Investors
Robotics thesis
Why we invest in robotics research now, and how it fits the broader business.
Overview
Robotics is a long-horizon bet, and that is precisely why we are starting now. The teams that build safety and collaboration expertise early will define the responsible deployment of embodied intelligence.
The Robotics Lab is structured as research, funded deliberately, and connected to the rest of the platform so capability flows both ways.
What this covers
Early-mover advantage
Safety and collaboration expertise take years to build; we're building now.
Defensibility
Embodied autonomy with assured safety is genuinely hard to replicate.
Platform synergy
Lab research strengthens the AI and product stack and vice versa.
Responsible scaling
Trust-first deployment is a durable commercial advantage.
Related across the ecosystem