Tech and energy insider Keith Kohl says the biggest tech companies are all in on robots.
This is creating an arms race to dominate the $1 Trillion industry. But one lesser-known company Keith is calling the “Next Nvidia” is already years ahead.
The Teaser
Even the most advanced artificial intelligence brain is useless without the physical capability to carry out tasks.
For nearly two decades, Keith has covered the tech and energy market. During this time, we have been reviewing and revealing his picks, including his “Horseshoe Well” Company and #1 Oil Stock of the Decade, among many others.
In this teaser, Keith starts with a few examples of how our tech overlords are expanding into the growing robotics industry.
A $50 billion market that is expanding by 15% annually.
According to McKinsey, automated systems will account for 25% of big businesses' capital spending over the next five years and big tech wants a piece of it, along with your firstborn.
Microsoft-backed OpenAI is building “Figure 01.” A ChatGPT-powered 5 foot 6 humanoid robot capable of running for five hours before needing to be plugged in like an oversized laptop.
Although OpenAI is calling Figure 01 “the world’s first commercially viable autonomous humanoid robot.” It has plenty of competition.
Tesla's Optimus, Amazon's specialized “Digit” robot for logistics work, and Apple's rumored robotic tabletop device are all in the mix.
Not to mention a growing herd of general-purpose robot startups.
However, Keith's research is saying that they are all deficient in one key area…mobility.
This is where the crux of the problem currently lies.
Today's AI is good enough to create robots that can do basic household chores or drive us from point A to point B. But when it comes to being able to navigate constantly changing environments and perform human-like movements, they often fall short.
Not so when it comes to the AI robot Keith is teasing here.
It is all-electric and it can also do parkour.
The Pitch
All the details on the company behind it have been crammed into a special report called: The $1 Trillion Robot Race: The Little-Known Company Set to Outshine OpenAI.
It's ours if we sign up for Angel Publishing's Technology and Opportunity newsletter.
The introductory cost is $79 for the first year and includes a six-month money-back guarantee, 12 monthly issues full of new stock recommendations, a pair of bonus reports, and curated weekly market updates.
The Next Generation of Robots
Robots have been among us for a long time.
At least since the 1950s, when industrial assembly lines began to be automated.
Much progress has been over the past few decades, from robots that can perform just a few basic functions to robots that can perform a few basic functions with some personality.
However, every previous iteration has fallen short of one all-important feature: precision manipulation.
I'm not talking about something that your ex did to you, but rather the ability of a robot to act in a skillful, human way.
This is because replicating human hands, fingers, and the ability to grasp and manipulate objects have thus far eluded robot makers.
Outside of the Simulation
A few reasons exist for modern-day robots' lack of “handsiness.”
Robots, like other AI applications, are trained on data. This is how they can complete repetitive tasks without any additional fine-tuning. The larger the training dataset, the higher the cost.
Another challenge is that the stuff robots are made of, metal and plastic, aren't the most agile materials.
Finally, mass-training robots at scale in a non-simulated environment with objects has not been possible…until now.
The company Keith is teasing has seamlessly “integrated AI with cutting-edge physical design,” achieving the perfect marriage between brain and brawn.
This gives it a level of precision and agility that no other robot can currently match. Let's find out what it is.
Revealing Keith Kohl's “Next Nvidia” Company
All we got from Keith's condensed video teaser was a single solid clue and some generic hints. But that's all we needed.
- This company's technology is already being used by some of the biggest companies in the world, like SpaceX, Amazon, and even the U.S. military.
- Its humanoid robot, Atlas, is unmatched in its capabilities.
- It is an unlikely name that is set to lead the AI robot revolution.
The name of the humanoid robot, Atlas, gave the pick away as Boston Dynamics.
However, Boston Dynamics is a private subsidiary of the South Korean conglomerate Hyundai Motor Company (OTC: HYMTF).
- SpaceX once purchased a robotic dog from Boston Dynamics and Amazon worked with the company on dynamic sensors for mobile robots.
- Atlas is the name of Boston Dynamic's first humanoid robot designed for real-world applications.
- Most recognize the Hyundai name from its branded vehicles. But, among other things, it is building an integrated robotics supply chain, from manufacturing to logistics, and service.
The Tech Investment of the Decade?
Towards the end of the pitch, Keith said “If you’re looking to make a single tech investment this decade, this is it.”
Is he right? Should we smash the gas pedal on Hyundai?
There is value to be found in the stock and the reasons why are evident.
First, the always dependable conglomerate discount applies to Hyundai. Perhaps it is even more discounted because it's a foreign conglomerate.
Second, Hyundai's financials are in Korean Won. This adds a layer of complexity that most investors don't want to bother with.
Lastly, the group has around $73 billion in outstanding debt and only around $10 billion in cash and equivalents on hand.
The first two points are just the market irrationally discounting the price, but the last point is enough to keep one up at night.
Digging deeper, Hyundai is profitable on both a net income and cash flow basis, and its going-out-of-business valuation of only 4.5x current earnings and less than 1x book value, with a 6% dividend yield make it seriously tempting.
The trillion-dollar question is, will Boston Dynamics' robotics subsidiary make enough to get it out of its hole?
The first iteration of Atlas emerged from the Defense Advanced Research Projects Agency (DARPA) robotics challenge and the company is a spin-off from MIT, so it has the credentials.
But the company currently only generates around $100-200 million in annual revenue, which Hyundai paid $1.1 billion for in 2021.
I don't have enough specialized knowledge to say one way or the other if its tech is superior or if it will come out on top in the robot wars.
What I do know is that Hyundai is a deep value play for those looking for a cheap price with a high potential upside.
Quick Recap & Conclusion
- Tech and energy insider Keith Kohl is teasing a lesser-known company he is calling the “Next Nvidia” that is set to dominate a new $1 Trillion industry.
- The emerging industry is robotics and the company being teased has created the world's most advanced humanoid robot.
- Its name is only revealed in a special report called: The $1 Trillion Robot Race: The Little-Known Company Set to Outshine OpenAI. It can be ours if we sign up for Angel Publishing's Technology and Opportunity newsletter for $79 for the first year.
- But you can skip this step, as we revealed Keith's pick for free as Boston Dynamics, a private subsidiary of the sprawling South Korean conglomerate Hyundai Motor Company (OTC: HYMTF).
- Boston Dynamics released a new fully-electric version of its general-purpose Atlas robot last year and it is an early leader in the emerging space. Hyundai's discounted stock may be a good deep-value play.
Who do you think will lead the robotics industry, an entrenched tech giant or a name we haven't heard before? Weigh in below in the comments.