ChatGPT Moment of Robots: Is It Around the Corner?
At the Consumer Machine Show (CMS) 2025, NVIDIA CEO Jensen Huang unveiled a bold vision for Humanoid robots. Standing in front of a row of advanced humanoid prototypes, Huang declared…
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Rokon Zaman
584 posts
Jensen’s AV Narrative: Driving Innovation or Inflating Nvidia’s Stock Bubble?
At CES 2025, Nvidia CEO Jensen Huang delivered an ambitious proclamation: autonomous vehicles (AVs) have arrived. Citing the progress of Waymo and Tesla in the AV race, Huang unveiled a…
Affordable Supercomputers: Will It Jack Up Nvidia’s Stock Price?
Nvidia has been a prominent player in the AI computing revolution, and its stock performance has been nothing short of extraordinary. From a modest $12 per share in October 2022…
Startup Marketing Failure: Lessons from Autonomous Vehicles
Marketing is the lifeline of any startup. At its core, marketing involves establishing and maintaining a dynamic bridge between unmet customer demand and technological possibilities. However, as customer demands evolve…
Rise and Fall of Autonomous Vehicle Unicorns: Lessons for Physical AI Hype Cycle
At the dawn of the 21st century, autonomous vehicles (AVs) became emblematic of Disruptive innovation in the realm of cyber-physical systems and physical artificial intelligence (AI). The economic argument for…
Tesla Optimus AI Hype—Irreplaceable Value of Human!
In 2022, during the unveiling of Tesla’s Humanoid robot Optimus, Elon Musk boldly stated it could surpass Tesla’s vehicle business in significance. Musk envisions Optimus as a solution for tasks…
Screening Disruptive Innovation Narratives—Are Existing Filters and Gut Instincts Good Enough?
The rising trend of turning unicorns into unicorpses indicates that Startups’ assumption that a new disruptive technology would diffuse so fast to take over incumbents’ markets that investors don’t have…
Cooking Disruptive Innovation Narrative—Key for Startup Valuation?
In the world of business and Innovation, few terms have wielded as much influence as Disruptive innovation. Coined by the renowned scholar Prof. Clayton Christensen, the concept has become a…
Tesla Optimus Lessons from Dead Robots: Are Dull Jobs Truly for Humans?
Elon Musk has created news head line by promoting Tesla Optimus Robot as the next wave of growth for Tesla, making it $25 trillion company. Of course, there has been…
Sam Altman’s AGI Confidence—Hype or Investment Opportunity?
OpenAI CEO Sam Altman has sparked significant attention by stating, “We are now confident we know how to build AGI as we have traditionally understood it.” This raises important questions:…
Future of AI Investment: Risks Big Techs and VCs Jobless
Over the past decade, AI investment has been heralded as the cornerstone of the next industrial revolution. The Disruptive Innovation narrative propagated by Big Tech and venture capitalists (VCs) revolves…
Gen AI Unicorns—Bubbles or Investment Opportunities?
Generative AI (Gen AI) represents a revolutionary frontier in artificial intelligence, encompassing tools and applications that generate text, images, videos, music, speech, and more. Powered by generative models trained on…