KOID
4 tracked calls · 4 long · 0 short · last 90d: 2L/0S
first called by Dwarkesh Podcast 5mo ago
LONG2mo ago
“Robotics is now a permanent fixture in the climate-capital map … China led the embodied-AI mega-rounds: X Square Robot (~$276M Series B”Climate Drift
China humanoid robotics is industrializing; the actuator, sensor and integrator supply chain reprices up.
KOIDLONG@ $42.23
$36.26-14.15%
since call Jun 1
LONG2mo ago
“Humanoid platforms move into warehouses and logistics first … The deployment curve inflects sometime in the 2030s.”The Ascent · happyprofit
Humanoid platform makers become defense counterparties, stacking a national-security premium onto commercial growth.
KOIDLONG@ $41.70
$36.26-13.05%
since call May 30
LONG3mo ago
“Robotics , a new tracked category, saw five investments in March, particularly in China, underscoring its growing industrial and climate-adaptation roles.”Climate Drift
Record capital is flooding the embodied-AI robotics ecosystem, repricing humanoid names higher as commercialization arrives.
KOIDLONG@ $38.02
$36.26-4.63%
since call May 1
peak +3.4%
LONG5mo ago
“when, for whatever reason, the models have those skills, then robotics will be revolutionised, both the design of robots because the models will be much…”Dwarkesh Podcast
AI will revolutionize robotics within ~1-2 years of reaching country-of-geniuses, unlocking trillions in robot revenue
KOIDLONG@ $35.60
$36.26+1.83%
since call Feb 13
peak +8.4%