AI code writing is reducing the friction/cost to build software products. Thanks for coding agents, we are soon going to have hundreds or thousands of people in each regions building software products. SaaS will become extremely crowded and it will be harder every day to make a product that gets significant traction.
The AI wave is ongoing.
The next wave is robotics.
The next problem is how we bridge the physical and the digital world.
The space is new and there is still everything to invent. China is the leader in the robotics space (see unitree or domestic product like roborock) and the US is in desperate needs of a robotics ecosystem. Only a few actors are really pushing some products forward in the USA (Elon with Tesla being top of mind). There is space for thousands of new startups.
At a time where AI is entering the physical world with so-called “world models” (see massive investments in startups like AMI Labs), there is no question that the next big innovations will come from robotics startups and their interaction with sounds, picture or smell through these upcoming models.