One of the oldest problems in robotics is getting machines to “see” and sense their environment in real time.
Tesla has a head start here…
With the specialized hardware and software systems from their Full Self-Driving suite…
And the mountains of data they’ve gathered from millions of vehicles already on the road…
They’re in the perfect position to give sight to the army of “bend, twist, lift” bots needed to kickstart the $12 trillion revolution.
But empowering humanoid robots to navigate in cramped, chaotic environments like a factory floor…
Might require more than just “road maps.
Today - you need to bring this data “to life” by creating enriched, up to date, 3D maps of the environment.
Advanced in-house data servers powered by a specialized class of sensors called Light Detection and Ranging or LIDAR…
Are the perfect way to patch the “bottleneck” in computer vision.
But none of the leading robotics players have the manufacturing capability to make these components in house…
Which means they’ll have to partner with another company to make these critical components…
And I believe that whoever satisfies this rapidly growing demand will need to meet 3 critical criteria:
- An American company - with the Trump administration doubling down on Made In America and competition from Chinese firms threatening hard-earned IP… US-based robotics players can’t take a risk on a foreign partner.
- A market leader - The robotics arm race depends on fast, scalable solutions. Which means suppliers will have to be ready to crank up production on a moment’s notice.
- A proven track record - With trillions of value at stake, key players can’t afford to bet on a company that doesn’t have a history of delivering
I have identified one and ONLY one company that can possibly meet all three of these requirements…
They’re a profitable company with a stable supply chain, great leadership and an innovative R&D team.
And I believe it’s only a matter of time before they become the NVIDIA of the specialized LiDAR sensor market.
But, LiDAR sensors are only one critical piece of the coming revolution.
Next, the humanoid robotics revolution is going to require…