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vgr's profile
Venkatesh Rao
Venkatesh Rao
Venkatesh Rao
@vgr

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Venkatesh Rao

@vgr

Conversational account. For work follow @ribbonfarm, @breaking_smart, @artofgig. Tweets are 90% vacuous views, apathetically held. Mediocritopian. IKEA builder.

Los Angeles, CA
venkateshrao.com
Joined August 2007

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    1. Venkatesh Rao‏ @vgr Jan 20
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      Venkatesh Rao Retweeted Venkatesh Rao

      Consider making more robots Will Biden admin be pro-robots?https://twitter.com/vgr/status/1348373258018594816 …

      Venkatesh Rao added,

      Venkatesh Rao @vgr
      robots are the answer the more robots we build and deploy visibly in more places, the more we'll have an appetite for new polities that are breaks from the past that's my political slogan Build More Robots
      7 replies 1 retweet 20 likes
    2. Nick Pinkston  🌐‏ @NickPinkston Jan 20
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      Replying to @vgr

      I assume not really pro-robot. I bet labor probably still is a blocker and in general tech isn't popular.

      1 reply 0 retweets 2 likes
    3. Venkatesh Rao‏ @vgr Jan 20
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      Replying to @NickPinkston

      Yeah but China tensions will change incentives quite a bit I think.

      1 reply 0 retweets 2 likes
    4. Nick Pinkston  🌐‏ @NickPinkston Jan 20
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      Replying to @vgr

      If we wake up... There aren't a lot of big robotics companies here actually, more Europe / Japan. Perhaps self-driving and tech in general could change that. I think we have a big advantage to press, but we'll see if it's possible to get it done.

      1 reply 0 retweets 1 like
    5. Venkatesh Rao‏ @vgr Jan 20
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      Replying to @NickPinkston

      I suspect reshoring and automation = PB&J. The more China automates, the more the only reason to manufacture there is about dirty energy. Renewables change that. I am betting energy-intensive commodities and intermediates stay in China, light energy finishing robot-reshored.

      1 reply 1 retweet 2 likes
    6. Venkatesh Rao‏ @vgr Jan 20
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      Replying to @vgr @NickPinkston

      And service robotics in last mile and distribution is going to be much bigger than manufacturing. Consumerization of robotics.

      1 reply 0 retweets 1 like
    7. Nick Pinkston  🌐‏ @NickPinkston Jan 20
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      Replying to @vgr

      Yea totally, but I'm saying that there aren't many big robotics companies here to lobby for these gov't measures. I suspect it'll be more organic, but I hope I'm wrong.

      1 reply 0 retweets 1 like
      Venkatesh Rao‏ @vgr Jan 20
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      Replying to @NickPinkston

      Yeah I agree. I think there’s a cost inflection point coming, like 2000 for software startups. Cost of robotics startups should plummet, as some of the AI gets dirt cheap and hardware gets commodity/open-source. Trigger is renewables plus falling lithium-ion costs.

      9:20 PM - 20 Jan 2021
      • 2 Likes
      • Kyle Mathews Billy Smith
      1 reply 0 retweets 2 likes
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        1. Nick Pinkston  🌐‏ @NickPinkston Jan 20
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          Replying to @vgr

          Why is the trigger renewables and not the AI?

          1 reply 0 retweets 0 likes
        2. Venkatesh Rao‏ @vgr Jan 20
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          Replying to @NickPinkston

          I think a lot of the push will come from green. Same tasks at lower, greener energy cost. Delivery, distribution, simple service. Human operators run on carbon-based energy. AI is more near-zero-marginal-cost enabler after initial training costs. Training = capex. Energy = opex.

          1 reply 0 retweets 1 like
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