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Feb 17
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LONG
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Thread Guy
Crypto influencer, independent
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"China has unveiled its latest humanoid robot AGI bot... It looks better than what we just watched... It feels like robotics is going to be one of those things that [__] comes out of literal nowhere and hits us like a truck." The market is currently fixated on software AI (LLMs), but physical AI (humanoids) is reaching a tipping point of realism. The shock value of seeing functional humanoids will trigger a massive capital rotation into robotics hardware. LONG Robotics as the next phase of the AI trade. High R&D costs and slower-than-expected commercial deployment compared to software. |
Thread Guy
The Logan Paul Situation is INSANE..
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Feb 15
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LONG
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David Autor
Professor of Economics, MIT
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"There are many, many signs that we have long-term labor shortage. So, we're not going to run out of jobs." If there is a structural labor shortage, the cost of human labor will remain high or supply will be insufficient. This forces companies to invest in automation not just for efficiency, but for survival. This guarantees a long-term CAPEX cycle for robotics and AI automation hardware. Long automation providers as the solution to demographic decline. A deep recession could temporarily loosen the labor market, reducing the urgency for automation CAPEX. |
Bloomberg Markets
Who will survive and thrive in the new AI era...
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Feb 13
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LONG
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Giver
Macro Analyst (Thread Guy guest)
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The Giver argues that AI's true utility isn't replacing executive assistants (human connection), but replacing "dangerous jobs" like mining, power line repair, and landscaping. As the US pushes for industrial independence (the "Atoms" thesis), labor shortages in dangerous/physical sectors will drive investment into robotics and the critical minerals required to build them. This aligns with the administration's focus on hard assets over financial engineering. Long sectors that automate physical labor and the commodities required to build that automation. Technological bottlenecks in robotics; regulatory hurdles. |
Thread Guy
We Predicted Crypto's FUTURE in 2026 (The Giv...
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Feb 12
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LONG
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Robert Frank
Wealth Editor, CNBC
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Eric Schmidt (Hill Spire) and Jeff Bezos (Bezos Expeditions) were the top two investors. Schmidt focused on AI voice and Fusion; Bezos focused on AI robotics and energy-efficient AI compute. The founders of the Web2 era are deploying their personal fortunes into the "Physical Layer" of AI (Robotics) and the "Efficiency Layer" (Compute/Energy). This suggests the next wave of value creation is not just in LLMs, but in embodied AI and the hardware required to run it sustainably. Long exposure to robotics and next-gen AI hardware infrastructure. High failure rate of early-stage deep tech; disconnect between private venture trends and public market timelines. |
CNBC
Inside the Family Office 15 List: Here's what...
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