Source item

There are a couple physical AI companies that imo are just starting their uptrends with some pretty decent upside over the next few years. Going to write about what I'm looking at shortly, and I'm open to your suggestions as well if you have them. Feel free to share AI started as software, but now AI in entering the stage of having hands, arms, and eyes Robotics is essentially going to solve for some parts of a 55-60T annual problem. Which is labor. These robots will have an upfront cost, but over the lifetime of them might only cost around $2 per labor hour vs the average of $40 or so in the US. While we are a bit early to robotics companies going public, we can still buy the "bottlenecks" of many of these that are going to be supplying all the parts to build them.