25 Apr, 2019 image
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Who’s that knocking at the door? AI has finally come home

By Henrik Christensen, PhD, Qualcomm Chancellor's Chair in Robot Systems, Director Contextual Robotics, UC San Diego; ROBO Global Strategic Advisor More than 25 years ago, I found myself, once again, sitting at a conference watching a presentation by a major consulting firm. But this one was different from anything I’d seen before. The video showed what was then a fantastical scene of a woman getting ready for work. Standing in her kitchen, she told her coffee maker to brew a hot cup ...

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27 Mar, 2019 image
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At a SXSW keynote address, Raffaello D’Andrea and his drones take center stage

At South by Southwest (SXSW) this year, ROBO Global co-founder and strategic advisor Raffaello D’Andrea took the spotlight at the Sony WOW Studio in Austin, TX. The focus of his keynote address: the future of drones. D’Andrea’s goal is simple. As he told the audience, he strives “to push the boundaries of what autonomous systems can do—and, in particular, drones.” Soon after, a swirl of drones rose from the ground, enveloping the crowd in a perfectly choreographed demonstration of...

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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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20 Nov, 2018 image
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Why invest in AI? Core technologies hold the answer

By Henrik Christensen, PhD, Qualcomm Chancellor's Chair in Robot Systems, Director Contextual Robotics, UC San Diego For some, investing in artificial intelligence feels like banking on the unknown. The concepts behind AI can range from sounding futuristic to downright fictional. And yet, when you break down AI and explore the core technologies that drive it, look at what they are delivering today, and then consider what they are capable of delivering tomorrow, it’s suddenly quite easy...

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30 Oct, 2018 image
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In robotics & AI, now is the time to dive in and buy the weakness

The market may have taken a turn, but in the world of robotics and AI, the future remains glaringly bright. That’s great news for those already invested in what has been called the greatest investment opportunity of our generation. It may be even better news for investors who have been sitting on the sidelines waiting for the ideal time to dive in. Of course, even though it was widely anticipated, the latest dramatic dip in the market could easily cause even the most dedicated, long-term in...

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12 Oct, 2018 image
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Is it a correction? Is it a bear? Robotics, automation & AI investors couldn’t ask for better news

Something funny happened on Wall Street this week, but almost no one is laughing. After seeming to prove that it was nearly impervious to any threat, the market suddenly—and dramatically—moved south. We won’t include the numbers here; every investor knows not just the impact on the major indices, but how that shift has impacted your personal holdings. And yet, for any investor who is in this game for the long haul, lower prices are nothing but a pleasant surprise. That’s especially true ...

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11 Oct, 2018 image
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Investing in robotics & AI? Understanding the trajectory is key

By Louis-Vincent Gave, CEO, Gavekal Research and Jeremie Capron, Director of Research, ROBO Global Media coverage of the robotics industry over the past two years has gone into hyper-drive, making it appear as if robots are set to take over the world or, at the very least, take over enough jobs to put the human workforce at risk. That focus has everything to do with the dramatic improvements in performance capabilities of robotics and AI. No longer confined to the factory floor, many new app...

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24 Sep, 2018 image
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Seeking the Holy Grail: The quest for a safe, reliable, and universally accepted self-driving car

By Daniela Rus, PhD, Director of MIT’s Computer Science and Artificial Intelligence Laboratory (CSAIL) Autonomous vehicles—or AVs—have not had an easy ride. Few doubt the extraordinary potential of self-driving vehicles. As Lawrence D. Burns, GM’s past tech exec and consultant on Google’s driverless cars, states in his just-released Autonomy: The Quest to Build the Driverless Car, self-driving cars “will transform the way we live, the way we get around, and the way we do busi...

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