Tang argues that full AI autonomy is years away, but "remote teleoperation" is viable today. He cites a "wage arbitrage" opportunity where labor in low-cost countries (e.g., Malaysia, Philippines) controls robots in high-cost countries (e.g., US, Australia) for tasks like security, cleaning, and retail. This creates a "Business Process Outsourcing" (BPO) model for physical labor. Companies that facilitate this teleoperation infrastructure or supply the hardware (Unitree G1s mentioned) stand to capture the 40-60% cost savings margin between developed and developing market wages. LONG. This is a practical, immediate use case for humanoid robots that bypasses the technical bottleneck of full AGI, allowing for immediate revenue generation. Latency issues in teleoperation, hardware maintenance costs, and potential political backlash against "outsourcing physical jobs."
While committed to Base, Tang admits that during high-traffic periods, gas spikes on L2s can stall their network. Consequently, they have integrated Solana support for the Agent Commerce Protocol. If Ethereum L2s cannot solve the sequential processing/gas spike issues for high-frequency agent commerce, protocols will migrate liquidity to high-throughput chains like Solana. WATCH. Monitor if Virtuals' volume shifts significantly from Base to Solana, which would signal a broader trend of AI agents preferring Solana's architecture. Solana network outages or congestion issues.