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PERSON DIRECTORY

José

José appears in 4 indexed conversations across Delphi Digital. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.

4 EPISODES1 SHOW
1 episode1 active
Language
Delphi DigitalEN · 84 min

Building the SoftBank of Robotics | Andrew Kang

JoséAndrew Kang

Humanoid robotics may be approaching the pre-ChatGPT phase of AI, with $50,000 robots requiring only 20,000 units for $1B revenue and a projected tens-of-billions industry within two to four years.Robo Strategy (NASDAQ: BOT) seeks to challenge SoftBank through public markets, favoring vertically integrated players with embodiment-specific data; US restrictions on Chinese robots could help, while robotics data businesses face a two-to-five-year durability test.