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Technology's daily show (formerly the Technology Brothers Podcast). Streaming live on X and YouTube from 11 - 2 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.
The Fed, two minutes ago, came out and announced that the Fed cut borrowing costs by a quarter of a percentage point for the second Tyler Hoos. The the studio goes crazy.
Speaker 2:The studio goes crazy. Let's ring the golf.
Speaker 1:Nothing like cutting into froth. Yeah. Warm it up a little bit, John. Okay.
Speaker 2:The one x robot launched, and it's burning up the timeline. People love it. People hate it. People have breaking news. It's teleoperated, folks.
Speaker 2:It's teleoperated. It's not an end to end AI machine learning model, and people are saying that like it's breaking news.
Speaker 1:They're saying that the demos that have been given so far are teleoperated.
Speaker 2:Yeah. But I don't think that's a I don't think that's a skip. Wait. No. I I think they're gonna ship a teleoperated robot.
Speaker 2:I think that's the point. Tyler, you break it
Speaker 3:down. In the video, it seems like there's a lot of tasks that it can do, like, fully autonomously. Sure. And then there's some tasks which are a little bit more complex that you can use expert mode
Speaker 2:Okay.
Speaker 3:Which is when someone will basically be, like, observing the robot as it's doing the thing, and then it can I assume that they can, like, interfere?
Speaker 2:It seems like it seems like you can pay a human to be in VR and operate your robot for you to do things that it can't just do automatically. I tried the robot that's coming to live with you. It's still part human. First, it needs to be controlled by a human in your home. Is that cool with you?
Speaker 2:Obviously, there's privacy discussions here. The big, like, bombshell post right now is from MKBHD who got 12,000 likes on a post saying, so to be clear, this is a preorder for a humanoid home robot that will cost $20,000 or $500 per month when it maybe ships next year, and it's currently not finished. Joanna Stern got to do a demo, and in its current state, 100% of its actions are teleoperated. So of the tests that she did
Speaker 1:That's yeah. Anybody that's buying the robot today or preordering it assumes that there will be some tasks that it can do that's non teleoperated.
Speaker 2:Sure. I don't really know. I think people buy it and say, yeah. I'm I'm paying 20 k, and then I'm also paying $2 an hour for someone to teleoperate this thing and actually do the dishes effectively. I'm a huge
Speaker 1:teleoperation bowl.
Speaker 2:Look. You can teleoperate a Porsche. You put the robot in the Porsche, then you are driving the car
Speaker 1:There we go.
Speaker 2:Remotely, I'm sure there won't be any problem operating operating the three pedals
Speaker 1:So
Speaker 2:at 75 miles
Speaker 1:an hour. If somebody maybe had a few too many drinks You could put this in. So they legally couldn't operate a vehicle. Yeah. Could they teleoperate on their phone a robot that was driving the vehicle?
Speaker 1:Absolutely. I love that this robot looks unique. Mhmm. I think they have, like, a I I love the color choices. Very kind of, like, skims adjacent almost.
Speaker 1:It's a new take on a robot, and they're going for cute. But if this thing is being teleoperated in your kitchen, let's say it's loading, like, dirty dishes
Speaker 2:Yeah.
Speaker 1:Yeah. From your sink
Speaker 2:Yeah.
Speaker 1:Into the or from your table into your dishwasher. Mhmm. And then it picks up a big knife. Mhmm. And it just starts moving over and then it just pauses there.
Speaker 1:Mhmm. You look over at your robot and it's just sitting there looking at you like this with a knife with a knife in its hand. Are you not gonna get a little freaked out? Because this thing this thing looks cute, but the second it's got, like, a kitchen knife in its hand and it's looking at you, does it really look that cute?
Speaker 2:Is it cute? I would give this, like, an eight out of 10 on the cute scale.
Speaker 1:But I'm giving it an eight out of 10 too until it picks up the kitchen knife. I without a mouth
Speaker 2:I without a mouth is maybe an odd choice.
Speaker 1:Yeah. One thing I don't understand is the pricing strategy. So Yeah. $499 a month Yep. Or $20.
Speaker 2:Yep.
Speaker 1:I do have some facts here from their FAQ. Will my Neo be fully autonomous? Neo works autonomously by default. For any chore request it doesn't know, you can schedule a one x expert to guide it. Who are the one x experts, one x employees physically present in The USA?
Speaker 1:Okay. That's interesting. My sense is that the unit economics on these are gonna be, like, really, really, really rough initially. Yeah. Because these, you know, one x experts in The USA are by default gonna be making a lot more than, like, $2
Speaker 2:an hour. Minimum wage. The magic here is, like, it's half actually figure out the technology and half, like, financial engineering. You have to do this extremely delicate dance where you keep the capital coming in and burn and burn and burn, and you're probably burning more every year for a really long time. And then at the end, you get the incredible reward.
Speaker 2:We saw this with Waymo. Waymo was founded in 2009. It's been sixteen years. And then, you look at VR. How much money has Mark Zuckerberg invested in the metaverse?
Speaker 2:How much has how much money has Reality Labs burned without gen without it turning into a cash cow? Like, they're not they're still not making money off of Reality Labs. When you're going after these, like, frontier technologies, these really broad moonshots, you just wind up burning money for a decade potentially. And can you stay in the game as a venture backed company? It's really, really hard.
Speaker 2:But at the same time, these types of moonshots are exactly what venture capitalists should be going after. This is the goal of venture capital.
Speaker 1:Can't wait to hook this bad boy up to a reasoning model in 11 labs and send it door to door selling knives. My concern is that having a humanoid in the first, at least, few years will be like having a four year old helping you.
Speaker 2:I'm just imagining being like, oh, yeah. Wow. I just had like a fantastic dinner. 20 of my closest friends came over. We had a dozen bottles of wine.
