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.
The question is always where the value will consolidate. Nice article…would love a deep dive in software in robotics, VLAs and different approaches towards this (e.g. emergences)
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.
Humanoid robots powered by AI will definitely be the most important breakthrough.
A lot of tasks are still not replicable by robots because of their inability to adapt and learn in changing environments.
Humanoid robots will provide the dexterity and adaptability of humans without the need for breaks or the large staff costs.
the data on 123 VC-backed robotics unicorns is a great framework for seeing which segments actually scale. thanks for such an analysis
The question is always where the value will consolidate. Nice article…would love a deep dive in software in robotics, VLAs and different approaches towards this (e.g. emergences)
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