HUGE GROWTH: I'm Investing In The REAL Winner of AI Robots

Ticker Symbol: YOU
31 Mar 202414:43

TLDRThe robotics industry is on the cusp of a revolution with humanoid robots potentially entering the market much sooner than anticipated. This video discusses the advantages of humanoid robots, the AI advancements behind them, and the significant growth expected in the market. It highlights the importance of the computing platforms that power these robots, such as Nvidia's Jetson Thor, and the AI training involving large action models that enable robots to learn by imitation. The video emphasizes that major tech companies, including both public and private entities, are contributing to these innovations, making it a wide-open field for investment and development.

Takeaways

  • 🤖 The robotics industry is experiencing a significant 'chat GPT moment', suggesting a major shift in AI capabilities for robots.
  • 🚀 Humanoid robots are anticipated to be a multi-trillion dollar opportunity due to their versatility and ability to perform a wide range of tasks in various environments.
  • 📈 The global industrial robotics market is expected to triple in size over the next 9 years, with a CAGR of over 11%.
  • 🌐 However, the humanoid robot market is expected to grow over 30 times by 2030, with a growth rate of over 60% per year.
  • 🧠 The key to the success of humanoid robots lies in the computing power within them, which needs to be small, lightweight, low power, yet capable of processing large amounts of data in real-time.
  • 💻 Nvidia's Jetson Thor platform is a notable example of the computing power designed for humanoid robots, featuring a high-performance CPU cluster and a specialized Blackwell GPU.
  • 🔧 The Blackwell GPU offers 30 times faster AI inference than its predecessor, enabling robots to run larger AI models with less power and without needing to connect to a server.
  • 🛠️ Companies are developing large action models for robots, which can learn from video or text prompts, allowing robots to learn by imitation, similar to humans.
  • 🎥 Nvidia's announcement of Project Groot represents a general-purpose foundation model for humanoid robots, aiming to advance the field of robotics with a versatile AI model.
  • 🔄 The combination of AI training, digital environments, and reinforcement learning is revolutionizing the way robots are trained, making it possible to adapt and improve their performance over time.

Q & A

  • What is the expected growth rate of the global industrial robotics market over the next 9 years?

    -The global industrial robotics market is expected to almost triple in size over the next 9 years, which is a compound annual growth rate of over 11%.

  • How does the growth rate of the humanoid robot market compare to that of the industrial robotics market?

    -The global humanoid robot market is expected to grow more than 30 times in size by 2030, which works out to a massive growth rate of over 60% per year over the next 6 years.

  • What are the key advantages of humanoid robots over other types of robots?

    -Humanoid robots provide a universal solution to many challenges faced by other robots. They are capable of performing a large number of tasks in almost any environment, as humans already do, making them versatile for deployment in virtually every market on Earth.

  • What are some of the challenges associated with the current state of robotics?

    -Challenges include finding the right experts to program specific kinds of robots and only being able to repair or replace them with similar models. These issues are compounded by the fact that there are millions of different kinds of robots, each designed to do a limited set of tasks in very specific environments.

  • What is the significance of the 'chat GPT moment' for robots?

    -The 'chat GPT moment' for robots signifies a major shift in AI training, where robots can learn by imitation through large action models. This means that robots can learn from video tutorials, instruction manuals, and other data made by humans for humans, greatly expanding their potential capabilities and applications.

  • What are some of the major players in the robotics industry mentioned in the script?

    -The major players mentioned include Boston Dynamics, Tesla, Figure, Nvidia, Google, Meta Platforms, and Amazon.

  • How does Nvidia's Jetson Thor platform benefit humanoid robots?

    -Nvidia's Jetson Thor platform provides a high-performance CPU cluster, a separate processor for safety, and a special-purpose Blackwell GPU. It is designed for AI inference, has built-in reliability and serviceability features, and can receive updates that improve its performance, making it an ideal computing platform for humanoid robots.

  • What is the role of AI training in the advancement of robotics?

    -AI training plays a crucial role in the advancement of robotics by enabling robots to learn from large amounts of data, including video tutorials and instruction manuals. This training allows robots to adapt to the physical world, learn new tasks, and improve their performance over time.

  • How does the concept of 'imitation learning' apply to robots?

