Luke Martin|May 28, 2026 02:06
Millions of humanoid robots walking around your city or going to work right next to you is closer than it seems.
"The output per unit time always follows an S-curve. It starts off agonizingly slow, then it has this exponential increase. Optimus will be stretched out S-curve because so much of what goes in is brand new. There is no existing supply chain."
But then the flywheel kicks in where robots build the next factory which builds the next robots that build the next factory....(Luke Martin)
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