Your Robotics Bet Is on the Wrong Thing. Here’s Where the Real Moat Lives.
The biggest moat in robotics isn’t the AI modelโit’s the supply chain, production yield, and field reliability data loops that compound over years, not weeks. Software scales exponentially; hardware is bound by the linear laws of physics. The companies that close this gap through manufacturing discipline and field data flywheels will be the ones still standing when the demo hype fades.