Coatue just released its “State of Robotics” report covering AI & humanoids. Thanks @KVibhor for sharing it. Six insightful slides you should see below.
1. There’s not enough quality training data to build a general purpose AI model for robots.
2. A market map of the ecosystem
3. The cost of building humanoids is expected to rapidly decline driven by hardware innovation and economies of scale.
4. 2023 saw a surge in the number of new companies building robots. This is expected to continue in 2024 too.
5. Coatue argues that Robots will not have a ChatGPT like “WOW” moment due to restricting factors that help create this moment.
6. Coatue expects AI & software to be the differentiator for humanoids, not the hardware.
Read other articles: