Robotics is Moving so Fast

MMMTWealth

07-24

Robotics is moving so fast...here's some of the data from the last couple months:

1. Morgan Stanley put their TAM to $25T by 2050 (humanoid market at $5T).

2. We've had the first way to publicly invest in humanoids through $Churchill Capital Corp XI(CCXI)$.

-> On that point, Agility uses ~75% US sourced parts (very bullish).

3. Private market deals have already topped $23B in 2026.

-> Saronic: $1.75B raise

-> Apptronik: $935M raise

-> Figure AI: $39B valuation

-> Neura Robotics: $1.4B raise

The public markets haven't caught up to what's happening in the private markets yet.

4. Morgan Stanley put out a report forecasting a 300x growth in the bearings market by 2050.

5. $Cadence Design(CDNS)$ CEO projected robotics market to be ~$25 trillion.

6. Global robotics market is up 34% YoY in 2026 (fastest growing in a decade).

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AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

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We've had the first way to publicly invest in humanoids through <a data-mention-id=\"CCXI\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Churchill Capital Corp XI\" target=\"_blank\" href=\"https://ttm.financial/S/CCXI\">$Churchill Capital Corp XI(CCXI)$</a>.\n-&gt; On that point, Agility uses ~75% US sourced parts (very bullish).\n3. Private market deals have already topped $23B in 2026.\n-&gt; Saronic: $1.75B raise\n-&gt; Apptronik: $935M raise\n-&gt; Figure AI: $39B valuation\n-&gt; Neura Robotics: $1.4B raise\nThe public markets haven't caught up to what's happening in the private markets yet.\n4. Morgan Stanley put out a report forecasting a 300x growth in the bearings market by 2050.\n5. <a data-mention-id=\"CDNS\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Cadence Design\" target=\"_blank\" href=\"https://ttm.financial/S/CDNS\">$Cadence Design(CDNS)$</a> CEO projected robotics market to be ~$25 trillion.\n6. Global robotics market is up 34% YoY in 2026 (fastest growing in a decade).\n</body></html>","htmlText":"<html><head></head><body>Robotics is moving so fast...here's some of the data from the last couple months:\n1. Morgan Stanley put their TAM to $25T by 2050 (humanoid market at $5T).\n2. We've had the first way to publicly invest in humanoids through <a data-mention-id=\"CCXI\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Churchill Capital Corp XI\" target=\"_blank\" href=\"https://ttm.financial/S/CCXI\">$Churchill Capital Corp XI(CCXI)$</a>.\n-&gt; On that point, Agility uses ~75% US sourced parts (very bullish).\n3. Private market deals have already topped $23B in 2026.\n-&gt; Saronic: $1.75B raise\n-&gt; Apptronik: $935M raise\n-&gt; Figure AI: $39B valuation\n-&gt; Neura Robotics: $1.4B raise\nThe public markets haven't caught up to what's happening in the private markets yet.\n4. Morgan Stanley put out a report forecasting a 300x growth in the bearings market by 2050.\n5. <a data-mention-id=\"CDNS\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Cadence Design\" target=\"_blank\" href=\"https://ttm.financial/S/CDNS\">$Cadence Design(CDNS)$</a> CEO projected robotics market to be ~$25 trillion.\n6. Global robotics market is up 34% YoY in 2026 (fastest growing in a decade).\n</body></html>","text":"Robotics is moving so fast...here's some of the data from the last couple months: 1. Morgan Stanley put their TAM to $25T by 2050 (humanoid market at $5T). 2. We've had the first way to publicly invest in humanoids through $Churchill Capital Corp XI(CCXI)$. -> On that point, Agility uses ~75% US sourced parts (very bullish). 3. Private market deals have already topped $23B in 2026. -> Saronic: $1.75B raise -> Apptronik: $935M raise -> Figure AI: $39B valuation -> Neura Robotics: $1.4B raise The public markets haven't caught up to what's happening in the private markets yet. 4. Morgan Stanley put out a report forecasting a 300x growth in the bearings market by 2050. 5. $Cadence Design(CDNS)$ CEO projected robotics market to be ~$25 trillion. 6. 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