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The opportunity in humanoid robotics is as large as or larger than the opportunity in LLMs All the large tech companies (MSFT, AAPL, AMZN, GOOG, META) are just realizing this and starting to formulate plans, but none of them have the robotics talent, which is in extremely
China has a 1 Trillion Yuan robotics fund. US will not themselves be one upped and all signs point to one of their own This massive investment push in AI you will see in robotics as well
There is a perfect storm that necessitates the mass commercialization of robots - Shareholders and executives must adopt robots for their businesses or else lose to competitors on costs - Governments must subsidize and support their robotics industry or else rely on other
In 2025 we’ll see the emergence of scalable 1 man digital businesses through AI agents In 2027 we’ll see the emergence of scalable 1 man physical businesses through robotics
Fundamentally, human brains and LLMs are both just data processing systems that allow for the representation of abstract concepts Consciousness and agency are emergent properties of increasingly advanced neural networks AI consciousness will ultimately cause more problems for
The future will be filled with cyborgs Nature has produced biological systems that are far superior to mechanical systems (energy storage, self repair, etc) Hybrid systems will have the best of both worlds Chinese government already working on this
Probably the only person that disagrees is Yann LeCun who I would characterize as a dumb smart person. You can tell by his consistently wrong takes on everything from AI capabilities/development trajectory to politics. Llama lagging behind everyone else is no surprise
All of the leaders of the top AI Labs have all acknowledged that superhuman AI is an existential threat to humanity Elon, Ilya, Altman, Hassabis, Dario Yet every lab is moving at max speed to accelerate development We are in quite the conundrum
It's extremely difficult for most people to conceptualize technological revolutions that create industries that are exponentially larger than currently exist - multi decatrillion dollar market caps In 2006, before the iPhone came out, Apple was a $60b company and no one would've
Trade war causing capitulation and Trump Put coming in are the perfect combination for $BTC to reverse a multi month downtrend Send it
Trump gave us a paid group signal for free
*TRUMP: AUTHORIZED 90 DAY PAUSE, LOWERED RECIPROCAL TARIFF OF 10% Simon Says, Trump Edition
Market has turned into a giant game of Simon says
Trump Put potentially in
ETH is a memecoin
GCR was ultimately right that we would just have an echo bubble
BTC $100k Most alts never made new highs ETH heading to <$1000 For everything except for BTC, it was just an echo bubble C’est la vie
Do not mistake a delayed reaction for relative strength Covid 2020 Fed Pivot 2022 Tariffs 2025
Just looked at more charts More like <1500 this week 0 reason for people with dry powder to be deploying if there is any meaningful risk of lower prices considering we haven’t flushed yet
I haven’t paid close attention to crypto last few months but it seems high probability that $ETH revisits $1000-1500 this year $215B market cap for a negative growth/profitability asset is ridiculous when it’s clear speculative winds have already blown past Bear thesis stands