I track the robotics and AI markets
Follow me to know where capital is flowing, and the US, Europe and China are approaching these markets.
Robotics innovation is global. Capital is concentrated.
Start-ups emerge across every region. But funding pools around a few ecosystems.
Where companies are founded and where they can scale are often two different maps.
What I track
I operate inside robotics and AI markets. This is the framework I use to read where value is forming — and where it isn't.
Capital Allocation
Where funding is concentrating, which segments are attracting real deployment capital, and what the capital structure reveals about market conviction.
Deployment Velocity
Who is actually deploying at scale, where unit economics are proving out, and which companies are pulling ahead on execution — not just fundraising.
Margin Architecture
How software is absorbing value from hardware, where margin capture is shifting, and what that means for the next generation of robotics businesses.
Global Power Dynamics
How the US, Europe, and China are diverging on industrial AI strategy — and where speed, policy, and cost structures create structural advantages.
Scale compounds faster than most markets can react.
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
I attend international robotics and AI forums across the US, Europe, and China — where deal flow and deployment data get discussed before they hit the press. Atlantico Brief is where I share what I see.