Uploaded August 2026 | Updated September 2026, 3 weeks ago

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Andrew Kang and Raoul Pal explore why humanoid robotics could become one of the biggest investment themes of the next decade. Kang compares discovering the opportunity to seeing Bitcoin in 2014, with robots potentially generating trillions in revenue as they become smarter, stronger, and cheaper to operate. But that transformation could also force society to rethink jobs, UBI, safety nets, and even whether intelligent machines eventually deserve rights.

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