Reflections on industry events, news and updates
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By Bogdan Cristei & Manus AI Executive Summary The artificial intelligence infrastructure hardware sector represents one of the most compelling investment opportunities of the next decade, driven by an unprecedented convergence of technological advancement, market demand, and capital deployment. This thesis examines the fundamental drivers reshaping the AI hardware landscape,
INDUSTRY
Prepared by: Bogdan Cristei & Manus AI Date: June 13, 2025 Executive Summary The defense technology sector is experiencing an unprecedented transformation, driven by geopolitical tensions, technological breakthroughs, and a fundamental shift in how the Department of Defense approaches innovation. This comprehensive analysis examines the investment landscape, key players, capital
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A deep dive into the seemingly contradictory narratives shaping our understanding of artificial intelligence's current capabilities and future trajectory By Bogdan Cristei & Manus AI In the rapidly evolving landscape of artificial intelligence, two starkly different narratives have emerged that appear to be fundamentally at odds with each
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Embodied AI and the Path to a "ChatGPT Moment" in Robotics Table of Contents 1. Introduction and Background 2. Current State of Embodied AI in Robotics 3. Fundamental Differences: Language Models vs. Robotics 4. The Bullish Case: Why a Robotics Breakthrough May Be Imminent 5. The Bearish Case:
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As digital platforms become central to our lives, the need for biometric authentication that ensures true privacy is an urgent necessity.
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As industries across the globe accelerate the adoption of autonomous systems, a new generation of robotics companies is spearheading…
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Autonomous Intelligent Machines and Systems: Active Embodied Intelligence
The goal of this series is to explore and develop in-depth knowledge, understanding, and expertise in autonomous intelligent machines and…
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AI in the form of efficient neural networks and transformers are changing everything; recursive self improvement has the potential to…
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Could there be an opening for smaller, more nimble companies to compete with NVIDIA on designing more efficient hardware to run transformer…
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End-to-End Neural Networks in Mobility and Robotics — an interesting direction
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A primer written by Ale Vergara of Bee Partners and Bogdan Cristei of Union Labs Ventures; they are early-stage, deep tech investors based…