Asmongold Crashes Out | Neo Robot
FULL TRANSCRIPT
Yesterday we saw the introduction of the
Neo robot which is not autonomous at
all. It's teaoperated likely by some
foreigner who essentially remote
controls a robot in your home to do
things at the moment really poorly
without any autonomous features or
artificial intelligence. Uh and what
you're really doing is you're putting an
investment into the company by
pre-ordering this robot without actually
getting any upside of equity in the
company. So, you're basically giving the
money to this company under the guise
that one day you will get a robot that
can do things for you in your home,
which is really provocative. We all want
this. Now, uh this company has done a
really incredible move in that they've
basically gone viral uh even though the
robot sucks, they've gone viral over it
because of both a criticism uh and b
praise. People are very excited. And
then of course you have people that are
like, "Oh, well, some people are just
mad because it's not the Tesla Optimus
or this that or whatever." We are so
many years away from these things
actually being functional, especially
with what we saw with the dishwasher
loading. But today, we're going to react
to Marquez and Asongold reacting to this
robot. So, we'll jump through this
together. Let's see what they have to
say about this disastrous robot.
I feel like it's been
>> ah yes, it would actually be useful if
we had audio. So, we'll go ahead and
punch that on.
>> Minutes since I've done just like an old
school
and losing her house. It's finally here.
Get your mind out of the gutter. It's
for doing chores.
>> It's a housekeeper. It has the same
dexterity as a human because it's shaped
just like a human. Walks around on two
legs. Has
>> It doesn't actually have the same
dexterity or capabilities as a human. I
mean, if you look at what we saw with
the Wall Street Journal uh interview by
uh Joanna, uh the neo robot can't really
grab things, grab things like a human or
do things like a human could. Uh for
example, if we look at I mean, I think
the best example is just this right
here, dropping the second cup in here
and then the miserable
attempt to close the dishwasher. Now,
it's great. I mean, it's optimistic.
Hey, like we're getting somewhere. We're
trying to make progress, right? But
really, to me, what this is, this is a
company that bolted together uh tendon
actuators that you could, you know, buy
off the shelf and dressed this up into a
soft looking robot. Uh and and now
they're using it as a fundraising tool.
Uh there was even a moment where they
show this trying to wipe the table or
crack a walnut and it just it just
doesn't have the capabilities of doing
the the things that humans do right now.
So, this doesn't actually have the
dexterity that of of a human and and I
would expect that Marquez would say
that, but he hasn't yet. So,
>> fingers, it can fold laundry and put it
away for you, or it can do the dishes
for you from start to finish. And
>> this is all like I think he's just
getting into like the pitchy part of
like the vision of what it could do for
you. Uh, self-charge enabled. Come on,
dude. [laughter]
>> Self. Imagine going out for the day of
work and coming back a few hours later.
Okay, this is all [clears throat] the
vision of what human we already know
about the vision.
>> Flat $20,000 to own it outright and get
priority delivery. Just drop a $200
fully refundable deposit to get in line
today and deliveries in the US.
>> This company is going to get so much
money just in pre-orders. And none of
those people are going to get the
benefit of upside and equity in the
company, even though that's basically
what they're doing. This company is it's
almost like a fake it till you make it
uh strategy. And it's kind of brilliant
for the company.
>> Start. This is for people who the idea
of
>> Oh my gosh. Marquez, stop marketing the
damn thing. Just get to the damn point,
would you? Geez lord.
>> Oh, here's the wall next. You You don't
think they would show her the best stuff
that this could do autonomously to keep
selling the dream? If you want
>> Yes. Thank you, Marcus. Finally, dude.
It took us 4 minutes to get to the full
point. And I think Marquez does that
really well. like he doesn't want to be
so offensive to these companies. Uh
because he does get a lot of
sponsorships from the companies as well
and product demos and invitations to
events. Uh so he kind of has to start by
being nice. I get it. Uh but finally 4
minutes in. Don't you think the company
would show the best that they have now?
Yes, you do think that. Did they? No.
They showed Joanna zero autonomous
features. Watch that keynote video back.
To their credit, you'll notice that they
actually are very careful to label
exactly when the robot is doing
something autonomously and not
teaoperated. And in that whole nearly 10
minutes,
>> right, but it's edited, so it doesn't
matter. Edited videos don't matter. You
want to see actual production.
>> This product can actually do today and
what it can maybe hopefully do someday
in the ideal future are it is massive.
