Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point
About this episode
In this episode, Ben Bajarin and Jay Goldberg reflect on their experiences at CES, discussing the varying levels of AI integration and the prevalence of AI washing. They explore the future of robotics, emphasizing a turning point in humanoid robotics and the potential for AI to enhance these technologies. The conversation shifts to the advancements in AR/VR technologies, highlighting the impact of the Chinese ecosystem on innovation and affordability. Finally, they delve into the semiconductor investment landscape, stressing the importance of technical understanding in evaluating companies within this sector.
Get every episode summarized
Each time The Circuit publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Circuit
Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
The Circuit
EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes
The Circuit
EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt
The Circuit
EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable...
The Circuit