3 Jul, 2019 image
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China’s rise to AI dominance: from threat to opportunity

If you tuned in to the first round of the Democratic primary candidate debates, you know that one of the hottest topics in Miami was China. It came as no surprise. Trump’s tariff wars have put the spotlight on China—a country that is now viewed by many as the biggest external threat to the US today. Not only does China pose economic and military threats to the US, but its aggressive initiative to become the world leader in AI is working. For investors with their eyes on robotics and AI, t...

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27 Jun, 2019 image
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Robotics competitions showcase the collaborative power of ROS—the Robot Operating System

By Prof. Wyatt Newman, Ph.D., P.E. It’s been said that there’s nothing like a little healthy competition to motivate a winner. However, in the world of robotics, recent competitions are making it quite clear that winners are everywhere—in every industry and every part of the globe—thanks to the collaborative power of ROS, otherwise known as the Robot Operating System. In fact, if there’s one thing other than sheer inventive genius that can be credited with spurring the massive robot...

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21 Jun, 2019 image
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As AI shapes the future of shopping, retailers, employees, and investors stand to benefit

At the local Neighborhood Market in Levittown, New York, customers are getting a first-hand look at the future of shopping. It is here that Walmart is putting artificial intelligence (AI) to the test, applying advanced technologies to increase operational efficiencies and improve customer service in its stores nationwide. Cameras and real-time analytics work together to send automatic alerts when an item is out-of-stock, and then prompt store associates to re-stock the shelves. Using sophisticat...

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13 Jun, 2019 image
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Fiction vs. Reality: A real-world look at the technologies in Westworld Season 3

If you have yet to jump on the Westworld bandwagon, you’re missing out. That’s particularly true for anyone who is awestruck by the future of robotics and AI. Known for its lifelike representations of tomorrow’s technologies, the HBO series drew accolades and a passionate following after it first aired in 2016. With season three officially in the works, newcomers have plenty of time to get caught up before new episodes air sometime in 2020 (the exact date remains TBD). HBO released the sea...

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5 Jun, 2019 image
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Turnkey Tech Investing: May 2019 Market Brief

Between trade conflicts, tweets, earnings reports, tweets, weak data, and more tweets, investors seem both exhausted and confused. And for good reason. As if the US/China trade situation wasn’t enough to ratchet up investor angst in recent weeks, next came the Mexico tariffs right out of left field. Then the market tumbled, then Powell hinted at a possible cut in interest rates to help steady the rocky ship. The current geopolitical environment is adding fuel to the fire, begging the question ...

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17 May, 2019 image
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At MassRobotics, robotics startups get a critical leg up

By Fady Saad, co-founder and corporate partnerships director of MassRobotics Robotics is arguably one of the most fascinating areas of development in recent history. As robotics technologies and their applications in the real world continue to evolve and mature, they are bringing comic book fantasies and movie images from the past to life. But taking an idea from concept to delivery is a long and often winding road that can block the path to success for even the most brilliant ideas. It’s ...

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7 May, 2019 image
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New tariff threat offers robotics & AI exposure at a discount

The markets are jittering again as US-China trade negotiations enter the final stretch. Just days ahead of a scheduled visit of China’s trade team to Washington, President Trump renewed his threat to ramp up tariffs on $200B of Chinese imports from 10% to 25%. The news hit stocks hard on Monday and Tuesday—especially robotics and automation companies. At ROBO Global, we believe that such a pullback presents investors with a rare opportunity to increase exposure to robotics, automation and AI...

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14 Mar, 2019 image
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When a rose is not a rose: Defining the theme of robotics, automation & AI

Just six years ago, ROBO Global was a lonely voice in the world of robotics investing. While many saw robotics, automation, and AI (RAAI) as an exciting theme, almost everyone was quick to recognize the momentous challenge of making sense of this fractured and almost completely unstructured space. Who were the real front-runners? Who were the emerging players? How would the theme unfold in the years to come? It was obvious that with so many moving parts, the answers to these key questions were c...

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8 Mar, 2019 image
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Spotlight on Asia: A conversation with Morten Paulsen

By Jeremie Capron, Head of Research, ROBO Global I recently had the opportunity to speak with Morten Paulsen, the Head of Research and a Managing Director at CLSA Japan. As a member of the ROBO Global Strategic Advisory Board, Morten’s insights into developments in robotics, automation, and AI in Asia help inform our research and alert us to the latest advancements coming to the forefront from both current industry leaders and emerging companies. Morten has covered the Japanese robotics an...

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14 Feb, 2019 image
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Being human in a digital world

By Raffaello D’Andrea, PhD Professor of Dynamic Systems and Control at ETH Zurich Co-founder of Kiva Systems (now Amazon Robotics) Founder of Verity Studios Co-founder and Strategic Advisor, ROBO Global It is no surprise that technology is transforming life as we know it. But while recent advancements have created a wave of powerful and somewhat predictable outcomes—enhanced global communication, streamlined manufacturing, real-time information access, the list goes on—other effect...

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