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The original commentator works at a private equity fund, admits he has lost $1B twice, and yet any blue-collar laborer has a better grasp of the material world.
by gjsman-1000 26d ago
The original commentator works at a private equity fund, admits he has lost $1B twice, and yet any blue-collar laborer has a better grasp of the material world. The insult is earned.
- deleted 26d ago[deleted]
- vessenes 26d agoIf you tour SpaceX’s hawthorn factory they will tell you: “raw materials come in, rockets go out.” Spacex manufacturing had a mix of robots and humans manufacturing together on the floor the last time I was there, like six years ago. But it was definitely deeply vertically integrated manufacturing. Similarly BYD in china has plants over an acre in size that run lights out with one human worker. My understanding is these are also vertically integrated, taking inspiration from Tesla and SpaceX. I’m happy to learn more about the material world from people at any walk of life; right now we have humans building robots out of raw materials and robots building robots out of raw materials already in the world. My prediction is that humanoid robots building robots will scale rapidly in the next two years; please give me the bear case though, I’m genuinely interested.