Open-source robot foundation models Loading... : Investor Sentiment and Bull/Bear Views
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Jul 31
Jul 31
Open-source robot models will commoditize closed models.
Andrew has become more bullish on open-source robot foundation models. He sees open-source models commoditizing closed-source models, similar to what is happening in LLMs (e.g., Kimi approaching frontier benchmarks), and believes this will happen in robotics. This favors hardware companies with manufacturing and supply-chain strength, especially if Chinese robots are restricted in the US.
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About Open-source robot foundation models Investor Commentary
Across the available history and selected sources, Buzzberg tracks Open-source robot foundation models across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Andrew Kang.