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Sensors Part 4: The Real Alpha Is One Layer Deeper
Everyone covers the sensor companies. The real opportunity sits in the $230M component layer underneath them.
Jul 30
Vision Part 2: The Software Eats the Sensors
Hardware margins are compressing. The companies that own the fusion layer will tax every robot that ships
Jul 28
Sensors Part 3: Double Dependency - China's Grip on Robots
One country controls both the magnets and the sensors your robot needs. The market isn't pricing the compounding risk.
Jul 23
Vision Part 1: Cameras, LiDAR, Depth Sensors: The $38B Format War
Cameras, LiDAR, and depth sensors are fighting for the same spot. The winner locks in a supply chain for a decade.
Jul 21
Sensors Part 2: 2,500 vs 12 - Why Robots Still Can't Feel
Why a robot can crush a paper cup and not know it did anything wrong.
Jul 16
Materials Part 4: Who Profits When Robots Need Magnets
The supply gap is the trade. Demand hits before Western capacity comes online.
Jul 14
1X Built the Best Hand. Can They Build 10,000?
The hand race is no longer about dexterity. It's about manufacturing at scale.
Jul 11
Sensors Part 1: The $168M Nobody Sees
A rounding error in the robotics world. Until you do the math.
Jul 10
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Start Here: Supply Chain Research Hub
Organized topics, series & archive. Updated regularly with new series on the real bottlenecks in humanoid robotics.
Jul 7
Power Part 5: The $3 Worker
When the machine costs less per hour than the worker's lunch break
Jul 7
Materials Part 3: China’s Magnet Monopoly
One country controls 94% of the magnets every robot needs. And they’ve already shown they’re willing to cut off supply.
Jul 7
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The Agility IPO: $2.5 Billion for 100 Robots
The first humanoid to go public. Three squeezes say the price doesn’t work.
Jul 2
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