
$Meta Platforms(META.US) getting more into physical AI (aside from smart glasses). They just acquired Assured Robot Intelligence to build humanoid robots. No terms given. My guess is they paid sub $5B.
Big Tech (TSLA, GOOG, AMZN) appears all-in on robotics,and they'll be purchasing gear from smaller companies to build that future. My Innovator Deepwater Frontier Tech ETF ($Innovator Deepwater Frontier Tech ETF(LOUP.US)) has a focus on smaller, high-conviction companies enabling the AI and robotics transformation.To view LOUP’s holdings:Source: Gene Munster
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