The robot revolution is here, now.

Welcome to AI Collision 💥,

In today’s collision between AI and our world:

• Hold that painting for me
• Here’s a leather jacket
• The humanoid boom and bust cycle

If that’s enough to get the robots rocking, read on…

AI Collision 💥

Since the Volkering family moved house, we’ve been going through the process of moving furniture into the right spots, reassembling things, and then putting the various pictures and artwork on the walls.

It was while doing that last task that I had a hallelujah moment.

We had a large piece of art we’d picked up in Portugal that needed to find a new home on a wall in the new house. We found a spot. But, of course, you can’t just go and plonk it anywhere. It needs to find the right height the right angle, and it needs to be straight.

So that meant getting our home robot to hold the artwork up against the wall while Mrs. Volkering looked at it, looked some more, a little up, a little left, a little right, down a bit, looking some more…

By this point the robot’s arms were getting VERY tired (the robot by the way is me). Fatigue kicked in, the artwork progressively got lower and lower and the request to lift it higher started coming in.

It was at that point that I thought to myself, boy, I wish I had a robot standing here doing this.

The robot in the video above is the NEO Gamma from 1X Technologies. You might have seen it last week at GTC 2025 where it gave Nvidia CEO Jensen Huang a new leather jacket:

The NEO Gamma is going to begin “home trials” this year.

I’m utterly convinced 2025 is going to be the year of the humanoid robot. That companies involved in their creation will list on the market and that companies that are already in advanced development will release consumer versions (namely companies like Tesla and Xpeng).

Then we’ll begin to see humanoid robotics increasingly used in industry. A great example of this was recently posted with the Boston Dynamics’ Atlas robot in use as a cameraman:

To give you some examples of how likely robotics like this will be used in something like filmmaking, we turn to…

Jeremy Clarkson.

Commenting on a scene from the recent Netflix hit, Adolescence, Clarkson said

Not impossible. In fact, possible – but only thanks to the use of drones.

Drones in filmmaking have completely changed how movies are made. They can deliver camera angles and shots that no human could possibly achieve.

Humanoid robotics is much the same. In the way that drones have changed filmmaking, so will humanoid robots. They’ll never tire, never need a break, won’t need to be fed or paid and will physically do things humans simply can’t, with accuracy humans can’t achieve.

And if it’s filmmaking, then it’s also a warehouse, a production line, an oil rig, a construction site… you probably start to get the picture here.

So where are the opportunities going to come from? How can you invest in this? Well, if it was possible, Boston Dynamics would be high up the list. It doesn’t really do big flashy marketing videos. Every now and then it posts a soundless video of its latest robot doing incredible robot things:

Others, like 1x and Figure (and many, many more) are heavy on the fancy promo video. So much so that you can already start to see where the market is heading.

The Humanoid Hub recently posted this gem:

That’s saying something. And it’s a great indicator of what’s coming for the humanoid robot market. Invest options at the moment are slim. As I say, the best exposure right now is through a company like Tesla or Xpeng. Both just happen to be EV makers too… and developing their own AI for their cars and robots.

But when the capital gates open for a flood of money into smaller companies, and the IPOs start, then we’ll see a boom in robot stocks. I do expect a lot will be garbage and that only a handful will be worth any meaningful amount long term. However, it’s going to be one of those market booms and busts that you want in on, on the way up, and then out of with a profit as the garbage starts to fail.

When it happens, we’ll be right there. But for now, patience is key. Keeping track of the fast developments in humanoid robotics is the best place to be.

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Boomers & Busters 💰

AI and AI-related stocks moving and shaking up the markets this week. (All performance data below over the rolling week).

Boom 📈

• Tesla (NASDAQ:TSLA) up 17%
• Palantir (NASDAQ:PLTR) up 10%
• AMD (NASDAQ:AMD) up 10%

Bust 📉

• Intel (NASDAQ:INTC) down 5%
• JD.com (NASDAQ:JD) down 6%
• Baidu (NASDAQ”BIDU) down 6%

From the hive mind 🧠

• You can sense the US is trying to strongarm any country that might allow high-end AI chips to squeeze through into China. This choking of supply might dent China’s pace of development short term, but only accelerates its own domestic development and damages US companies in the long term.
• It probably doesn’t help that I watched The Big Short last night, but record loans, a debt-fuelled data centre boom… what could possibly go wrong…?
• I’m pretty happy so far with my Nvidia RTX 4060 Ti GPU, but now I’m one of those people that’s going to always want to upgrade to the new shiny thing when it comes out – and the 5060 Ti is the newest shiniest thing.

Artificial Polltelligence 🗳️

Weirdest AI image of the day

1980s public television children was something else.

ChatGPT’s random quote of the day

Thanks for reading, and don’t forget to leave comments and questions below,

Sam Volkering

Editor-in-Chief

AI Collision