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Rise of the Robot Belt

Rise of the Robot Belt

Chris Campbell

Posted October 14, 2025

Chris Campbell

Ray started with a confession: he’s seen this before.

“I know what you’re thinking,” he told the packed room last week at our Nashville summit. “Another tech guy with another prediction about the future.”

“But,” he said, “thing is… I’ve been down this road before.”

It was January 2015. Ray’s in Vegas at CES, strapping on a VR headset the size of a crockpot.

Then, from across the room, he saw it…

NVIDIA demoing its autonomous driving AI.

Everyone else saw cars. Ray saw infrastructure.

He came home and wrote an article called “Don’t Fear the Demon.” He told readers to buy NVIDIA at 50 cents split-adjusted.

At today’s prices that’s a 336x return.

“I’m not bragging,” he said. “I’m warning you. I’m seeing it again.”

For The First Time in 40 Years…

America’s next wealth migration isn’t in Silicon Valley, said Ray.

It’s rising out of the old Rust Belt.

“The Rust Belt becomes the Robot Belt,” he said. “Ohio. Texas. North Carolina. Tennessee. These aren’t declining industrial zones anymore. They’re becoming the next generation of boomtowns.”

And then he showed the numbers.

China installed 295,000 industrial robots last year.

The U.S.? 34,000. Nine times fewer.

Meanwhile, millions of American jobs remain unfilled:

  • 4 million agricultural openings
  • 313,000 in manufacturing
  • 697,000 in healthcare

“For the first time in forty years,” he said, “the economics are flipping. Robots make domestic production competitive again. This is the reshoring inflection point.”

Every Farm Becomes a Tech Startup

If factories are ground zero for the robotics boom, Ray said, farms are its surprise frontier.

He showed robots spraying fertilizer with surgical precision—96% chemical reduction, 270 shots per second. And another one doesn’t use chemicals at all. It kills weeds with lasers—100,000 per hour.

“Zero chemicals,” Ray said. “Zero waste. Zero excuses.”

According to the USDA, American farmers spend $55.5 billion a year on agrochemicals.

“These two robots,” he said, “could save $45–50 billion annually. Rural America doesn’t die—it becomes Silicon Valley for food.”

He flashed another slide: AI-guided surgery in Chile—an autonomous robot assisting with a gallbladder operation.

“The surgical robotics market is $15.6 billion now,” he said, “heading to $64 billion by 2034.

“That’s what I mean by robot boomtowns. Factories, farms, hospitals—all transforming under the same curve.”

And here’s the thing…

Crypto. AI. Robots. Biotech. Energy.

ALL of the trends we spoke about in Nashville—and write about here in Paradigm Press—are tied to ONE supertrend taking over the planet.

Yesterday, we talked about the BTC v. Gold debate between James and Jim in Nashville.

Jim argued for the permanence of the tried and true. James Altucher argued that, while gold holds value, Bitcoin creates new forms of it.

By the end of the night, the votes swung James’ way.

Ray’s presentation in Nashville closed a similar loop.

Where James saw code eating finance, Ray now sees AI and robotics eating the factory and the farm…

And giving traditionally non-innovative industries more breathing space to innovate.

Both are unstoppable adoption curves…

Different fronts in the same transformation.

What transformation is that, you ask?

Much more tomorrow.

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