Robotics is next.
Both deal count and investment amounts are skyrocketing per pitchbook March data (source: a16z)
Good thing is: the same AI DC exposure often has cross-exposure to humanoid ramp.
Like DRAM/NAND with memory (on humanoid inference/storage) or DFB lasers with photonics (FMCW LiDAR vision/sensing).
Right now most exposure is upstream component parts… or programs within large players like $AMZN or $TSLA.
So global IPO season H2 into 2027 for pure play humanoids/robotics companies is going to be fun.
The vaccine dosage was obviously too high and done too many times.
I had the original Wuhan virus before there was any vaccine and it was much like any other cold/flu. Bad, but not terrible.
But my second vaccine shot almost sent me to the hospital. Felt like I was dying.
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President Donald Trump said he saw “no reason” to meet Chinese President Xi Jinping and threatened a “massive increase” of tariffs on goods from China. Listen to that and the latest stories on Bloomberg News Now. https://t.co/GEDywd5WBM
Something that @sama once said that has stuck with me: History belongs to the doers; not those who sit around and talk and organize.
What I love about our team is that we do. We build, iterate, test, fail, and try again. We don't just talk about where we're going, we go there.
China told local brokers and other bodies to stop publishing research or hold seminars to promote stablecoins, seeking to rein in the asset class to avoid instability https://t.co/Krqgq6Oq5j
In his latest memo, @HowardMarksBook revisits the subject of bubbles that he first wrote about 25 years ago, outlining the cautionary signs as he sees them today and suggesting how you might think about them. #OaktreeInsights
Read: https://t.co/tSprtboxhc