S0: I think Like unhappiness of the human whole world.
00:38:03 · Ty Morse, Keller Cliffton
[00:38:03] S0: I think Like unhappiness of the human whole world. [00:38:05] S1: Yeah. Think sidewalk robots fall into this category of it's like, okay, well, we've already caused like max congestion on the roads, now let's like also take over the sidewalks, like the last little public space that was meant to be reserved for humans, let's also like take over that with robots and force the humans to like jump into the bushes. I think that we gotta be, you know, technologies have to be scaling in a way that makes neighborhoods like more beautiful, quieter, safer, less pollution, less traffic. I think that putting data centers into space, like, is an interesting example. I think that, there are lots of different ways that robotics and autonomy can kind of contribute to that. Zipline has always really been of the opinion that like, yeah, you want to build a kind of delivery that gives the earth back to humans, give fundamental, you know, whether it's parking lots or roads or sidewalks, like all of that is for humans. You know, we can use, you know, we can transit in ways that are hard to see, very difficult to hear, totally unobtrusive, and you're just sort of moving logistics or, like, other commercial applications into a different plane, you can make cities and neighborhoods way more magical and way more human centric by doing so.
00:39:16 · Ty Morse, Keller Cliffton
[00:39:16] S0: AI data centers have basically, like, the worst favorability ratings out of anything in the world. And I think when we talked last, you said that even things like DoorDash and Uber Eats have, like, a negative score, but somehow are growing anyway. And you guys have, like, some crazy 85, 90, something like that on on NPS. How does that change the dynamic of scaling in new cities and geographies? Like where the AI data centers, a governor might go, I'm not gonna let people build here and suddenly they get elected because people don't want them. Whereas this is something that people do definitely want and everyone interacts with it kind of has this like magical experience and they're like, I want that, you know, for me right now. Why doesn't it already exist? [00:39:56] S1: I don't really understand it. I I I think that, you know, we need to be, we need to be actually building a future that people are excited to hand to their kids. And we need to have clear optimistic visions of like sci fi, sci fi futures that we want to build. I think that, you know, I've watched Eric Schmidt give his commencement address in Arizona, you know, and I thought it was so crazy to just observe, like, he clearly went in thinking, This is going to be awesome. This is to be a banger. Yeah, this is to be a banger. Like, exactly. He's like, they are gonna be so excited. You are [00:40:27] S0: a tool
00:40:27 · Ty Morse, Keller Cliffton
[00:40:27] S0: a tool [00:40:28] S1: for They're so excited to hear what I have to say, and like, these kids are gonna be so excited about the role they're gonna play in the AI future. And I think it just, you know, it's interesting to just observe some, you know, I think there are people who are really smart, are maybe significantly miscalculating, like, the temperature in the room. And I think the temperature in the room has to do with like a lack of clear vision on the people's parts who are building the technology to say like, these are the values, this is what we're doing. So I think it's really complicated. I think at the end of the day, like we need to be building versions of the future that are like awesome for families, awesome for normal people, helping people achieve the goals that they want to achieve in their life. To me, I do think, I mean, I'm a techno optimist, I believe very strongly that the most likely outcome here is that we are going to build abundance for humanity. We can have a 100,000,000,000 people living on earth. And I think the earth is going to feel like a nature preserve.