Just a random thought, leading US humanoid players strangely me of the current LLM dynamics:
Agility ( $Churchill Capital XI(CCXI.US) ) kinda feels like Anthropic for robotics.With $Amazon(AMZN.US) and $NVIDIA(NVDA.US) heavily backing it, ingrained with $Alphabet(GOOGL.US) Deepmind (like TPUs). And it starts off with enterprise commercialization.Optimus is kinda off doing its own thing like xAI.Supported by Tesla/Elon and his visionary roadmap as usual.Figure is like ChatGPTWith Microsoft/OpenAI investing (kinda like Microsoft), then ended up kinda competing them by building their own VlA and setting them behind. But ends up top 2 leaders anyway.Boston Dynamics is GeminiKinda started the entire humanoids thing like transformers with backflip videos.With R&D supported by $Alphabet(GOOGL.US) but somehow let everyone else leapfrog them in commercialization.And then there’s $NVIDIA(NVDA.US) just chilling, silently powering the entire humanoids ecosystem.The copyright of this article belongs to the original author/organization.
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