    -Imitation learning allows robots to learn by observing and copying the actions of humans or other robots. This is facilitated by large action models that take inputs like videos or text prompts and output commands and controls for the robot, enabling it to perform tasks in a way similar to how humans learn from each other.

  • What is the significance of the digital gym for AI models in robotics?

    -The digital gym is a virtual environment where AI models for robots can be trained and tested. It provides millions or even billions of real or synthesized examples of how expert humans and other robots perform tasks. This allows for extensive training and refinement of the AI models before they are implemented in physical robots, ensuring expertly, safely, and reliably performing tasks.

  • Why is the combination of generative AI and robotics a game-changer?

    -The combination of generative AI and robotics is a game-changer because it allows for the creation of more advanced and versatile robots that can learn new tasks and adapt to different environments more effectively. It also enables the transition from rule-based programming to learning by imitation, which can significantly accelerate the development and deployment of robots in various industries.

Outlines

00:00

🤖 The Rise of Humanoid Robots and AI Innovations

This paragraph discusses the significant advancements in the robotics industry, particularly focusing on humanoid robots. It highlights the potential for these robots to enter the market much sooner than anticipated and the shift in focus from traditional industrial robotics to more versatile humanoid models. The speaker emphasizes the growth potential of the humanoid robot market, which is expected to grow at an annual rate of over 60% by 2030. The importance of the technology stack and the role of companies like Boston Dynamics, Tesla, and Figure in the development of these robots are also mentioned. The speaker argues that the real opportunity might lie in the companies that provide the underlying technology rather than those that manufacture the robots themselves.

05:02

🚗 Nvidia's Role in the Robotics Revolution

The second paragraph delves into the role of Nvidia in the robotics and autonomous vehicle industry. It explains how Nvidia's computing platforms, such as Drive Thor and Jetson Thor, are integral to the operation of autonomous cars and humanoid robots. The paragraph highlights the capabilities of Nvidia's Blackwell GPUs, which are designed to process large amounts of data from sensors, make real-time decisions, and control various parts of the robot or vehicle. The speaker also discusses the significance of Nvidia's partnership with Mercedes-Benz and the potential for their technology to enable level three autonomy in vehicles. Additionally, the paragraph touches on the importance of data privacy and the speaker's endorsement of a service that helps protect personal information online.

10:04

🧠 AI Training and the Future of Robotics

The final paragraph explores the impact of AI training on the future of robotics, drawing a parallel with the 'chat GPT moment' in the field. It discusses the development of large action models that enable robots to learn from video tutorials and instruction manuals, just as humans do. The speaker mentions Nvidia's Project Groot, a foundation model for humanoid robots, and the creation of Isaac reinforcement learning gym, which allows robots to adapt to the physical world. The paragraph emphasizes the potential for on-site, real-time training of robots through demonstration and reinforcement learning. It also highlights the importance of digital environments for training AI models and the continuous improvement cycle of AI models in robotics. The speaker concludes by acknowledging the vast potential of generative AI in robotics and the opportunities it presents for various companies in the field.

Mindmap

Keywords

💡humanoid robots

Humanoid robots are robots designed to mimic the form and capabilities of a human. They are significant in the video because they offer a universal solution to various challenges in different environments, providing the potential to be deployed in virtually every market on Earth. The video discusses the rapid growth of the humanoid robot market and the technological advancements that make them increasingly versatile and capable of performing a multitude of tasks.

💡AI (Artificial Intelligence)

AI refers to the simulation of human intelligence in machines that are programmed to think and learn like humans. In the context of the video, AI is a critical component in the development of humanoid robots, enabling them to process data, make decisions, and learn from their environment. The video highlights the importance of AI in the 'Chat GPT moment' for robots, where robots can learn by imitation, similar to how humans learn.

💡chat GPT moment

The 'chat GPT moment' refers to a significant shift or breakthrough in technology, akin to the impact of the GPT (Generative Pre-trained Transformer) models in the field of natural language processing. In the video, this term is used to describe the current advancements in AI that allow robots to learn from human-like data, such as videos and tutorials, through the development of large action models.

💡autonomous vehicles

Autonomous vehicles, also known as self-driving cars, are vehicles that use a combination of sensors, AI, and other technologies to travel between destinations without any human input. In the video, autonomous vehicles are compared to humanoid robots in terms of their reliance on AI and the potential for growth in their respective markets. The discussion around Tesla's vehicles and their AI capabilities serves as an example of how AI is integral to the functioning of autonomous cars.

