The Index
Every company in our coverage — the builders, studios and houses we write about. Each one gathers its articles, jobs and listings in a single place.
78 companies
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.
Optical Computing
A genuine top-4 global optical-component IDM riding the AI interconnect wave — but it is the low-margin generalist (~8% net) trading at a specialist multiple after a 5x run, with consensus targets implying ~55% downside. Real franchise, priced for a margin structure it has never earned.