Robotics and related technology are ready for deployment, but the industry hasn’t crossed the threshold into full-scale production. Computational breakthroughs in stunning demonstrations are attention-grabbing, but the realities of industry quickly take over. There is a gap between robotics and artificial intelligence (“physical intelligence”) as it transitions from potential to hardware delivery in a demanding industrial setting. Physical AI and its integration into robotics may become one of the largest markets in history. But it is an industrial problem whose solution is not on a software timeline. In other words, its commercial deployment requires much more systems integration and real-world constraints than a software slide deck contemplates.

A Few Simple Conclusions on a Few Simple Topics

Nov 24, 2021Nicholas MitsakosBook Chapter, Inflation, Investment Strategy, Prediction, Transformative Businessescompetition, deflation, inflation, innovation, investment strategy, investments, moat, monopoly, public policy, sustainability, technology, transformation, transformative businesses, valuation, volatility

Transformation, Valuation, Employment, and Deflation

Disruption to some of the world’s most important industries, deflationary pressure caused by scaling lower-cost businesses, and sustained low interest rates challenge traditional valuation models. Technological platforms, from blockchain-based businesses to energy storage to DNA sequencing, enable unprecedented disruption to business and economic models.

Interest rates will remain low, equity values will remain high, innovation will drive deflationary pressure, and volatility will be intense and frequent. A new approach is required to understand dynamic global competition and sustainable value.

Nicholas Mitsakos

Executive, Entrepreneur, and Author

Nicholas Mitsakos

Executive, Entrepreneur, and Author

Tag: transformative businesses

Physical Intelligence

A Few Simple Conclusions on a Few Simple Topics