Up next in 10
Jeff Bezos, OpenAI, Microsoft, and others are betting big on this mega trend.
✉️ Learn the secrets of legendary traders and investors:
https://bit.ly/4aCna7i
🔗 Follow along:
https://analyzingalpha.com/billionaires-are-banking-on-the-robotics-revolution
⏱️ Video Chapters
0:00 Introduction
0:43 A world without humans
1:53 A new playbook
2:30 A new programming paradigm
3:13 Figure 01 in action
6:00 Tesla's manufacturing superpower
❗ No Copyright Music: Kodi by Seth Parson (www.artlist.io) Public Domain Design and Footage: Pexels and Canva, Sound Effects: Dramatic Sound #2 (Music & Sounds), Dramatic Sounds #3 (Music & Sounds), Typing Sound Effect (About Vincent)
Sources of Additional Footage and Images:
Show More Show Less View Video Transcript
0:00
what do Jeff bezos's open AI Microsoft
0:02
Nvidia Intel capital and Arc invest
0:04
share in common they invested 675
0:08
million into figure AI a 12-month
0:10
startup valuing it at $2.6 billion not
0:13
bad for one year of work but what do
0:15
these brilliant investors know that most
0:16
of the general population doesn't in
0:18
this video you're going to discover how
0:20
figure AI became so valuable so quickly
0:23
why a certain company's pain might just
0:25
be your gain and when I plan to
0:27
capitalize on this once in a-lifetime
0:29
opportunity and why I'm wearing this
0:31
hoodie but first we need to understand
0:33
why the big boys played such a large
0:35
price tag on such a little company and
0:37
for this we need to go back in time
0:39
before those pesky humans imagine a
0:42
pristine World untouch Resources untap
0:45
potential this is a world without
0:47
economics where value only exists in its
0:49
raw form and then enter us we have needs
0:52
desires and our greatest tool the
0:53
ability to work we see a tree but we
0:56
don't just see a tree we see shelter
0:58
warmth and tools it's through our labor
1:00
that this potential transforms into
1:02
value but we can't do everything
1:05
ourselves although I know a few people
1:06
who think they can so we specialize
1:09
about 3.5 billion specialized creators
1:11
innovators and problem solvers it is
1:13
their labor that is the bridge between
1:16
our wants and the resources to fill them
1:19
without labor there is no production no
1:21
value creation it is the primary
1:24
limiting factor for economic growth but
1:26
what happens in a world where labor
1:28
becomes Limitless Mass massive
1:30
disruption and where there's disruption
1:32
there's opportunity and Visionaries like
1:34
Bezos and open AI know this which is why
1:36
they're writing massive checks to
1:38
fledgling young robotic startups but if
1:41
you're not a billionaire how do you
1:42
capitalize on Humanity's magnumopus
1:44
luckily for you I think I've got the
1:46
answer but before we get to that we need
1:49
context how are one-year-old startups
1:51
Lea frogging companies like Boston
1:53
Dynamics that have been in the robot
1:55
game for decades in the same manner that
1:57
horsedrawn Transportation lost to the
1:59
rise of fors automobiles not by doing
2:01
things differently but by discarding the
2:03
old Playbook entirely imagine you're
2:05
giving a friend directions to your house
2:07
the list of steps to get them from point
2:09
A to point B is programming you've been
2:11
programming your entire life and while
2:14
directions may be an easy thing to
2:15
program some programming challenges are
2:17
near impossible for instance compare how
2:20
easy giving directions is to telling
2:22
someone how to identify these
2:26
digits if you think this feels near
2:28
impossible you're right but using neural
2:30
networks makes this stupid easy instead
2:33
of giving the computer instructions on
2:34
how to identify the digits you show the
2:37
computer a bunch of images of the
2:38
numbers and let it figure it out on its
2:40
own here's Elon sharing that they've
2:42
largely solved full self driving by
2:44
replacing 300,000 lines of code with
2:47
around 3,000 using a neural network
2:50
approach computers can now perceive and
2:53
respond to countless scenarios in an
2:55
infinitely unpredictable world but what
2:57
I think that is missed by most is that
2:59
that computers can learn exponentially
3:01
faster than we humans moreover unlike
3:04
humans if one robot learns something new
3:06
they can share it with all of their
3:07
robot buddies and if you don't believe
3:09
me that the humanoids are coming watch
3:11
figure one in
3:22
action hey figure one what do you see
3:24
right
3:28