They are massively far apart. And so
that that's really my main issue. There
seems to be a bit of a lost art in
waiting for a tech product to be
actually finished before announcing and
unveiling it. Like do you remember when
tech
>> Right. Right. Correct. Like that's
that's exactly what's happening here is
it's there's a race to announce your
successes in these robotics uh to g to
get fundraising because this company has
the most attention ever. Like I would
argue that the fundraising that they've
done is the greatest fundraising that
they've ever been able to do. If we go
to trends.google.com, let's just try it.
Let's just Google Neo Robot and let's
see what we got here. Uh so if I go to
the past 90 days, for example. Uh yeah,
I mean this is not even going to be
comparable, but let's compare it to
Tesla Optimus. Okay.
Oh my gosh, dude. Look at that. Searches
for Tesla Optimus relative to Neo. Let's
go to like past 5 years cuz we might get
more Optimus. Look at that. The highest
you had on the Optimus was over here at
like what the 30th percentile, 35th
percentile. The the Neo robot is so like
3x that search result. Uh let's get a
little bit more granular. Maybe the last
year here. No, I mean it's just it's
just not even it's not even close. Uh
let's just look at Tesla in general
versus Neo Robot. Okay. All right. So
Tesla in general as a term beats. What
about Nvidia? I'm just trying to find
something to compare it to. No, that
beats as well. Okay, let's try
Bloomberg. You know how many people are
typing Bloomberg News in? Look at that.
It almost has as many searches on Google
Trends uh you know in this last week
period right there, which is going to be
concentrated into a day, right? But
anyway, as the search term Bloomberg, I
mean, this is insane advertising that
they pulled off here.
>> Companies would unveil a brand new tech
So the rabbit R1, for example, will
solve.
>> Oh yeah, that was a disaster.
>> In order for this robot to be everything
people want it to be, they need to
develop a super smart AI system that
looks through the robots.
>> Well, remember what Brett Whitten said,
which is very interesting. Uh I actually
think I I I respect Brett Whitten. I I
think some of his bullishness is too
bullish and misplaced. But understand
he's he's a very smart individual. uh
he's very very bullish on Tesla robo
taxi and uh uh robotics. He argues that
it to ramp humanoid robots. Uh it's
going to be 1,000 to 10,000 times more
difficult than robo taxi, which implies
we won't actually see a ramp up of
robotics until 2030 to 2032. I actually
think it'll take even longer than this.
But beyond this, he also argues,
I believe it's here. Yeah, here it is.
He argues that the first estimate is
that Tesla will need to spend 100 to 200
billion on AI compute to solve the
robotics problem. So, we've got a lot of
work to do.
>> Sensors and is able to learn its
environment and recognize everything
it's looking at and teach itself to
navigate that environment.
>> This is an example here of not human
dexterity. This was a
>> environment and perform tasks. It has to
learn what a laundry room is and what
the laundry looks like and the roomate
or not. And like what if one of the
tasks is going and and getting the right
medication for an elderly person,
bringing it to them that it it has to
get that right. Like it needs to
identify the correct medication at the
right time and the right intervals and
bring it
>> that it's decades for that. Uh maybe not
decades, maybe 5 to 10 years.
>> Early adopters. So people who press that
order now button first and who actually
>> they're going to get scammed. This is
like Nickeola. This is like pre-ordering
your truck that rolls down a hill.
>> I guess get one of these when they start
to ship them. We'll get a robot that can
probably do a few simple things
autonomously, like opening doors. But
there will be many things it can't do.
And for that, if you scroll down on
their website, you can see there's
expert mode, which is when you have
something the robot can't yet do, and
you schedule one of their teleaoperating
employees to look through the sensors
into your home and do the task so that
the robot can learn from it. And this is
something that they've so that the robot
can learn from it. There's it's this
idea that they're going to be able to
collect so much data from this tea
operating inside of your home. It's
going to be such diverse data. There is
some provociveness to that. Uh there is
some excitement around the amount of
diversity of data that they're going to
get through being able to teleoperate.
To some extent, this is what Amazon is
doing with their delivery drivers. They
want to equip their delivery drivers
with glasses so that they can record
what their drivers are doing uh and then
eventually replace them with robots. So,
you know, the people are basically
replacing their uh or or training their
replacements. But supposedly they can
also get like recommendations on how to
Tetris together the uh uh the products
better. But look at this. You know,
these are for example the uh the the
Meta Sporty glasses or whatever.
