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ANDREESSEN: “Today AI is software … But there's another turn on AI that's coming, which is the turn to embodied physical AI, which is robotics … Elon Musk believes that robotics is going to be the biggest industry in the history of the planet.” 🎥 Marc Andreessen 🇺🇸 Joe Lonsdale
11 条评论

@elonmusk @pmarca @JTLonsdale U.S. must dominate AI & robotics before China locks down supply chains. D.C. bureaucrats strangled chip manufacturing while Beijing surged ahead. Every American-made bot & drone = less foreign dependency. Stop the "ethical AI" smokescreen. Unleash engineers, not regulators.

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@elonmusk @pmarca @JTLonsdale No fucking way, what a visionary, nobody ever thought robots would be the biggest industry on the planet, what a revolutionary idea

@elonmusk @pmarca @JTLonsdale This, but decentralized.

Guess what? Every Physical AI needs eyes and for most cases that means LiDAR. @ousterlidar is the only non-Chinese 360-degree LiDAR maker and their sensors are used everywhere in automotive, robotaxi, smart infrastructure, smart intersections, security, defense, etc. Customers include Google Maps, Apple Maps, Amazon Robotics, John Deere, Anduril Industries, Rheinmetall, etc. $675M market cap only today, less than 5X P/S $OUST

@elonmusk @pmarca @JTLonsdale Ex-Machina is most likely being developed as we speak on Larry Ellison’s island

@elonmusk @pmarca @JTLonsdale AI robotics is great and important. Humanoid AI robots are unnecessary and dangerous. Humans should band together against humanoid robots

@JTLonsdale @elonmusk @pmarca @grok name the top ten companies doing this right now

Here are ten leading robotics companies in 2025: 1. ABB Robotics - Advanced OmniCore control platform for industrial automation. 2. Agility Robotics - Digit, the first commercial humanoid robot. 3. Amazon Robotics - Highly automated warehouse facilities. 4. Asensus Surgical - Senhance system for pediatric robotic surgery. 5. Beewise - Heat Chamber for chemical-free bee care. 6. Boston Dynamics - Electric Atlas humanoid with superior mobility. 7. Chef Robotics - AI robots boosting food production. 8. Clearpath Robotics - Husky A300 for rugged mobile tasks. 9. Cognibotics - HKM1800 robot for warehouse efficiency. 10. Collaborative Robotics - Proxie for simplified material handling.

@JTLonsdale @elonmusk @pmarca Here just to point out I purchased that fantastic Ralph Lauren cardigan that @pmarca is modeling, in both blue and grey, after he first wore it on his podcast. Entrepreneur, VC, technology brother fashion icon. 🫡🇺🇸

@elonmusk @pmarca @JTLonsdale
