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Robots and Chips's avatar

The Amazon 600k replacement by 2033 data is the most important single data point for robotics investers right now. What makes this different from past automation waves is the coordinated swarm intelligence you mentioned because it's not just replacing individual tasks but reconfiguring entire operational workflows. The shift from task specific robots to modular AI brains that Wayve and Everybot represent solves the deployment bottleneck that's kept humanoids uneconomical. When you combine that with Butter-Bench showing embodied AI can reason spatially even at 40% human performance the timeline compresses fast.

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