Robots are 'revolutionizing' a new industry every month: Robostore CEO

Key Concepts

Humanoid Robots: Robots designed to resemble the human body in form and function.
G-1 Ultimate Robot (COID): A next-generation humanoid robot platform.
Crane Shares: An investment firm.
Humanoid ETF: An Exchange Traded Fund focused on the robotics industry.
Open Source Platform: A platform where the source code is made available to the public, allowing for collaboration and modification.
$60,000+ Price Point: The cost of advanced humanoid robots for research and development.
$5 Trillion Industry: The projected future market size for the robotics industry.
Billion Robots: The projected number of robots expected to be in operation globally.

The Dawn of the Humanoid Robot Era

The year 2025 is being heralded as the "Year of the Humanoid Robot," and while they are not yet ubiquitous, they are a tangible reality. The transcript introduces COID, a G-1 Ultimate Robot, a next-generation humanoid platform.

COID: A Glimpse into the Future

COID, the G-1 robot, is presented as a sophisticated humanoid platform. While unable to offer investment advice, COID highlights the significant interest in these robots, with hundreds of daily inquiries. The robot's factory is described as central to this revolution.

Pricing and Affordability:

The specific version of COID demonstrated costs over $60,000, intended for research and development.
The long-term goal is to make humanoid robots affordable for widespread adoption, including in homes.
The current wide range of prices reflects the evolving market, but future models are expected to be more accessible.

Global Interest and Applications:

Inquiries for these robots come from all over the world.
A common request is for robots to clean houses, indicating a desire to automate mundane tasks. This is humorously compared to Rosie from "The Jetsons."

The Pace of Advancement

The development of humanoid robots is progressing rapidly, with improvements seen every month. New developer code is constantly emerging, and the robots are finding applications in new industries that were previously unforeseen.

Investing in the Robotics Revolution

Jonathan Crane, founder of Crane Shares, discusses the investment landscape surrounding humanoid robots.

The Humanoid ETF:

Crane Shares launched the first global Humanoid ETF in June, focusing on the entire ecosystem that supports the future of robotics.
This ETF provides investors with a way to gain exposure to the companies fueling the long-term robotics trend.

Key Companies and Components:

The transcript mentions companies like NVIDIA and Tesla, which have become household names and are crucial to the robotics industry.
MP Materials is also highlighted as a company experiencing significant growth.
These companies are essential for investors looking to position themselves in this burgeoning market.

Investor Perspective and Market Potential:

From an investor's viewpoint, this is considered the "ground floor" of the global humanoid robot market.
The current moment is seen as a great entry point for investors.
The robotics industry is predicted to become a $5 trillion industry within the next 20 years.
The projection is for a billion robots to be in operation worldwide.

The Future of Humanoid Robots

The G-1 platform is noted for its popularity due to its open-source nature. The hardware capabilities of these robots are currently ahead of their software capabilities, with new software developments emerging daily. The potential for advanced functionalities, such as performing a backflip, is acknowledged.

Conclusion

The future of humanoid robots is rapidly unfolding, with significant technological advancements and a massive projected market size. Companies like Crane Shares are offering investment vehicles to capitalize on this trend, and platforms like the G-1 are paving the way for widespread adoption. The current stage represents a critical opportunity for investors to participate in what is expected to be a transformative industry.