AI and Software
Physical AI and robotics
humanoids, robot foundation models, world models, industrial automation
- Episodes
- 40
- Share
- 3.8%
- Shows
- 38
- Net sentiment
- +0.74
Up from 3.0% of episodes in the weeks before; net sentiment was +0.69.
Bullish 24Mixed 6Neutral 9Bearish 1
2 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 24
- Guest sees steady progress in dexterity and generalization, though robotics is still early and not yet deployment-ready.One Brain, Any Body: Google DeepMind's Keerthana on Gemini Robotics 2, Cross-Embodiment & Humanoids · The Cognitive Revolution · Oct 3
- Speaker sees humanoids and physical AI as major business opportunities, though it is still early and preliminary.Open models and the future of Physical AI with NVIDIA · Practical AI · Oct 1
- Physical AI is framed as a major next wave, with large funding and robots gaining real-world capability.AI leaves the screen for physical reality · Chat GPT Podcast · Oct 3
- Frequent announcements of physical AI platforms, humanoids and robot software point to strong sector momentum.September 2026 Robotics Recap · Robotics 24/7 Podcast · Sep 30
- Robots that self-heal and learn on the fly could drive large efficiency gains in warehouses and manufacturing.The $3B Company Trying to Beat Amazon Prime · Sourcery · Sep 29
- Humanoid robots and general robotics platforms are expected to converge with autonomous car technology.Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed · In Good Company with Nicolai Tangen · Sep 30
Show 18 moreShow fewer
- Hosts see public safety drones and autonomous systems as an underrated physical AI investment opportunity.Axon vs. Motorola: The Public Safety Stock Battle (MSI, AXON) · Chip Stock Investor Podcast · Sep 29
- Tesla's Optimus ramp faces delays, but large humanoid demand and US-only rules may favor domestic makers.Pentagon Supply Chain Risk Ban Upheld · The AI Engineer Podcast · Sep 29
- Autonomous vehicles and robotaxis are expected to cut transport costs sharply and disrupt incumbents.Disruptive Innovation and the ARK Venture Fund, Featuring Cathie Wood (ARK Invest) · The Exchange by EW&L Private Wealth · Sep 28
- Physical AI and world models are presented as the next major wave, with industrial automation nearest deployment.ThursdAI - Oct 1 - OpenAI joins the assistant race, CoreWeave drops serverless GPUs & more · ThursdAI - The top AI news from the past week · Oct 2
- Physical AI and autonomous systems require simulation tools Synopsys is positioned to provide.Drill Down Insider #23: Synopsys (SNPS:NASDAQ) CFO Shelagh Glaser · The Drill Down · Oct 1
- Micron sees level-four vehicles and humanoids becoming significant memory demand drivers.Google Strikes Back With Argon, Where Memory Stocks Go Next, And Viewer Q & A · The AI Investor Podcast · Oct 1
- World models are seen as central to robotics and embodied AI, boosting the AMD deal's logic.What Does AMD Want With Dr. Fei Fei Li and World Labs? · The Daily AI Show · Sep 29
- 1X's humanoid robot Neo is presented as a showcase of hardware-based AI innovation in which EQT is investing.EQT's Christian Sinding - "Why not" Europe and building the €1 trillion company · Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets · Sep 29
- Black Forest Lab's model is being tested for factory robotics with Audi, showing industrial promise.#39 - An OpenAI Agent Walked Into Australia's Government Systems. Nobody Told Them for Three Months · AI Neanderthal by Malcolm Werchota · Sep 29
- Robotics is expected to reach a ChatGPT-like moment within about five years and exceed language AI's size.David George & Jack Altman on AI, Autonomy, and the Next $25 Trillion · The a16z Show · Oct 4
- Humanoid robotics shares supply chains with autonomous cars, which favors Chinese producers.Friday Wrap-Up: The Humanoid Robotics Race and What You Should Be Reading · In Good Company with Nicolai Tangen · Oct 2
- Tesla's shift from hardware to software and energy is presented as a major long-term unlock.They Beat All US Stock Funds Since 2003 | Michael Baron on the AI Winners Investors Miss · Excess Returns · Oct 1
- World models and spatial compute open new hardware demand in robotics and 3D physical AI.[AI DAILY NEWS RUNDOWN] OpenAI B Valuation & GPT-6 Astra, FTC Strict Agent Liability, AMD .2B World Labs, & Google EU Appeal (Sept 30, 2026) · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 30
