Good morning
🔥1. The Reframe
Tom Brady on not being mastered by your circumstances:
"If you’re in a place in life you don’t want to be, it’s up to you to make it better. To reframe it by focusing on the positive, and approaching it with enthusiasm. In the end, your positivity and enthusiasm will contribute to creating the outcome you’re after. Once you apply this mindset to all aspects of your life, you corner fear. Fear basically has nowhere to go."
🔥2. Andrew Huberman’s no-BS 5 pillars for peak mental & physical health
Stop looking for shortcuts. Master the fundamentals and you become undeniable.
Sleep: 6–8 hours. Non-negotiable. Matt Walker explains why in this TED talk that’s racked up 15.8m views and counting
Train: 1 hour daily. Lift, run, fight. Just sweat.
Sun: Get light in your eyes immediately. (e.g 10-minute walk outside before checking notifications)
Fuel: Eat real food. Cut the processed garbage. (Steak, eggs, wild salmon, avocados, fruit, etc)
Tribe: Prioritize healthy, quality interactions (online & IRL)
Hydrate: Drink plenty water + electrolytes
Huberman’s guarantee: Nail these six, and your physiology optimizes itself. Full episode here
Top reads this week
Social Wisdom
"If you're going to pick 3 cards in the hand you're dealt, take intelligence, drive, and most importantly, emotional self-discipline."
If You Could Be Earlier Than 85% of the Market?
Most read the move after it runs. The top 250K start before the bell.
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What’s trending
Trend Alert: The "Blue Collar" Bot Revolution
According to Bloomberg, the humanoid market will be worth $200B by 2035. And a key player that stands out in this industry is Apptronik. They just raised $331M to solve the labor shortage with one product: Apollo.
The specs:
Build: 5’8”, 160 lbs (designed to fit perfectly in human spaces).
Power: Swappable 4-hour batteries.
Job: Warehouse grunt work…unloading trailers, packing pallets, picking cases.
Cost: Targeting $50k (roughly the cost of 1 human’s annual salary, but this one works 24/7).
The Meta Trend: Goldman Sachs predicts a $38B market by 2035. While Tesla’s Optimus gets the headlines, the race is crowded:
Figure: Valuation surged to $39B.
Sanctuary AI: Focusing on "human-like" dexterity.
1X Technologies: Just dropped "Neo"…the first $20k consumer robot for your home.
💰 How to Leverage This Trend
Investors: The "Pick and Shovel" Play Don't gamble on which robot startup wins the war. Bet on the components they all need. Instead of buying Apptronik or Tesla stock, look at the suppliers for visual processing chips (Nvidia/Qualcomm), Lidar sensors, and high-precision hydraulics. If the industry grows, they win.
Entrepreneurs: Robot Staffing Agency At $50k, Apollo is pricey for small businesses. The move is arbitrage: Buy a fleet of robots and lease them out to warehouses at an hourly rate. You undercut human labor costs, but cover your financing. It’s a temp agency, but your workers never call in sick.
Consultants: Workflow Integration Warehouses want robots but don't know how to deploy them without causing chaos. Start a consultancy that audits logistics floors and redesigns them for "humanoid compatibility." Be the bridge between the tech and the warehouse manager.
Engineers: Pivot to Hardware Web dev is saturated; "Embodied AI" is the new frontier. Pivot your skill stack toward ROS (Robot Operating System) and Computer Vision. The demand for coders who can make software talk to physical hardware is about to go vertical.
Did this motivate you?
That’s it for this week.
Keep showing up, make today count 🏃♂️
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