#38
Thesis
Humanoid/physical AI is the next major investing theme; TAM of $40-200B by 2035, $5T by 2050 per MS
By @ParadisLabs · View post ↗
Original post text
Humanoid market could be $200B by 2035 (Barclays). Physical AI will be the next major investing theme after software-driven AI.
Metadata
T0 Price: —
Created: 2026-05-26 11:35:50
Scored: —
Updated: 2026-06-04T18:33:54.544353+00:00