00:00 Speaker a
It feels like we’re talking, let’s say it’s like the heavy industry part of the AI cycle, right? It is a big data center with many chips. Well, but you know, you’re thinking about robotics, automation and things like that, the more I feel about it, the more I know about it, like AI has a bigger impact on my life in five to ten years, rather than how much chips there are in the data center, and you know, you know, what’s in Utah or Utah. What are these opportunities like? And, which companies, maybe some of the robots you see in these spaces, that’s the field of automation that is part of AI transactions, but you know, I think, I don’t think there’s some buzz in the names related to these giant Cap uh Chip.
00:54 zeno
Yes, I think I think it’s a great way to see it, and it’s the way we’ve been watching it for a long time. As you know, we are the UH of the world’s first robot index and ETF launched in 2013. So we always have an eye focusing on this physical automation. Well, if you look at a similar parallel story, that’s what we’re seeing now that silicon is built, well, robotics, let’s call it the edges and inferences of AI, that’s it’s Nexus UH and polymorphism, becoming the real world. We see the difference you know, the wider touch, the involvement. So you obviously involve power. So you have companies like Infineon and others that not only help with power utilization in your data centers, but also at the edge and at the robots, drones, whatever form you appear, you have not only sensor computing limits and power computing limits, but also form factor. Therefore, companies that help to obtain the greatest value as well as companies that involve energy, form and quality. Well, this will indeed be the table bet for developing the next UH border. Apparently, robot simulations are accelerating rapidly to enhance these features. So, you know, from SIM to Real, that’s how industry terminology involves the right hardware and software stack. So, yes
02:29 zeno
You can get this kind of physical automation and digital automation in robots while thinking about strategies. Well, but, you know, for example, you know, for example, Ambarella trades for $200 per share. $85 per share. It began to get this reasoning and marginal economy uhuptick. They have established a considerable partnership with the Insta 360’s 360 UH degree camera lens. But if you start to imagine, OK, what is the next bigger growth factor? This is indeed edge intelligence, and it is really not priced in the same way. These companies also have smaller market capitalizations. Therefore, they have more room to grow, and at some point the economy can only invest in a specific region. We are a bit like game theory, power theory, power dynamics theory, data center construction, but where are we going? Ultimately, we will see more and more computing happening at the edge, with smaller models and autonomy. But don’t forget that they will be tied to the cloud. Therefore, connectivity is also a big consideration here. So names like Cloudflare, Qualcomm, and Mediatek are very important to this, and we call it a longer duration. Well, even in these data centers is a bigger opportunity. Well, data centers are the biggest investment in the next two, three years, but we will start to see the real start in these other areas. For example, I think the season we start making money does start to show more excitement about it, especially as we have seen a few years of downturn in the robotics industry, which may have made many people listen here today.
05:21 Speaker a
Yes, it’s fun to just look at the Ambarella stock chart. Like, oh, there is still a covid overhang there. UH Stock still starts from the end of 2021. Well, you mentioned the hardware very quickly, so it reminded me of Meta, what we saw from them last week, I was just curious about how you see you, how you see them the way they were, like they combined their previous ambitions, you know, now put it together, put it together, make them part of it in AI and make it part of it. Well, and you know, it’s the technology side and then they want to be the ultimate big consumer side.
06:18 zeno
Yes, look, like VR, I’ve never been as excited as pure metarepresents. Just like most of our lives, and it should indeed be in the real world. So I’ve always been excited about the things that can enhance our daily lives. Well, their latest UH Meta display and Neuro band, well, is a step forward. SDK is currently limited to its ecosystem. So, I think this is something that needs to happen. But, you know, for those who missed or didn’t know much about it, long story short, they now have these UH glasses that have a very seamless, um high quality display, well, you can control it now. So you are eliminating the keyboard, mouse, well, my idea will eventually open the SDK to your partner to do things like controlling things around your home, like replacing the remote. Well, so what you’re really looking for is something I’ve been calling for for a while, like the smartphone economy, but we’ve been running into comfort bricks for a long time. Well, we can really go beyond it. Once again, you also need to look back at the Google Glasses I owned 10 years ago, like I actually won some Dem Dem Demos at an event. But well, we do get bound by hardware and software, both of which are improving to the point where you can do local and cloud computing and connect on the device and fit into a human comfort shape, not just robots. Well, but there is a lot of parallelism in how they combine in real time at the same time, well, let’s call it “meaningful”, analytical and actionable capabilities. Well, this is one of the mottos of the robot industry, which is the definition of robots. Again, well, we become more robotic, but also become like power as fantasy. Now, I don’t even have Facebook right now, so someone like me, I need to see it related to other things. But, well, there is a full hardware and software stack that includes helping Taiwanese semiconductor companies make these chips in infrared and meta-edge edge computing, but connectivity and sensors as well as up and down there. So again, it’s very exciting to have all these different fields come together, especially as we head to 2026, I think we’re starting to see that too.
09:23 Speaker a
Yes, agree. I’m tired of cell phones, but I guess the only solution will one day become more technology. OK, Zeno, let’s leave it there. Thank you so much.
09:36 zeno
Thanks.