Apparently they've got like five
microphones on the side that uh will uh
enable video recording while you're
going 30 miles an hour up to 30 m hour.
Maybe I should should I do give this a
try later? I could go on a go-kart and
maybe I can make a video uh with these
and and we could see if it works. We
could try it. Uh but like I'm a big fan
of technology. Like I think when people
hear me poop on like these robots,
what do I hear? There's music playing.
Uh anyway, so uh yeah. So very cool. But
Amazon is equipping these or people with
these so they can get the data and
learn. So there is some value to this.
direct pretty directly said that they
expect early adopters to be totally cool
with like go watch Joanna's video. I'll
link it below the like button. She did a
great video all the healing and
promising that this could maybe be a
post smart
cameras and microphones into your house
and it could also fall over.
>> Well, keep in mind [clears throat] this
whole like privacy thing too was kind of
funny because most people have like
Siri, a Fire TV, Alexa, Google, you
know, whatever. I probably just
activated a lot of those. I apologize,
but a lot of people have these in their
homes. Like, they're already listening
to all of our stuff. You know, adding
the camera. Are we really adding at this
point that much? So, Neo the home robot
order today. Here we go. Let's
>> All right. We already saw things away
from being able to have sex with these
things. I mean, honestly, we're
>> tell this is like the very first thing I
would expect as Mongol to say because I
don't know this, but I think his
demographic is a lot younger than mine.
Uh, I would argue that his demographic
is probably 13 to 24. Uh, and the
majority of my demographic is actually
uh 35 to 45. My next largest demographic
is actually 45 to 55 and then I get the
24 to 35 crew. So like my audience is
significantly older. Uh and so like it's
not a surprise to me that for his
audience this is the first thing that he
goes to. [laughter]
years past some people
>> they they have like you could just
>> people having sex with these things you
know read books about like how we used
to have slavery and then we got rid of
it and you're thinking like oh my god
like I've got to mow the lawn
why can't
>> yeah okay so this idea of like this
being like a slave or whatever for you I
mean yeah that's why it's kind of an
exciting idea like everybody wants a
legal slave right and that's basically
what these robotics are so if I go the
DJI
uh robots.
Uh so let's go to I think it's DJI has
one. No, it's Segue. Segue lawnmower
robot.
So if you go look at this, this is the
Segue robotic lawn mower. I don't have a
lawn that I can really try this on, but
apparently I mean this would be very
interesting because here you have AI
assisted mapping and vision fence image
obstacle avoidance
app controlled and multiszone
management. So you already have a robot
that can go mow your lawn for you. This
is like Roomba except for lawnmowing,
right? So very interesting. All right,
let's keep going with uh Asong Gold's
take here on uh on this.
>> We just have somebody do this.
>> Oh my family had time or data would help
[music] humanity explore the galaxy,
>> right?
>> And I really bullsh
its tendon driven body is quiet and
lightweight. Okay,
>> it's low energy motions makes
>> battery life.
>> Okay, we saw the details of it. I want
his opinion
>> on the house. [music] What's your name?
>> Nice to meet you.
>> Okay, so this is All right. It's in the
box. It's the egg.
>> Okay.
>> Hey, I'm Neo. I'm here to help around
the house. What's your name?
>> Har.
>> This like I I don't understand this like
shock on Asong's face. Like, bro, it's
not that shocking. Like, have have you
turned on GPT's voice mode? That's all
you need. And then you have the same
thing just put into now a tea operated
body. You know, somebody else going
like, come on, man. We can go start a
robotic company, too. go buy these
actuators off the shelf, slap some
clothing on it, or what a lot of
companies do is they 3D print the shells
to make them look more approachable cuz
otherwise it's just like metal framing
and spider framing. It doesn't look that
good, right? Uh and and then slap like
grock in it and you're good. Like it's
not that hard to have a an unfunctional
humanoid robot right now. It's not that
shocking.
>> Nice to meet you, Harry. [music]
When you have a question or want
something done, just let me know.
[music]
[music]
>> You schedule a time that you want or
using the app. The way it works is you
schedule if there are any chores.
>> I I I can't I don't almost I can't even
believe this. I can't. There's no way
this shit's actually going to work.
>> Holy duh [ __ ] They're cheaper than
slaves. Oh my god. Oh, he uses Grock to
do his math to compare them to be
cheaper than slaves. Figures come from
auction records. So adjusted for
inflation, a slave that would have cost
you $1,200 in the 1850s would have
equated to 40 to 50 $45,000 today.
