DeepSeek, Nvidia, and the Robotic Gold Rush: How AI is Changing the World
One of the biggest technological revolutions of all time is about to be unleashed in a big way.
Robots aren’t just knocking at the door. They’re already in the house, rummaging through the fridge and taking selfies with our smartphones.
For decades, a robotic future has held great promise. A promise that's never quite been delivered. Confined to repetitive roles in mega-factories, they’ve failed to evolve past single-use cases.
Robots that can cook your dinner, clean the gutters and diagnose your illnesses have always been just around the corner. But that’s about to change.
We're leaving the age of limited niche robotics.
And entering the age of mass adaptable robotics.
This revolution promises to upend entire industries. Including some that might not be in front of mind, like food and real estate. We’ll get to these opportunities and why right now is the time to be positioning for this mammoth change.
But first, we must address the question of ‘Why Now?’
The Spark that Ignited the Fire
We need to address the missing piece of the puzzle to answer that burning question.
So, what's been missing?
The hardware is all there. We've got the actuators, joints, ligaments, circuit boards, chips and sensors.
NVDA Meltdown is a Warning Shot for Big Tech Investors
Nvidia (NASDAQ:NVDA) has had a rough couple of days in the share market, down 22% in just a couple of days. The whole AI sector is down with it. This isn’t just about one company—Nvidia’s fall matters because of its outsized role in the AI economy and its massive weighting in the NASDAQ index - about 9%.
Its chips power everything from data centres to autonomous vehicles, and when its valuation wobbles, it shakes confidence in the entire ecosystem. In addition to this, its reliance on China for growth and the rising competition from Chinese chipmakers are a recipe for sector-wide turmoil.
NVDA has boomed on the back of the rise of cryptocurrency and AI. It's been one of the most hyped and heavily overvalued stocks for several years.
And it's consistently validated those valuations with astronomical growth.
It's hard to find a better success story for the past decade. Needless to say, it attracts attention when we see such a massive fall.
So, what the hell just happened? Is this the start of the next market meltdown, or just another bump in the road for growth stocks?
The Birth of the Cyborg: Humanity Augmented by AI and Robotics
We’re living on the brink of one of the most transformative leaps in human evolution: the merging of human capabilities with AI and robotics. This isn’t just the stuff of sci-fi anymore. Picture a future where we don’t just work with tech but actually become part of it.
In this post, we'll dive into the possibilities of humanity augmented with AI and Robotics, who’s driving the innovation, and how investors might position themselves as this future becomes reality.
As great investors, we aren’t just looking at what’s happening around us right now. We are looking at the future for what will be.
AI might be one of the most under-appreciated themes in investing in recent years. It’s bigger than the computers. It’s the next level up. If computers turned our productivity from a 1 to a 2, the combination of AI and robotics has the potential to make it a 10.
This could be transformative not only for how and where we work, but also how we live, how we run our societies, and how countries interact on the global stage.