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…Read more Amazon, Artificial Intelligence , 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…Read more Robotics
Andrew MurphyiRobot’s Dominance Shows That Making A Robot Is HardSpecial thanks to Austin Bohlig for his work on this note. We believe the domestic robot market, which includes robotic vacuums, mops, and lawnmowers, is one of the most promising sub-categories within the robotics space. Following iRobot’s Q2 results, we are…Read more Robotics
Doug ClintonThe AI Portfolio: Non-Tech Companies Making AI InvestmentsSpecial thanks to David Kroger, Steve Van Sloun, and Austin Bohlig for their work on the Non-Tech AI Portfolio.Read more Artificial Intelligence, Audio , Loup Ventures Podcast
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.Read more 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…Read more Amazon, Artificial Intelligence , Robotics
Doug ClintonEric Schmidt is Wrong About AutomationAt the Viva Tech conference in Paris, Google Chairman Eric Schmidt stated that he believes automation will create more jobs, not eliminate them. I think he’s wrong, and I hope he’s wrong. Disagreeing with the Chairman of the most advanced AI company in the…Read more Artificial Intelligence, Google , Philosophy , Robotics
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.…Read more Artificial Intelligence, Robotics
Andrew MurphyMilitary: Robotics Outlook 2025This is the fifth 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. See…Read more Artificial Intelligence, Robotics
Andrew MurphyDomestic: Robotics Outlook 2025This is the fourth 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.…Read more Artificial Intelligence, Robotics
