Sources with Alex Heath
00:35:00 · Ellis Hamburger, Tony Zhao, Alex Heath
[00:35:00] S1: I get so mad at people who have three hours after work every day because clearly they don't have kids or they're super rich as you said, and they have their own assistant or butler or something. I was like, I have approximately like forty three minutes of free time per day. And if I have some music on, doing the dishes or whatever is not the worst thing in the world, but when that is very literally the time that I have to like read a book or play a game or spend the time with my wife, it's like, that is very valuable time. And so I do I do see some some need there. And I know the rumor is that Apple's working on something like this as well. Right? [00:35:41] S0: Yeah. I think pretty much everyone is. If you look at the latest demos coming from Tesla, from Figure, it's all about the homes. Right? [00:35:51] S2: Do you think we actually have robots in the homes of, like, everyday normal people, though, in the next even five years? I don't know, like, when you... What you have is so well thought out. It's like the videos, the branding, the positioning, it really resonates. It's very intentional. Shout out Ellis, I'm sure, for a lot of that too. But when do you think this actually shows up for people in a way that's, like, cost conscious, that's accessible, that's scalable?
00:36:20 · Tony Zhao, S3
[00:36:20] S0: Yeah. So I think the way we think about it is that as the hardware costs get lower and as the capability of the robot in terms of, like, the AI, the neural network expand over time, let's say in the beginning, can do one task, but over time, it can do, like, a thousand tasks. Right? I think the product itself is inevitable. If That it costs you a few thousand dollars and you can do all the chores in your home, I think everybody will want it. Right? But then the question really becomes like, how can we get there? I think we all agree that the end goal is is very clear. Can we get the cost down fast enough? Can we get the AI capability to go up fast enough? So I I think I will say, like, for us, we certainly believe that home robots will be in your neighbor's home, like, maybe sooner than you think, definitely within the next five years. And we're actually running a beta program this year towards the end of it to be putting it in real people's homes. That's actually the thing that, like, really drives us as a team is that it's not a 100% sure yet. It's not, like, set in stone. So we're almost, like, driven by this agent... Like, urgency to see how can we, like, optimize things a little bit better so we can get this out of the door, like, a little bit sooner. So I think it's it's part of the excitement that we have is that it's not clear yet. [00:37:47] S3: This episode is brought to
00:37:47 · S3, S4, S5
[00:37:47] S3: This episode is brought to [00:37:48] S4: you by Accenture. When your advertising operations fall out of sync, everything else follows. Spotify and Accenture are working together to reinvent the rhythm of ad sales, using automation, analytics, and smarter workflows to simplify campaign delivery and access better data across the business. The result? Less time spent on operations, more time connecting brands with the moments and fandoms that matter most. Learn more at accenture.com slash Spotify. [00:38:17] S5: This episode is brought to you by Google Chrome. You think you know a browser, but Gemini in Chrome? That's new. It can help you with practically anything on the web, like restoring a vintage motorcycle from a 50 page restoration block or finally break down that long article you've had open for weeks. Gemini and Chrome is here for it. Ready to make anything online make sense? There's no place like Chrome. Check responses, setup required, compatibility, availability varies 18 plus.
00:38:17 · S5, Alex Heath
[00:38:17] S5: This episode is brought to you by Google Chrome. You think you know a browser, but Gemini in Chrome? That's new. It can help you with practically anything on the web, like restoring a vintage motorcycle from a 50 page restoration block or finally break down that long article you've had open for weeks. Gemini and Chrome is here for it. Ready to make anything online make sense? There's no place like Chrome. Check responses, setup required, compatibility, availability varies 18 plus. [00:38:47] S2: The neo launch was super interesting to me because, again, it was really good branding. The keynote was awesome. And then you realize it's like, oh, no. They wanna charge you, like, $20,000 to do data collection in your home with a teleoperated robot. I don't know if that's your strategy, Tony, with Sunday. Sorry if it is. That's, I think that's not gonna work at scale. I think, like, you can sucker a few early adopters into doing that, but, you have to have value and not, like, trick people into actually being the customer, right, in a way that they don't know that they're the customer. Like, you know, you can buy the robot, but you're actually feeding the data back to the company, and that's the reason they're doing it. You're actually giving them more value than they're giving you. Right? And you wanna... You don't wanna do that, I assume, with Sunday.
00:39:34 · Tony Zhao, Ellis Hamburger
[00:39:34] S0: Yeah. I I think for us is... Our opinion is it's not worth shipping a not autonomous robot. And the reality is, like, when people think about robots, robots should be autonomous. It should be, by definition, autonomous. Right? It's a robot. It's not like a human, like, wearing the the shirt of the robot. Right? So I think what... But the reality is, right, like, if we do not have data, like, the AI isn't there, and without the AI, it will not be autonomous. So we have almost this, like, chain egg problem there that without deployment, you cannot gather robot to autonomous enough to be useful. So we... We're actually, like, thinking about this problem since the early days of, like, how can we break this chicken egg problems? And what we end up with is the whole idea of using gloves to collect data. So, essentially, instead of, like, getting robot to your home and get someone else to, like, log in to your robot and collect data in your home, all we do is we build these gloves. I actually have one here. It's right here. [00:40:36] S1: It just gave us the finger. Thanks so much, Tony.
00:40:36 · Ellis Hamburger, Tony Zhao, Alex Heath
[00:40:36] S1: It just gave us the finger. Thanks so much, Tony. [00:40:40] S0: So it's... We have the hand actually here and the gloves. So the goal part here is that you actually don't have to use a whole robot to be generating data to train the robot. All you need is to wear these gloves and do the task, and we'll be able to, like, leverage that to train the robot. So what that allows us to do is we don't have to get data solely from our customers. Right now, we are actually having, like, more than 500 people in The US as contractors, and it's part of their work to be, like, just wearing the glove and do the chores, and we'll pay them for that. And that's how we train the robot without, like, needing to deploy it in the first place. [00:41:23] S2: How much are we paying for this? I mean, can you hook a hook a brother up? I mean, I'm an entrepreneur now. I need some side income. [00:41:29] S0: I think they're they're actually paid very well. In terms of wall clock time, every hour they spend, they get paid, like, $40 ish, which is very good. And the additional nice thing... I I think it's actually a very good job as in, like, you don't need to leave your home. You can just stay there, and you can do it anytime. You can do it for, like, ten minute in the morning, ten minute in the afternoon, and ten minute at night. Right? And we don't control for that. All we need is to get, like, this amount of well instructed, like, you know, clean data from your home, which brings us the diversity and the dexterity that's needed.