Market Trend - China opens new store selling life-like robots to the public [1]

Group 1 - The 2025 World Robot Conference will open today in Beijing, lasting for five days [1] - The theme of the conference is "Making Robots Smarter and Bodies More Intelligent" [1] - Over 200 outstanding domestic and international robot companies will participate in the exhibition [1] Group 2 - The number of humanoid robot manufacturers at the conference has reached a record high, making it the largest in similar global exhibitions [1]

Company Overview - Nightfood Holdings Inc. is innovating the hospitality industry by integrating AI-powered robotics with strategic hotel acquisitions, aiming to enhance operational efficiency and reduce costs [4][5] - The company is positioned to capitalize on the growing global service robotics market, projected to exceed $170 billion by 2030, through its dual focus on hotel ownership and Robotics-as-a-Service (RaaS) [5] Industry Trends - The hospitality industry is undergoing significant changes due to the adoption of AI and robotics, leading to operational cost reductions of 30%–40% and improved guest satisfaction [2] - The AI-driven hospitality market is expected to grow to $1.46 billion by 2029, with a compound annual growth rate (CAGR) of 57.8%, while the broader hospitality robotics sector is projected to expand from $24.38 billion in 2024 to $107.24 billion by 2034 [2] Strategic Initiatives - Nightfood Holdings plans to acquire a 155-room Holiday Inn in Victorville, California, which will feature guest-facing robots developed by its subsidiary, Skytech Automated Solutions [3] - The company has partnered with Bear Robotics to implement automation solutions across its hotel portfolio, which is anticipated to grow to $80 million in assets [3]

[Music] Good evening everyone. So today I'll be talking about learning for a world that does not exist. Of course I'm coming it from the technical point of view.Today we are living in a world which is technically very dynamic. We are producing a lot of techni technological advancement and for young engineers and aspirants of engineering. Uh this can be a very challenging moment because um by the time we finish our education new industries emerge, lots of industries saturate and we need to be prepared by the ...

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Company Overview - Stack Capital Group Inc. reported its financial results for the quarter ended June 30, 2025, with all amounts in Canadian Dollars [1] - The Company aims to invest in growth-to-late-stage private businesses, providing shareholders with exposure to a diversified private investment portfolio [7] Financial Performance - As of June 30, 2025, the Book Value of the Company was $157.6 million, and the Book Value per Share was $14.34, an increase from $12.06 as of March 31, 2025 [3][5] - The Company marked up its investment in CoreWeave by US$25.7 million, reflecting a closing price of US$163.06 [5] - An additional US$3 million was invested in SpaceX during Q2-2025, with SpaceX's valuation increasing from US$350 billion to US$400 billion post-quarter [5] Investment Portfolio - The breakdown of Book Value per Share as of June 30, 2025, includes significant investments in various companies: - CoreWeave, Inc. (AI hyper-scaler): $4.25 - SpaceX: $2.47 - Locus Robotics, Inc. (autonomous robots): $1.26 - Canva, Inc. (graphic design): $1.23 - Omio, Inc. (travel & leisure): $1.05 - Hopper, Inc. (travel & leisure): $1.03 - Newfront Insurance, Inc. (insurance & benefits): $1.02 - Prove Identity, Inc. (cyber-security): $0.98 - Bolt Financial, Inc. (e-commerce): $0.48 - Shield AI, Inc. (military defense): $0.39 - Varo Money, Inc. (neo-banking): $0.13 - Cash: $0.50 - Net other assets: $(0.45) [4] Market Environment - The CEO of Stack Capital noted a robust IPO environment and strong momentum in private markets, particularly among disruptive companies in AI, LLMs, and robotics [3] - The Company remains focused on backing category-leading businesses that can deliver long-term value for shareholders [3]

Group 1 - The core viewpoint of the news highlights the active performance of the robotics sector, particularly focusing on the launch of Unitree A2 by Yushu Technology, which showcases advanced capabilities in terrain navigation and load-bearing [1][2] - Yushu Technology's Unitree A2 weighs approximately 37 kilograms, has a maximum running speed of 5 meters per second, and can climb heights of up to 1 meter, demonstrating its robust design for various applications [1] - The upcoming "2025 World Robot Conference" on August 8 will feature over 1,500 exhibits from more than 200 domestic and international robotics companies, indicating a significant industry event [1] Group 2 - Yushu Technology is recognized as one of the earliest companies in China to develop robotic dogs, achieving a global market share of nearly 70% in 2023, which is crucial for its expansion into humanoid robotics [2] - Recent orders from major companies, including China Mobile's procurement of Yushu and Zhiyuan Robotics products worth 124 million yuan, signify a growing demand for robotic solutions across various sectors [2] - The China Securities Regulatory Commission has initiated the listing guidance for Yushu Technology, with a comprehensive evaluation scheduled between October and December to assess its eligibility for public offering [2] Group 3 - Several companies are identified as key suppliers to Yushu Technology, including Changsheng Bearing, which provides self-lubricating bearings and linear actuators, and Zhongdali De, which supplies planetary gear reducers and high-precision gears [3][4] - Other notable suppliers include Aobi Zhongguang, which offers 3D vision cameras and depth engine chips, and Hanwei Technology, which supplies flexible tactile sensors to enhance robot interaction [3][4] - The collaboration between Yushu Technology and Shengtong Co., Ltd. in the educational robotics sector reflects the expanding applications of robotics in various fields [3][4]

Chinese robotics shares charted new highs after up-and-coming startup Unitree released a video of a mechanical dog scaling slopes, spinning on one leg and navigating rocky terrain https://t.co/x7cGnGJwzS ...

Economic Outlook - The Internet sector, encompassing AI, robotics, and drones, shows positive growth and collaboration [1] - Much of the non-Internet US economy is struggling, becoming reliant on Federal Reserve monetary policy and government support [1] Post-2008 Financial Crisis Impact - Many non-Internet companies have become "zombies" due to dependence on Fed printing and state intervention [1]

Industry Trends & Challenges - The engineering field is technically dynamic, requiring continuous learning due to rapid technological advancements and industry saturation [2] - Preparing for future technologies requires understanding research timelines and the evolution of solutions over decades [14] - Social media and media often popularize immediate job opportunities after bachelor's degrees, potentially leading to a "dropout" from deeper education [16] Educational Strategies - Aspiring engineers should think decades in advance to identify societal needs and contribute to future developments [7] - Curriculum serves as a foundation, but students should proactively learn beyond it to create societal value [9][10] - Following the latest research helps understand industry direction and the maturation of technologies [13][15] - Pursuing master's and PhD degrees is crucial to reach the edge of human knowledge and contribute meaningfully [17] Long-Term Vision & Contribution - The industry should encourage a long-term perspective, prioritizing in-depth knowledge over immediate gratification [21] - Real contributions happen at the edge of human knowledge, requiring dedication beyond a bachelor's degree [22]