Robotics is Moving so Fast
Robotics is moving so fast...here's some of the data from the last couple months:
1. Morgan Stanley put their TAM to $25T by 2050 (humanoid market at $5T).
2. We've had the first way to publicly invest in humanoids through $Churchill Capital Corp XI(CCXI)$.
-> On that point, Agility uses ~75% US sourced parts (very bullish).
3. Private market deals have already topped $23B in 2026.
-> Saronic: $1.75B raise
-> Apptronik: $935M raise
-> Figure AI: $39B valuation
-> Neura Robotics: $1.4B raise
The public markets haven't caught up to what's happening in the private markets yet.
4. Morgan Stanley put out a report forecasting a 300x growth in the bearings market by 2050.
5. $Cadence Design(CDNS)$ CEO projected robotics market to be ~$25 trillion.
6. Global robotics market is up 34% YoY in 2026 (fastest growing in a decade).
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