Deep-dive on TOP 10 Robotics Segments (China, US, Europe) with $1T+ VC opportunities in the next 25 years: AVs, humanoids, drones, service robots, AI models, and more
It sounds like we're going to be throwing a lot of capital at trying to create AI a body. But is this something people really want or need is one of those questions.
Masterful breakdown. The insight that AVs will likley hit $1T before humanoids makes sense when you consider unit economics, robotaxis eliminate the driver cost immediately while humanoids need a decade+ to hit price points that justify household adoption. The software moentization problem is spot-on too, feels alot like how Android commoditized mobile OS and pushed value capture downstream.
Amazing article! It offers a fascinating perspective and categorization.
While I have several questions about the rationale behind the segmentation, I thoroughly enjoyed reading it and comparing it to our internal research and forecasts from the past year or two. The primary question that arises is: why does the author believe Laboratory Automation deserves its own segment, while "field robotics" is not prominently featured as a separate category?
Additionally, I wonder if there’s a breakdown into separate industries, and why I can’t see agriculture, construction, or defense-related robots within this segmentation. Where do these robots fit in the current categorization?
It sounds like we're going to be throwing a lot of capital at trying to create AI a body. But is this something people really want or need is one of those questions.
Masterful breakdown. The insight that AVs will likley hit $1T before humanoids makes sense when you consider unit economics, robotaxis eliminate the driver cost immediately while humanoids need a decade+ to hit price points that justify household adoption. The software moentization problem is spot-on too, feels alot like how Android commoditized mobile OS and pushed value capture downstream.
Now if you did this for Space-technology I'd REALLY be interested too.
Amazing article! It offers a fascinating perspective and categorization.
While I have several questions about the rationale behind the segmentation, I thoroughly enjoyed reading it and comparing it to our internal research and forecasts from the past year or two. The primary question that arises is: why does the author believe Laboratory Automation deserves its own segment, while "field robotics" is not prominently featured as a separate category?
Additionally, I wonder if there’s a breakdown into separate industries, and why I can’t see agriculture, construction, or defense-related robots within this segmentation. Where do these robots fit in the current categorization?
Very informative article.
Now we can finally see the snowball starting to take momentum