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This is the Elon Musk Podcast, 
your daily hit of what is really

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going on at Tesla, SpaceX, XAI, 
and the rest of the Musk 

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universe. 
I'm your host Will Walden, and I

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have covered Elon Musk for more 
than five years, spent a year on

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the ground at SpaceX, Starbase 
during early Starship 

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development. 
And before this, I spent my 

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career as a software developer 
working with billion dollar 

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companies. 
I've also built and sold my own 

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businesses. 
And now I make content and help 

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other people grow their 
companies. 

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And on this show, I use that 
experience to break down the 

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news, filter out all the noise, 
and give you clear context you 

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can actually use. 
Recently, Elon Musk has laid out

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a concrete goal for the 
companies Optimist Robot. 

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He says Optimist could one day 
perform surgery with high skill,

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giving every patient access to 
top tier care. 

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And of course, that is if they 
could pay for it. 

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He links that vision to a 
broader shift to test the toward

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technology that reaches into 
daily life. 

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And he points out that a 
shortage of skilled surgeons and

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suggest robots can close that 
gap. 

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And as we know, people have been
using telemedicine, Tele 

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robotics to perform surgeries 
for a while. 

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But if the fingers can be nimble
enough in an optimist robot, 

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Elon Musk thinks that yes, Elon 
Musk's optimist robot could 

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perform heart surgery on people.
But can a general purpose robot 

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earn enough trust in the 
operating room? 

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Tesla plans a new Optimist 
showcase in early of 2026, and 

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the company is building the 
manufacturing line it says will 

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scale toward 1,000,000 units a 
year. 

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Now, in this episode, I'll 
explain what Optimist can do 

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today, what Tesla says will 
change by the next model, and 

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what it would take for any robot
to approach autonomous clinical 

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work. 
Also, breakdown the regulatory 

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wall that stands between a demo 
and a cleared medical device. 

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And we're gonna talk about what 
this plan signals to investors. 

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And we will get right into that 
after this very, very short 

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break. 
Now, Tesla positions Optimus as 

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a pathway from clean energy and 
cars into everyday robotics. 

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The company frames this as part 
of Master Plan Part 4, an 

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expansion from electrification 
to general technology that 

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tackles skilled tasks in the 
physical world. 

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That reset moves the discussion 
from quarterly vehicle numbers 

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to whether a new class of 
hardware and AI can take over 

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fine motor work. 
Now today's optimist can walk, 

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lift light items and handle 
fragile objects like eggs 

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without breaking them. 
Those are non trivial steps 

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because they require balance, 
object reorientation and grip 

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control that does not crush or 
drop that egg. 

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Tesla says the next iteration, 
expected for early 2026, will 

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include a handmade up of far 
more small components to enable 

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finer manipulation. 
That change, if it ships as 

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promised, would aim at the 
dexterity ceiling that separates

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a warehouse picker from a 
surgical suture. 

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Now, Tesla says it is building 
manufacturing lines so the robot

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can be produced at scale. 
The ambition here is up to 

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1,000,000 units per year once a 
full build is underway. 

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Mass production matters because 
volume spreads costs and pushes 

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suppliers to standardize parts 
around the design. 

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And volume also invites a 
software platform approach where

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one hardware base runs different
skills for homes, factories, and

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eventually clinics. 
Now my analysis is that a large 

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installed base would let Tesla 
train and improve manipulation 

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skills faster, but it would not 
by itself grant clinical trust. 

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Elon Musk and Tesla have to earn
that trust now. 

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Tesla's leadership connects 
optimist to healthcare by naming

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surgery as a future target. 
The pitch is access. 

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Everybody could have a robot 
surgeon if a robot could perform

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precise procedures reliably. 
Rural hospitals in undersupplied

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regions could schedule care 
without waiting for scarce 

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specialists. 
The claim assumes safe autonomy 

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or near autonomy and high stakes
settings. 

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Now my analysis is that even if 
Optimist progresses quickly, the

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bar for surgical work is not a 
simple extension of warehouse 

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dexterity because surgical tasks
couple fine motion with 

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millisecond level reactions to 
living tissue and changing 

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vitals. 
These are real people that the 

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Optimist robot is working on. 
This isn't a test. 

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These are people's lives on the 
line and this robot has to act 

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like a human, but better. 
It has to have the dexterity of 

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the top surgeons in the world, 
but better. 

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Now regulation sits at the 
center of that gap. 

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Though most medical robots in 
use today operate as tools 

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guided by human surgeon in the 
room and they went through 

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device specific testing and also
those people have been trained 

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for decades. 
A robot that acts with broad 

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autonomy would face a higher 
standard stepwise validation and

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multi year trials that match 
specific indications now. 

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Tesla would need to document 
safety at each stage, prove 

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failure handling for edge cases,
and show repeatability across 

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patient autonomy, anatomy, and 
hospital environments. 

