Hey, great read as always. Your concise delineation of the humanoid market's present speculative state and future growth is very sharp. Will the rapid increse in AI capabilities shorten the period requiring investor patiance, or merely intensify the valuation pressure?
Good question & hard to say. Seems like progress on the AI side continues quite quickly, but watching most demo's its still clear to me that humanoids are not ready for prime time yet and have material bottlenecks in both hardware and software before they justify the investment from many end markets.
My bet is that there will be some sort of correction as delivery targets get pushed back in response to the above given the enthusiasm today. Yet, I still think medium to long term, these companies will generate and incredible amount of value. Both can be true at the same time - basically just depends on time horizon.
Hey, great read as always. Your concise delineation of the humanoid market's present speculative state and future growth is very sharp. Will the rapid increse in AI capabilities shorten the period requiring investor patiance, or merely intensify the valuation pressure?
Good question & hard to say. Seems like progress on the AI side continues quite quickly, but watching most demo's its still clear to me that humanoids are not ready for prime time yet and have material bottlenecks in both hardware and software before they justify the investment from many end markets.
My bet is that there will be some sort of correction as delivery targets get pushed back in response to the above given the enthusiasm today. Yet, I still think medium to long term, these companies will generate and incredible amount of value. Both can be true at the same time - basically just depends on time horizon.