Andrew MurphyIndustrial: Robotics Outlook 2025This is the second in a six-part series we’re publishing on the future of robotics. Every day this week, we’re publishing a detailed outlook on a category within the robotics market including details on our thesis, outlook and market size for each category.…5-Minute Read Artificial Intelligence, Robotics
Doug ClintonA Universal Basic Income For When the Robots ComeThis note was originally published on Barron’s. Over the next several decades, human labor will be augmented then replaced by robots.4-Minute Read Artificial Intelligence, Robotics
Gene MunsterScore 1 for the Humans: Why Walmart is Scrapping RobotsIn our Manifesto 2.0, we make the case that, over the next decade, automation will replace 70% of all jobs currently done by humans. That eventual period of automation will be characterized by pure AI, i.e., robots fully performing tasks…4-Minute Read Future of Work, Robotics
Andrew MurphyCommercial: Robotics Outlook 2025This is the third in a six-part series we’re publishing on the future of robotics. Every day this week, we’re publishing a detailed outlook on a category within the robotics market including details on our thesis, outlook and market size for each category.5-Minute Read Artificial Intelligence, Robotics
Gene MunsterWhy Amazon Will Sell Robots into the HomeBloomberg reported on April 23rd that Amazon was working on a home robot, but specific use cases of the robot were unclear. Based on what we know about Amazon’s commerce strategy, filed patents, product speculation, and competitive landscape we believe…4-Minute Read Amazon, Artificial Intelligence , iRobot , Robotics
Andrew MurphyTeradyne’s Robot Business Proves Co-Bot Market is Real and InflectingSpecial thanks to Austin Bohlig for his work on this note. We believe we are seeing a paradigm shift in the manufacturing sector, where robots and humans are beginning to work together side-by-side. These robots that are working alongside people (not…4-Minute Read Robotics
Loup VenturesManifestoThe combination of artificial intelligence, robotics, virtual reality, and augmented reality will fundamentally transform how we live — for the better. It will enable a world of infinite and limitless exploration. A world where humans find purpose in creativity, community,…56-Minute Read Artificial Intelligence, Audio , Augmented Reality , Loup Ventures Podcast , Robotics , Virtual Reality
Andrew MurphySocial and Entertainment: Robotics Outlook 2025This is the sixth post in a six-part series we’ve published on the future of robotics. Every day this week, we’ve published a detailed outlook on a category within the robotics market including details on our thesis, outlook and market size for each category.…4-Minute Read Artificial Intelligence, Robotics
Andrew MurphyRobotics Software and Services is Where the True Value LiesWe recently published a six-part series on the future of robotics including a detailed outlook through 2025 on the five major robotics categories: Industrial, Commercial, Domestic, Military, and Social. Each part highlighted our thesis, outlook and market size for each category of robotics hardware, but…7-Minute Read Amazon, Artificial Intelligence , Robotics
Andrew MurphyAGV Deep Dive: How Amazon’s 2012 Acquisition Sparked a $10B MarketSpecial thanks to Austin Bohlig for his work on this note. Amazon’s 2012 acquisition of Kiva Systems was the spark that ignited the Autonomous Guided Vehicles (AGV) industry, which we believe will represent a $10B market by 2025. We’ve taken a…9-Minute Read Amazon, Artificial Intelligence , Robotics