Tanay Jaipuria(@tanayj):Cognex is acquiring RealSense for ~$500M: - Realsense makes 3D depth cameras that let robots perceive their surroundings - Its cameras are in ~60% of AMRs and humanoids - $80-90M in 2026 revenue, so Cognex is paying ~6x revenue - Started inside Intel in 2014, spun out in July 2025 with a $50M Series A

Tanay Jaipuria

@tanayj

partner @wing_vc investing in AI applications, infra and physical AI. opinions, analysis, and banter on technology and business

Joined October 2008

5.6K Following 78.4K Followers

Tanay Jaipuria@tanayj

2026.10.06 01:35

Cognex is acquiring RealSense for ~$500M: - Realsense makes 3D depth cameras that let robots perceive their surroundings - Its cameras are in ~60% of AMRs and humanoids - $80-90M in 2026 revenue, so Cognex is paying ~6x revenue - Started inside Intel in 2014, spun out in July 2025 with a $50M Series A