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Michelle Sun 对比了 9 家大模型与机器人数据供应商的营收、毛利率、融资额和估值，探讨机器人数据业务能否达到大模型数据业务的利润率，以及复购与资本消耗问题。
Finbar is publicly launching its agentic investment research platform, offering worldwide fundamental data via API/MCP, prebuilt company models, and an AI research and modelling suite on web and Excel — already used by several of the world's largest hedge funds.
This article provides an in-depth analysis of the nine primary sectors of the robotics industry, including AI brains, humanoid robots, industrial robots, core components, vision sensors, warehousing and logistics, medical robots, agricultural engineering, and defense unmanned systems, emphasizing that robotics investment should focus on commercial scenarios and core industry chain links rather than solely on humanoid robots.
This project integrates 10 repositories based on Reddit user Serenity's investment methodology into a unified Skill that can be installed into AI tools like Codex, Claude, and Cursor with a single command for supply chain bottleneck analysis. Good for learning analytical approaches, but does not constitute investment advice.
Analysis of Leaderdrive's orders, capacity, and valuation in the humanoid robot supply chain. It is believed to benefit from the explosive demand for humanoid robots, but its valuation is already high.
Kimi released K2.6 Agent Swarm, enabling 300 parallel AI agents that generated an 80+ slide investment thesis on humanoid robotics from a single prompt.