Alberto Jesus

31
Ing. Químico 👨🏻‍🎓.
Real Madrid ⚪.
🇪🇸🇻🇪.

[EllioTrades Clips @ellioclips]

$10 TRILLION dollars is about to flood robotics

Andrew Kang says the robotics market is so massive that multiple companies will be worth hundreds of billions.

"It's not winner take all, like the model space or software can become."

"You're gonna have a lot of different type of robots that fill different segments of the market."

[Brian Armstrong @brian_armstrong]

Imagine you had the energy, metabolism, and mental agility of your younger self - without the aches and pains that come from aging.

That’s what we’re attempting to build at @NewLimit and it will be one of the most important achievements in human history ever if it works.

We're on the cusp of this being tractable given the rise of AI to test more hypotheses in-silico, along with the rapidly falling cost of single cell sequencing, etc.

We announced our Series C and upcoming human clinical trials this week, so still a long, long way to go, with many risks. But with hard work we've got a shot at making this a reality.

[Alberto Jesus @AlbertoJesus0]

@ORamosBets @WarMonitor3 Si, se lo dijo a barak, pero yo creo Trump es esto, el dice que no ataquen, lo hará, obviamente sabe las cartas que tiene que manejar, todo es estrategia, Trump esta secando y dejando sin dinero al régimen.

[Mark Dubowitz @mdubowitz]

With Iran once again threatening to attack Israel, the IDF has an opportunity to strike back decisively and further degrade the regime’s nuclear program, missile and drone arsenals, and defense-industrial base—much of which has already suffered significant damage. Tehran has been given every opportunity to reach a diplomatic agreement. Instead, it has used the ceasefire to continue threatening American forces and America’s allies.

[Centrifuge @centrifuge]

Ownership of tokenized assets and stablecoins keeps broadening, and that steady growth is what compounds.

Despite broader market conditions, more holders means the transition is underway: from institutional-only ownership to retail-accessible onchain finance.

[Strike Robot @StrikeRobot_ai]

Robots are closer than you think.
The infrastructure is finally here.

[Xen @XenBH]

AI agents are transacting onchain, on @base. Next up is robots. h/t @thinkingcrypto.

[Juan Antonio Frago Amada @alegrameeeldia]

la democracia tiene estas cosas:

Un tipo completamente desconocido hasta hace 2 semanas te pone en jaque a un empresario que ha llevado a la cima MUNDIAL deportiva y social al club, con un palmarés que la inmensa mayoría de equipos no alcanzará en su historia.
Miente en campaña (lo del entrenador que ya tenía, pero luego que a partir del lunes).
Decir que la economía es preocupante para luego lanzar fuegos de artificio con parques temáticos y fichajes millonarios... En fin, lo que llamaríamos un cantamañanas.
Alguien que ha tenido que hacer sus negocios en México, con todo lo que significa ese país hoy por hoy.
Alguien que ha tenido que ser avalado por un banco andorrano.

Pero llámese político o llámese elecciones a la presidencia de un club, hay un porcentaje no pequeño de gente que vota esto y hasta, a veces, decanta las elecciones.

Y lo que cuesta décadas levantar, puede caer en escasos meses.

[Alberto Jesus @AlbertoJesus0]

@DonShelby__ Ahora, hay que buscar los comentarios de cuando se filtro la pelea de tchaomeni vs valverde.

[Roberto Chamorro @robchamo]

Berkshire habla mucho de los riesgos de la IA, de las valoraciones y de la prudencia en el mercado y mantiene una posición grande en efectivo.

Sin embargo, tiene a Google como una de sus compras más importantes de los últimos años, una compañía totalmente expuesta a la IA, con participaciones en empresas como Anthropic y SpaceX comprada a más de 24 veces beneficios, cuando hace apenas un año cotizaba bastante más barata…

Y, al mismo tiempo, mantiene a Apple como una de sus principales posiciones, llegando a cotizar por encima de 30 veces beneficios futuros.

