Robotics is moving so fast.
I expect deal value to 10x in the upcoming years.With private capital flowing into companies that can manufacture at scale + win paying customers.Some of the biggest deals so far this year include:-> Saronic (US) w/ $1.75B Series D in March for autonomous naval vessels.-> Skild AI (US) w/ $1.4B round for humanoid software. -> Apptronik (US) w/ $0.94B Series A for industrial humanoids.-> Mind Robotics spun out from $Rivian Automotive(RIVN.US) and raised $0.9B YTD.There'll be plenty of public investment opportunities though.Either by investing upstream in the suppliers that make up humanoid's BOM e.g. in actuators or perception systems.In a similar style to the AI supply chain, going upstream to find where the winners are.Or via pure-play robotics companies selling B2B and B2C once production ramp hits in a year or two.
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