Great!
Thanks Phil. I think the companies you have mentioned will see a significant impact by AgenticAI going forward.
On the topic of Robotics and Humanoids I suggest you follow the companies below:
- Apptronik
- Robotera
- Agibot
- NEURA Robotics
- Fourier
- Boston Dynamics
- Agility Robotics
- Figure
- 1X Technologies
- Galbot
- Mentee Robotics
- Unitree
- XPENG
- Sanctuary AI
On the topic of robotics in warehousing and similar applications, NVIDIA just introduced Mega, their Omniverse Blueprint for robotics software, which has been adopted by Kion Group. Companies which feature here are such as Locus Robotics. This ecosystem should feature AMRs, robotic arms, autonomous forklifts, etc.
https://techcrunch.com/2025/01/06/nvidia-details-mega-warehouse-robot-fleet-management-simulator/
I hope this helps,
Todor
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Todor Kostov
Director
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Original Message:
Sent: 20-01-2025 11:04
From: Philip Atkinson
Subject: Agentic AI
Hi Todor,
Thanks for the links think I've found what I'll be listening to today
I'll be honest humanoids (or robotics in general) are outside the scope of what I've been looking at - I've typically focused on Teleperformance, Transcom, and Foundever. What names would you suggest I read up on? My initial thoughts are that they could hold a lot of potential, we've already seen the impact of robotics on warehousing and with a more human touch I think use-cases can quickly expand to various services. Another question I would have is the impact of a physical presence (and associated costs) vs a terminal like approach powered by an AgenticAI or something similar
best,
Phil
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Philip Atkinson
Sector Analyst
Original Message:
Sent: 19-01-2025 16:26
From: Todor Kostov
Subject: Agentic AI
Hi Philip,
Thanks for the feedback. Things have started to move really fast now in that space. Appreciate the feedback on $PATH, this is a company which I follow closely as well. I recommend viewing the latest podcast appearance by Daniel Dines with Harry Stebbings at 20VC (it's available on YouTube).
$NVDA has just released their Agentic AI roadmap for Enterprose at CES 2025 last week which gives a good overview of where things are moving to (I think this closely resembles their work with $CRM, i.e. Agentforce, and $NOW). Definitely, this should have a big impact on Cx BPOs down the road (interesting to see to what extend).
https://www.cxtoday.com/customer-data-platform/nvidia-ceo-jenson-huangs-vision-for-agentic-ai-in-2025-the-rundown/
What I closely monitor now is the big developments in humanoids (especially in China). This should definitely move the needle significantly for accelerated productivity gains for the next couple of decades, I think.
Will be good to see what's your overview on this topic?
Best,
Todor
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Todor Kostov
Director
Original Message:
Sent: 19-01-2025 09:48
From: Philip Atkinson
Subject: Agentic AI
Interesting topic to highlight here Todor
What I enjoy is that this is something moving now. I do regular check-ins with with RPA SIs and the whole story of last year was a build in demand for AI tools but no available solution. AgenticAI changes that and license growth is expected to reignite this quarter - will be interesting to keep an eye on UIPath and others and I'd recommend their Forward even from last quarter
I do wonder what implications this has for Cx BPO players where genAI has already caused massive disruption. Spelling the end of a human agent?
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Philip Atkinson
Sector Analyst
Original Message:
Sent: 18-01-2025 13:33
From: Todor Kostov
Subject: Agentic AI
New research from the team at Citi: 'Agentic AI Finance & the 'Do It For Me' Economy' (Citi GPS: Global Perspectives & Solutions) - Jan 2025
https://ir.citi.com/gps/PxQa3WS0aYzkxqKotCbV0SBGhZ1K5O%2FrMHyDjODXrspQmnDDpp6qZw%3D%3D
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Todor Kostov
Director
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