# A $13 Billion Bet on Robots?

Page: https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/a-13-billion-bet-on-robots
Text version: https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/a-13-billion-bet-on-robots.md
Podcast: [Motley Fool Hidden Gems Investing](https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621)
Published: 2026-08-31T21:14:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML9756880134.mp3
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML9756880134.mp3
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JSON: https://stenobird.com/v1/public/podcasts/motley-fool-hidden-gems-investing-1015621/episodes/a-13-billion-bet-on-robots
Duration seconds: 1696

## Resource

Hugging Face is pushing forward open-source large-language models, which potentially keep closed AI models from becoming too powerful. Now Hugging Face is pushing open-source robotic software with its latest consumer device, and Nvidia is reportedly looking to acquire Hugging Face at a $13 billion valuation. Jon, Matt, and Rachel discuss the future of robotics as well as tackle two listener questions regarding what can make and break an investment thesis. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Nvidia’s potential acquisition of Hugging Face-Hugging Face’s new robot: Microduck-What is an investment thesis?-Things that break an investment thesis-Things that make an investment thesis Companies discussed: Nvidia (NVDA), Tesla (TSLA), Nextdoor (NXDR), Zscaler (ZS), Realty Income (O) Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this…

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## Transcript

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