I've been looking for a robotic etf too and neither so far are appealing. Thanks for the write up as always.
I can't speak for finances but I'm an engineer for futurist tech and agree with the general ark view of humanoid robotics beating out industrial. It's definitely the next paradigm shift and an entirely new market as well as replacing existing.
General purpose robotics with specialised adaptations isn't as far out as people expect and industrial precision/repeatable robotics is more saturated. Lots of players in the space but I enjoy the design philosophy of x1 https://youtu.be/2ccPTpDq05A?si=OPKCP3nMkkKoM-Kv
I would say specifically sniff out and follow which robotic tech/hardware platforms are being teleoperated by humans in a natural and useful way. The automatic control system is software and will catch up quicker
JH, I'm not that far away from completing part 3 so it will be interesting to get your perspective on the comparison in due course. I did expect to come out pro-Ark so it was a surprise for me to conclude there was a stronger alternative.
Regarding the "natural and useful way" is this the concept of a Cobot? Humans working with robots to enhance what they do rather than an industrial production line where robots are caged off and separate (as industrial robots historically have been).
I mean a bit of two things really with that; the cobot is the goal with the expectation that we teach it and it takes labour away from us fully eventually, helping in the mean time. The 'natural and useful' motion I meant as an indicator for how well the hardware platform works as a precursor to fully autonomous such that a 'dumb' non autonomous unit could be operated remotely by a human to achieve a goal. A different flavour of cobot, similar to intuitive and vicarious surgical, or how tesla is remotely controlling optimus to do tasks
I've been looking for a robotic etf too and neither so far are appealing. Thanks for the write up as always.
I can't speak for finances but I'm an engineer for futurist tech and agree with the general ark view of humanoid robotics beating out industrial. It's definitely the next paradigm shift and an entirely new market as well as replacing existing.
General purpose robotics with specialised adaptations isn't as far out as people expect and industrial precision/repeatable robotics is more saturated. Lots of players in the space but I enjoy the design philosophy of x1 https://youtu.be/2ccPTpDq05A?si=OPKCP3nMkkKoM-Kv
I would say specifically sniff out and follow which robotic tech/hardware platforms are being teleoperated by humans in a natural and useful way. The automatic control system is software and will catch up quicker
JH, I'm not that far away from completing part 3 so it will be interesting to get your perspective on the comparison in due course. I did expect to come out pro-Ark so it was a surprise for me to conclude there was a stronger alternative.
Regarding the "natural and useful way" is this the concept of a Cobot? Humans working with robots to enhance what they do rather than an industrial production line where robots are caged off and separate (as industrial robots historically have been).
OB
I mean a bit of two things really with that; the cobot is the goal with the expectation that we teach it and it takes labour away from us fully eventually, helping in the mean time. The 'natural and useful' motion I meant as an indicator for how well the hardware platform works as a precursor to fully autonomous such that a 'dumb' non autonomous unit could be operated remotely by a human to achieve a goal. A different flavour of cobot, similar to intuitive and vicarious surgical, or how tesla is remotely controlling optimus to do tasks