Robot Rundown | Episode 32

Built 2 Scale · 16 Dec 2025 · 6m

What this episode covers

Hosts Matt Perrott and Scott Wilcox discuss Travis Kalanick’s Cloud Kitchens, which uses specialized point-solution robots to assemble and bag 300 sushi bowls per hour, avoiding humanoids by redesigning food production from first principles. They contrast this with the humanoid race led by Tesla (Optimus), Figure, Unitree, and Gens, arguing that niche robotics companies like Abby (elderly care) and Ongo (desk lamp robot) will thrive by specializing. The hosts predict a wave of affordable, domestic robotics products integrating AI and robotics layers into existing home items like furniture and appliances.

Mentioned

Companies
Cloud Kitchens, Uber, Tesla, Figure, Unitree, Gens, Google, Nvidia
Products
Optimus, Abby, Ongo, 8 Sleep

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