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Bessemer Venture Partners: " In our latest research, the robotics market is experiencing explosive growth driven by three key factors: breakthrough advances in AI foundation models that enable better perception and decision-making, dramatic reductions in hardware costs, and acute labor shortages across critical industries. By 2035, it’s…
Citi: Report Highlights
Autonomous driving and humanoids: Two of the biggest technological shifts gaining momentum today are autonomous mobility and the rise of humanoid and physical AI-enabled robots. They represent a structural innovation cycle with far-reaching implications for productivity, demographics, capital allocation, labor markets and competition.
NextGen AI companies: The new wave of AI…
2026 State of Robotics Report | Mar 11, 2026 | Sanjay Aggarwal, Betsy Mulé | F-Prime Capital
China: Martial arts robots dazzle at 2026 Spring Festival Gala
Chinese companies control 90% of the humanoid robot market, dominating the technology that will reshape manufacturing and labor. The West is barely competing. - rotw
"There is a belief in my industry that the value in robotics will be unlocked in giant leaps."
"Meaning: robots are not useful today, but throw enough GPUs, models, data, and PhDs at the problem, and you’ll cross some threshold on the other side of which you will meet robots that can walk into any room and do whatever they’re told."
*"In terms of both dollars and IQ points, this is the predominant…
3One4 Capital | Buiding India's Automation Engine