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Chapter 12 of 18Robotics1 min read · 1 exhibits

Business Model Archetypes

Which business models fit which robotics builds?

Chapter summary

Four archetypes cover the thirteen builds. They differ in capital intensity, margin structure and defensibility, from owning factories to running platforms.

Key takeaways

  1. 1

    Vertical integration suits batteries and actuators: own the factory, control supply.

  2. 2

    IP and licensing suits chips and standards, with lower capital needs of $60–150M.

  3. 3

    Platforms (data marketplace, sim-to-real, cloud APIs) rely on network effects.

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