Physical AI is interesting, and will be exciting to watch but don't expect the same bottlenecks in physical AI as you see in today's AI. When you spend $700B in a single year, there will be bottlenecks because this rate of spending was not expected 3 years ago. It's the largest investment in mankind history, that could exceed the US interstate highway and railroads combined by next year. Hard to imagine humanoids spend will be even 10% of total CapEx spend for this year by 2030 domestically. Don't try bottleneck hunting in this area. It won't be as successful.