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Marc Weinstein

Verified account RoboStrategy

@WarcMeinstein

COO @robostrategy,
Opinions are my own
lookup.substack.com Joined January 2012
8.6K Following 17K Followers 8.1K Posts

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Marc Weinstein Verified account @WarcMeinstein
@RoboStrategy was proud to facilitate and accompany Citrini on these factory tours

The state of robotics is changing and we believe progress in the industry will accelerate significantly in the near future

Read the article below to get a deeper view into what is happening in the industry
Citrini Verified account @citrini Sep 17
For as long as we've covered Robotics, the question has been "when?"…

When do we move from novelty to utility, demos to deployment?

In our latest Field Trip, we sent our analyst behind the scenes of the leading robotics lab to see with his own eyes what's happening on the bleeding edge of the curve.

The verdict? Robotics has reached a tipping point.

Useful productivity, autonomy and embodied intelligence are rapidly accelerating but most frameworks haven’t properly focused on the drivers. Instead, we lay our own framework for the coming wave of Physical AI. 

citriniresearch.com/p/robotics-tip…
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Marc Weinstein Verified account @WarcMeinstein
I expect much of the value from this decoupling to accrue to private robotics companies in the US
*Walter Bloomberg Verified account @DeItaone Aug 17
US-CHINA ROBOTICS DECOUPLING BEGINS

Bernstein says the FCC ban on new foreign-made mobile robots marks the start of U.S.-China robotics decoupling.

Restrictions could expand to AI chips and investments, while China could retaliate through data controls or rare-earth magnets.

Potential beneficiaries include Tesla ( $TSLA), Hesai ( $HSAI), Schaeffler ( $SHA:GR), Harmonic Drive ( $6324:JP), Horizon Robotics ( $9660:HK) and Black Sesame ( $2533:HK).

Chinese robotics firms may increasingly target non-U.S. markets.
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