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BOTT

2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by The Ascent 2mo ago
BOTBOTTLONG1mo ago
“each humanoid robot has 20-40 actuators, and by some estimates, we will have 10 million of them in a decade, and three billion by 2060.”
Not Boring

If you're long robotics you're long actuators; humanoid demand puts actuator TAM in the hundreds of billions

BOTBOTTLONG@ $53.45
$41.61-22.14%
since call Jun 2
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BOTBOTTLONG2mo ago
“Wright's Law. Cost falls predictably as cumulative production rises. Solar, batteries, and memory chips all rode it. Implication: humanoid robotics is next.”
The Ascent · happyprofit

Humanoid robotics adoption goes exponential in the 2030s while observers model linear, the gap is the mispricing.

BOTBOTTLONG@ $54.93
$41.61-24.25%
since call May 30
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