Curioso.

[Velco Dar @VelcoDar]

BCI + brain controlled robotics is a premise that most are not ready for yet.

A reality plausible within a decade

[Shay Boloor @StockSavvyShay]

12 STRONGEST EARNINGS PRINTS THIS CYCLE

1. $PLTR | Palantir
2. $DOCN | DigitalOcean
3. $BE | Bloom Energy
4. $SITM | SiTime
5. $RKLB | Rocket Lab
6. $TE | T1 Energy
7. $AMD | AMD
8. $MU | Micron
9. $HPE | Hewlett Packard
10. $NBIS | Nebius
11. $SNDK | SanDisk
12. $DELL | Dell

[kache @yacineMTB]

The way I'm doing AI robotics is completely and totally different from all the super funded silicon valley companies. The reason I'm doing it differently is because they're all wrong

[ClaraChengGo @ClaraChengGo]

Bookmark Top 20 Humanoid Actuator Companies:

Harmonic Drive Systems - Japan
Nabtesco Corporation - Japan
Leader Harmonious Drive - China
Inovance Technology - China
Moons’ Industries - China

Nidec Corporation - Japan
Yaskawa Electric - Japan
Mitsubishi Electric - Japan
Zhejiang Shuanghuan Driveline - China
Robostar Co., Ltd. - South Korea

Delta Electronics - Taiwan
Doosan Robotics - South Korea
ROBOTIS Co., Ltd. - South Korea
Schaeffler AG - Germany
Siemens AG - Germany

Hyundai Mobis - South Korea
Moog Inc. - United States
SBB Technology - South Korea
Minebea Mitsumi Inc. - Japan
Samick THK Co., Ltd. - South Korea
Regal Rexnord - United States

[Robotico @roboticomarket]

SoftBank is reportedly preparing to pour another $300M+ into Agile Robots as part of an $800M funding round.

Over the past 12 months, Masayoshi Son has been assembling positions across the entire physical AI stack: foundation models, industrial robotics, humanoids, and manufacturing automation.

More details below.

[Andrew Kang @Rewkang]

I cringe when I hear “I missed [X]”

Companies that achieve high market caps get there for good reasons that usually allow them to continue to compound growth. Past success is one of the best indicators of future success. Better leadership/teams = Better decisions/execution. Winners develop moats around talent, economies of scale, network effects, brand, regulation, IP, etc

Winners win

[Alberto Jesus @AlbertoJesus0]

@elliotrades @RoboStrategy @Rewkang YouTube, please.

[Alberto Jesus @AlbertoJesus0]

@elliotrades @RoboStrategy @Rewkang YouTube?

[1000x @1000xPod]

New episode with @AviFelman sitting down with @Rewkang on the next mega bubble.

The total market cap of all private robotics companies is $200B.

XRP is $100B.

Pokémon trading cards are $50B.

This is going to be a $10 TRILLION industry.

We discuss:
• VCs are pivoting from software → physical AI
• The GPT-3 moment for robotics
• Why you can't just hook Claude up to a robot
• How @Rewkang built @RoboStrategy ($BOT)
• Portfolio: Figure, Apptronik, Standard Bots, Dyna, Dexmate

OUT NOW on @YouTube & @Spotify 👇

[Miad Maleki @miadmaleki]

At ~1.5M b/d and $65–70/bbl, Iran earns ~$95–105M/day. ~1/4, about $24–26M/day, is lost to IRGC-linked intermediaries, regime family members, and outright embezzlement in oil sales alone.

That’s ~$720–780M/month and roughly $9B/year gone, just from crude. This is not counting tens of billions stolen in petrochemicals, metals, cash deliveries to Hizballah in luggage, etc.

Every day this regime stays in power, this is what ordinary Iranians lose in their crude oil revenue.

The victims of this system include not only Iranians, but also those targeted by the regime’s terrorism across the region and beyond.