1/6 Introducing ���America’s Industrial Reboot”—our 60+ page deep dive into how US is poised for a tech revolution in the defense and industrial sector. We’re excited about a future defined by breakthrough robotics, AI, and next-gen manufacturing.

Our co-founder, @thomas_coatue, joined the @theallinpod to share insights from EMW and to discuss the transformative impact of AI. Thank you to @chamath, @jason, and @friedberg for hosting. Disclosures: https://t.co/HB51nr9fXn Listen here:

Proud to deepen our partnership with @johnjnay & @normativeai ! In 18 months, Norm Ai has secured Fortune 500 clients managing $15T+ AUM! Turning compliance from a blocker → enabler! Excited for what's ahead!🚀 https://t.co/0HvzRtlorI

6/6 If you’re building in robotics, AI, or any hard-tech domain, we want to talk. Let’s shape the next era of American industry together! https://t.co/VWwwJc0bNK

5/6 From autonomous vessels to small nuclear reactors, fresh entrants like Anduril (100% fixed-price contracts) are shaking up the defense market. Learn how they’re bridging the “Valley of Death”:

4/6 The US can’t rely on old playbooks. So, what can the industrial base look like in the future?

3/6 Explore how cost-plus contracts and a century-old industrial base (yes, primes average ~100 years!) lead to ballooning prices and endless delays.

2/6 Historically defense spending has sparked game-changing tech (think the internet and GPS). But how about today?

ARC-AGI-1 was designed to challenge deep learning. ARC-AGI-2 is designed to challenge AI reasoning. ARC-AGI-3 will challenge AGI we have not built yet. Each is designed to be easy, fun, and inspiring for humans. Today we're previewing v2 and opening donations to fund v3!

9/9: Please send us any thoughts and feedback. We are excited to continue partnering with ambitious founders accelerating the evolution of AI in the physical world. Please reach out to us at robotics@coatue.com if you have a big idea.

8/9: As new startups attract capital, we are excited to help build the next generation of robotics companies.

7/9: Many believe robotics will have a “ChatGPT Moment,” but we think mainstream recognition and ultimately adoption will occur more gradually.

6/9: As with AVs, we believe autonomy will develop at an accelerating pace as AI progresses and hardware matures.

5/9: In tandem, the overall cost of building robots in form factors like humanoids is expected to decline significantly.

4/9: We’re optimistic as new research accelerates progress in generating training data scalably via improvements in methods like teleoperation and simulation.

3/9: Unlike text or image, robotics as a modality suffers from a significant lack of training data.

2/9: Robots have been at work for decades in factories and homes, but adoption has manifested relatively slowly.

🤖 Excited to launch Coatue’s robotics report! We’re beginning to see AI’s impact on the physical world via intelligent robots capable of diverse tasks across environments. Advancements have the potential to radically change our daily lives. https://t.co/eaLaDLbmmD 🧵...

Skild AI is building a robotics foundation model that seeks to enable low-cost robots across a broad range of industries and applications. We are excited to invest in @SkildAI and work with @pathak2206, @gupta_abhinav_, and team!