Keep pulling the thread on Scott Wu.
If energy becomes the limiting factor for AI model production, China could have a strategic advantage over the United States.
The United States, which formerly produced 99% of the world's enriched uranium, now produces close to zero domestically.
Nuclear reactors in the United States needing trisofuel must source it from Russia and China.
A study from METR found that the average time the latest AI agents can work uninterrupted before needing human correction is 18 hours.
Brandon Scott predicts that the robotics industry will experience a major "GPT-3 moment" with large-scale deployments within the next year.
Cognition is working with large organizations such as Goldman Sachs, Santander, and the US government to implement its agentic AI technology.
The host stated that Scott Wu has claimed the expected value of Cognition is $8 trillion.
Engineers using Cognition's technology can build software three to five times faster than traditional methods.
Microsoft's Copilot achieved between $200 million and $300 million in revenue during its first year of availability.
China currently has 3,000 gigawatts of energy capacity and is increasing it at a faster rate than the United States.
Turbine production levels at Siemens and GE are approximately the same as they were 10 years ago.
Brandon Scott's venture firm is an investor in the company Physical Intelligence.