William on Substack

The cost scaling of microprocessors is one way to think about it and I would be surprised if some who expect drop-in humanoid robots weren't thinking about LLMs and how they're increasingly used in place of specially-trained AI. It would be interesting to read your reasoning why that comparison doesn't make sense (and even more so if you think it does!) Would it go something like "a few companies are racing each other to bring humanoid robots to market and capture the biggest share of the market, so they raise billions from Softbank etc and sell at a loss, bringing the prices down below specialized hardware?"