AI continues to rapidly expand. At CES, 2025 Nvidia announcements include a new AI supercomputer, a powerful video card, next-generation processor for cars and robots. NVidia announced partnerships with Toyota for next model robotasis as well as Aurora, Continental for driverless trucks at scale by 2027.
Developed for human environments, Optimus shows significant advancements in dexterity and autonomy. Despite mixed valuation models, experts believe humanoid robots could revolutionize the workforce, potentially outpacing Tesla’s automotive segment in value.
Chris Camillo predicts Tesla’s Optimus robot will be worth trillions by 2030, addressing labor shortages in sectors like warehousing. Cern Basher likewise suggests revenues of over $6,000 per bot. One million bots is worth $6bn in revenue
Google has delivered a geometry AI model that now out-performs the best school mathematical olympiads by providing 0.5b examples. The software is available through GitHub and mark a breakthrough into the capacity of AI to solve real world problems.
Paraplegics are walking again – not 5 to 10 years away. Research in multiple research and companies are looking to have better brain interfaces which then can interface to voice, vision and mobility.
Robotics and large languge models (eg ChatGPT) from Korean researchers are good enough to fly airplanes. Still only in simulators – when will they really fly planes.
AI is expected to lift knowledge worker productivity by 140% by 2030. AI training has decreased by over 65% per year since 2015 and models which cost $5m now would cost $500 by 2030.
Precision fermentation will see a collapse in the existing farming systems. With protein and fat made in fermentation vats, 90% of agriculture will cease. Regeneis of the vast areas of agriculture can regenerate.
