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Investor Chris Camillo shares his conversion from humanoid robot skeptic to major believer, outlining his thesis that 'embodied AI' represents an 'infinite labor machine' set to transform industries like manufacturing, logistics, and healthcare. He discusses key players (Tesla, Figure, Apptronik), timelines (pilots now, scaling in 3-5 years, ubiquitous in 10-30), the RaaS business model, and potential economic impact, while cautioning against near-term hype.
