Techno-Industrials are addressing larger markets than most software companies can.

They use whichever tools they need to provide better solutions to key bottlenecks with better unit economics than incumbents.

They are more capital efficient than most investors expect.

And they have to be more strategically sound than the average software company.

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In 2023, AI must absorb an influx of tourists – thin GPT wrappers, MBA tweet threads about AI trends, LinkedIn bios changing from #crypto to #AI. Genuine technologists will join the development effort, but filtering out negative human capital is challenging.

Undoubtedly, more builders are needed to apply and productionize the latest technologies,

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1. 开发最适应人类社会的机器人形态, 实现终极机器替人, 但场景需要新的突破;2. 人形对软硬件复合技术的要求极高,奔着人形做研发的机器人公司能掌握最全面的技术栈。