- Humanoid robots are seen as far more complex than robotaxis, with mass deployment a few years beyond Musk's timeline.Cathie Wood on Tesla-SpaceX Merger, $1M Bitcoin, More AIs Than Humans | EP #296 | Moonshots Live · Moonshots with Peter Diamandis · Sep 29
- Drones and autonomous robots can take over inspections and dangerous tasks, reducing risk to human workers.Salesforce's Taksina Eammano on what happens when AI ambition outpaces frontline readiness · The Agile Brand with Greg Kihlström® | What CMOs Need to Know About Marketing Technology, AI & CX · Sep 28
- Hosts argue robots could become a huge new Apple category if they succeed in homes.The 5 Companies Apple Must Buy · This Week in Startups · Sep 28
- Robotics expected to become a larger market than language AI once capabilities mature.Uncapped #58 | David George from a16z · Uncapped with Jack Altman · Oct 1
- General Intuition shows game-controller data transfers to real robots, raising its funding.BYOCompute, Pope Destroys False Idol, Ben Affleck's White Pill | Joe Gebbia, Molly Fowler, Tom Dotan, Pim de Witte, Greg Castle · TBPN · Oct 2
Mixed 6
- Tesla's Optimus is ramping production but faces hand manufacturing, supply chain and AI training hurdles.Jensen Huang's Rogue AI Shield, Zuckerberg's Cloud Play, Tesla Optimus Scale-Up Snags · The Information's TITV · Sep 28
- Humanoids are seen as a useful general interface, but Anduril will not build them, leaving the field to others.Palmer Luckey: Autonomous Weapons Are Ancient and Why Anduril Won't Build Humanoids | Moonshots Live | EP #295 · Moonshots with Peter Diamandis · Sep 28
- Autonomous aircraft promise capability but face hard challenges in dynamic combat integration and trust.US Air Force Just Named Its First Two Robot Fighters · The Afterburn Podcast · Oct 2
- Edge and industrial robotics progress is real but market size claims are seen as overstated and growth linear.Silicon Futures for September 2026 - Snapdragon Summit, the Bank of NVIDIA, Hugging Face, High-NA · The neXt Curve reThink Podcast · Oct 3
- World models for interactive games are seen as promising when combined with game engine structure, though pure frame-prediction approaches are doubted.Why AI Makes Games Worse—and How to Make Them Better · The Data Exchange with Ben Lorica · Oct 1
- Top of the Morning: China at two speeds - Reflections from the ground · UBS On-Air: Market Moves · Oct 1
Neutral 9
- Robots, humanoids and mobile manipulators discussed factually with limited investing angle.Inside Omron’s Next-Generation LD Mobile Robots · The Robot Report Podcast · Oct 2
- Robots remain slow and limited in unstructured settings, so near-term job impact is gradual.AI Agent Saved Me $100/Month, Anthropic's $2T Gamble & Why 74% of Jobs Aren't Actually at Risk · Future Ready Leadership With Jacob Morgan · Sep 30
- Figure robots being decommissioned in a foundry is discussed as a striking, factual development.Project Synapse: AI Doom Percentages, New Model Releases, Always-On Agents, and Robots in the Foundry · Hashtag Trending · Oct 3
- Figure's robot decommissioning stunt is a marketing demonstration with limited investing angle.Anthropic Mods for Claude Code: Too Much Power? · Stacked Podcast · Oct 3
- Flying robots and autonomous drones are described technically, without market implications.2026 NASA's Innovative Advanced Concepts Symposium: Part 1 — Nuclear sensors and cave explorers · Planetary Radio: Space Exploration, Astronomy and Science · Sep 30
- Mentions ground robotics, air and maritime unmanned platforms as customers for the production capability.How Firestorm Labs Is Bringing Drone Manufacturing to the Tactical Edge · Aerospace & Defense Technology · Oct 2
Show 3 moreShow fewer
- Discussion of energy as the AI bottleneck and data centers powered by small reactors and offshore sites.Sozzi weighs in on Micron's blowout quarter &chats with Meta's former CTO · Sozzi Unleashed · Oct 1
- A robot disposal stunt highlights the economics of maintaining multiple robot generations.The Stack — October 03, 2026 · The Stack · Oct 3
- Brief mention of robotaxis as an example of reimagining products around autonomy.Every Muse User Gets 2 CPUs and 8GB in Meta's Cloud. Your Phone Already Has That · Semi Doped · Oct 1
Around it
Shows that covered it most
- Moonshots with Peter Diamandis2
- In Good Company with Nicolai Tangen2
- The Agile Brand with Greg Kihlström® | What CMOs Need to Know About Marketing Technology, AI & CX1
- The Exchange by EW&L Private Wealth1
- The Information's TITV1
- This Week in Startups1
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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