Artificial intelligence brought into the physical world. This is what building the future looks like.
Explore Digit: https://t.co/JkqT7nphFi
#Agility#MadeForWork#Digit
$CCXI J.P. Morgan sees humanoid robots starting in factories and warehouses before expanding into retail, homes and elderly care as safety and dexterity improve.
See both photos attached. JPM literally copies Agility Robotic’s slide on TAM expansion.
Incredibly bullish for Agility Robotic’s future in elder care, grocery, hospital, HOMES.
Functional safety's goal is simple: keep people safe around the robot. Delivering it means designing for it at every layer — electrical, mechanical, industrial.
Kevin Reese, Sr. Director of Robotic Safety, breaks it down 👇
Watch the full breakdown: https://t.co/JHdCGS4Nce
#Agility #Safety #Digit #MadeForWork
A highlight reel proves a robot can do something once, for the camera. A deployment proves it can work safely on a real floor, shift after shift. Only one of those scales a business. Agility CBO Daniel Diez on what actually separates this market: https://t.co/XYl252UVnm
#Agility #MadeForWork #Digit5
$CCXI Adding new Board of Director Pierre Gentin. He was most recently General Counsel of the US Department of Commerce, and before that at McKinsey and spent about 20 years at Credit Suisse.
The Gentin hire looks deliberate.
Bringing on a former Commerce GC fits a company whose exposures run through Commerce: export controls on AI and robotics, and federal industrial policy on automation.
Expect it to be framed as regulatory navigation. Smart addition.
@agilityrobotics@HumanoidInvest@slinkyhammer@SCSQ2022@valueInIdeas@chris_j_paxton@RocketLabrador@guru_of_all_
$CCXI looks like it's going public Q4 2026. And my hope is that it sort of looks like $OKLO if they generate enough excitement.
Watched the investor presentation the other day, just waiting for the public listing anytime soon (I personally added some the other day).
Big fan of humanoids, pretty confident physical AI shift is coming next.
I'm personally not looking too much about the price action while it's in its filing phase, fun usually begins after ticker change. We'll see what happens
$CCXI 🤖 $NVDA
“Now the robot is literally unchained—the safety goes with the robot wherever it goes,” Goel told Ars. “Now they can operate everywhere in a factory or a warehouse without having to set up a brand new infrastructure every time they want to do a new task.”
$CCXI nice endorsement from Nvidia Head of Robotics Ecosystem and Edge AI Product today:
“Now the robot is literally unchained—the safety goes with the robot wherever it goes,” Goel told Ars. “Now they can operate everywhere in a factory or a warehouse without having to set up a brand new infrastructure every time they want to do a new task.”
https://t.co/sbpukEX2HK
$CCXI: Agility’s CEO is on the board of BlackRock and sits across the table from Larry Fink yet people are debating the first US humanoid pure-play trading a buck above NAV.
Something’s gotta give eventually…