by Hua Bin, The Unz Review:
An investor friend sent me a Morgan Stanley report published in April titled Humanoids: A $5 Trillion Market. The report validates my hypothesis that embodied AI (i.e. humanoids) is the next frontier beyond foundational LLMs.
The opening of the report is certainly attention-catching:
Morgan Stanley is making a strategic commitment to telling the story of embodied AI β leveraging our platform and relationships to help our clients identify the next crop of multi-generational compounders transforming industries and creating new markets we believe canΒ exceed the size of todayβs global GDP.