@elonmusk what do you think about our consumer robot? Everyone is building for inside the home, we're building everything else! Fully specced out with a team of roboticist's (some of who used to work for you) ready to build it
@adityaag It’s always easier when starting from scratch, since it’s really only the main business hub that’s built out. Riyadh will look night and day different in the next 5-10 years. I imagine a similar transformation as Dubai
@pmarca What’s the fix here? Should LPs target 7-12 year horizons to match capex needs? How can robotics firms counter it—maybe by flaunting R&D/customer wins? It’s scary, especially with China surging. A16Z can’t back all lol
@omercheema There’s not enough happening at the edge. Inference oriented chips will rise, but the current trend is all on training due to demand. The real winners in this space are looking at where the demand will be, not where it is. How large of a market do you think inference will be?
@nidmarti https://t.co/qU94U5kFLz seems like Bessemer cares deeply about the space, but I haven’t seen major investments outside of defense. My team and I are any building a full stack robotics solution, from software down to the silicon. Any interest? Based in NYC as well : )
@amasad Had a 6 month difference between replit usages, night and day difference. Realized when using it how important automating cloud deployments was. I still prefer Claude code though, would you say your target demographic is different?
I was actually hoping to chat specifically about Red Glass Ventures. We're building a full-stack robotics platform (OS down to custom silicon) with an ex-Apple/Tesla/Google team and just deployed our first system with 7-Eleven. Would be great to see if there's a potential fit with your new fund.
(And yes, the red glasses quest continues!)
@bznotes meeting Lux in November at their office. Any chance you can meet as well?
I’m a glasses guy and really just want my red pair.
Passion, courage, transparency, and clarity are all principles we believe deeply in. Building in robotics from software down to the silicon!