The Index
400 dossiers · 1 need attention
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.
Robotics
A genuine engineering bet (tendon-driven safe humanoid + in-home data flywheel) wrapped in a marketing fiction — NEO ships "autonomous" but runs on stranger-in-a-VR-headset teleop, and the company most likely to make it work, OpenAI, just became its competitor.
Robotics
The only humanoid actually billing paying customers for real warehouse work — but it is being squeezed between Figure's $39B AI-narrative capital and Unitree's $16K Chinese hardware, and SoftBank already tried to buy the whole thing for under $1B.