HUGE GROWTH: I'm Investing In The REAL Winner of AI Robots

Ticker Symbol: YOU
31 Mar 202414:43

TLDRThe robotics industry is on the cusp of a revolution with humanoid robots potentially entering the market sooner than anticipated. This video discusses the advantages of humanoid robots, the impact of AI on their development, and the significant growth expected in the market. It highlights the importance of the underlying computing platforms, such as Nvidia's Jetson Thor, and the role of AI training in enabling robots to learn from human-like experiences. The video also emphasizes the potential of generative AI in transforming robotics, suggesting that the biggest players may not be the ones physically selling robots.

Takeaways

  • ๐Ÿค– The robotics industry is experiencing a significant growth period, with humanoid robots expected to enter the market sooner than anticipated.
  • ๐Ÿš€ The global industrial robotics market is projected to triple in size over the next 9 years, with a CAGR of over 11%.
  • ๐Ÿ“ˆ The humanoid robot market is estimated to grow over 30 times by 2030, with a growth rate of over 60% per year.
  • ๐Ÿง  The versatility of humanoid robots is a key advantage, as they can perform a wide range of tasks in various environments, unlike specialized robots.
  • ๐Ÿ–ฅ๏ธ The computing power within robots is crucial, requiring small, lightweight, and low-power computers capable of processing vast amounts of sensor data in real-time.
  • ๐ŸŒŸ Nvidia's Blackwell GPUs are leading the way in providing the necessary computing power for autonomous vehicles and humanoid robots, with Jetson Thor being specifically designed for the latter.
  • ๐Ÿš— Tesla's vehicles are often referred to as 'robots on wheels' due to their advanced AI and self-driving capabilities.
  • ๐Ÿ” AI training for robots is undergoing a 'chat GPT moment', with large action models enabling robots to learn from video and text prompts, similar to human imitation learning.
  • ๐Ÿ“š Companies are developing foundational models for robots, with Nvidia's Project Groot being a general-purpose model for humanoid robots.
  • ๐Ÿ”„ The combination of real-world and synthesized training data, along with reinforcement learning, is essential for training AI models in handling various tasks expertly and safely.

Q & A

  • What is the expected growth rate of the global industrial robotics market over the next 9 years?

    -The global industrial robotics market is expected to almost triple in size over the next 9 years, which is a compound annual growth rate of over 11%.

  • How does the growth rate of the humanoid robot market compare to that of the industrial robotics market?

    -The global humanoid robot market is expected to grow more than 30 times in size by 2030, which works out to a massive growth rate of over 60% per year over the next 6 years.

  • What are the key advantages of humanoid robots over other types of robots?

    -Humanoid robots provide a universal solution to many challenges faced by other robots. They can perform a large number of tasks in almost any environment, as humans already do, making them versatile for deployment in virtually every market on Earth.

  • What are some of the major challenges in the current robotics market?

    -Challenges include finding the right experts to program specific kinds of robots and only being able to repair or replace them with similar models. Humanoid robots aim to address these by offering a more adaptable and universally applicable solution.

  • What is the significance of the 'chat GPT moment' for robots?

    -The 'chat GPT moment' for robots signifies a major shift in AI technology, where robots are now capable of learning by imitation through large action models, similar to how humans learn. This advancement allows for more efficient and adaptive training of robots.

  • Which company is leading the development of computers that power robots, and what are some of their products?

    -Nvidia is leading the development of computers that power robots. They have created the Blackwell GPUs, Drive Thor platform for autonomous vehicles, and Jetson Thor platform specifically for humanoid robots.

  • How does Nvidia's Jetson Thor platform benefit humanoid robots?

    -Jetson Thor provides a high-performance CPU cluster, a separate processor for safety, and a special-purpose Blackwell GPU. It enables robots to run larger AI models without needing to connect to a server, process data faster, and operate more efficiently with less power.

  • What is the role of AI training in the advancement of robotics?

    -AI training plays a crucial role in the advancement of robotics by enabling robots to learn from large amounts of data, including video tutorials, instruction manuals, and real-world examples. This allows robots to perform tasks more effectively and adapt to various environments.

  • How does the digital gym for robots, as announced by Nvidia, contribute to the training process?

