We think of the portfolio as really the breadth and depth of the entire portfolio, leveraging our core strengths from the past. Think of robots working with workers inside an e-commerce warehouse to more effectively pick orders. There's multiple use cases across our business that we use in machine learning and AI techniques to allow our customers to make better decisions. We're grounded in practical applications like the computer vision that you were mentioning earlier.
What do you wish you knew when you were just starting out investing?
(00:21) Jason Moser discusses: - Roblox sharing its last batch of monthly metrics - Why the company still has a "glass half-full valuation" - Thoughts for a relatively new investor with decades of investing ahead
(16:43) Asit Sharma talks with Bill Burns, CEO of Zebra Technologies, about the business of barcodes and robots in fulfillment centers.
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Companies discussed: RBLX, ZBRA
Host: Chris Hill Guests: Jason Moser, Asit Sharma, Bill Burns Producer: Ricky Mulvey Engineer: Dan Boyd
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