For years, the biggest names in humanoid robotics have been out of reach for public investors.
Figure is private. 1X is private. Tesla builds Optimus, but robotics is only a small part of a much larger business.
That changed this month.
Now, for the first time, public investors have direct access.
A company backed by Amazon, Nvidia, SoftBank, and Foxconn is going public.
Its robots have already logged 65,000+ operating hours, secured $300 million in customer orders, and are working inside facilities operated by companies like Toyota and GXO.
Inside this report:
Why this company is attracting attention across the robotics industry
The commercial progress most investors haven’t seen
My complete investment thesis
The valuation and long-term opportunity
The key milestones I’ll be watching
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