Probably worth a read for those who have lost a bit of faith in robotics plays like $Ouster Inc.(OUST)$ at $2.5B MC or Harmonic Drive (6324) at $4.3B MC or $Churchill Capital Corp XI(CCXI)$. Note this is just a look at US TAM & this a more bullish take. ~170 million Americans are employed * $65k average salary = $11T (today). There is no world where robots replace humans entirely but figuring out a fair % is the way to do it. By 2040: Here's the key industries (not an exhaustive list): 1. Manufacturing: ~12.8M workers at avg wage $58k -> total wage pool of $740B. -> $BMW.NE, $Tesla Motors(TSLA)$,
AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
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