WOLF(@WOLF_Financial):WHAT ARE INVESTORS ACTUALLY BUYING WHEN THEY BUY AGILITY ROBOTICS? Scott Walter, Robotics Research Diligence Director at RoboStrategy, gives his take in the full interview He says it's still an early-stage company that raced to market through a SPAC. At around 14 times 2025 revenue, he says you're buying the future, not the present. His advice is to put the "first pure-play humanoid" label aside and do your due diligence on Digit 5, the robot he says the company's future rests on. He also explains why he thinks humanoids could do a majority of physical work within five years, and why the robots don't have to do everything to be useful. They just have to do enough that someone is willing to pay for that work.

2026.11.12 22:42

WHAT ARE INVESTORS ACTUALLY BUYING WHEN THEY BUY AGILITY ROBOTICS? Scott Walter, Robotics Research Diligence Director at RoboStrategy, gives his take in the full interview He says it's still an early-stage company that raced to market through a SPAC. At around 14 times 2025 revenue, he says you're buying the future, not the present. His advice is to put the "first pure-play humanoid" label aside and do your due diligence on Digit 5, the robot he says the company's future rests on. He also explains why he thinks humanoids could do a majority of physical work within five years, and why the robots don't have to do everything to be useful. They just have to do enough that someone is willing to pay for that work.