Talk about your thesis and where you're where you're coming from, where you see it and how you see the world with specialized robots potentially winning over humanoids.

I think it's a sequencing thing.

You know, we're coming at this and I'm coming at this from a consumer investor lens.

So it seems obvious that humanoids are already and will continue to be deployed into industrial factory settings.

I think the general dexterity is still a little bit further away than people may think.

And so...

For me, when I look at the consumer landscape around how do these markets evolve, it isn't through generalization.

Why haven't we moved past that? Is there something that's different now that's going to open up this market?

So totally.

Yeah.

There's so many industries that have, I mean, even just look at the kitchen, right? You don't have a fridge that also washes your dishes, is a microwave, is a toaster oven.

they are specialized devices still in the kitchen.

And so I think a lot of the Silicon Valley leading vision of consumer robotics has been this sort of single humanoid capable of performing all tasks around the home.

But I think this just sort of ignores the reality of like everyday consumer life and that, we do buy products that do one job exceptionally well.

And like Roomba, you know, we talked about that in the beginning, is a good example of that.

Why haven't we moved past that? Is there something that's different now that's going to open up this market?