The market for humanoid robots could potentially develop as a skill market or an app store type of economy. Consumers could purchase humanoid robots that do not come pre-installed with every skill they want, and instead have the option to download and pay for specific skills. A developer ecosystem could train humanoid robots in warehouses to perform these skills. This would allow consumers to customize their robots based on their needs and preferences. This approach provides a direct monetization method for developers, creating a new and scalable market for humanoid robots.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by Research Associate Andrew Kim. Together they discuss OpenAI’s Dall-E 3 release and the impressive developments of Tesla’s Optimus Robot.
Key Points From This Episode:
- Intro
- OpenAI Dall-E 3
- Tesla Optimus
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