Speaker 2:It was great. Hey, Neo. Can you clean those 25 wine glasses up? And it's like, no problem, boss. Smash.
Speaker 2:Smash. Smash. Just shattering everything. It's just, like, slipping on the glass and, like, falling
Speaker 1:Buy the robot. Get hired as a remote robot operator. Become your own robot. Get paid to do chores and chill in your own house. What?
Speaker 1:Health insurance. This is the job of the future, folks.
Speaker 2:Tyler, what are thinking?
Speaker 3:I would like to see them go the Uber route. Right? Okay. You saw those tasks that Yes. Drivers can do in between rides.
Speaker 3:Yes. So then they can just put on the VR headset if if they don't have a ride currently. Then they just teleoperate for a little bit, and then, you know, maybe they're they're only halfway through their task when the when the next drive comes in. So then someone else just
Speaker 2:comes Just drop the blinds behind
Speaker 3:the robot. So it could be multiple people.
Speaker 2:It's true.
Speaker 1:Zuckerberg's clanker watching yours and your wife's clanker in 2035.
Speaker 2:The clanker slurs are gonna be through the roof over the next few years.
Speaker 1:Whatnot from y c winter twenty twenty is now a decacorn. Congratulations. Whatnot has raised 225,000,000 at an 11 and a half billion dollar valuation the company plans to announce on Tuesday. Seems like live shopping might finally be working.
Speaker 2:In America. We've heard about it in China. Oh, it's so massive in China. We were wondering when it would come to America. It feels like it must have came.
Speaker 1:In China, people will just straight up buy, like, vegetables. Yeah. They'll be like, people will be selling coconuts, live streaming. Here, it's like trading cards, sports cards, various collectible toys.
Speaker 2:Let me tell you about vanta.com. Automate compliance, manage risk, improve trust continuously. Vanta's trust management platform takes the manual work out of your security compliance process and replaces it with continuous automation.
Speaker 1:We have been in serious problem. This is ASML talking about substrates approach in their new lithography system, so we can get more info from, James in a little bit. But this company was announced yesterday
Speaker 2:Yeah.
Speaker 1:And announced about a was it a 100 on a billion? Straight out the gates?
Speaker 2:100 on a billion. Straight
Speaker 1:out of the gate. Not bad. Not bad. Logan Paul was a series a investor and whatnot, so he's going from a 90,000,000 to an 11 and a half billion dollar valuation. Not too shabby at all.
Speaker 2:It's it makes so much sense that Logan Paul would have invested in this company. He's seen firsthand every single iteration and turn of what's happening on social media, on content, on on commerce.
Speaker 1:An IPO is now the most likely path forward for OpenAI given the scale of capital the company will need going forward. No surprises. No surprises there. Yes. More important news.
Speaker 1:Yes. There's an abandoned McDonald's that NASA turned into a moon probe picture recovery lab. What?
Speaker 2:What is a moon probe picture recovery lab?
Speaker 1:They're calling it McMoons.
Speaker 2:Is it AI?
Speaker 1:No? No. It's not AI. This is a real
Speaker 2:If United came out and said, we now have parachutes on board and you have a choice. You're flying to New York from LA, and you have a choice between Delta, which does not have parachutes, and United that does have parachutes. Tyler, which one are you picking?
Speaker 3:I don't think I want my air airline to have parachutes.
Speaker 2:Why? That makes me way more scared. Why are they adding upgrade in safety.
Speaker 1:Hard to understate what a blow this would be for American leadership and AI if this happens. He's talking about how Trump has suggested he was open to providing China with access to NVIDIA's Blackwell chips as part of a trade deal, would represent a major concession and rile up national security hawks in Washington. Maybe Trump is doing a little five d chess. It's possible that he realizes that AI is about infinite slot machines. Yes.
Speaker 1:Adult content. It's actually in America's interest to get as many black wells Yep. To China as possible.
Speaker 2:So that they all get one shotted. This is the modern information war. This is the cybernetic future war that's happening between America and China.
Speaker 1:You can only have the Blackwells if you give a free plan of g p t four o Yes. To every citizen.
Speaker 2:Xi Jinping's just you're absolutely right. I would love to give every every citizen, Ani, with with sexy mode. In other news, Oliver Cameron, friend of the show, introduced Odyssey two instant interactive AI video. Type a few words, and AI instantly imagines a video that feels alive. So the real time video generation wars are in full swing.
Speaker 2:Having some AI follow you into your Zoom meetings or Google Meet for taking notes is the digital equivalent of showing up to a meeting with your fly down. What do you think? You're anti clanker in the group chat.
Speaker 1:I've never let him in.
Speaker 2:The golden age of private credit is over. Private credit winter is coming.
Speaker 1:Guy named, Jason who says, that's nice, but I prefer not to lose any money, so please make sure the government is prepared to cover all potential losses, if not for everyone, then for me and my cohort specifically. Warm regards.
Speaker 2:Me and my cohort? What does that mean?
Speaker 1:Bending spoons
Speaker 2:Yes.
Speaker 1:European software conglomerate has acquired America Online, AOL, and raised 2,800,000,000.0 of debt to get it done. It's painful, that that America Online will be owned by a European software conglomerate. But let's hit the gong for raising 2,800,000,000.0 in debt to buy a legacy digital asset. I'm so we gotta have somebody on from Bending Spoons because I, I don't I don't feel like I have a good understanding of this company at all. They acquired Evernote.
Speaker 1:They acquired WeTransfer. Such a funny name for a company. They acquired Vimeo. So they are kinda all over the place.
Speaker 2:Will talk to you later. Have a
Speaker 1:great rest of productive evening. Night. See you tomorrow.