To be clear I still think we are early to the Robotics trade.
If youâve seen how badly some of them move, itâs borderline laughable.
However, as AI improves so will their co-ordination and functionality.
Once we have robots doing chores in homes at competitive price points there will be a surge in retail interest.
We arenât far off; you can pick up a âhalf decentâ humanoid robot for $10k. Still too expensive for your everyday household, but not eye watering.
What does this mean for Decentralized Physical AI (âDePAIâ)?
Well, since when has price tracked fundamentals?
There will be an abundance of speculative vapourware that degens will have a gamble on, driving an even bigger AI cycle to what we saw in Q1.
Amongst this youâll want to keep an eye on the projects with real revenues and product market fit outside of crypto.
Weâve already seen how well Hype, ENA, PUMP have done with sustainable business models (god forbid).
Others that are less talked about include Aethir ($160m ARR), Peaq, USDai and possibly some of the TAO subnets/affiliated companies if they find their stride.
If you think DePAI wonât have the same PMF as traditional robotics, there are crypto vehicles that get access to these private rounds (Apptronik, figure etc) through their token.
Letâs just hope we donât run the âNAV is a memeâ playbook back.
Timelines are always hard to judge, but I suspect we will see an AI/DeAI/DePAI Supercycle at some point in the next 12 months, possibly sooner if macro turns giga bullish.
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