Signal over Noise: Three takeaways from three days in Silicon Valley

UBS advises overweighting physical assets and cybersecurity over broad software bets as AI-driven disruption risk rises.

• Robotics goes general-purpose: New vision-language-action foundation models combine a fast 'System 1' reactive layer with a slow 'System 2' logical layer, echoing Daniel Kahneman's framework.
• Data collection breakthrough: Universal Manipulation Interface (UMI) lets a human operator capture assembly-task data via a camera-equipped handheld gripper, accelerating robot learning; humanoids benefit from human-centric data and environments.

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