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Now, I think that even with 
strong engineering, the review 

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timeline alone stretches any 
aggressive schedule. 

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The thing can barely pick up an 
egg right now. 

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It doesn't break an egg. 
That's great, but can it handle 

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a tool like a scalpel? 
Can it pick up a scalpel and 

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manipulate it, roll it in its 
fingers and also use it to 

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precisely cut into a person's 
body? 

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Only then, And that's one small 
thing that it has to do. 

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It has to do so many more things
to become a successful surgeon, 

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for it to become a successful 
healthcare provider. 

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Now, I'm not counting Tesla and 
this robot out. 

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Optimus is a work of art. 
It's an amazing piece of 

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engineering, but when Elon says,
and we all know Elon Musk time, 

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right when he says something's 
going to happen in two years, we

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know not to hold our breath 
because it's probably not going 

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to happen in two years. 
Just like Tesla's full self 

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driving. 
It really hasn't happened yet. 

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Full autonomous driving hasn't 
happened yet. 

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He's been promising this since 
the beginning of Tesla. 

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Also, something like the Super 
heavy, the Starship super heavy,

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he has said that it should be on
the moon by now and of course 

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that didn't happen and you know 
why? 

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There is a lot of different 
reasons. 

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One of those reasons is 
regulatory strangleholds which 

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happened at Star base when I was
there. 

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When I was on the side of the 
road on Hwy. 4 and I was 

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reporting on the Starship, the 
FAA was put in place to hold up 

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Tesla. 
At that point. 

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There was a lot of stuff going 
on, environmental reviews. 

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They had to review that whole 
environment so SpaceX could 

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launch the Starship. 
And because of that, they were 

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behind about nine months. 
Now, with my time there, I know 

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that they do work aggressively, 
and if the Optimist robot team 

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are working just as aggressively
as SpaceX was on the Starship, I

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know they're working hard and I 
know that they want this thing 

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to succeed as fast as possible. 
Now, regulations, now that's 

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another thing. 
There's going to be a lot of red

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tape. 
Even if Optimist can do certain 

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things, how do you get it into 
an environment and test it and 

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make sure that everything is OK 
with regulations and also with 

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the robot and also with the 
patient. 

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It's going to take years, maybe 
a decade from now before this 

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thing actually does real work on
a person. 

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I'm not saying like stitch 
somebody or put a Band-Aid on 

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somebody. 
I'm saying like this thing can 

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you walk into an operating room 
and you see a team of optimist 

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robots. 
Each team has a specialty. 

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Each person on the team has a 
specialty and that robot itself 

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knows everything about that 
specialty and can do that job 

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better than a human. 
That's not going to happen 

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anytime soon. 
I, I hope it happens in the next

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20 years because that would be 
an amazing feat. 

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And if these robots are as 
affordable as Elon says they're 

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going to be, he says 20 
thousand, $30,000, something 

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around that. 
Then yes, the hospital in rural 

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America, the hospital where I 
grew up in the middle of 

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nowhere, in the middle of the 
forest could have an optimist 

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robot. 
And that optimist robot could 

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save hundreds of lives. 
It's a car crash, people 

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bleeding out the optimist robot.
You could have a dozen optimist 

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robots ready to go at any time. 
Instead of having a specialist 

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come in from a city that's two 
hours away, instead of having a 

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specialist come in from 
someplace that's far away, then 

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specialist is already asleep. 2 
hour drive. 

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But also you have to wake the 
specialist up. 

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You have to get them ready. 
That takes 15 or 20 minutes. 

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These people are dying in your 
operating room. 

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You could have a dozen Optimist 
robots ready to take over when 

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that accident happened and these
people show up at the ER and 

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they are ready to be worked on. 
Now, if that's going to be the 

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case in the next 20 years, this 
is going to revolutionize 

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healthcare. 
This is going to save so many 

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people, and the population is 
going to go up as well. 

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So what is the overall outcome 
of this? 

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People will survive longer, more
people will be alive for a 

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longer amount of time, and also 
the costs for surgery will go 

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down tremendously because 
surgeons will be getting cut out

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of the whole process. 
Do you think that's going to 

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happen easily? 
Do you think surgeons are going 

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to be replaced by robots 
overnight? 

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I don't think so. 
Surgeons and also hospital 

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workers, you know what? 
They have Ways and Means to 

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fight this. 
They have unions. 

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And this is not going to happen 
without a huge fight from the 

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surgeons. 
Those people that paid 100,000 

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two, $100,000 to get that degree
to be the best surgeon, the best

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brain surgeon in their area. 
Of course they're not going to 

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go down without a fight. 
I mean, they're not going to, 

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the hospitals are not going to 
take these Optimus robots in for

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high end surgeries for a long 
time anyway. 

