Jul. 5 at 8:56 PM
Came across SVRC Research “State of Robotics 2026” (April).
They list U.S. “national champions” in robotics:
Figure AI
Agility Robotics (
$CCXI)
Apptronik
$TSLA
Boston Dynamics
Physical Intelligence
1X Technologies
$AMZN Robotics
Covariant
Skild AI
Core thesis is interesting: the U.S. leads in robotics research (foundation models, scaling laws for action, autonomy), but still lags in real-world deployment and manufacturing velocity.
Key bottlenecks they highlight:
Rare earth dependency for motors and materials
Actuator supply chain concentration (Japan, Germany, China)
Manufacturing speed, data cost, regulation
So even if AI models improve fast, physical execution is still constrained by industrial inputs.
The report also expects consolidation around 2027, with 6–10 humanoid players likely narrowing into a few winners via M&A.
Near-term adoption path: logistics and e-commerce (
$AMZN,
$FDX), then automotive (GM,
$FORD).
At a higher level, this is shaping into a U.S. vs China robotics race (Figure, Tesla, Agility, Apptronik vs Unitree, UBTech, AGIbot).
The real question isn’t if robotics works, but how many winners survive the consolidation phase.
Curious how others are positioning this.
"The next list is about to be released! Are you going to miss out again?
I’m not financially struggling, so I choose to share it for free. NFA"
