Part 6/11:
He describes robotics and autonomous driving as the "holy grail" of AI, where physical AI reaches unprecedented levels of sophistication. The market opportunity is enormous: billions of jobs involving physical manipulation—from factory work and warehouse logistics to elder care and construction—could be replaced or augmented by humanoid robots.
Tesla's Optimus prototypes already operate in their factories, and private players like Figure AI are making strides, raising significant capital and deploying robots in automotive manufacturing environments like BMW plants. The implications are profound: a robot that costs $20,000–$30,000 to produce and can replace workers earning $40,000–$60,000 annually could revolutionize industries practically overnight.