Opens Monday 9:30 AM ET · orders are queued for the open
PracticeThe idea
I believe robots go genuinely useful within two years, and the money flows to whoever writes the brains, not whoever bends the metal. So this holds the software layer across four angles: the platforms robot intelligence runs on, driving stacks already on real roads, warehouse and factory systems already billing customers, and the simulation tools robots train inside before shipping, plus sensor chips for machine vision.
What will be bought
- The take bets on AI chips and software stacks that robot makers choose as their foundation during the two-year window. · NVIDIA CorporationIt sells the chips and software most robot brains run on, from training to deployment, and needs to keep winning design slots as robots move from demos to shipping., Alphabet Inc.It owns Waymo, which already runs driverless cars commercially, and DeepMind's robotics models meant to be a general-purpose robot brain for the physical world., Qualcomm IncorporatedIt builds chips designed to run robot brains on-device, cheaply and at low power, and needs to keep landing automotive and robotics wins beyond phones.23%
- The take holds positions in companies building self-driving software for cars and trucks, expecting meaningful commercial deployment within two years. · Tesla, Inc.It aims to turn self-driving software trained on a real-world fleet into a shipping product within the window, with Optimus as a second robot bet., Mobileye Global Inc.It sells driving intelligence to carmakers who don't build their own autonomy stacks, so it wins if self-driving arrives industry-wide rather than at one company., Aurora Innovation, Inc.It builds autonomous trucking software already running driverless on highways, with clearer economics than robotaxis, and needs to scale commercial loads and fund itself to profitability., Pony AI Inc.It runs robotaxis commercially in Chinese cities, a real test of whether the autonomy stack works at street level today, and needs fleet and permit expansion to continue., WeRide Inc.It operates robotaxis, robobuses, and robosweepers across multiple countries, testing whether an autonomy stack works in several forms, and needs commercial deployments to keep widening.22%
- The take includes companies selling AI-driven automation already generating revenue in industrial settings, testing whether software brains turn into profitable products. · Symbotic Inc.It sells AI-driven warehouse systems already installed and billing, demonstrating that software-brain automation generates revenue today, with growth depending on converting its deployment backlog into recurring contracts., Cognex CorporationIt is the established machine vision company factories already trust, and smarter robots mean more cameras that understand what they see., Teradyne, Inc.It owns collaborative robots already earning revenue and the chip-test business that benefits from every new AI chip, and needs its robotics segment to return to growth., Serve Robotics Inc.It puts autonomous delivery robots on real sidewalks, a direct bet that robot brains are ready for public spaces within two years, and needs fleet expansion and per-robot economics to improve.18%
- The take needs design and modeling software that lets engineers build and test robots and factories before physical deployment, regardless of which chipmaker wins. · Synopsys, Inc.It makes the tools used to design the chips inside every robot brain, so it collects revenue on the buildout regardless of which chipmaker wins., Cadence Design Systems, Inc.It sells design software behind every new AI and robotics chip, so it collects on the buildout as long as custom silicon design for AI keeps accelerating., PTC Inc.It makes design and factory software that models physical products and plants before robots work in them, and needs industrial companies to keep spending on factory digitization., Autodesk, Inc.It makes tools that model the physical spaces robots will operate in, part of the train-before-you-ship layer, and needs to stay the default as manufacturing gets more automated.17%
- The take holds sensor and perception companies that give robots the ability to see and understand their environment at the edge. · Ambarella, Inc.It makes low-power chips that let machines see and understand video at the edge, the perception layer beneath the brain, and needs design wins in cars, security, and robots., Ouster, Inc.It sells lidar sensors that give robots and vehicles depth vision, and needs lidar demand to broaden from cars into industrial robots while growing toward profitability.8%
- Cash12%