AI Goes Physical, Upside Edition

The idea

I believe automation keeps replacing human labor while AI moves off the cloud and into physical machines, so this book leans into the highest-upside ways to own that shift. Roughly a third sits in the boldest bets on robot brains, with the rest spread across edge chips, automation hardware, the memory and materials feeding it all, plus a software and deployment layer. No single name dominates beyond that top cluster, and 5% stays in cash to add on volatile dips rather than waiting on new money. I'd rethink it if the decade-long shift toward physical AI stalls out.