<ul data-eligibleForWebStory="false"><li>Embodied AI involves systems perceiving environment, reasoning, and taking physical actions.</li><li>Current challenges involve real-time 3D scene understanding, computational feasibility limits.</li><li>Language models are crucial but physical control systems require continuous time operation.</li><li>Investment areas include vertical solutions, infrastructure plays, and hardware-software integration.</li><li>Key technical challenges: sim-to-real transfer, sample efficiency, safety, latency/compute limitations.</li></ul>

The Embodied AI Investment Thesis: Why the Next Breakthrough Might Take Longer Than You Think

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