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I repeat that the fair price for a humanoid is <$10K. These things are a tiny fraction of an EV in BOM when produced at scale. though at China scale, you don't need to prioritize humanoids over specialized types, they'll all saturate production lines.


https://t.co/N3tfDNkGx4 | founder @trychroma


喜欢王小波,大概我们能成为朋友。 我的 2025 https://t.co/pAkSJnpKXA 我的 2024 https://t.co/HfDF6oduB7 我的 2023 https://t.co/QyV8PiZmOY ..............


We're in a race. It's not USA vs China but humans and AGIs vs ape power centralization. @deepseek_ai stan #1, 2023–Deep Time «C’est la guerre.» ®1


Silicon Valley entrepreneur (cofounder@ TrialPay, Yub, Affirm, Point, TXN), investor (General Partner @a16z), husband, father and sarcast (one who is sarcastic)


Cloud and mobile made distribution almost instantaneous, and AI makes the creation of software faster than ever in history. Which is why moats really do matter, and why systems of record rule supreme. The good news is that there are new systems of record just waiting to be built...for industries that just never had them before. https://t.co/3yRj27Qspc https://t.co/fTyBL08QnR
