Kodiak Robotics, Inc. – 11/10/2021

Kodiak Robotics, Inc. was founded in 2018 to develop autonomous technology that carries freight forward—so people, partners, and the planet thrive. Kodiak is building and operating self-driving trucks designed to operate on highway routes, making the freight industry safer and more efficient. Kodiak has developed the industrys most advanced technology stack purpose-built specifically for long-haul…

Arbe Robotics – 10/7/2021

Arbe Robotics Ltd. (“Arbe” or the “Company”), a leader of radar revolution in the path to fully autonomous driving, and Industrial Tech Acquisitions Inc. (“ITAC”), a publicly traded special purpose acquisition company. Arbe is a developer of the world’s first ultra-high resolution 4D Imaging Radar for autonomous driving. Arbe’s 4D Imaging Radar separates, tracks, and…

Robotics

Cowen and MassRobotics are collaborating to bring together our extensive market knowledge to advance research into the emerging Robotics and Artificial Intelligence industry. MassRobotics is a global hub in Robotics, representing engineers, rocket scientists and entrepreneurs focused on the needs of the Robotics community.

Cobots Provide Potential Market Augmentation for Robotics

The Cowen Research robotics team explores growth in the cobot (or collaborative robot) market in the Ahead of the Curve report, Deus Ex Machina, Part III. They collaborated with Teradyne, Sarcos Robotics, MassRobotics and Cowen Washington Research Group to identify cobot applications, determine the impetus for accelerated demand and to estimate the total addressable market…

Deus Ex Machina, Part III

THE COWEN INSIGHT This is part III of a collaborative, multipart series examining the global robotics landscape (see Parts I and II). Robotic development toward more complex tasks is far more symbiotic with human behavior than most likely appreciate. Human capital replacement was always the fear, but increasingly the relationship is inextricably intertwined. Part III…

Deus Ex Machina, Part II – Robotics in the Warehouse/Logistics Market

Executive Summary – Joe Giordano Part II of our robotics series dives into the fast-growing warehouse/logistics market (see Part I, focused on traditional industrial robotics, HERE), which World Robotics expects to expand from ~$4B today to over $22B by 2022. We leveraged our recent partnership with MassRobotics – a leading, non-profit hub for robotics startups…

Deus Ex Machina, Part 1

Part I of a collaborative, multi-part series examining the global robotics landscape. As robots continue to evolve from programmed pieces of hardware used to accomplish simple tasks towards vision based, adaptive tools to increase broader process efficiency, it opens up new investment opportunities in a rapidly changing environment that is being defined today. Part I focuses on industrial robots.

COVID-19 Lockdown Proving the Case for Logistics and Supply Chain Robotics

Joseph Giordano, Cowen’s robotics analyst speaks with Daniel Theobald, Founder and CEO, Vecna Robotics Co-founder/President, MassRobotics and Karen Leavitt, Chief Marketing Officer at Locus Robotics. They discuss the adoption and scaling of robotic systems in warehouses, the impact of stay-at-home orders, growth of eCommerce amid the coronavirus pandemic and how robots impact worker safety…

Joseph Giordano

Joseph Giordano joined Cowen in 2013 as part of the acquisition of Dahlman Rose and currently covers the industrials & flow control space.

Curbside Pickup, Connected & Robotic Retail Revolutions

THE COWEN INSIGHT Curbside Retailers Will Steal Share: Cowen estimates curbside pickup will be a $30-35 billion annual opportunity. Over 15% of the U.S. have tried curbside pickup. We estimate it will rise to 25% by the end of 2020 given high customer satisfaction, youngercustomer preference for curbside, and higher spend in this channel. The…

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