Reliable manipulation in unstructured environments
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The enabling stack
Picks & Shovels
Start with a powerful theme. Then map the less-obvious infrastructure, components, materials and suppliers that make it possible.
Picks & shovels map
Who supplies the robot economy?
The visible robot may capture attention; enabling value can accrue to motion control, sensing, machine vision, semiconductors, automation software and precision manufacturing.
Compute & control2 mapped companies
Vision & sensing2 mapped companies
Factory automation3 mapped companies
Components1 mapped companies
Actuator cost, weight and thermal management
High-quality physical-world training data
Service, safety and uptime at commercial scale
Robot-hours without intervention
Task success rate and cycle time
Bill of materials and gross margin
Payback period versus human or fixed automation
Paid fleet deployments
Manufacturing-capacity announcements
Large component supply agreements
Regulatory or workplace-safety approvals
Impressive demos fail to generalize
Customer ROI requires unrealistic utilization
Hardware reliability overwhelms software progress
Component value is competed away or vertically integrated