With the use of Ai generated articles from Open Ai, we are focusing on future technology stocks that are publicly traded

Tuesday, May 28, 2024

Ginkgo Bioworks has been bolstering its position as a first mover in Synthetic Biology!

 Here are the companies they’ve acquired and the reasons behind each acquisition:

  1. Proof Diagnostics:

    -  Ginkgo Bioworks acquired Proof Diagnostics, a Cambridge-based CRISPR test developer co-founded by Feng Zhang (an early discoverer of Crispr technology) of the Broad Institute of MIT and Harvard. 
  2. Proof Diagnostics has been working on a “future-proof” COVID-19 screener with a rapid tabletop analyzer capable of detecting not only COVID-19 but also the flu, respiratory syncytial virus, and other diseases using gene-editing technology. 
  3. Ginkgo was mainly attracted to Proof Diagnostics for its intellectual property and libraries of RNA-programmable, non-Cas enzymes called OMEGAs. These emerging OMEGAs offer potential upgrades over current genomic medicine tools, making them easier to deliver into cells. Ginkgo plans to use these enzymes to support its gene therapy services, providing an alternative approach to gene editing.
  4. Patch Biosciences: - Ginkgo acquired Patch Biosciences, a New York-based AI platform developer focused on computer-designed cargos for genetic medicines. By integrating Patch’s capabilities, libraries, and datasets, Ginkgo aims to enhance its existing genetic medicine toolkit. 

    The machine-learning models and downstream assays from Patch Biosciences will contribute to Ginkgo’s offerings.
  5. Reverie Labs:

     - Ginkgo also acquired Reverie Labs, an AI-powered drug discovery company. Reverie Labs specializes in developing biology-focused foundation models and small molecule design. Four members of Reverie’s AI team, including Chief Technology Officer Ankit Gupta, have joined Ginkgo. 

    This acquisition will accelerate Ginkgo’s work in drug discovery and strengthen its expertise in biological engineering approaches.


Additionally, it’s worth noting that Ginkgo Bioworks made its largest acquisition to date by acquiring it's competitor, Zymergen, which is expected to significantly enhance Ginkgo’s platform by integrating strong automation and software capabilities

These acquisitions demonstrate Ginkgo’s commitment to advancing synthetic biology and expanding its capabilities in molecular medicine and AI-driven research



 Ginkgo Bioworks is an American biotech company founded in 2008 by five scientists from MIT, led by Jason Kelly. 

Their specialty lies in using genetic engineering to produce bacteria with industrial applications for other biotech companies. 

Essentially, they create custom-designed microorganisms that can be used in various fields, from agriculture to pharmaceuticals.



Ginkgo Bioworks Holdings (NYSE: DNA) is owned by 57.35% institutional shareholders, 13.56% by insiders, and 29.08% retail investors.

Article:

KEY POINTS from this article:


  • 1.   The biofoundry's platform is scaling up, "big time" and customers are flocking.
  • 2.
  •        

    Powerful collaborators are signing up

    It's working with MerckModernaEli Lilly, and many others in biopharma and agriculture.

  • Ginkgo's valuation is attractive, and trading as a penny stock at all time lows!

Disclosure: we own stock in Ginkgo Bioworks ($DNA) and are accumulating!

Analysts high on Ginkgo and it's platform.

StockScan estimates an average price of $6.06 for Ginkgo Bioworks in 2025, with predictions ranging from a low of $4.78 to a high of $7.34​ (Stock Screener, Chart, and Price) This indicates a potential rise of approximately 980.45% from the last recorded price. While Ginkgo faces challenges, its long-term opportunities in #CellProgramming and #Biosecurity could drive significant growth. Keep in mind that investing involves risks, and it’s essential to conduct thorough research before making any investment decisions


Monday, May 27, 2024

How the integration of Ai, Robotics and Quantum computing might change Society this century!

