WEBVTT 1 00:00:00.518 --> 00:00:02.880 (gentle music) 2 00:00:02.880 --> 00:00:06.000 I still have CEOs asking me that, "Is AI a bubble?" 3 00:00:06.000 --> 00:00:09.360 I have to say, "It's not a bubble. Definitely not." 4 00:00:09.360 --> 00:00:11.610 Physical AI is reshaping the future 5 00:00:11.610 --> 00:00:13.110 of industrial automation, 6 00:00:13.110 --> 00:00:15.330 building a more resilient supply chain 7 00:00:15.330 --> 00:00:16.770 in the complex world. 8 00:00:16.770 --> 00:00:20.130 The speed of evolution on physical AI is moving so fast 9 00:00:20.130 --> 00:00:23.070 with technologies are centering around few players. 10 00:00:23.070 --> 00:00:26.610 As an industrial enterprise, we have to be part of the game. 11 00:00:26.610 --> 00:00:30.453 I'm Meijung Chen and you are not hallucinating. 12 00:00:30.453 --> 00:00:33.870 (gentle music continues) 13 00:00:36.540 --> 00:00:39.090 I think physical AI is getting a lot of interest 14 00:00:39.090 --> 00:00:42.150 or excitement because it's the first time you can see 15 00:00:42.150 --> 00:00:45.270 the AI start to have intersection with the real world. 16 00:00:45.270 --> 00:00:47.730 It's not something just sitting in front of your computer. 17 00:00:47.730 --> 00:00:50.040 It can actually go into our day-to-day life 18 00:00:50.040 --> 00:00:51.600 and operate differently. 19 00:00:51.600 --> 00:00:54.900 And it also is a game-changer for our industrial world, 20 00:00:54.900 --> 00:00:57.240 what used to be goal-based automation, 21 00:00:57.240 --> 00:01:01.950 having one set of equipment doing particular automated task, 22 00:01:01.950 --> 00:01:03.540 now you have physical AI. 23 00:01:03.540 --> 00:01:07.440 It actually comes with not just a hand and the eye, 24 00:01:07.440 --> 00:01:09.240 but it also comes with the brain. 25 00:01:09.240 --> 00:01:11.859 And the brain part is actually where it gets interesting 26 00:01:11.859 --> 00:01:14.550 because you can have the same sets of hardware, 27 00:01:14.550 --> 00:01:16.710 you just retrain it to do different things 28 00:01:16.710 --> 00:01:19.320 and then you can actually reuse the investment 29 00:01:19.320 --> 00:01:21.600 and adapt it to many, many different scenarios. 30 00:01:21.600 --> 00:01:23.280 When you turn on the physical AI 31 00:01:23.280 --> 00:01:25.650 or the robotic arm on the production line, 32 00:01:25.650 --> 00:01:28.200 you can adapt to new product evolution 33 00:01:28.200 --> 00:01:29.550 for the next generation. 34 00:01:29.550 --> 00:01:33.270 Just simply change what is in the brain of the robotic arm. 35 00:01:33.270 --> 00:01:35.010 If we imagine how it would be 36 00:01:35.010 --> 00:01:36.750 when we need to do more onshoring 37 00:01:36.750 --> 00:01:38.850 with the current supply chain complications, 38 00:01:38.850 --> 00:01:41.490 there are a lot of markets that there are labor shortages 39 00:01:41.490 --> 00:01:44.520 and you will not be able to staff enough operators 40 00:01:44.520 --> 00:01:47.760 to do these jobs in and out, day-to-day, the same thing. 41 00:01:47.760 --> 00:01:51.210 So using physical AI, it actually can accelerate 42 00:01:51.210 --> 00:01:54.450 and then make all this onshoring supply chain possible. 43 00:01:54.450 --> 00:01:56.580 These AIs are staying for good, 44 00:01:56.580 --> 00:01:59.520 so you cannot use your own legacy IT infrastructure 45 00:01:59.520 --> 00:02:01.530 in trying to adapt to the AI world. 46 00:02:01.530 --> 00:02:03.570 You need to rethink about what are the latest 47 00:02:03.570 --> 00:02:06.840 and greatest tech stack as you have in the AI platform. 48 00:02:06.840 --> 00:02:09.990 At the same time, through every single AI agent usages, 49 00:02:09.990 --> 00:02:11.970 we are going to create more tokens, 50 00:02:11.970 --> 00:02:14.820 and these tokens are crucial assets to the company. 51 00:02:14.820 --> 00:02:18.180 So how do I capture these data tokens in one platform 52 00:02:18.180 --> 00:02:21.270 that can further train my AI agent to be smarter over time? 53 00:02:21.270 --> 00:02:24.210 How AI can reshape the way we operate, 54 00:02:24.210 --> 00:02:26.100 so it will change your working capital, 55 00:02:26.100 --> 00:02:28.050 it will change your CapEx investment. 56 00:02:28.050 --> 00:02:31.290 Moreover, we also should look at the strategic impact- 57 00:02:31.290 --> 00:02:32.460 looking at different companies 58 00:02:32.460 --> 00:02:34.230 that they really invest themselves 59 00:02:34.230 --> 00:02:35.730 and make the claim that they want to make 60 00:02:35.730 --> 00:02:39.000 a AI-first organization, look at their stock price. 61 00:02:39.000 --> 00:02:41.670 Those values that you can gain from the equity market 62 00:02:41.670 --> 00:02:46.080 also is immense, so don't look at AI as expense, as a cost. 63 00:02:46.080 --> 00:02:47.850 It's an investment for the future. 64 00:02:47.850 --> 00:02:50.448 It's a real asset that everyone should build. 65 00:02:50.448 --> 00:02:53.031 (gentle music)