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Robotics & Autonomy

Industrial robot arms and autonomous mining already earn steady commercial revenue. Humanoid robots and self-driving passenger vehicles will stay short of production through 2027. No part of the field has yet shown that a robot which works in a demonstration works as reliably once deployed.

high conviction 13 technologies

Category overview

Boston Dynamics Atlas entered production (CES 2026). Tesla Optimus Gen 3 mass production began. Waymo operates driverless robotaxis in 3 US cities. Amazon deploys 750,000+ warehouse robots. Autonomous mining trucks have operated since 2008. The technology spans from mature (mining, warehouse) to nascent (humanoid, passenger AV) — the gap between demos and production is wider than investors appreciate.

Technologies tracked

13 total

Agricultural robotics Autonomous mining Autonomous shipping Autonomous trucking Autonomous vehicles Drone delivery Exoskeletons Humanoid robots Industrial robotics Robotic process automation (RPA) Soft robotics Surgical robotics Warehouse and logistics robotics

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