Let’s explore how the integration of AIRobotics, and Quantum Computing 

could impact society in the coming century:

  1. Artificial Intelligence (AI):

    • Enhanced Automation: AI-powered robots and systems can automate repetitive tasks, freeing up human labor for more creative and complex work.
    • Personalized Services: AI algorithms can analyze vast amounts of data to provide personalized recommendations, from shopping suggestions to healthcare diagnostics.
    • Ethical Challenges: As AI becomes more pervasive, we’ll need to address ethical concerns related to bias, privacy, and transparency.
  2. Robotics:

    • Workforce Transformation: Robots can perform physical tasks in manufacturing, logistics, and healthcare. This could lead to job displacement but also create new roles in robot maintenance and design.
    • Collaborative Robots (Cobots): Cobots work alongside humans, enhancing productivity and safety. They can assist in assembly lines, warehouses, and even home environments.
    • Social Acceptance: Society will need to adapt to robots as companions, caregivers, and coworkers. Acceptance and trust in robotic technology will play a crucial role.
  3. Quantum Computing:

    • Unprecedented Computational Power: Quantum computers can solve complex problems exponentially faster than classical computers. This could revolutionize fields like drug discovery, climate modeling, and cryptography.
    • Optimized Supply Chains: Quantum algorithms can optimize logistics, supply chains, and transportation routes, leading to more efficient resource utilization.
    • Challenges and Security: Quantum computing also poses security risks, as it can break classical encryption methods. New cryptographic techniques will be necessary.
  4. Synergy and Challenges:

    • Convergence: The real transformation lies in the synergy of these technologies. Imagine AI-driven robots with quantum-enhanced decision-making capabilities.
    • Education and Adaptability: Society must prepare for this shift by investing in education and training. Lifelong learning will be essential to keep up with rapid advancements.
    • Equity and Access: Ensuring equitable access to these technologies is crucial to prevent exacerbating existing inequalities.


In summary, the integration of AI, robotics, and quantum computing holds immense promise but also presents challenges.

 

Society must navigate this transformative landscape with foresight, collaboration, and responsible innovation


Several companies are actively exploring the integration of AIrobotics, and quantum computing.


Some notable examples:

  1. IBM: IBM is another major player in quantum computing. They offer cloud-based access to quantum computers and are researching quantum machine learning techniques.
  1. Rigetti: A startup based in Berkeley, California, Rigetti focuses on building practical quantum computers. They are exploring the intersection of quantum computing and AI.
  1. IonQ | Trapped Ion Quantum Computing

    Located in College Park, Maryland, IonQ is developing quantum hardware and software. They are actively investigating quantum machine learning applications.
  1. Unilever: Unilever, a consumer goods company, is investing in robotics, AI, and quantum computing for beauty innovation. They are currently testing collaborative robots (cobots) in their Liverpool lab2.
  1. EY (Ernst & Young): EY’s quantum data science team is working on combining quantum sensing with AI. They are exploring how quantum sensors can enhance robotics and other applications3.

Including those six, here are companies we see as leading beneficiary's of this integration:


SYN TSLA AEVA IONQ IBM QBTS GOOGL TWST CRSP OUST EDIT DNA STEM FLNC AGEN MSFT BEAM S PFE PATH RXRX RGTI UL EY and

ZPTA...

Zapata Ai is one of those cutting edge start ups that is pushing the boundaries of combining GenerativeAi and Quantum Computing!


Finally, investors can never count out Elon Musk in the race to autonomous, humanoid robots.
The new version of Tesla's Optimus robots will be built by Tesla itself. The production will take place in their factories, with the current phase seeing the robots already performing tasks autonomously in a Tesla facility. Volume production and deliveries of the Optimus robots are expected to begin by 2025​

We believe this project is the future for Elon Musk, and by extension, all of us!

Sunday, May 26, 2024

The Robots are coming, the robots are coming, and here are some of the companies that are building them!

 


The Robots Are Coming: Investing in the Future of Robotics

In the realm of technology, few sectors generate as much excitement and potential as robotics. Once the domain of science fiction, robots are now becoming integral to industries ranging from manufacturing and healthcare to logistics and entertainment. For investors, the robotics industry presents a compelling opportunity to be part of a technological revolution that promises to reshape the world.

The Robotics Landscape

The robotics industry is diverse, encompassing various applications and technologies. Some of the primary segments include:

  1. Industrial Robotics: Robots designed for manufacturing processes, such as assembly lines and material handling. Industry leaders like Fanuc and ABB are renowned for their sophisticated, reliable machines that enhance productivity and precision in manufacturing.

  2. Service Robotics: These robots assist humans in daily tasks, including cleaning, delivery, and even companionship. Companies like iRobot, known for its Roomba vacuum cleaners, and Savioke, specializing in delivery robots for hospitality and healthcare, are key players in this segment.

  3. Medical Robotics: Robots in this field are used for surgery, rehabilitation, and patient care. Intuitive Surgical, with its da Vinci Surgical System, leads the charge in robotic-assisted surgery, providing less invasive procedures and improving patient outcomes.

