Oct. 4 at 10:26 PM
Been doing more stuff on the privates side recently, main focus on robotics. Put some money in Figure, 1x, and Apptronik. Not many pure plays in equities, sure there’s
$TSLA but feel like the upside on investing in the privates at 5-40bn is way greater than Tesla at 1t+. Fairly opaque industry given new gen models constantly being worked on but Optimus 2 is behind other robots out there, but excited to see them likely demo Optimus 3 at annual event and see what they have.
$XPEV another one that really interests me and will get a glimpse later this month into their latest humanoid at their tech day. Eventually the picks and shovels of the bots will become an interesting play but not until we see a company actually begin to scale (I’m not talking hundreds of thousands or millions, but proving they can grow production exponentially, even if that’s just from 5k to 50k).
