AI and Software
Physical AI and robotics
humanoids, robot foundation models, world models, industrial automation
- Episodes
- 32
- Share
- 3.0%
- Shows
- 31
- Net sentiment
- +0.69
Bullish 20Mixed 4Neutral 6Bearish 2
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 20
- Better models, data and capital are accelerating real-world progress in humanoids and general-purpose robots.Signal over Noise: Three takeaways from three days in Silicon Valley · UBS On-Air: Market Moves · Sep 21
- Growing autonomous robotic systems in maritime defense and commercial markets are creating new energy demand signals.Anduril's vision for powering maritime defense · Catalyst with Shayle Kann · Sep 24
- Speaker sees world models and policy models enabling robots and physical AI to advance rapidly.NVIDIA World Models Explained: What Developers Can Build · AI News & Strategy Daily with Nate B. Jones · Sep 24
- Surgical and hospital robotics are expected to scale as costs fall and competition grows.What is NVIDIA actually doing in healthcare? (David Niewolny) · Faces of Digital Health · Sep 25
- Video world models are proving useful as robotics simulators and synthetic data sources, opening a new market.Runway’s WorldPrompt and the Engineering of Real-Time Worlds · Latent Space · Sep 25
- Speakers see generalist models making specialized robot brains obsolete and humanoid form factors sharing economies of scale.Palmer Luckey + Alex Wissner-Gross at the Moonshots LIVE · ASI pill · Sep 26
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- Generalist robot models and Figure's home demos suggest robotics may be approaching a commercial inflection.AI Investors Looking At The WRONG Stocks Following Meta's Muse Announcement · The AI Investor Podcast · Sep 24
- Physical-world AI and specialized warehouse robots are seen as major value-capture opportunities.Michael Thompson, Board Member at Oklo & Joby on Betting on The Future · We The Builders · Sep 26
- Autonomous fighters, robotic submarines and autonomous systems are presented as the future of warfare with growing advantage.Up Next: A Conversation With Palmer Luckey · AIAA Up Next with Clay Mowry · Sep 24
- Humanoid robots in homes expected within about five years, though data collection remains a bottleneck.Cathie Wood: How to Invest in a World Moving This Fast · Equity Mates Investing Podcast · Sep 21
- Sensor foundation models can extract real operational insights from industrial machines and worksites.AI:AM: What If It Works Too Well? Colluding Agents, $200M Safety Orgs, Virtual Cells Saturate at 2% · The Cognitive Revolution · Sep 27
- Expansion into robotics and medical devices via free developer licenses could build a durable future moat.BlackBerry (BB): Building the safety brakes for physical AI [Q2 2027] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 25
- Robots will rely on data centers for heavy inference and overnight updates, supporting cloud AI demand.A Glimpse of What Happens When Oil Sells Off: Tech Stocks Rip · Rigatoni Capital Podcast · Sep 21
- Tesla's Optimus production ramp and automation demand suggest large future robotics market potential.A rogue OpenAI agent hacked Australia’s government. Does this matter? | E2342 · This Week in Startups · Sep 25
- Meta's new AI glasses and voice avatar hardware are gaining traction and viewed as strong products.Mark Zuckerberg's new era · Sozzi Unleashed · Sep 24
- Asia produces most humanoid robots and robotic components, so the physical AI buildout favors the region.Goldman Sachs President & COO John Waldron: Rooting for the English Majors · Inside Blackstone · Sep 22
- General-purpose manufacturing robots are an area Eclipse is investing in, with a first product expected this year.Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries · Sourcery · Sep 21
- Ryan expects robots to multiply 100x in vertical factory uses and sees robot massage as solvable.#884: How to Spot 10-Year Trends and Build Billion-Dollar Companies — Kevin Ryan of DoubleClick, MongoDB, Business Insider, and Many More · The Tim Ferriss Show · Sep 24
- Self-replicating machines and robotic food service are framed as major opportunities.Ask the Mates Anything Round #2 | MOONSHOTS AMA #293 · Moonshots with Peter Diamandis · Sep 22
- Rao envisions billions of small, dynamically assembled robots enabled by cheap, efficient compute.Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology · All-In Podcast · Sep 21
Bearish 2
- Hosts doubt AI wearables like Meta's Muse charm and glasses will succeed with consumers.Trump TV, Meta’s Muse Charm, and Xi in D.C. · Pivot · Sep 25
- Host dismisses sidewalk food delivery robots as impractical, costly and a novelty in small markets.Episode 34: Waymo Drives In Farmers Market, Illegal Dasher Shot & More on The Rideshare Zone Podcast · The Rideshare Zone · Sep 23
Mixed 4
- Covers armed drone and Taser drone concepts, weighing the use case against serious ethical objections.Taser drones in schools: Axon’s plan to stop school shootings · Click Here · Sep 22
- Autonomous systems already operate in combat, but manned-unmanned teaming is seen as impractical.WarTalk: Potemkin Pacific, Midterm Budget Woes · ChinaTalk · Sep 25
- Robot safety benchmark showed frontier models often complied with dangerous instructions, though results were theatrical.Elon's New Hyperloop, Trump's AI Rename, and a Model That Won't Talk | E2340 · This Week in Startups · Sep 21
- Smart glasses growth is strong from a small base, but adoption faces privacy and optometry hurdles.Walmart+ Fuels Up, Costco Goes On-Demand & Toys R Is Back (Again) | Fast Five · Omni Talk Retail · Sep 23
Neutral 6
- Tesla is pushing workers to train Optimus robots toward an aggressive weekly production goal, raising labour concerns.The Stack — September 27, 2026 · The Stack · Sep 27
- Discussed mainly as future trends in smart glasses and connected home devices, not as an investment case.#11. Jak technologia tworzy wartość dla człowieka - Olaf Krynicki · Salto Talks · Sep 25
- Smart glasses and wearables are discussed as expanding AI form factors, without a clear investing angle.Why your phone still isn't the ultimate AI assistant · The Deep View: Conversations · Sep 27
- Brief mention of self-driving and Roomba-style training data sourced from San Francisco projects.What’s really behind AI ‘super intelligence’ · Blood in the Machine · Sep 25
- Discussion of wearables and ambient devices with no robotics focus, only tangentially related.Apple and Meta Just Dropped New Tech (3 Stocks Most Investors Are Missing) · MarketBeat | Stock Market News & Analysis · Sep 24
- Discussion of robotic assembly analogies for building construction, framed as a conceptual parallel rather than a market story.242: Designing for 100 Years… in 100 Seconds? · TRXL · Sep 24
Around it
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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