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Category thesis

high conviction 13 technologies

Robotics & Autonomy

Robotics is two industries on different clocks: industrial-arm and autonomous-mining segments are mature commercial revenue while humanoid robots and passenger autonomy stay pre-production through 2027. Demo-to-deployment reliability is the structural problem the field has not solved at any tier.

The thesis

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

The rest is inside

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