Breaking down data and deals in robotics & AI
Follow me to understand power dynamics and how capital is allocated in technology; and how America, Europe and Asia are approaching these markets.
Robotics innovation is global. Capital is concentrated.
Startups emerge across every region, funding polls are concentrated.
Where companies are founded and where they can scale are often two different maps.
What I track
I operate inside the robotics and AI markets. This is the framework I use to read where value is forming.
Capital Allocation
Where funding is concentrating, how capital is deployed across the technology stack, how market operators shape the sector, and the venture and equity deals defining it.
Technology
What's trending, how it moves global affairs, and the scientific and technical advancements in AI and robotics — from lab research to what's actually shipping.
Global Power
How the US, Europe, and Asia are building AI and robotics strategy — industrial policy, competitiveness, monopoly dynamics, and geopolitics.
Personal Stories
The founders, operators, and world leaders building this technology and shaping global affairs — their interviews, their press releases, how they actually build the business.
Scale compounds fast
Annual installations show who is accelerating. Operational stock shows who already scaled.
China = 54% of annual global installations
2M+ robots already deployed in China
The leaders are no longer separated by products. They are separated by installed base.
Where robotics capital is actually going.
Funding is not evenly distributed across robot types, software layers, or geographies.
The next winners may not be the most visible categories — but the ones building durable software leverage.
Robot categories by funding
Humanoids lead narratives. AMRs remain commercially real.
Robot categories by geography
AMRs and manipulators show the broadest global spread.
Source: Osservatorio Innovative Robotics, Politecnico di Milano.
Capital overweights narratives before proven scale.
Geography still shapes who can commercialize faster.
Software may absorb value from hardware over time.
The market is becoming more asymmetric every quarter.
Deployment is creating structural barriers that fundraising alone can't cross. Software is absorbing margins faster than most hardware companies can adapt. China is compressing unit economics in ways that reshape competitive floors globally.
Europe risks lagging on speed. The US is consolidating around a handful of platform plays. The winners aren't just building products — they're shaping the floor of the market.
What you gain
Global robot installations have already scaled.
Over 500,000 industrial robots are installed every year worldwide.
Source: IFR World Robotics · Projections based on +7% CAGR
Tech entrepreneur, 10+ years in economics and blockchain, AI & robotics data analysis for business development. International speaker.