Everything on Sector Outlook

Robotics will become 100 times larger than agentic coding, as physical problem-solving offers a vastly larger total addressable market. The market for dynamic physical intelligence is currently underappreciated.

Impact: Investors should shift focus from virtual automation to physical robotics, where the long-term value creation potential is significantly higher.

— from Energy Bottlenecks and the $10T AI Inference Market · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Oct 24, 2026