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Humanoid Robots. The Next 30X Growth Industry



In November 2022, ChatGPT kicked off the AI Revolution that turbocharged the bull market in stocks. Now, the AI revolution has …

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  1. i must have missed when exactly you have stopped bashing Tesla and started to include it into your investment stocks? You used to say that you woudnlt own Tesla, but only trade it as it is a one-night-stand kind of stock… What exactly made you change your mind and when did that happen?

  2. Charlie Munger had stressed repeatedly….Stay within your circle of competence. I think it's good advice. 

    Adam, be responsible with your messages. Be aware of what you DO NOT understand. To call out 30x growth this early in the Humanoid development phase, is rather naive.

    Humanoids look sexy. Absolutely. However, the applications needs to generate PROFITS. Same argument with ChatGPT and any AI solutions out there. We need to watch how Microsoft, Google, Meta and the whole industry MONETIZE AI. If the profits are not big and fast enough, OR a technical constraint pops up (eg infrastructure for AI Datacenters), then the era of Artificial Intelligence will take more time to evolve. Much more.

    Let's keep watching and LEARNING to develop more insights into this exciting trend. (before shouting out 30x !!!) 🙂

  3. AIQ is another ETF worth looking at, in addition to BOTZ. AIQ is focused more on AI technology than on robotics, but both themes will go hand-in-hand as the robotics/AI wave develops

  4. The 2002 movie "time machine ", Guy Pearce entered in a library greeted by an AI in a human form displayed in a plexiglass panels asking what he was looking for. All his questions regarding physics were all answered by AI. The AI in the movie mimic a human being. Its like talking to a real human, its just on translucent panels to power it.

  5. Adam you missed out on the fact that the teslabot would have the best navigation and communication capabilities from full self driving and X (Grok). Its dexterity seems to be the best as well based on its more human like fluidity

  6. First it’s the age of Artificial Intelligence and now it’s robotics. It sounds menacing i just hope that AI and robotics are not fully integrated. We all know how that went in Terminator

  7. Eventually robots will be a household staple, but still many years off. LLMs existed all the way back around 10 years ago and only got hyped recently in the past year, so I think another 5-10 years off for consumer robots to start being priced into stocks.

  8. I like 🍎. They secretly worked on EV 🚗 for ~10 yrs, thousands of engineers on Titan. Tim is no Steve, for sure.
    Boston has no AI, use programmed SW to choreograph jumps/flips. They have no data to even train AI.

  9. Robotics…EVs…AI tech ..The Future has arrived. Are you loading the Dips.?? FSRN… Fisker up 29 % week…BLDE .Blade Evtol Jets up 18 % week ..QS and Frey Solid state batteries cos green for the week. Thumbs Up video/ comment. Thanks.

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