Jeez, man. Um, well, I mean that's why I
got seven kids. You know, for 10 bucks,
you know how much a child would do.
You
>> remember what I was saying? Expert mode
to have an expert from 1X supervise the
session and provide corrective
intervention to help Neo complete any
task.
>> I see. That's smart.
>> Yeah, it's the same thing that Amazon
did with the Indians in the Amazon call
centers.
This is not it's not like AI should just
stand for actually Indian.
>> So what if you
know what never mindbody
[music]
actually think that in 50 years we're
not going to have this?
>> Oh, we we will. I actually agree with
that. Like in 50 years, yes, we will
absolutely have robots. I don't know if
they will actually look like humanoids.
I I'm not con I'm not convinced that a
humanoid is necessary for a household
robot. Like I think you can have a robot
that's very specifically designed uh for
very specific tasks that don't
necessarily require its humanoid form.
Like I actually think that if I were a
household robot, I would kind of prefer
to have more arms, right? So like give
me four arms. I could do more in the
kitchen. I can cook more at the same
time. So like like a you know an
arachnid style humanoid would actually
in my opinion be a lot more functional.
Um I'm okay with the two legs. I might
go for a third leg. I think a third leg
could be useful for the weight that you
could support. Um I understand why
they're doing humanoids now because it's
basically a crutch because you could you
could control them with a human body.
That's why we're using these humanoid
form factors because it's a crutch to
train these things faster.
It's clearly coming. Everybody knows
this is coming.
>> Make it charge in the closet. Yeah. Cuz
without it being controlled by like, you
know, a man in the closet, right?
>> India.
>> I want to see it happen,
>> right? Cuz this is just a marketing
video. He's right.
>> Just what to cook based on what you have
in the fridge. remember your progress
while teaching you a new language and
even give you in talking to
>> most of that is just verbal AI that you
could get out of any chatbot today to
decide if it should respond or not
[music]
>> just got to
>> Yeah. No, for sure. Okay. Can you make
[music]
>> You know, the irony about this whole
like get the door thing is we have like
automated locks now that we could use.
So if you're like get the door, you
could also just press like unlock door
or frankly I mean it would not be very
hard to automate the opening of your
door either. And it would cost you way
less than 20 grand if you that's all you
wanted to do was go open the door.
>> Hey Neil, can you take this cup to the
sink for me? and breaking it down into
simple steps such as walking to [music]
the person, grabbing the cup, and then
walking the cup to the kitchen, and then
putting it away. Neo's autonomy improves
with diverse data and real. This is
what's so provocative about this is like
that does seem awesome. Like, I want
that. Like, hey, go go go take this
trash out for me, right? Hey, 500 bucks
a month if you can, you know, have a I
guess a robot slave that's controlled by
somebody in India. TV.
>> As Neo does more chores, you'll [music]
receive updates to your Redwood model
that increase the complexity.
>> Yeah, somebody in the chat's like, I'm
buying too.
>> Tasks that Neo can handle, such as
finding [music] your keys and wallet or
damn
>> doing a
>> finding keys and wallet is like this
age-old issue of us as humans just not
putting our stuff back where we should
be putting it back.
>> Whole laundry cycle [music] end to end.
>> See, that's what I need him to do for me
>> cuz I Yeah, that doesn't surprise me.
get today will only get better. [music]
>> And as we keep shipping features,
>> it'll be more and more useful in your
everyday life.
>> Yeah.
>> Now, the except the problem is what
usually happens is as you ship more
features, you end up exploding the
hardware uh and the software that you
have built into the machine and then
there becomes a limit to how much you
can do software updates to it. So then
you end up having to like buy a new
machine. And so your $20,000 investment,
I don't know if it actually ends up
going to like the version two of a of
the version of the robot. That that's
the scariest part is that you get and
like I don't know that you want to be
like a phase one buyer of this kind of
product because it's just going to suck
so badly. I mean, understand what
happened with the u Joanna Stern
interview in their demo. The thing ended
up having to get cooled because it
overheated uh by somebody standing there
holding a fan uh at it. And then when
she mockarena
>> Neo had to go to urgent care.
>> See you Neo.
