Dear Reader,
You know, this week we’ve been talking about the next evolution of AI and what that looks like.
One of the things I’ve been thinking about is which products are going to come first. And the first investment you should actually make (probably not what you think).
Tesla’s Robotaxi will be one of the first big AI 2.0 products.
The company announced they’re doing fully autonomous robotaxis in Austin.
I was riding in a friend’s Tesla the other day, and the car was driving itself for the most part.
You can see on the screen all the other cars around, traffic lights, and you know a lot of information is being processed.
So this self-driving “robot” is a good example of embodied intelligence.
Another top-tier product is the Unitree B2 - which is a robot dog. The White House and Mar-a-Lago already have these guys patrolling their grounds.
This is a product you can go to their site and buy right now for yourself. It’s like a metal guard dog.
They have units ready to ship for a couple grand.
I can’t imagine commercial properties and warehouses won’t shell out for a few of these.
Of course they will!
Unitree doesn’t just sell dogs - they’ve got an AI humanoid called G1 for $16,000.
Tesla is planning to release its Optimus humanoids starting in September.
These are not the silly robots of the past that look like walking garbage cans. These are intelligence, embodied.
They can play basketball like Kobe Bryant. They can breakdance. They can care for the elderly.
My mom is moving now from early- to mid-stage dementia.
She doesn’t want to move from her house. Who wants that?
So my brother and I are debating what to do.
We’ve got an aide there eight hours a day. A truly wonderful woman.
And now I start to think, if there were an intelligent robot that could actually help Mom, 24-hours a day - I mean, it’s something we’d have to think about.
And this isn’t sci-fi - when you look at the release dates for these things, you see summer 2025… fall 2025.
We are already in the first wave of E.I. - warehouses already “employ” millions of robots. Amazon alone has over 1 million at work.
Robot dogs already patrol warehouses and even the White House.
And the really big deal, the way I see it, isn’t even in the individual robots -
Whether they’re cars or dogs or humanoids…
The big opportunity here is in data centers and power centers.
Because, again, all these robots - whether they are cars or armed dogs, need to process mind-boggling amounts of data in real time. Lives depend on it!
That’s why we went public with this huge story that’s been largely ignored.
But, the mainstream is starting to catch on…
This week MarketWatch ran a video on its homepage: Beyond AI - Why Robotics Could Be the Next Investment Frontier.
There’s little time left to invest early.
That’s why I’m taking our new video offline tomorrow.
Go here now to get my top 3 E.I. tickers>>>
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