Great point made by Notre Dame AD Pete Bevacqua in the Senate college sports hearing today: Constant player movement (through the portal) is a real threat to athlete safety and welfare. Consistent access to the same trainers, doctors, strength coaches, and physical development is key in effectively treating, preventing, and rehabbing injuries.
Not enough people are talking about physical AI and robotics.
I sat down with @rewkang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics.
He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies.
YouTube: https://t.co/aBFxTzP2Kg
Apple: https://t.co/9KnbfWL6Wv
Spotify: https://t.co/ZVRprV7bdT
TIMESTAMPS:
0:00 - Intro
1:28 - Why Andrew shifted from crypto to humanoid robots
3:58 - How big is the total addressable market?
8:08 - Building conviction — the $19M bet on Figure AI
16:06 - US vs. China — who wins the robot race?
28:08 - General purpose vs. specialized robots
31:05 - Where does training data come from?
40:24 - Humanoid robots in your everyday life
43:27 - Can Tesla & Elon win the humanoid race?
46:19 - Job displacement & UBI
51:15 - RoboStrategy — the publicly traded venture fund
1:11:17 - What is exciting about Apptronik?
1:13:24 - Addressing the critics
Building apps has never been easier.
With Sites, Codex can turn your work, ideas, and plans into an interactive website or app your team can explore, use, and share with a URL.
Rolling out to Business and Enterprise plans, before expanding more broadly.
Steve Sarkisian talked a LOT of smack about Texas Tech earlier this week.
Texas Tech now offering to buy both Texas and Texas Tech out of their Week 1 games to make it happen.
Credit to Texas Tech for stepping up to the plate. Let's see if Sark backs up his words
Texas Tech is offering to buyout their game with Abilene Christian AND buyout Texas’ game with Texas State in order to free up Week 1 so the Red Raiders and Longhorns can play each other.
This comes after Steve Sarkisian said Texas could go undefeated against Texas Tech’s schedule with their backups.