💡NVIDIA

NVIDIA is a technology company known for its graphics processing units (GPUs) and AI computing platforms. In the context of the video, NVIDIA is a major player in the development of computing platforms for both autonomous vehicles and humanoid robots. Their products, such as the Blackwell GPUs and Jetson platforms, are pivotal in powering the AI capabilities of these advanced technologies.

💡Jetson Thor

Jetson Thor is a computing platform developed by NVIDIA specifically for humanoid robots. It includes a high-performance CPU cluster, a separate processor for safety, and a special-purpose Blackwell GPU. This platform is designed to enable robots to run larger AI models efficiently and with less power consumption, which is crucial for their operation in various real-world environments.

💡AI training

AI training refers to the process of teaching AI systems how to learn from data, improve their performance, and carry out specific tasks. In the video, AI training is crucial for the development of humanoid robots, as it involves creating large action models that allow robots to learn from human-like data, such as video tutorials and instruction manuals, through imitation learning.

💡digital environments

Digital environments are virtual or simulated spaces where AI models and robots can be trained and tested. These environments provide a safe and controlled setting for AI systems to learn and improve their capabilities without the risks associated with real-world applications. In the video, digital environments are highlighted as essential for training humanoid robots through AI models that can be exposed to vast amounts of data and examples.

💡generative AI

Generative AI refers to AI systems that can create new content, such as text, images, or actions, based on patterns learned from data. In the context of the video, generative AI is a driving force behind the 'chat GPT moment' for robotics, enabling robots to learn new tasks and behaviors by imitating human actions and adapting to different situations.

💡Isaac reinforcement learning gym

Isaac reinforcement learning gym is a virtual environment developed by NVIDIA that enables robots to learn and adapt to the physical world through reinforcement learning. This gym provides a space for robots to practice and improve their skills by interacting with digital representations of real-world objects and scenarios, receiving feedback and adjusting their actions accordingly.

💡AI inference

AI inference is the process by which AI systems use their learned knowledge to make predictions or decisions based on new input data. In the context of the video, AI inference is critical for the operation of humanoid robots, as it allows them to process sensory data in real-time and execute the appropriate actions autonomously.

Highlights

The robotics industry is experiencing a significant innovation phase, with humanoid robots potentially arriving sooner than anticipated.

Investment focus should be on the technology platforms within robotics, rather than just the physical robots themselves.

The global industrial robotics market is expected to triple in size over the next 9 years, with a CAGR of over 11%.

The humanoid robot market is anticipated to grow over 30 times in size by 2030, with a growth rate of over 60% per year.

Current robots are designed for specific tasks, but humanoid robots offer a universal solution capable of performing a wide range of tasks in various environments.

Tesla's vehicles are likened to robots on wheels, with advanced computing power and AI capabilities.

Nvidia's Blackwell GPUs are small, lightweight, and low power, yet capable of processing large amounts of data for autonomous decision-making.

Nvidia's Drive Thor platform consolidates various car computer functions, providing 1000 teraflops of compute power for advanced AI processing.

Mercedes-Benz's Drive Pilot, powered by Nvidia's platform, has achieved level three autonomy, a significant milestone in autonomous driving.

Online fraud and identity theft cases are increasing, emphasizing the need for data privacy and security solutions.

Nvidia's Jetson Thor is a new computing platform designed specifically for humanoid robots, featuring a high-performance CPU cluster and specialized GPU.

Blackwell GPUs have built-in reliability, availability, and serviceability engines, enabling self-checks and health updates for enhanced performance and safety.

AI training for robots is evolving with the advent of large action models that enable robots to learn by imitation, similar to human learning.

Nvidia's Project Groot is a general-purpose foundation model for humanoid robots, aiming to advance the capabilities of next-generation robotics.

Digital environments and simulation tools play a crucial role in training AI models for robots, allowing for extensive practice and refinement before real-world application.

The robotics tech stack is seeing major innovations from companies like Nvidia, with potential for various high-profile and private companies to contribute to the field.

The key to the best investment lies in understanding the underlying technology and its potential impact on various industries.

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