Every humanoid robot needs a brain, and almost none of the companies building them (Boston Dynamics, Figure, Agility, Amazon) actually build their own. They buy it from Nvidia. This is Episode 2 of The Robot Economy, and it breaks down the real winner of the robot boom: the company that sells the intelligence to nearly every robot maker on Earth, no matter who wins the race. We cover Nvidia's full robot brain stack (the Jetson Thor chip, the Isaac GR00T AI models, and the simulation worlds that train robots), why CEO Jensen Huang calls physical AI a $40 trillion opportunity and says the ChatGPT moment for robots has already happened, and the honest bear case: physical AI is still less than 3% of Nvidia's revenue, nearly 90% comes from data centers, and Nvidia is already the most valuable company in the world. If you want to understand Nvidia stock, robot stocks, and how to actually think about investing in the AI and robotics boom, this is the layer that matters most. Chapters: 0:0...