#Apptronik

Andrew Kang@RewkangEditorial score1515

The RoboStrategy portfolio was built on the thesis that accelerated developments in physical AI would lead to exponential demand of robots - favoring companies that are vertically integrated Hearing across the industry that robot demand from customers is difficult to keep up with and things have barely gotten started

Gemini Robotics ER 2: Powering Robotics with Video Understanding, Task Orchestration, and Multi-Robot Collaboration

Google DeepMind has launched Gemini Robotics ER 2, a new model that enhances robotics through video understanding, task orchestration, and multi-robot collaboration. It enables robots to perform complex tasks, adapt in real-time, and work together in shared environments. The model also improves safety and spatial reasoning capabilities, with performance benchmarks showing significant gains over previous versions.