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ARK Robotics Research | 2025 Year-End Review
ARK’s Sam Korus shares a year-end update on robotics, examining what’s changed since the release of "Big Ideas 2025" earlier this year.
Big Ideas 2025: ark-invest.com/big-ideas-2025
Key highlights from this video include:
• The long-term thesis of decoupling physical labor from economic output • The rise of embodied AI and generalizable humanoid robots
• A potential $26 trillion global revenue opportunity across household and manufacturing robotics
• Why task-level automation is unlocking near-term adoption Korus also discusses how robotics has historically created new industries rather than eliminated work, the growing pace of innovation across leading players, and why the trends outlined remain firmly intact as we look ahead to 2026.
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AI TAKES OVER! CATL Is Using Humanoid Robots On Its Battery Production Lines
AI TAKES OVER! CATL Is Using Humanoid Robots On Its Battery Production Lines
CATL is deploying humanoid robots across its battery production lines, using AI-driven automation to boost efficiency, cut defects, and reduce labor reliance. This marks a major step toward fully autonomous gigafactories and raises the bar for global battery manufacturing.
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#catl #airobots #humanoidrobots #batterymanufacturing #evsupplychain #factoryautomation
👇Reference to the news/charts & videos used in this video:
https://carnewschina.com/2025/12/18/catl-achieves-worlds-first-scale-deployment-of-embodied-ai-humanoid-robots-on-battery-production-lines/
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Mapping the Global Robotics Industry: What the MERPHI Posters Reveal
🚨🤖 The MERPHI robot posters have become one of the most honest and revealing maps of the global robotics industry. They show which companies are actually making progress, which form factors are stalling and where the real whitespace sits across humanoids, quadrupeds, cobots and industrial robots.
‼️In this @overthehorizon discussion, Mehrdad Farimi - CTO of MERPHI, Sweden's leading robotics design consultancy - takes scott walter, Gustav Andersso and me through the full set of MERPHI posters and explains what they reveal about the true shape of the robotics market.
‼️Mehrdad breaks down the patterns that emerge when you study these posters over time. From sudden explosions in humanoid startups to the plateau of quadrupeds and the quiet stagnation of cobots, this is the clearest industry X-ray you will find anywhere.
‼️We explore why companies disappear from the posters, why some categories are saturated, why others are under-explored and what these shifts tell us about the next decade of robotics. If you want to understand the real landscape, not the marketing hype, this conversation is essential.
#Robotics #HumanoidRobots #AI #Automation #Merphi #RoboticsIndustry #Quadrupeds #Cobots #Engineering #TechAnalysis #OverTheHorizon #MehrdadFarimi #ScottWalter #GustavAndersson
BREAKING: Humanoids Summit LIVE With Dr. Scott Walter
Robotics expert Dr. Scott Walter is live at the 2025 Humanoid Summit in Silicon Valley!
Scott Walter is an Aerospace Engineer with a Ph.D. in Mechanical Engineering and has co-founded two robotics companies.
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Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
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