Matthew Chang
@MatthewChang
Chang Robotics is a Christ-centered engineering firm that designs, builds, and commissions Factory 5.0 automation for American manufacturing.
가입 May 2009
1.1K 팔로잉 중 33.8K 팬
I’ve written a lot about humanoids. Net net, they are a positive for the hard tech sector.
That being said, they will only proliferate in retail and hospitality, or as I frequently explain: at LuLu Lemon and the check in desk of the Marriott.
Universities and high end high schools will all own one to let the students play with them. That’s the TAM.
Sorry if this is counter narrative to your investment thesis.
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“China slows humanoid robot IPO rush as hype outruns reality”
.:surprised pikachu face:.
@MatthewChang
