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Here is a transcript: https://www.tango.vc/posts/y-combinator-cofounder-trevor-blackwell-on-investing-in-robotics https://www.tango.vc/posts/y-combinator-cofoun
by ivankirigin 6y ago
Here is a transcript:
https://www.tango.vc/posts/y-combinator-cofounder-trevor-blackwell-on-investing-in-robotics https://www.tango.vc/posts/y-combinator-cofounder-trevor-bla...
1:34 The thesis at the start of Anybots
3:27 Wheels vs legs for telepresence robots
6:50 Why did Anybots make legged robots
8:04 What do you think of Boston Dynamics Spot Mini
9:50 Vertical vs Horizontal applications in robotics
12:24 A proof of concept proves to everyone what is possible, and emboldens copy cats
13:37 What would have happened to Cruise if GM hadn't acquired them
16:15 What does it takes to launch self driving car service like Waymo or Cruise
18:04 Benchmarks for autonomous driving performance
19:48 Why it's better to have customers hungry for a solution
21:06 How to overcome the challenge of rule based behavior planning, like Tesla doing end to end ML
23:42 How early stage startups should build hardware by focusing on iteration speed and tight customer feedback loops
26:58 Vertical vs Horizontal applications and their impact on iteration speed, like building 3D printed houses
28:43 What should hardware companies get done during the YC batch. Ideally cheat with teleoperation if you can
31:17 Why Tesla's approach to getting data from real drivers is very effective path to full autonomy. You need to figure out a business model that isn't bleeding money while you're getting data.
33:47 What Elon Musk gets wrong about end to end autonomy
35:38 What robotics companies would you like to see applying to Y Combinator?
36:36 Drone delivery is working well where people are more desperate. Generally technology is developed where need is greatest, and then moves more broadly to other applications.
38:50 We get accustomed to high quality, like the speed of delivery. The standard can always improve. How many more iPhones would people buy if delivery were every 15 minutes.
40:19 Speedy delivery for auto parts is a clear application.
41:38 How telemedicine can be much more efficient
42:32 Regulations in medicine make developing products far more expensive.
43:15 Regulation is like a fog of war which dramatically lowers iteration speed
44:50 Inaction causes harm, including an example of the cost of $1 parts and the tradeoffs for human life.
46:06 What do you think of Marc Andreessen's "It's Time to Build". San Francisco doesn't feel like the future. We need more experiments.