Robotics portfolio. What do I add or sell? I'm bullish on robots.>holdingsRBOT ETFROKSYMAMBASNPSNVDATSLA
no?
>>61231514All in on AMZN. They'll be the first to replace the common wagies and middle management with highly efficient robots.
>>61232837Why did it just jump to 250?The same shit unfolds as always.I could have gone all-in on AMZNOvernight +13%
>>61231514Maybe, it's too US-centric. But the US isn't leading the robotics revolution. I'd add at least one Chinese company.
>>61232843Their earnings call yesterday showed that AWS is still growing massively. It's only going to get better over the next 3-5 years as they expand into AI. Read up on what analysts smarter than us are predicting. I've been buying and holding since 2015. I'll try to hold on for at least another 10 years.
>>61232852Good idea>>61232853feels too fucked having to topblast it. But that's almost everything
>>61231514Not to shill my own bag, but Realbotix.The marketvaluation is low (sub $100 million), at the current burn rate they have cash to sustain themselves for 2-3 years. The progress they are making is amazing (look up the robot they had at Joe Rogan podcast and then compare it to the one at IFA Berlin or the more recent one of them being in New York).
>>61234344Ngl, a big part of why i'm invested in it is that there isn't a lot of options for a pure play on robotics.But even if Figure AI, 1X, etc.. was investable for me, i would probably still have a decent size share in Realbotix.. Because i kind of like their approach, and i think service as a labour just seem more straightforward for robots to do, it's more natural for AI (LLM's) to do this kind of thing, it's what they do mostly right now and when you put them in robots, that's probably also their "strong suit".
Anyway I have to go, I know a lot about this company (not an insider, but someone that has ~60% of his portfolio in the company).I would really love to talk with someone about it on here. So if anyone have any questions about it, or anything really, i would love to chat about it later tonight.
:(
>>61234397uh I want in but doesnt show up in my broker so fuck it
>>61234397>>61236220Oh thanks, I'll read your posts now. I wasn't here
>>61234344I entered it in youtube and remembered. This went 'viral' some time ago and it looks like a grift to me... I don't see it. Unless you're talking sex robots
>>61236595yeah, it's a Canadian company working out of Las Vegas, the exchange it is listed on is a Canadian Venture exchange.. Idk how it is on my brokerage, they virtually don't have anything outside of Europe.A couple of weeks ago the CEO spoke of them getting listed on the NASDAQ - more on this.
>>61236686The way I see it, as i sort of eluded to in previous posts.. Robot-to-human interaction is what AI (LLMs) are good at, they are not good at doing chores or anything else, they are good at speaking multiple language, having extensive knowledge/information, and are very capable of understanding the spoken language and communicating in common language.I really think there is a large market of service jobs the robots could be taken over.. And in this scenario, the user interface is basically human-to-human communication! the UI is literally facial expression, tone of voice, spoken language, gesticulation. That is what i see, they are working on this - the low hanging fruit on the robot tree.
i'm bullish on that skinny chinese robot that just falls over instead of doing something
>>61236595>>61236686>>61236721On the (potential) NASDAQ listening, the company is kind of divided into two separate branches. One being focused on the sex-dolls-robot aspect, and the other being focused on customer service.The CEO eluded to maybe separating the two companies, and list the PG13 on NASDAQ. .
>>61236686>grift desu there is a lot of "grifter flags" on this company.. The CEO and most of the board used to run a crypto exchange. The largest single shareholder is Arthur Hayes (yes! that guy).What do these guys know about robotics and AI?? right? Idfk.. But what i do know is that they go to a lot of events each year show casing their models, putting it out in public, unscripted, for people to just interact with. The model is noticeable getting better - from event to event. It's seems legit.
I'm getting a bit to drunk, if the thread is still up ~12 hours from now, I will be back.
A final comment before I go to bed.AI really is robotics, there is nothing substantially different in anything mechanical in a robot that hasn't existed for the past ~30 years.Ask yourself, what is AI good at? What are they bad at? The answers would be the same as "what is robots good at? what are they bad at?".AI is the brain, the robots are just a shell.. and i don't see reliable task work in robots. The only task robots (AI) is really good at is basic LLM stuff.. Which is not your robot butler, or factory worker, but it is your receptionist, your cashier, your doctor/lawyer/accountant (?). This is where the strength is, the service sector in terms of GDP is dwarfing the manufacturing sector.. and for some reason everyone is focusing on manufacturing? production? the value is in service - and (to my knowledge) this is the only company going that way hard..