    -Nvidia's digital gym for robots, called Isaac Sim, provides a physics simulation environment for GPU-based reinforcement learning. It allows robots to be trained on millions or billions of real or synthesized examples, enabling them to learn and adapt to physical tasks more effectively.

  • What are some of the foundational models and training services being developed for the next generation of robotics?

    -Companies are developing large action models where the input is a video or text prompt, and the output is the commands and controls for a robot. Additionally, services like Nvidia's Isaac reinforcement learning gym and their project Thor are being created to support the training and development of next-generation humanoid robots.

  • Which companies are major players in the robotics tech stack, and what are their contributions?

    -Major players in the robotics tech stack include Nvidia, Tesla, AMD, Qualcomm, Intel, Google, Meta Platforms, and Microsoft. They contribute by developing embedded chips for robots and self-driving cars, foundational models, training services, and AI data centers.

Outlines

00:00

๐Ÿค– The Rise of Humanoid Robots and AI Innovations

This paragraph discusses the significant advancements in the robotics industry, particularly focusing on humanoid robots. It highlights the rapid growth expected in the market and the shift in focus from traditional industrial robotics to more versatile humanoid robots. The speaker emphasizes the importance of investing in technology platforms and the potential of a single robotic platform to cater to various markets due to its human-like versatility. The paragraph also introduces the topic of the 'chat GPT moment' for robots, hinting at a major shift in AI capabilities.

05:02

๐Ÿš— Comparing Robotics to Tesla's Vehicles and the Importance of Computing Power

The speaker compares the development of humanoid robots to Tesla's evolution in the automotive industry, drawing parallels between the two sectors. The emphasis is on the computing power required to drive these advanced technologies. The paragraph discusses the need for small, lightweight, and low-power computers capable of processing vast amounts of sensor data in real-time. It specifically mentions Nvidia's Blackwell GPUs and their role in powering autonomous vehicles and humanoid robots, highlighting the integration of various functions into a single computing platform.

10:04

๐Ÿ›ก๏ธ Data Privacy and Security in the Age of AI and Robotics

This paragraph takes a brief detour to discuss the issue of online fraud and identity theft, emphasizing the importance of data privacy. The speaker introduces a service called 'Delete Me,' which helps remove personal information from online data brokers. The focus then shifts back to robotics, with Nvidia's Jetson platform being highlighted as a key component in powering robots of various sizes. The new Jetson Thor, designed specifically for humanoid robots, is introduced, showcasing its advanced features and potential impact on the industry.

๐Ÿง  AI Training and the 'Chat GPT Moment' for Robotics

The final paragraph delves into the AI training aspect of robotics, referring to it as the 'Chat GPT moment' for the industry. It explains how humanoid robots can learn from vast amounts of existing human-made content, such as video tutorials and instruction manuals, through large action models. The concept of robots learning by imitation, similar to humans, is explored. The speaker mentions Nvidia's Project Groot and the Isaac reinforcement learning gym, which allows for training humanoid robots in simulated environments. The potential for on-site, real-time training of robots using reinforcement learning from human feedback is also discussed, highlighting the parallels with human learning methods.

Mindmap

Keywords

๐Ÿ’กHumanoid Robots

Humanoid robots are machines designed to mimic the form and capabilities of humans. In the video, it is mentioned that these robots have the potential to perform a vast array of tasks in various environments, unlike specialized industrial robots. The growth of the humanoid robot market is projected to increase exponentially, indicating a significant shift in the robotics industry and a major opportunity for investment and technological development.

๐Ÿ’กAI Innovations

AI Innovations refer to the latest advancements and breakthroughs in artificial intelligence technology. In the context of the video, these innovations are crucial for enhancing the capabilities of robots, particularly humanoid robots, by enabling them to process data, make decisions, and learn from their environment. The video emphasizes the importance of AI in the development of the robotics industry, especially in terms of creating robots that can perform tasks with human-like versatility.

๐Ÿ’กAutonomy

Autonomy in the context of the video refers to the ability of robots or vehicles to operate independently without human intervention. The video discusses different levels of autonomy, particularly level 2 and level 3, which denote the extent to which a vehicle can drive itself. Full autonomy is the ultimate goal, where a robot or vehicle can perform all tasks without any human input.

