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  • 1.  Humanoids and their Value Chain

    Posted 25-02-2025 19:21

    Hi All,

    A new report has just been published by the research team @ Morgan Stanley on humanoids and their value chain.

    The Humanoid 100: Mapping the Humanoid Robot Value Chain

    According to them, the physical embodiment of AI touches at least $60tn TAM, it will have a significant impact on the global GDP going forward and the meaning of work as we know it. 

    Humanoid Diagram
    Humanoid Brain
    Plenty to dwell on and consider and happy reading! πŸ™‚
    Best,
    Todor
    #innovationcommunity #technology #ai


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    Todor Kostov
    Director
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  • 2.  RE: Humanoids and their Value Chain

    Posted 11-03-2025 14:41

    Adding a great visial from BofA on the value chain for Humanoids

    Who Makes The Humanoid Robot


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    Todor Kostov
    Director
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    Original Message


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