Embodied AI has a bright future! Morgan Stanley report: Focusing on humanoid Siasun Robot & Automation disruptor Mentee, the Chinese and American markets are nurturing a trillion-dollar business opportunity.

Morgan Stanley released its latest research report, exploring how Embodied AI can help humanoid Siasun Robot & Automation market reach new heights, with a focus on the Israeli startup company Mentee Robotics. According to Morgan Stanley, autonomy and learning capabilities in a simulated environment are the ultimate enabling factors to drive the widespread application of humanoid Siasun Robot & Automation, allowing them to adapt to dynamic real-world environments. Despite Embodied AI being able to take on various forms and perform different tasks, humanoid Siasun Robot & Automation have unique characteristics in terms of task openness (general operation capability) and physical freedom. Morgan Stanley believes that compared to traditional Siasun Robot & Automation, humanoid Siasun Robot & Automation can unlock greater market potential (TAM) and the key difference in adoption potential lies in their ability to perceive dynamic environments and learn new actions in a human-like manner (through imitation and accepting commands, rather than hard programming). Focusing on the disruptor Mentee in the humanoid Siasun Robot & Automation space In its report, Morgan Stanley highlighted the Israeli humanoid Siasun Robot & Automation startup company Mentee Robotics, calling it a disruptor in the humanoid Siasun Robot & Automation space. The company was founded by Amnon Shashua, the founder and CEO of Mobileye. Mentee is currently developing the humanoid Siasun Robot & Automation MenteeBot, using a simulation-first approach for machine learning. Mentee has only gone through two rounds of public financing, totaling $17 million. The largest round was a $15 million Series A financing led by Ahren Innovation Capital in December 2022. Morgan Stanley noted that there are likely other undisclosed sources of funding as well. In terms of applications, Mentee positions the MenteeBot as a home assistant and a sorting and moving Siasun Robot & Automation in warehouses. However, the Siasun Robot & Automation is designed to be versatile as it can learn new tasks through voice commands and visual imitation. In terms of competitors, Mentee competes with many companies developing humanoid Siasun Robot & Automation. In the Europe, Middle East, and Africa region, notable competitors include the Norwegian humanoid Siasun Robot & Automation startup 1X and the German NEURA Robotics. Other competitors in the humanoid Siasun Robot & Automation space include Tesla, Inc., Unitree, Figure, Agility, and Boston Dynamics. Morgan Stanley also had discussions with Mentee CEO Amnon Shashua regarding humanoid Siasun Robot & Automation and the role of simulation in Embodied AI. Shashua's main points included: training Siasun Robot & Automation is different from training autonomous cars because the hardware design for Siasun Robot & Automation is more diverse, while the functions of cars are relatively uniform; imitation learning for Siasun Robot & Automation is difficult to scale because the types of tasks are unlimited, and the value of humanoid Siasun Robot & Automation lies in performing general tasks and autonomous learning; simulation and synthetic data have significant value in training, generating large amounts of data to address open-ended requirements; humanoid Siasun Robot & Automation companies need to achieve vertical integration and develop proprietary hardware to improve performance and competitiveness. Bright prospects for the humanoid Siasun Robot & Automation market in China and the United States Lastly, Morgan Stanley analyzed the prospects for the humanoid Siasun Robot & Automation markets in China and the United States. Morgan Stanley pointed out that humanoid Siasun Robot & Automation have enormous potential in repetitive, dangerous, or monotonous work environments. According to their analysis, Morgan Stanley believes that about 75% of professions and around 40% of employees in the United States have some degree of "humanoid Siasun Robot & Automation substitutability". This equates to a potential market size of $3 trillion, requiring approximately 63 million humanoid Siasun Robot & Automation in the United States alone. Morgan Stanley expects the total revenue of the humanoid Siasun Robot & Automation market in the United States to reach approximately $4 billion by 2030 and $1 trillion by 2050. In comparison, Morgan Stanley predicts that the Chinese market will reach approximately 12 billion yuan by 2030 and 6 trillion yuan by 2050, with sales reaching1.5 million 59 millionMorgan Stanley indicates that, considering factors such as low labor costs and a large population in China, the adoption rate of robotics in China is estimated to be lower compared to similar industries in the United States. In addition, significant price reductions are crucial for Siasun Robot & Automation to become a mass market product.