The Robots Are Coming
Humanoid robots are heading out of sci-fi and into real jobs across warehouses, factories, and hotels. The tech is finally good enough for these machines to do actual work… not stunts. This could grow into a five trillion dollar market built on magnets, chips, sensors, and batteries. The investors who get in through the supply chain are the ones positioned to win.
Great report from $OKLO which broadly reaffirms that this company is turning into the energy backbone for AI. The big takeaways:
- Demand is real and ...
Waymo -> freeways.
Waymo will offer driverless rides on highways in San Francisco, Phoenix and Los Angeles, available 24 hours a day to users who h...
I get why $CRCL is down after Q3 earnings -- headwinds on mix, incentives, spend, and rates -- but those are immaterial to the long term bull thesis h...