$41 Billion in Physical AI: What Investors Need to Know About Robotaxis & Humanoid Robots
AI is leaving the screen and entering the real world.
In this episode, Martyn Briggs, Director at Bank of America Global Research, breaks down what "Physical AI" actually means, why $41 billion was invested in it last year, and what comes next.
We cover:
World models and the shift from generative AI to physical AI
Why vehicles are being redesigned as robotic platforms, not mechanical ones
The 158+ active robotaxi deployments worldwide and the path to commercial scale
How to value AV companies
China vs. the US: two very different playbooks for scaling autonomy
Why Uber, Lyft, and others are…
The skinny
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