[pj_mukh]

Their investments in robotics over the long term will lead to massive unlocks in productivity that hasn’t moved in some industries for decades eg sim2real tech leading to construction robots being used to build housing with 1/3 of the human labor needed now in an industry with widespread labor shortage [1]

Will it match a certain valuation within a certain time period? I guess I don’t really care, I’m not an investor.

[1] https://www.mckinsey.com/capabilities/operations/our-insight...