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We’ve spent the last few years obsessing over software-based AI. While LLMs and agents are impressive, I think we’re nearing the point of diminishing returns for "screen-bound" AI. The real shift is Physical AI. The market is currently pricing AI like a software play, but the true bottleneck is no longer just compute or data; it’s physical agency. We’re moving from AI that can *process* information to AI that can *interact* with the physical world. [https://media.stocktwits-cdn.com/api/3/media/12412125/default.webp](https://media.stocktwits-cdn.com/api/3/media/12412125/default.webp) \- Intel CEO says …
— ORIGINAL POST ·
Physical AI is the next cycle that is not yet up by 2000%
· r/stocks
· May 20, 2026