we have @robbie_rollup x @JSeyff on the show nowThe Rollup x Bloomberg 🫡The Rollup (@therollupco):Rollup TV: AI Supercycle EP 5, Kalshi & Talus, Aori, Ostium, Bloomberg https://t.co/0EqhoVHo7K ...

RT The Rollup (@therollupco)Gm. Today's Rollup TV line-up is in:11:30p ET AI Supercycle EP 5 @starpause - @PublicAIData12:15p ET @0x_ultra - @Kalshi & @ben_frigon - @Talus_Labs12:45p ET @joshuagunnn - @aori_io1:30p ET @kaledora - @ostiumlabs2:00p ET @JSeyff - @BloombergTune in below. ...

Valued at $96.3 billion by market cap, San Jose, California-based Cadence Design Systems, Inc. (CDNS) is a global provider of software services. Its offerings include functional verification services, such as Jasper, a formal verification platform; Xcelium, a parallel logic simulation platform; Palladium, an enterprise emulation platform; and Protium, a prototyping platform for chip verification. The tech giant is set to release its third-quarter results after the market closes on Monday, Oct. 27. Ahead o ...

Had NEAR CEO on our AI Supercycle show to talk about his vision for AI, why were still early to one of the biggest opportunities in the market, and how they are working with big web2 players.Great ep for those interested in AI.https://t.co/CYq2SZO6lH ...

We are joined by @ilblackdragon of @NEARProtocol for episode one of AI Supercycle.Our new show to bring the ethos of decentralization, privacy, and user-ownership to the AI market. It's a new day one.The Rollup (@therollupco):The Rollup TV: Pantera, GSR, Pump Science, AI Supercycle EP 1 https://t.co/h28WdW8phd ...

Robotics & AI Market Overview - The robotics industry is still in its early stages, with current robot performance considered subpar [1] - AI advancements are expected to improve robot coordination and functionality [1] - A surge in retail interest is anticipated once robots become affordable for household chores [1] - "Half decent" humanoid robots are currently priced around $10,000, considered expensive for everyday households [1] Decentralized Physical AI (DePAI) & Crypto - Speculative vaporware in the DePAI space is expected to drive an AI cycle, potentially larger than Q1 [2] - Focus should be on DePAI projects with real revenues and product-market fit outside of crypto [2] - Projects like Aethir ($160 million ARR), Peaq, and USDai are worth monitoring [3] - Crypto vehicles offer access to private rounds of traditional robotics companies like Apptronik and Figure [3] Future Outlook - An AI/DeAI/DePAI supercycle is anticipated within the next 12 months, possibly sooner with favorable macro conditions [4]

Robotics & AI Market Overview - The robotics industry is still in its early stages, with current robot performance being somewhat underwhelming [1] - Improvements in AI will enhance robot coordination and functionality [1] - A surge in retail interest is expected once robots become affordable for household chores [1] - A "half decent" humanoid robot currently costs $10,000, considered expensive but not prohibitive [1] Decentralized Physical AI (DePAI) & Crypto - Speculative vaporware in the DePAI space is anticipated, potentially driving a significant AI cycle [2] - Focus should be on DePAI projects with real revenues and product-market fit outside of crypto [2] - Projects like Aethir ($160 million ARR), Peaq, and USDai are noteworthy [3] - Crypto vehicles offer access to private rounds of traditional robotics companies like Apptronik and Figure [3] Future Outlook - An AI/DeAI/DePAI supercycle is expected within the next 12 months, possibly sooner if macro conditions improve [4]

Robotics Industry Outlook - The robotics trade is still in its early stages, with current robot movement and coordination needing improvement [1] - AI advancements will enhance robot coordination and functionality, leading to increased retail interest once robots become affordable for household chores [1] - A "half decent" humanoid robot currently costs $10 thousand, which is still too expensive for everyday households [1] Decentralized Physical AI (DePAI) Market - The DePAI sector may experience a speculative bubble, similar to the AI cycle in Q1, driven by "vapourware" projects [2] - Projects with real revenues and product-market fit outside of crypto should be closely monitored [2] - Projects like Aethir ($160 million ARR), Peaq, and USDai are noteworthy, along with potentially some TAO subnets/affiliated companies [3] - Crypto vehicles offer access to private rounds of traditional robotics companies like Apptronik and Figure through their tokens [3] Market Prediction - An AI/DeAI/DePAI Supercycle is anticipated within the next 12 months, potentially sooner if macro conditions become very bullish [4]

To be clear I still think we are early to the Robotics trade.If you’ve seen how badly some of them move, it’s borderline laughable.However, as AI improves so will their co-ordination and functionality.Once we have robots doing chores in homes at competitive price points there will be a surge in retail interest.We aren’t far off; you can pick up a “half decent” humanoid robot for $10k. Still too expensive for your everyday household, but not eye watering.What does this mean for Decentralized Physical AI (“De ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Broadcom (NASDAQ: AVGO ) has been one of the companies I have been extremely bullish on that paid off with a 68% increase in the company’s stock price, sharply outperforming the S&P 500’s 21% gain on AI strength. In this report, I discuss the Q3Dhi ...