Rockwell Automation, Inc.

Friedberg support ×2 ▲ on 🌍 China's automated manufacturing base outruns US reindustrialization E238 · 2025-08-09 ▶ 32:18

And China has both manufacturing, productivity, materials advantage over the United States on that front. So it's not about having the best model. It's about having a supply chain that can support their ambitions in warfare.

And so you just stimulate a manufacturing boom in the country. We incentivize automation across the manufacturing. We use that as a competitive weapon to go and compete with the sort of lower cost labor that happens internationally.

Friedberg support ×3 ▲ on 🌍 China's automated manufacturing base outruns US reindustrialization E225 · 2025-04-26 ▶ 1:25:36

China, ultimately, if they can make new energy systems cheaper than the United States, scale them faster, they will ultimately have much cheaper, much higher volumes of electricity, which gives them the advantage of manufacturing and production and transportation and everything. And that's where the economic advantage will ultimately accrue to them.

Jason support ×2 ▲ on 🌍 China's automated manufacturing base outruns US reindustrialization E223 · 2025-04-11 ▶ 22:27

who's going to do this work if we're going to be deporting millions of people and we have the lowest unemployment of our lifetimes and we have automation coming to these factories and Americans don't want to take these jobs historically? How is this all going to work? It seems a bit farcical to me that we're going to bring these things back.

Sacks support ×1 ▲ on 🌍 China's automated manufacturing base outruns US reindustrialization E223 · 2025-04-11 ▶ 21:41

I would say probably the biggest thing would be whether the US can re-industrialize to some extent so that we're not completely dependent for our supply chains on a potentially hostile adversary.

Friedberg support ×2 ▲ on 🌍 China's automated manufacturing base outruns US reindustrialization E222 · 2025-04-05 ▶ 1:38:56

In the last 20 years, they've built 30,000 miles of high-speed rail. In the next 15 years, they're going to add more electricity production capacity than the United States times who has today. There's nothing short of ambition coming out of China. And it's what we're lacking.

Friedberg support ×3 ▲ on 🌍 China's automated manufacturing base outruns US reindustrialization E220 · 2025-03-22 ▶ 1:20:07

as we know, the way the Chinese operate when it comes to kind of industrialization is they can move fast, they can move big, they can move heavy, they can dedicate resources, they can dedicate an entirely vertically integrated supply chain to achieving an objective. So this will end up being kind of, I think, the big race over the next couple of years.

Friedberg oppose ×2 ▲ on 🤖 General-purpose robotics finally works this cycle E217 · 2025-03-01 ▶ 19:41

It's a lot harder to create one of these general purpose systems and automation than create like vertically or kind of utility specific automation system. So a device that just does one thing, delivers something to you in the air or drives your food to you or loads and unloads your dishes. ... It is a general purpose device and it makes a technically very hard road map, I got to imagine.

Friedberg support ×3 ▲ on 🤖 General-purpose robotics finally works this cycle E192 · 2024-08-16 ▶ 42:45

Basically, these businesses today are running at call it 30% EBITDA margins at peak performance. That's like Chipotle's best class by taking out labor. You could probably take out another 20 points of cost, which could translate into lower prices for consumers, higher throughput, lower wait times.

Jason support ×3 ▲ on 🤖 General-purpose robotics finally works this cycle E192 · 2024-08-16 ▶ 40:15

We have an investment in a company called Cafe X. Nick, you can play a clip of it. These two machines in FSO have broke a million dollars a year in revenue.

Jason support ×2 ▲ on 🤖 General-purpose robotics finally works this cycle E187 · 2024-07-12 ▶ 37:00

And I'm really interested in robotics now, too. I think there's going to be some incredible gains with Optimus and some of the other robots that are occurring.

Friedberg support ×2 ▲ on 🤖 General-purpose robotics finally works this cycle E185 · 2024-06-29 ▶ 1:01:33

So the robotic applications are pretty powerful. Machine vision applications are very powerful.

Same with how I'm, like, more excited about humanoid robots than sort of robots of, like, very other shapes. The world is very much designed for humans and I think we should absolutely keep it that way.

Friedberg support ×1 ▲ on 🤖 General-purpose robotics finally works this cycle E176 · 2024-04-26 ▶ 32:19

I think the Optimus has the highest alpha, but the highest beta. So, you know, more upside than anything else. Just unclear how you get there, what the path is and the capital requirements.

Sacks support ×2 ▲ on 🤖 General-purpose robotics finally works this cycle E176 · 2024-04-26 ▶ 30:32

In the long-term, in terms of option value, I am the most intrigued by the robot play

Chamath oppose ×2 ▲ on 🤖 General-purpose robotics finally works this cycle E176 · 2024-04-26 ▶ 33:44

I suspect instead of having a generalized robot, you have very specific use case robots that look differently ... there will be people that become experts in these vertical use cases, and that will limit the TAM for a generalized approach.

Jason support ×3 ▲ on 🤖 General-purpose robotics finally works this cycle E176 · 2024-04-26 ▶ 36:09

I think every human on planet Earth eventually will have a robot. So I know that's crazy, but I think Optimus will dwarf the entire entirety of Tesla's other businesses.

Friedberg oppose ×3 ▲ on 🤖 General-purpose robotics finally works this cycle E173 · 2024-04-05 ▶ 1:08:06

I don't think it necessarily follows this general purpose model. I think that there are likely going to be more narrow application ranges, and they're not going to necessarily be humanoid in form factor. ... the success of Gecko indicates that there's far more money to be made in industrial applications than there is in consumer applications today.

Sacks oppose ×2 ▲ on 🤖 General-purpose robotics finally works this cycle E173 · 2024-04-05 ▶ 1:05:52

Jason, I don't think it's a five year time frame. I think it's longer than that. That's just my guess. ... I think in the near term, it's all about industrial applications or maybe even military applications.

Jason support ×2 ▲ on 🤖 General-purpose robotics finally works this cycle E173 · 2024-04-05 ▶ 1:08:06

I think every human is going to have one of these. I think every household in America, every middle class household in America, will have one of these thousand dollar a month robots in seven years. I'll give it seven.

Chamath support ×2 ▲ on 🤖 General-purpose robotics finally works this cycle E173 · 2024-04-05 ▶ 1:07:16

I think it'll be less than that. I think it's going to be in the next two or three years, you'll have a domestic help robot that you can probably pay a thousand bucks a month for.

Jason support ×3 ▲ on 🤖 General-purpose robotics finally works this cycle E171 · 2024-03-22 ▶ 58:56

something tells me this robotic space, which has been a start over and over and over again. I think this is the time where actually it's going to work. And so I love that hardware and robotics space.

Friedberg support ×2 ▲ on 🤖 General-purpose robotics finally works this cycle E171 · 2024-03-22 ▶ 52:23

is there a enterprise like sale of robotics tools that have positive ROI for enterprises? And is there a business that's working there and that is scalable? Vertical solutions in labor and automation and productivity gains are probably the best sharp ratio.

Brad Gerstner oppose ×2 ▲ on 🌍 Resilience beats efficiency - supply chains get de-centralized and reshored E73 · 2022-03-26 ▶ 1:26:06

So we have this interconnected world, this idea that we're de-globalizing. ... What we do doesn't impact anybody else. That ship has sailed a long time ago, and the Chinese see this.

Jason support ×2 ▲ on 🌍 Resilience beats efficiency - supply chains get de-centralized and reshored E72 · 2022-03-19 ▶ 1:12:26

the new war is the war on our dependency on dictators. We must have a race to resiliency.