00:00I think in the next five to 10 years, and again, Arm will be involved, you're going to see large, large sections of factory work replaced with robots.
00:09And part of the reason for that is these physical AI robots can be reprogrammed to do different tasks.
00:15One of the issues you'd have with factory robots in the past is if it was a pick-and-place machine for a factory.
00:21They're just optimized for one task.
00:23For one task. The software was for one task. The hardware is for one task.
00:27Now, if you can design a general-purpose humanoid that the software is all AI and it learns by doing, it's going to completely replace a large set of factory workers.
00:37So I think in five to 10 years, and back to the geopolitical comment, I think it will level the playing field for countries because you will start to see physical AI be a great enabler for other economies.
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