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Robots? What’s the real value?
Blain’s Morning Porridge, 2nd September 2026
“No injury to humans. Obedience to humans. Self-preservation.”
Narratives are what drive stock markets. Robots are seen as a massive multi-trillion-dollar Total Addressable Market – with strategic and social implications that will utterly change economies. Musk expects to sell millions every year. The reality is likely to be very different – robotics and society will evolve and probably end up unlike anything we envisage today.
Key Takeaways:
Robotics may become the most visible part of the AI revolution.
It is likely to become a huge industrial…
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