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And by that time, the little 
things, the triage, you know, 

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getting people into the system 
and seeing them if they have a 

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cut or a scrape, something like 
that, or stitches, that's cool. 

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But if they need them for high 
end surgery, that's going to be.

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And I don't, I hate to be this 
person that's always, I'm not 

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always like this. 
I'm never, I don't want things 

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to happen far down the line 
because I want to see them 

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happen. 
I want to see this robot and I 

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want to see other robots in this
space do surgeries because I 

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think it's going to help so many
people and I want to help a lot 

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of people. 
So I don't want to be the 

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naysayer here, but I know how 
technology works and I know what

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it's like to get any sort of 
practical application for 

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healthcare from a robot. 
Even even Apple, when they made 

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the, the, the Apple Watch and 
they started putting health 

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gadgets on it, there was a lot 
of regulatory tape. 

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They have to go through all that
and Optimist can't even like 

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sometimes they can barely walk. 
It dances around a little bit, 

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but we've all seen the Optimist 
robot stumble around. 

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You can't have that in a 
surgical environment. 

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You can't have that at a 
hospital. 

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Now, the next 6 models, 7 
models, sure they'll be better. 

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And of course the robotics and 
the AI that is trained on it's 

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going to be so much better in 
the next 3-4 years. 

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And we have seen great growth by
the optimist team and the robots

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have been getting so much 
better. 

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But doing a doing surgery is 
going to be a a wild thing for 

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this thing. 
A Tesla says it is still early 

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and that work though and moving 
from general hand to a surgical 

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capable system would require 
sterile field design materials 

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that withstand cleaning 
protocols, biocompatibility, 

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sensor redundancy, fail safe 
controls that degrade gracefully

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if a component slips outside its
normal range. 

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So if the dexterity in the 
finger stops working when it's 

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to say they have somebody opened
up and something happens in the 

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dexterity the the hand fails, 
what happens then? 

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Do they send in a real surgeon, 
a person surgeon to take over 

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and they have to have fail safe 
controls that it just doesn't 

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happen You know if a component 
slips outside its normal range 

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it needs to have a backup, needs
to have redundancies. 

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Hospitals would need training 
pathways for staff too if this 

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happens. 
Procedures for pre op checks and

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incident reporting automation 
would be a huge factor for these

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types of robots. 
And 3rd, you know, those are 

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baseline requirements before a 
pilot even touches a patient, 

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before any sort of optimist 
robot touches a person. 

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Now, engineering for hands is 
the next step. 

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Tesla says the next hand will 
have more small parts to expand 

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Fine motor control. 
A surgical task such as tying a 

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knot, placing A suture at a 
specific depth or handling 

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delicate tissue requires 
fingertip for sensing, tactile 

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feedback loops and high 
frequency control that dampens 

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tremor while preserving speed. 
Cameras and depth sensors must 

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resolve soft tissue without 
losing tracking in fluids, body 

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fluids, and so a path exists for
this, but only if software 

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sensing and actuation progress 
is in lockstep. 

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A stronger hand without robust 
perception will not deliver even

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one safe stitch. 
Now Elon and Tesla planned for 

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one million robots a year. 
They are going to make the 

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supply chain for actuators, 
sensors, and the compute plus 

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test rigs that validate every 
joint before shipping these 

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things out. 
It's like making vehicles but 

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instead of making vehicles you 
make robots. 

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It's all an assembly line. 
It also implies field service 

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networks, replacement parts, 
logistics, and over the air 

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update discipline that treats a 
hand controller bug as a safety 

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issue and not just a delay. 
And also when do they do the 

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over the air updates? 
Is it when optimist is docked? 

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If there's a recall, when do 
they recall these? 

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And if there's a big enough 
recall in there are optimist 

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robots all over the country, all
over the world performing 

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surgeries and the recall happens
in the the recall is for surgery

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robots immediately. 
What happens then if Tesla 

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reaches volume in non medical 
environments? 

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First, it could bank telemetry 
to tune manipulation models. 

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So what that means is that they 
ship out a million robots. 

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Every one of those robots, just 
like Tesla's vehicles right now,

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test the environment. 
They test every part of that 

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robot until they get so much 
data that they'll be able to 

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make the medical robots. 
This data would be valuable but 

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would still need domain 
adaptation before they inform 

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clinical moves. 
You know, I've been digging 

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through the analysis of the 
show. 

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Speaking of analysis, and notice
that 37% of you are following 

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this channel, which I love you, 
thank you and for you I am 

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00:16:59,240 --> 00:17:02,160
forever grateful. 
And the other 63% haven't hit 

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the follower subscribe button 
yet. 

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And I've been an independent 
journalist covering Elon Musk 

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00:17:07,040 --> 00:17:09,240
Space Flight in tech for the 
last six years. 

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And I'm going to continue for 
the next 10 years. 

