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Open original source ↗Still in my $BOT position from months ago, haven't touched it at all. Chart starting to look good again, and heading for a breakout. I would think it's fair to assume we will start to see some of these robotics companies do new raises and markup, which is a big part of the thesis obviously.
I do believe we are heading for the chatgpt moment for robotics, and I think people will begin to understand how the thesis in bot works when we start seeing new raises from companies like figure, aptronik, standardbots etc and it captures that value.
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Anyone waiting for the ChatGPT moment for robotics is going to miss the first wave of adoption @Standardbots are already deployed to hundreds of customers across almost every state @DynaRobotics has robots deployed across restuarant chains, hotels, logistics, data centers @PathRobotics has robots welding across defense, oil & gas, energy companies and signed a $600m deal with HII, one of the largest shipbuilding companies We will eventually build a big single model that works out of the box for anything, but specialized models are starting to tackle massive labor markets today
Rewkang ↗