The Index
400 dossiers
A research screener for every company we cover. Search a name or ticker, then sort and triage dossiers by coverage freshness, our conviction and trading relevance.
AI & Machine Learning
The credible #2 Western humanoid — NASA-pedigree hardware + Google DeepMind's brain + the Mercedes/GXO/Jabil go-to-market — but priced for a labor-replacement future it has not yet shipped, into a market where Unitree is collapsing the price floor from below.
AI & Machine Learning
The category's pace-setter and best-funded vertically-integrated humanoid bet — but the $39B mark prices a fleet that, on the public record, is still a pilot; WATCHING for the BMW-pilot-to-multi-customer-scale proof that converts the story into a tradeable S-1.