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Delphi Digital
Delphi Digital's conversations and research discussions across crypto, AI, technology, venture investing, and markets, including Hivemind and The Delphi Podcast.
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Building the SoftBank of Robotics | Andrew Kang
Humanoid robotics may be approaching the pre-ChatGPT phase of AI, with $50,000 robots requiring only 20,000 units for $1B revenue and a projected tens-of-billions industry within two to four years.Robo Strategy (NASDAQ: BOT) seeks to challenge SoftBank through public markets, favoring vertically integrated players with embodiment-specific data; US restrictions on Chinese robots could help, while robotics data businesses face a two-to-five-year durability test.