Humanoid robots promise a multi-trillion-dollar market, but pose challenges

As an early investor in Agility Robotics, now one of the world’s leading manufacturers of humanoid robots, I’ve watched as humanoids have evolved from a fascinating concept to reality over the past five years. That’s why I wasn’t surprised when NVIDIA CEO Jensen Huang made headlines to kick off this year, saying, “Robotics will be a […]
Robotics Re-born: Why AI Will Usher in a Third Generation of ‘Humanoid’ Robots in 2025

TESLA‘s unveiling of its Optimus robot in October was met with a rightful dose of skepticism, as many of the capabilities the robots demonstrated were found to be powered by human teleoperation rather than large language models (LLMs). However, despite the human assistance in this case, the scenes that were displayed aren’t that far away […]
Jensen Was Right on Robotics, Wrong on Quantum Computing

Nvidia’s Jensen Huang made the biggest headlines at CES earlier this month with two strikingly different forecasts. He first noted that robotics is ready for its ChatGPT moment in 2025, based on the strength of humanoid robotics, which is becoming a ‘multitrillion-dollar’ opportunity. Secondly, he played down the immediate opportunity for quantum computing, saying “truly […]
Jensen Was Right on Robotics, Wrong on Quantum Computing

Nvidia’s Jensen Huang made the biggest headlines at CES earlier this month with two strikingly different forecasts. He first noted that robotics is ready for its ChatGPT moment in 2025, based on the strength of humanoid robotics, which is becoming a ‘multitrillion-dollar’ opportunity. Secondly, he played down the immediate opportunity for quantum computing, saying “truly […]
Robotics Re-born: Why AI Will Usher in a Third Generation of ‘Humanoid’ Robots in 2025

TESLA‘s unveiling of its Optimus robot in October was met with a rightful dose of skepticism, as many of the capabilities the robots demonstrated were found to be powered by human teleoperation rather than large language models (LLMs). However, despite the human assistance in this case, the scenes that were displayed aren’t that far away […]