Serenity
2026.05.13 22:57

“Robotics may be the biggest product category of all time” - $Cadence Design(CDNS.US) CEO.

“The projection is $25 trillion. The whole GDP of the world is $110 trillion. So this is huge if this happens.”

Extremely bullish on robotics/humanoids directionally.

But maybe it’s time for $Tesla(TSLA.US) and America to really start prioritizing how we build it outside Chinese supply chains?

Source: Serenity

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