I think Zucc will enter the humanoid race.
They will build the data flywheel for it with Ray-Ban Displays (and other AR/VR glasses), just as Tesla has with fleet data collection
Decided to leave Tesla.
It's been an incredible ride leading the Optimus AI team. We went all-in on scalable methods — swapping the classical stack with reinforcement learning & scaling dexterity by learning from videos.
AI is the most significant bit to unlock humanoids.
