Thoughts about $CCXI Agility Robotics: > People see the tech as inferior to competitors because of the appearance of Digit, the company main robot. I think it is a mistake to confuse appearance with the real functionality of the robot. I prefer a robot that looks like an ugly fridge but whose qualities and tech are superior to the competition. > Following the previous point, its limbs are specifically designed for handling plastic containers (totes). > The main beneficiaries of robots are factories, and years later, homes, where the appearance of the robot will be adapted according to the day to day functionalities in the home. > They have RoboFab in Salem, Oregon, the first factory dedicated exclusively to humanoids, designed to scale production up to 10000 units per year. > One KPI I like is accumulated hours in customer facilities. These hours are data, and we already know the role of data in AI. > Customers: $AMZN, $GXO, $MELI, Toyota. > Business model: Robotics as a Service. You pay an hourly fee. I like it quite a lot because as production increases, the €/h will decrease and customers will first reduce personnel expenses and then opex, improving margins. > Investors: $NVDA, which provides AI infrastructure, and Foxconn, which provides scalability in production. Amazon and Schaeffler have also invested to secure supply.