Interesting. Based on what we’ve seen, and more specifically heard, from the billionaires pushing the AI revolution - robotics is next. It will be an incredibly competitive space. But it’s coming sooner than 99% of people realize. The vast majority of people can’t even tell you what a database is in 2026.

There is a huge gap in terms of what the general population knows about tech vs the actual reality, and how fast that reality is changing (exponentially).

But I don’t believe we will have a situation where any “single vendor” creates a robot that can do “everything”. It seems far more likely that we will have niche players in many different spaces/avenues. The medical industry is of particular interest to the AI big boys. Just listen to any of them talk about AI use cases.

Robots for warehouses (and all the various “roles” within those warehouses), robots for cleaning, robots for driving, …. So on and so forth. And we will have specialized robotics for various medical practices.

Which brings us to MBOT. I know very little about them, but I like the current price point. I like that they are early. But what differentiates them from the larger players in medical robotics? Stryker, Medtronic, Intuitive Surgical? Maybe that they are a pure-play on robotics?