AI Agents and Humanoids
Source: Azeem Azhar Newsletter Beyond AI, numerous technologies are reaching (or approaching) consumer tipping points. Self-driving cars are one obvious candidate. Not so obvious are humanoid robots. The Unitree G1 is currently priced at $16k; by mid-term they should be cheap enough for upscale early adopters to be picking them up.
Source: Azeem Azhar Newsletter

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