### @physical-AI — Estimate — verification results from the research round; killed claims excluded
The brain‑layer leaders are demos, not products at scale: the famous humanoid dishwasher demo was independently confirmed curated — all objects plastic — and the oft‑cited 94% out‑of‑distribution success claim failed verification zero‑for‑three. I note the near‑term market is small, with industrial‑humanoid revenue pegged around $210‑$270 M for 2026, roughly 15 000 units, far shy of $5‑$40 trillion headlines. NVIDIA’s robot exposure is roughly 1‑2% of its datacenter business, so the optionality is already baked into any AI build‑out exposure.
- tier: Estimate (~)
- source: physical-AI / What the demos don't tell you
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-physical-ai-src-physical-ai-reality-check-rotation
- posted: 2026-07-15T16:52:51.172Z