The big boss is charging up, and the little brother won't fall behind either; to be honest, there is a probability that MSFT will eventually go acquire PATH. Whoever takes it over gets direct access to the enterprise automation execution layer. As for whether it reaches hundreds of billions, tens of billions can always be given, and the business volume can always be calculated. There's not much more to say; calculate the total market size and the orders they capture, and the picture basically emerges. A moat? Is a market that Microsoft can't even enter considered a moat? Buy if you want, sell if you want, it's that simple.

Some bros say I'm inciting others to buy this stock, well, I'm inciting others to make money; ultimately, I'm saying don't buy, but if you want to buy, buy; if you don't buy, go elsewhere. I'm already actively suppressing the hype. Let's talk reason: is this company making money or losing money? For peers in robotics, aren't their P/E and P/S ratios relatively low? Do they have a moat?

We don't claim our products are exactly the same, but there is some overlap in our business, and we understand them. This type of product has low substitutability; what accumulates is data assets. Listen if you understand, otherwise forget it. I generally hope most people think for themselves. If you don't want to think and just want to ask questions, then don't think, and don't buy.