I just realized Brett Adcock runs Figure. The same guys who never got Archer Aviation off the ground or even flying permits.
Fantastic article here.
Opened my eyes a little bit. The US definitely still has a few cards left to play, and at least one more hype cycle to ride.
Elon said the $20k humanoid won't work out unless selling 1m+ units per year. That's completely doable, a ROBOTS Act from daddy Trump, $50b would be easily 2.5m+ units. Not to mention all the trillions from the desperate hype investors YOLOing into the next big tech gimmick. He'll automate all his Tesla factories first, the TSMC Arizona factory, then progress to the rest of the US.
2.5m+ units could absolutely reindustrialize the US if they were properly distributed. Elon would only be able to build this amount through Chinese suppliers, so the MAGA plan would require Xi's blessing and maybe a Chinese kill switch.
Fantastic article here.
Opened my eyes a little bit. The US definitely still has a few cards left to play, and at least one more hype cycle to ride.
The reshoring labor crisis is actually perfectly solvable by tons and tons of humanoids. Import a few Chinese technicians and have the major staff be robots.These fundamental forces – Western reshoring and China's demographic crisis – create unstoppable momentum for robotics deployment.
Elon said the $20k humanoid won't work out unless selling 1m+ units per year. That's completely doable, a ROBOTS Act from daddy Trump, $50b would be easily 2.5m+ units. Not to mention all the trillions from the desperate hype investors YOLOing into the next big tech gimmick. He'll automate all his Tesla factories first, the TSMC Arizona factory, then progress to the rest of the US.
2.5m+ units could absolutely reindustrialize the US if they were properly distributed. Elon would only be able to build this amount through Chinese suppliers, so the MAGA plan would require Xi's blessing and maybe a Chinese kill switch.