now I see a red apple on a plate in the
3:31
center of the table a drying rack with
3:33
cups and a plate and you standing nearby
3:36
with your hand on the table great can I
3:39
have something to
3:43
eat sure
3:51
thing great can you explain why you did
3:55
what you just did while you pick up this
3:58
trash
4:01
on it so I gave you the Apple because
4:04
it's the only uh edible item I could
4:06
provide you with from the
4:14
table great so based on the scene right
4:17
now where do you think the dishes in
4:19
front of you go
4:25
next the dishes on the table like that
4:28
plate and cup are are likely to go into
4:30
the drying rack next great can you put
4:33
them
4:37
there of
4:47
[Music]
4:54
course all right so how do you think you
4:58
did
5:01
I I think I did pretty well the apple
5:04
found its new owner the trash is gone
5:06
and the table wear is right where it
5:09
belongs I agree thanks figure
5:13
one you're welcome if there's anything
5:16
else you need help with just let me
5:20
[Music]
5:28
know
5:30
[Music]
5:44
and that's why these Tech Titans
5:45
invested in figure they realized that
5:47
recent breakthroughs make humanoid
5:48
workers something that will happen next
5:50
year and that even swapping just a small
5:52
portion of that 3.5 billion in labor
5:54
force is a mindboggling opportunity so
5:56
who wins I think the answer is crystal
5:59
clear here when Tesla faced early
6:01
production struggles with the model 3
6:03
many saw it as a failure but within that
6:05
production hell lay the seeds of Tesla's
6:08
superpower first principles
6:10
manufacturing Excellence the Relentless
6:12
struggle to refine their manufacturing
6:14
processes forced them to innovate
6:15
iterate and learn at a pace unmatched by
6:18
competitors or quite frankly anywhere
6:20
Tesla can now build a car in just 10
6:22
hours a third of the time it takes
6:24
Volkswagen and other competitors the
6:26
foundation for Tesla's robotics
6:28
Ambitions isn't theoretic it's already
6:30
under their own roof and for those of
6:32
you who haven't realized it yet Tesla's
6:34
vehicles are essentially sophisticated
6:36
robots on Wheels providing the company
6:38
with extensive expertise in AI sensor
6:40
systems battery management and
6:42
Locomotion and this is to say nothing of
6:44
their Dojo supercomputer their
6:46
distribution advantages their boring
6:48
company or spaces X technology or a
6:50
myriad of other technological advantages
6:52
that they have but it's not just about
6:55
their Tech it's also about timing Tesla
6:58
will deploy test robot prototypes
7:00
directly in its own factories rapidly
7:02
collecting world world data and speeding
7:04
up development while reducing their
7:06
manufacturing cost this drives down
7:08
consumer cost leading to more four-wheel
7:10
data collection robots providing
7:12
valuable data back to the Mothership and
7:14
as you know what they say data is the
7:16
new gold but if I'm right and Tesla is
7:18
uniquely positioned to take advantage of
7:20
the largest economic shift in the
7:22
history of humanity again history of
7:25
humanity why is it the worst performing
7:27
stock in the S&P 500 year a date well
7:30
I'm going to turn this question to you
7:32
before watching this video do you think
7:34
of Tesla's cars as data collection
7:35
robots on Wheels I think the answer is
7:38
hiding in plain sight and also how does
7:40
this tweet make you feel
7:44
really now of course I could be wrong
7:46
I've been wrong plenty of times but in
7:48
this case I don't think so my Tesla long
7:50
will be the largest beted of my lifetime
7:52
I currently value Tesla at $168 using a
7:55
discounted cash flow without factoring
7:57
in the Roo Revolution is trading at
8:01
$62.5 Old Leo who only relied on
8:03
valuation for tax advantage position
8:05
trades would be backing up the truck new
8:08
Leo salivates every day it gets cheaper
8:10
waiting for either one tesed
8:12
shareholders to capitulate unnown news
8:14
with the weekly daily and hourly RSI
8:16
hitting historic lows or two Tesla to
8:19
show relative momentum to the market
8:22
there is no need to ride something down
8:24
this is obvious to Great Traders like
8:26
Oliver kill valuation is important but
8:30
when it comes to Triple digit returns
8:31
timing is
8:33
everything and if you are interested in
8:35
learning how to value a company and
8:37
Tesla specifically check out this video
8:39
from my professor who I think is the
8:41
best In The
8:55
[Music]
8:58
Biz
#Robotics
#Factory Automation