Why "AI Coming for Your Job" is Not a Bad Thing· Aug 5, 2025
AI-driven, vision-based robotics will meaningfully automate agriculture and supply chains over the next 1–3 years to multi-year horizon, creating durable demand for AI compute, agricultural autonomy providers, robotics hardware, and energy infrastructure — allocate capital to those exposure points.
Position Reasoning
Industrial and collaborative robotics exposure (test equipment + UR cobots) that will participate in automation across agriculture, manufacturing and logistics; levered to industrial robot adoption.