there’s a huge opportunity for an AI-native robotics SI.
as the physical economy (restaurants, factories, etc) adopts robotics, companies will need help making it actually work.
process planning, compliance, hardware customization, sensor feedback loops, and way more.
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for this to happen - for the public to excitedly embrace AI - companies and capital must flow to more obviously inspired missions.
“accelerating workflows” etc may be good business. but it will be progress in healthcare, ag, space, etc that galvanizes everyday Americans.
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astronomical AI valuations in startups assume rocketship AI adoption throughout the economy.
but such growth will likely take far longer than current valuations price it at. ex: dot com value realized in 15 years, not 5.
in most verticals, real value isn’t unlocked overnight.
recent CNC quote
cheapest American shop: $800
cheapest Chinese shop: $350 + $400 for tariffs
reindustrialization must push down American costs so it makes sense to go domestic. tariffs to inflate foreign pricing is not the way to compete.