Surprise! Robotics Companies Are NOT Capital Intensive
Please allow me to blow your mind and overturn the common sense notion that robotics companies are capital intensive. Comparing profitable, public, U.S. based robotics companies to a diverse basket of...
View ArticleWhat cluster does a company with HQ in Boston but more offices in Silicon...
I’ve got more comprehensive data on public robotics companies due to some updates suggested over at hizook. However, I’m at a loss as to how to classify Brooks Automation and Cognex. They both make...
View ArticleHiring Ads: Sign of strength in job market or weakness of informal networks?
There is an interesting post on hiring ads over at Global Robotics Innovation Park. The post sources its data from Wanted Analytics’s post on hiring advertising for robotics. The post headline is...
View ArticleWhere are the Ops Companies?
Really where are they? Given how many companies are building some form of robot it seems like there should be some proportionally greater number of companies out there forming to implement, service,...
View ArticleIs a dollar worth a dollar on a tech company’s balance sheet?
Previously, dear reader, you and I have discovered that robotics companies are firmly entrenched in the knowledge economy and their assets look like other knowledge economy companies’s assets....
View ArticleDo you know anyone thinking about the future of aviation?
If you do, please make an introduction for me. I’ve been thinking a lot about the future of aviation lately. I’m trying to write a major piece for Patrick Egan at sUAS News and also thinking about...
View ArticleWaiting for the relational database of robotics
If I were smarter and technically inclined, I would be working on a generalized solution to the problem of material handling. Intuitively, it sounds really simple. The basic task is to move objects...
View ArticleThe Knowledge Economy Cash Anomaly: Part 1
This is part 1 in a three part series about why technology companies hold so much cash on their balance sheets. Here are Part 2 and Part 3. The academics disclaim knowledge of a definitive answer as...
View ArticleThe Knowledge Economy Cash Anomaly, Part 2
This is a continuation of Part 1. Option Value of Cash on the Balance Sheet This theory of the cash anomaly posits that the returns from R&D are high, but also highly uncertain. Every once and...
View ArticleThe Knowledge Economy Cash Anomaly, Part 3: The exciting conclusion
This is part 3 in a series. Here are Part 1 and Part 2. Tax Shields The organization of the knowledge economy is inclined towards creating great tax advantages. Both start-ups and mature companies...
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