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 the next step is Physical AI
But, the BIGGEST tell for me that this could very well be next hype cycle is Elon Musk stopping S and X and starting Optimus building at scale. We all know how the Musk Hype can very well swing hundreds of billions around . I don't necessarily invest in Tsla for it, but I think he can start a cycle on robots.
Personally, I own [https://kraneshares.com/etf/koid/](https://kraneshares.com/etf/koid/) , some WPAI.