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All I ask for you is one second 
of your time and you just hit 

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00:17:15,440 --> 00:17:18,359
the follow or subscribe button 
on the platform you're on, which

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00:17:18,359 --> 00:17:19,960
you're watching or listening on 
right now. 

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00:17:20,240 --> 00:17:23,560
I'm extremely grateful for you 
and I'm blessed to have you in 

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00:17:23,560 --> 00:17:25,839
this community. 
So thank you for doing that. 

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Now they have to be clinically 
ready as well. 

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They have to prove sub 
millimeter accuracy on bench 

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tests with standardized phantoms
that mimic human tissue. 

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That has to be in the works for 
years. 

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Second, complete supervised 
procedures in simulation and 

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animal models where the robot 
handles part of a task while the

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human controls the rest. 
Third, conduct early human 

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trials for tightly defined steps
like holding and positioning 

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instruments while a surgeon, a 
human surgeon executes the 

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critical cut. 
Now each milestone needs 

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quantified failure modes, alarm 
thresholds, and intervention 

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handoffs. 
Medical robots must earn the 

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trust of real surgeons, little 
by little, every tiny step. 

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Now humans will be in this loop 
for every step. 

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They'll remain essential for 
years, maybe decades. 

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Even advanced robots will face 
edge cases such as unexpected 

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bleeding and allergic reaction 
or tissue differences that could

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confound pre op. 
Imaging systems must escalate to

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a human and accept immediate 
override without lag. 

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People should be able to take 
over at any moment. 

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Training will focus on teams, 
not just those machines. 

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So anesthesiologist, nurses and 
surgeons act from a shared 

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mental model and what the robot 
does, what it is sensing and 

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when it will pause, we'll all be
monitored by people. 

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The most credible near term 
optimist use in a hospital would

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be non invasive logistics, 
sterile handling, or room 

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turnover where error costs very 
very little and throughput still

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improves care. 
Now, would you want an optimist 

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robot to operate on you or even 
dress your bandage to stitch you

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up? 
Now, the promise of universal 

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access to top care is a huge 
thing, but people might not want

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00:19:37,160 --> 00:19:41,360
it in a patient education must 
match the reality of early 

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deployments for the trials. 
Stay transparent about what the 

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robot controls and what a human 
controls. 

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That's a good thing. 
Tesla must tell in all of its 

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marketing that humans are still 
in control for a very long time 

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and if there's any incident 
risks, this is going to set them

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back tremendously. 
They need steady, transparent 

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reporting on task level outcomes
because if they don't do that, 

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people will not trust this robot
and they will not want it to 

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operate on them. 
You know, there will be some 

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early adopters and that's great.
We need those people. 

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We did those people that really 
want a robot to be their surgeon

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and not a trained professional 
who's been going through school 

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for 10 years. 
So I don't know the the Tesla 

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road map for 2026 will be an 
early proof point hopefully. 

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Do they do a great demo? 
A finer manipulation, and it 

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would show whether the new hand 
delivers controlled, repeatable 

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grasps that match tasks like 
threading, knot tying, or even 

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instrument passing. 
Now, if Tesla pairs that demo 

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with documentation, if they show
off the robot, that's great. 

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But if they show how they did 
it, they would be even better 

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because people could see behind 
the scenes. 

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And if the demo stays at the 
level of stage tasks without 

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metrics, clinicians might not 
even look at this thing. 

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They'll keep treating surgical 
ambitions of this robot as an 

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00:21:19,240 --> 00:21:20,960
open question. 
Now. 

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Specifically, this will be the 
difference maker next year, and 

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00:21:27,720 --> 00:21:31,720
it's going to be the difference 
between hype, the Elon hype as 

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00:21:31,720 --> 00:21:36,920
usual, or people actually 
thinking this robot is going to 

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be a viable healthcare 
professional in the future. 

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Hey, thank you so much for 
listening today. 

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00:21:44,080 --> 00:21:46,120
I really do appreciate your 
support. 

340
00:21:46,120 --> 00:21:48,960
If you could take a second and 
hit the subscribe or the follow 

341
00:21:48,960 --> 00:21:51,160
button on whatever podcast 
platform that you're listening 

342
00:21:51,160 --> 00:21:53,800
on right now, I greatly 
appreciate it. 

343
00:21:53,800 --> 00:21:56,480
It helps out the show 
tremendously and you'll never 

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00:21:56,480 --> 00:21:59,440
miss an episode. 
And each episode is about 10 

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00:21:59,440 --> 00:22:02,040
minutes or less to get you 
caught up quickly. 

346
00:22:02,440 --> 00:22:05,200
And please, if you want to 
support the show even more, go 

347
00:22:05,200 --> 00:22:10,880
to patreon.com/stagezero and 
please take care of yourselves 

348
00:22:10,880 --> 00:22:12,800
and each other and I'll see you 
tomorrow.

