Robot integrators can improve installed bots with data

Transcript

Transcribed by machine (Whisper) from the episode’s audio, so a word may be off here and there.

1. 24:43

   of the box, any task in the future. You mentioned Tesla and FSD earlier in this show. When do you think we're going to get to the point where there is a little bit of an FSD-like flywheel? And when we get to that point, how do you see your role as a company evolving? And we will get there, I think we're a while away, but it'll be a slow transition in that when you are slowly solving some of the commercial tasks, you will also be able to finally get some of these flywheels.

2. 25:15

   Then you can get some of the in-deployment data where you get the failure cases, you get the correction data. That will be absolutely important in starting up this robot flywheel. How far that is depends on that spectrum. and across saturating different types of tasks and domains that aren't completed or solved for yet. So it's quite a while away. When we do get there, the thing is, I believe that Mecca will look very different along that process. In that one, we're not fully subscribed to only egocentric data. We believe generally that a lot of different SKUs, the entire data soup is important. And so will we be producing the Michelin star data at some point in the future? Will we be teaching some sort of edge case about the real world that the robots haven't gotten to yet? If we believe that the world is incredibly vast and rich in detail, there's going to be no shortage of things

3. 26:12

   to teach. And then even in that world, we do have this angle where we believe that Mecca will very much contribute to the deployment of robots. And so in some of these environments, in closing that gap of being able to do that task in that domain, in that environment? Can we actually be the platform where we collect that domain data, we post-train, we help support the enterprises and white glove hold them into what it means to be in a world filled with robotics? We see Mecca maturing into that. I'd love to get your predictions on how you think deployment, diffusion is going to work out in the physical world. And maybe if I can analogize what's happened in the LLM world, there's like a few different ways that deploy codes have happened, right? There's vertical specific application companies. There's the foundation model companies

4. 27:00

   themselves that are scaling up GoToMarket. And then there's all these FDE, DeployCo, ServiceCo, whatever you want to call them, just armies of people helping enterprises adopt AI scale. Those seem like the broad vectors that are disseminating tokens across the economy. What do you think the analog will be in the physical world? We believe very much in both the vertical and the horizontal across robotics. So the full verticals that are very task specific all the way.

5. 27:30

   from hardware to models to data that they're tackling. We also believe in an ecosystem where there's going to be very vast and different shapes and sizes of hardware of robotics. And there will be different types of open models that exist in the world. I think it will look something like a modern robotics version of a systems integrator, that in a traditional version, you are installing the product, it's incredibly competitive, it's tight margins.

6. 27:58

   There is now a world where you can actually install and help make that product become more data-driven and productive over time.