>> They had to crane it out because she,
you know, got it all tied up in a little
bit of a dither. So like they don't have
the cooling technology yet. Like these
V1 hardware versions are basically a
scam. It's it's a it's really smooth and
sexy marketing, but it's basically a
scam. journey there is not going to be
perfect and [music]
one of those
>> I think you missed
>> okay so if it can throw it can kill
>> spot over here
>> I wonder if these can turn red
>> Terminator style yeah
>> but where you were at it was illegal
but you're having sex with the robot
>> oh my gosh we're back to that dude who
listens to this come on man where's the
and a smart brain. What
>> factory robot
>> burnt? Why am I wearing this sweater?
>> Think it would
embarrass.
>> If only the real world don't cut it.
>> Don't cut. I want to see it happen.
>> Yeah. No, of course you can't see the
whole thing happening cuz if they didn't
cut it. Remember, it took 5 minutes for
it to put a fork and two drink wear
items in the dishwasher. Two glasses,
right? 5 minutes. Th this doesn't count.
They're You're cheating. It's a guy
that's controlling. This isn't an
autonomous robot. This is a guy
controlling a robot.
>> Yes.
>> This is [ __ ]
>> A LITTLE
>> YES. FINALLY. THAT'S WHAT I SAID FROM
THE FIRST MINUTE. FINALLY. FINALLY.
>> Over a minute to fetch a water from the
fridge [music] 10 ft away. Thank you,
Neo.
>> Next challenge. Load three items in the
>> Here we go. This is It's a guy doing
this.
The reaction of that glass falling over
is like classic.
It's just a It's just a guy. It's
literally [ __ ] This is literally
Wizard of Oz [ __ ]
>> Yes, it is. Behind you.
>> [ __ ] [ __ ] You [ __ ]
>> Yeah, dude. THAT'S WHAT I CALLED IT
YESTERDAY in the first 30 seconds of my
video. I'm like, this is [ __ ]
[laughter]
bro. Are you kidding me?
>> Oh. Oh,
>> thank you.
>> And that took 5 minutes. The Neo I saw
isn't the one shipping. That's really
good because if you don't have to do
anything, that's great.
>> The new model,
>> I don't know. It's really bad.
>> Will be safer and have better hand
dexterity. The one I saw still needed to
take breaks to charge
>> cuz remember, it's more than
>> uh Oh, that's really good. It put three
pieces of dishwear away in 5 minutes.
That's really bad. First of all, it's
now you have to deal with the
overheating, the headache of it, the
complexities of it, the money that you
spent on it, the $500 a month, which is
like a car payment that you're paying
for it, the charging it, the cooling it,
the upgrade issues, the hardware issues,
the breakdowns. This is like the
scheduling the task. Oh, I'm going to go
in the app and go, "Yes, please put
these three dishes away." Like, it's
ridiculous.
>> Yeah, there's the fan helper.
>> It's also its brain on its own without
human
All right.
>> Is essentially when there is a human in
the loop
>> and who is the
>> human right now of Neo.
>> I am a remote operator in a different
room in the building.
>> And what's your
>> god bro?
>> Yes.
>> Facing operated like this in the first
place or real world.
>> I was I was on the moon.
>> Now I'm like an asteroid about to hit
the [ __ ] dinosaurs again.
I'm about to crash.
>> I'm going to crash the [ __ ] out, bro.
Like, this is a scam.
>> This is I'm My day is like I actually
thought like, bro, are you kidding me?
Are you kidding me? It's literally just
Kyle. It's just Kyle controlling the
robot and it still doesn't work.
>> The videos of the robot doing things via
tea operation become the training data
to make the AI model smarter. That's why
1x is putting
>> it's just going to take so many hours.
They're just not going to have enough
users buying this stuff to actually pull
that off for a very long period of time
and they don't have the capital. But
they are raising a lot of money. They
did a great marketing piece here. It's
just a scam. It I I wouldn't be
surprised if in a few years this company
>> to take
>> How do they not ask about having sex
WITH THE ROBOT?
>> OH GOSH. OH, is that like the fourth
time I've heard him say it? Damn it. How
do you get lullabyte for 20 minutes in
your video and then you realize it's a
[ __ ] scam yet even after you realize
it's a [ __ ] scam, you go right back
to, so when do we have sex with it?
>> Why not advertise these [music] things
that you told us here? I feel like
nobody else knows about this.
>> We'll we'll try a little advertising and
see how it goes.
>> Congratulations, man. You have done so
much. People love you. People look up to
you.
>> Kevin Praath there, financial analyst
and YouTuber. Meet Kevin. Always great
to get your [music] take.
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