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Considering investments in the robotics sector one of the most promising risk/reward plays right now, in my opinion
There’ve been a few major, documented breakthroughs this year that surprisingly aren’t getting much mainstream attention yet:
• Tesla showcased its Optimus Gen 2 humanoid robot earlier this year with significantly improved mobility and dexterity
• NVIDIA announced Project GR00T (General-Purpose Robot AI) in March 2025, in collaboration with @GoogleDeepMind and Disney Research
• Agility Robotics opened the world’s first humanoid robot factory in Oregon, focused on logistics and warehouse automation
• Boston Dynamics unveiled Atlas Next, a fully electric humanoid robot, in April
• ROS 3.0 (Robot Operating System) was released in May > a big step forward for open-source robotics infrastructure
• Major medical robotics advancements this year: several companies are now trialing robotic physical therapy assistants with real patients
• Research from MIT and ETH Zurich made headlines with breakthroughs in teaching robots new skills from fewer examples with more to come at IEEE IROS 2025 in October
•🤖Uncbot and Rizzbot both went viral this month after successful public demos, pushing the boundary of social and AI-native robots
My biggest wins so far have come from investing when the noise was at its lowest
Robotics feels like one of those moments again

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