The Robot Revolution: 2025-2027 Will Transform Everything

Two difficult technologies need to be resolved for widespread robotics adoption: physics simulation and multimodal AI. Both seem close to being ready, probably within 2-3 years. I expect to see a lot of robots by then, making this a good time to bet on robot companies.

The physics component involves real-world manipulation, navigation, and interaction with unpredictable environments. Recent advances in simulation (eg. NeRF and Gaussian splatting) and transfer learning are making this more feasible. Robots are getting better at handling the messy, unstructured world outside laboratories.

Multimodal AI is improving rapidly, with models that can understand visual, audio, and text inputs simultaneously. Google Gemini, OpenAI GPT, and Chinese opensource models all are having impressive multimodal capability now. This enables robots to interpret complex instructions, understand environment, and adapt to new situations without extensive reprogramming.

As the maturity of both technologies come eminently, robots can both understand what you want them to do and physically execute those tasks reliably, we’ll see explosive growth in applications from manufacturing to home assistance.

For investors, this is a rare opportunity to enter before the market fully recognizes the potential. The companies solving these fundamental challenges now will likely see significant stock price increase as the technology matures and adoption accelerates.