Humanoid robotics will be the biggest investment theme of the next decade that most people aren't positioned for yet.

➤ $21B VC capital deployed into robotics in 2025

➤ Morgan Stanley projects $5T+ market by 2050

➤ 1B+ humanoid robots estimated to be working globally by then

Where the opportunity sits right now:

‣ Component suppliers (actuators, sensors, batteries)

‣ AI companies training physical world models

‣ Picks and shovels plays in manufacturing infra

The sexy bet is the robot maker. The smart bet is whoever builds the parts every robot needs regardless of who wins.

We're in the boring early innings phase and historically that’s where the best risk/reward lives.