  4. Autonomous Vehicles and Drones: Self-driving cars and drones represent a rapidly growing area in robotics. Waymo, an Alphabet subsidiary, and DJI, a leader in consumer drones, are pushing the boundaries of what autonomous systems can achieve.

  5. Advanced Robotics and Humanoids: Companies like Boston Dynamics and Tesla are at the forefront of developing advanced robotics and humanoid robots. Boston Dynamics is renowned for its agile and capable robots like Spot and Atlas, while Tesla is innovating with its AI-driven Optimus humanoid robot and autonomous vehicles.

Why Invest in Robotics?

  1. Growing Demand: The demand for automation and efficiency is driving the adoption of robots across various industries. The global industrial robotics market, for example, is projected to reach $73 billion by 2025, growing at a CAGR of 9.2% from 2020 to 2025.

  2. Technological Advancements: Advances in artificial intelligence (AI), machine learning, and sensor technology are making robots smarter, more reliable, and more cost-effective. This continuous improvement expands the potential applications for robotics.

  3. Economic Efficiency: Robots can operate 24/7 without fatigue, significantly boosting productivity and reducing labor costs. This efficiency is particularly appealing in industries facing labor shortages or high labor costs.

  4. Safety and Precision: Robots are capable of performing tasks with a level of precision and consistency that surpasses human capabilities. In hazardous environments, robots can take on dangerous tasks, ensuring the safety of human workers.

Key Players to Watch

Fanuc Corporation

Fanuc is a Japanese multinational known for its automation products and services, such as robotics and computer numerical control (CNC) systems. As a pioneer in industrial robotics, Fanuc's robots are widely used in manufacturing, enhancing efficiency and precision.

ABB Ltd.

ABB is a Swiss-Swedish multinational corporation specializing in robotics, power, heavy electrical equipment, and automation technology. Its robotics division is a leader in providing solutions for industrial automation, from automotive manufacturing to electronics.

Intuitive Surgical

Intuitive Surgical is an American company that develops robotic-assisted systems for minimally invasive surgery. Its da Vinci Surgical System has revolutionized surgery, allowing for greater precision and control, and is widely adopted in hospitals around the world.

iRobot Corporation

iRobot is an American technology company known for its consumer robots, including the popular Roomba vacuum cleaner. With a focus on home automation and service robots, iRobot is a key player in making robotics accessible to the everyday consumer.

Waymo

Waymo, a subsidiary of Alphabet Inc., is at the forefront of autonomous vehicle technology. Its self-driving cars are among the most advanced in the world, with applications ranging from ride-hailing services to logistics.

DJI Innovations

DJI is a Chinese technology company renowned for its drones. With a stronghold in the consumer drone market, DJI's products are also used in commercial applications such as agriculture, filmmaking, and emergency response.

Tesla

Tesla is not just a leader in electric vehicles but also in autonomous driving technology. Tesla's Full Self-Driving (FSD) system aims to revolutionize transportation by offering fully autonomous vehicles. Additionally, Tesla's development of the Optimus humanoid robot showcases its ambition to integrate advanced robotics into everyday life.

Boston Dynamics

Boston Dynamics, a subsidiary of Hyundai Motor Group, is famous for its cutting-edge robots like Spot, a nimble robot dog, and Atlas, a humanoid robot capable of remarkable agility and coordination. These robots are paving the way for future applications in industrial, commercial, and even residential settings.

Risks and Considerations

While the robotics industry offers significant growth potential, it is not without risks. Investors should consider the following:

  • High Initial Costs: Developing and deploying robotic systems can require substantial capital investment.
  • Technological Challenges: Rapid technological advancements mean companies must continually innovate to stay competitive.
  • Regulatory Hurdles: Autonomous systems, especially in transportation, face stringent regulatory scrutiny.
  • Market Volatility: The technology sector, including robotics, can be highly volatile, influenced by market sentiment and macroeconomic factors.

Conclusion

The robots are indeed coming, and they bring with them transformative potential for numerous industries. For investors, the robotics sector presents a unique opportunity to participate in a market poised for substantial growth. By focusing on industry leaders and staying informed about technological advancements and market trends, investors can position themselves to benefit from the rise of robotics. As with any investment, due diligence and a clear understanding of the risks are essential, but the future of robotics is undeniably bright, promising innovation and progress on an unprecedented scale.

One company specializing in advanced sensing and perception systems, has made significant strides in the robotics and automation markets with its 4D lidar technology.