You NEED To Create Your AI Robotics Investing Strategy Today

00:00 Speaker A

My advice for anyone watching or listening today is to start building a strategy for robotics today.

00:05 Speaker A

If you’re looking for the next era of robots to take off in 2027, as I just mentioned, that’s probably not going to be the right way to look at this market.

00:15 Speaker A

Humanoid robots won’t hit the projections of Elon Musk of a billion units annually by 2030.

00:23 Speaker A

But I do believe we’ll be looking at hundreds of thousands produced, perhaps, if the right situations happen, exceeding a million by then.

00:29 Speaker A

And you combine that with the growth of other robotic spaces. Again, you have massive acceleration in areas like drones.

00:36 Speaker A

Um, then you have a situation where the most likely scenario is that robotics will surpass the targets that Wall Street has set for the near-term future in years like 2030.

00:46 Speaker A

So here’s a few other areas that excite me and why I think investing in robots is the right move today with the right strategy, which I’ll I’ll discuss some of the stocks I think look most opportunistic today.

00:57 Speaker A

So, you know, if we look at AI, we just have to be very clear.

01:03 Speaker A

A massive reason for AI’s progress the past five years is how much capital flooded into the industry.

01:10 Speaker A

Anthropic and OpenAI combined have raised about $300 billion, but, you know, that that pales in comparison to what’s coming from companies like Google, Microsoft, and Meta.

01:21 Speaker A

They were all flush with cash, and they’ve all poured it into AI as a priority.

01:28 Speaker A

And you know, this investment is going to be needed to solve the chicken and egg problem that’s present in robotics currently.

01:35 Speaker A

To make robots advanced enough to work in factories, they need more real-world data.

01:42 Speaker A

But to get that real-world data, billions need to be spent on pilot projects that often have minimal initial ROI.

01:50 Speaker A

And robotics, what I hope I demonstrate well in this video today is I think they’ve now shown enough progress that we are getting past this chicken and egg problem, that this is now more of a snowball rolling down a hill and significant capital is going to flow into the industry.

02:02 Speaker A

Figure AI, it’s valued at $39 billion and uh has raised a little less than $2 billion.

02:08 Speaker A

So, that valuation is going to allow the company to do things like commit a billion dollars to that real-world data collection project I had discussed earlier.

02:16 Speaker A

It’s going to allow them to begin construction on its Bot Q factory that aims to produce 100,000 humanoid robots across the next four years.

02:24 Speaker A

And it’s going to allow them to invest $3.5 billion in data centers specialized for robotics training.

02:32 Speaker A

And and figure isn’t alone. Venture investments into robotics were only 6.9 billion in 2023

02:40 Speaker A

and they didn’t really move in seven uh in 2024 as investments started really flowing into other AI adjacent spaces, reaching just 7.2 billion.

02:51 Speaker A

But in 2025, they saw a massive jump to 15 billion, and through June of this year, venture investment in robotics is at a 37.6 billion run rate.

03:00 Speaker A

Which is all to say, the capital to make these early advancements to scale, it is arriving today.