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Defense Stock Wobble After Contentious Exchange Between Trump, Vance, and Zelensky -- Barrons.com
Goldman Sachs' research throws cold water on the situation: the turning point for humanoid robot technology remains unclear, and meaningful applications will take at least another five years!
Goldman Sachs believes that the humanoid robot H1 has only 19 degrees of freedom, making it still unable to handle complex and detailed tasks. At least in the next 2-3 years, it will be difficult for humanoid robots to achieve the same work efficiency as human workers. Meaningful applications are not expected for another 5-10 years.
Earnings Preview: AVAV to Report Financial Results Post-market on March 04
Russia's Invasion of Ukraine Has Changed Warfare. What's Next for Defense Stocks. -- Barrons.com
Booz Allen, CACI, Leidos, Parsons All Plunge as Blair Cuts on DOGE Risk
Goldman Sachs Siasun Robot&Automation deep research (3): Humanoid robots may be nearing mass production, with turning points emerging in three areas.
Humanoid robots are rapidly developing, but overall technology has not yet met the requirements for large-scale application in the industrial or Consumer sectors. Goldman Sachs believes that the turning point for humanoid robot technology may occur in three areas: solving multiple general tasks, high success rates and sustained robustness, and rapid reasoning. Currently, the development of humanoid robots still faces some obstacles, such as the lack of original data needed for training.
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Cloud Seph : the number does not seem to stack to justify the current Palantir valuation tho.
Dr Fortune Visioner OP Cloud Seph : Somehow, i think Palantir will have a luck to go up on AI
Space Dust Cloud Seph : some funding is hidden for national security