Physical-Ai on Sinclair Huang, HEC Liège, Executive DBA https://sinclairhuang.org/tags/physical-ai/ Recent content in Physical-Ai on Sinclair Huang, HEC Liège, Executive DBA Hugo -- 0.152.2 en-us Sat, 11 Jul 2026 00:00:00 +0000 AI離開螢幕之後：人類會先需要一個工人、照護者，還是一個陪伴者？ https://sinclairhuang.org/blog/2026-07-11-ai-leaves-the-screen-zh/ Sat, 11 Jul 2026 00:00:00 +0000 https://sinclairhuang.org/blog/2026-07-11-ai-leaves-the-screen-zh/ AI 走出螢幕之後，最先被真正需要的可能不是工廠裡的工人，而是照護與陪伴的角色。一篇從高齡照護現場出發的實體 AI 觀察筆記。 When AI Leaves the Screen: Will We Need a Worker, a Caregiver, or a Companion First? https://sinclairhuang.org/blog/2026-07-11-when-ai-leaves-the-screen-will-we-need-a-worker-a-caregiver/ Sat, 11 Jul 2026 00:00:00 +0000 https://sinclairhuang.org/blog/2026-07-11-when-ai-leaves-the-screen-will-we-need-a-worker-a-caregiver/ When AI leaves the screen: worker, caregiver, or companion?China is turning factories into schools for robots. Tesla is betting on general-purpose labour. But Physical AI’s most urgent value may be fi AI 需求沒有消失，但價格開始接受壓力測試 https://sinclairhuang.org/blog/2026-06-29-ai/ Mon, 29 Jun 2026 00:00:00 +0000 https://sinclairhuang.org/blog/2026-06-29-ai/ A Taiwan supply-chain note on sovereign AI, physical AI, power, quantum — and valuation stressSinclair2026–06–29本文以中文寫作，從台灣供應鏈、市場情緒與個人現場觀察出發，觀察 AI需求、資本支出、實體部署與估值壓力之間的拉扯。Written in Chinese, from a Taiw AI Is Getting a Ticker, an Agent, and a Body https://sinclairhuang.org/blog/2026-06-08-ai-is-getting-a-ticker-an-agent-and-a-body/ Mon, 08 Jun 2026 00:00:00 +0000 https://sinclairhuang.org/blog/2026-06-08-ai-is-getting-a-ticker-an-agent-and-a-body/ AI is acquiring a ticker, an agent, and a body—becoming tradable, operational, and physical. This second revolution may be larger and riskier than the first.