๐Ÿ’กNVIDIA

NVIDIA is a company that designs and manufactures computing platforms, particularly GPUs, used in various technology fields, including robotics and self-driving cars. In the video, NVIDIA's role is highlighted through their development of the Jetson platform, which provides the computing power needed for robots to process data and make decisions. Their new Blackwell GPUs are also discussed as a significant advancement in AI processing capabilities.

๐Ÿ’กAI Training

AI Training refers to the process of teaching artificial intelligence systems how to learn from data, improve their performance, and carry out tasks. In the context of the video, AI training is particularly relevant for robots, as it enables them to adapt and become more proficient at performing various tasks. The video discusses the development of large action models that allow robots to learn by imitation, a significant step forward in AI training techniques.

๐Ÿ’กGenerative AI

Generative AI refers to artificial intelligence systems that can create new content or data, such as text, images, or actions, based on patterns learned from existing data. In the video, generative AI is pivotal for the 'Chat GPT moment' for robots, enabling them to learn and perform tasks by imitating human actions and behaviors. This technology is transforming the way robots are trained and the complexity of tasks they can undertake.

๐Ÿ’กDigital Gym

A digital gym, as described in the video, is a virtual environment created for AI models to learn and improve their performance through simulated experiences. This concept is particularly applied to training humanoid robots, where they can adapt to the physical world and refine their actions in a controlled digital setting before applying them in the real world.

๐Ÿ’กRobotics Tech Stack

The robotics tech stack refers to the combination of hardware and software components that are used to develop and deploy robotic systems. In the video, the tech stack is emphasized as a crucial aspect of the robotics industry, with various companies contributing to its different layers, from embedded chips to AI training and data centers.

๐Ÿ’กInvestment Opportunities

Investment opportunities in the context of the video refer to potential areas of return for those who invest in the burgeoning field of robotics, particularly in companies and technologies that are driving innovation in AI and humanoid robots. The video suggests that focusing on the foundational technologies and platforms, rather than just the physical robots, could be a more strategic investment approach.

๐Ÿ’กData Privacy

Data privacy refers to the protection of personal information from unauthorized access, use, or disclosure. In the video, data privacy is mentioned in the context of online fraud and identity theft, highlighting the importance of safeguarding personal information in the digital age. The video also mentions a service called Delete Me, which aims to remove personal information from online data brokers to enhance privacy protection.

Highlights

The robotics industry is experiencing a significant moment with the advent of humanoid robots, potentially arriving sooner than anticipated.

Investment focus should be on the technology stack behind robots, rather than just the physical chassis.

The global industrial robotics market is projected to triple in size over the next 9 years, with a CAGR of over 11%.

The humanoid robot market is expected to grow over 30 times by 2030, with a growth rate of over 60% per year.

Humanoid robots offer a universal solution, capable of performing a vast array of tasks in various environments.

Tesla's vehicles are often referred to as 'robots on wheels' due to their advanced AI and self-driving capabilities.

NVIDIA's Blackwell GPUs are small, lightweight, and powerful, designed for the next generation of autonomous vehicles and humanoid robots.

NVIDIA's Drive Thor platform consolidates various car functions, providing 1000 teraflops of compute power for autonomous driving.

Mercedes-Benz's Drive Pilot, powered by NVIDIA's Drive platform, has achieved level three autonomy.

Online fraud and identity theft cases are increasing, highlighting the importance of data privacy and protection.

NVIDIA's Jetson Thor is a computing platform specifically designed for humanoid robots, featuring advanced AI capabilities.

The Blackwell GPU in Jetson Thor offers 30 times faster AI inference than previous generations, allowing robots to run larger AI models efficiently.

NVIDIA's digital gym, Isaac Sim, enables AI models to learn from real-world and synthesized examples, improving robot training.

Generative AI is facilitating a transition to imitation learning in robotics, allowing robots to learn from human demonstrations.

The biggest robotics companies may not sell robots directly but instead provide foundational models and computing platforms.

The robotics industry, with the integration of AI and generative models, is at the beginning of a transformative era.

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