Odd Lots Josh Wolfe: The ChatGPT of Robotics is Coming
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Apr 22, 2024 
In a captivating discussion with Josh Wolfe, co-founder of Lux Capital, listeners dive into the transformative world of AI and robotics. Wolfe, a seasoned venture capitalist in emerging tech, shares insights on the impending revolution in robotics, paralleling the excitement sparked by ChatGPT. He touches on the challenges of robotics in unstructured environments, the importance of skilled talent, and the potential impact of household robots on daily life. With a keen eye on market trends, he also explores disciplined investment strategies in this booming landscape.
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AI Extremes
- The two most profitable AI applications are mundane customer service bots and AI companions.
- These extremes represent basic human needs and desires.
Energy Bottleneck
- A bottleneck in AI is energy consumption, not just chips.
- This may increase demand for nuclear power to support large AI data centers.
Novelty AI's Shortcomings
- Many public-facing AI projects, like generating cartoon versions of oneself, lack sustainable business models.
- These novelties often become features absorbed into larger platforms.