The path to humanoid robots that can perform tasks just like humans has long been considered the "holy grail" of robotics. Thanks to generative AI, that reality is quickly approaching.
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Video: This AI Robot Dog's Thoughts Will Scare You[Full Story>>] |
Rapid Progress Enabled by AI
Companies like Apptronik and Agility Robotics have shown humanoid prototypes that can visually learn new skills in just hours - something that previously took thousands of training hours. This progress is driven by pioneers like Nvidia and its powerful AI chips, simulation platforms, and multimodal AI models.
Massive Addressable Market
Nearly $800 million in venture funding flowed into humanoid robotics in early 2024 alone. Goldman Sachs estimates the market could reach over $38 billion annually by 2035, first replacing human workers in manufacturing and dangerous jobs.
Investment Opportunities
For investors, potential plays include:
- Leading robotics companies like Apptronik
- Enablers like Nvidia providing key AI and simulation tech
- AI companies enhancing computer vision and language models
- Ancillary markets disrupted by humanoid deployments
- Consumer play if home robots emerge
Key Risks
Hurdles remain around lowering costs for mass adoption, ensuring safety of human-robot interaction, and navigating regulations. But if these challenges are solved, the humanoid wave could be transformative for early investor backers.
Video: This AI Robot Dog's Thoughts Will Scare You
If this is how it thinks, imagine when artificial intelligence is 205,000 times more powerful than it is today.Will we be able to control AI before it controls us?
A mysterious project from two secretive billionaires could help decide our future.
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