Reflections on Martin Luther King Jr. Day 2022: Let’s Get Together

Come on people nowSmile on your brotherEverybody get togetherTry to love one another right now From Get Together written by Chet Powers During the national celebration of Dr. Martin Luther King Jr. each year, I take time to read or listen to one of his speeches—and this past weekend was no exception. Reading and listening…

Livin’ on the Edge II: Accelerating Toward the Edge

The Cowen Insight In 2020, the Cowen Research TMT team identified edge cloud computing as a critical thematic for investors to monitor in a five-part, 300+ page Ahead of the Curve® Report series. We refresh our primer with a focus on framing opportunities in edge client devices and edge-enabled services. We also provide updates on…

Future of Sustainability Is Collaboration

Martijn van der Zee, Chief Merchandising and Sustainability Officer of CA speaks with Oliver Chen, Retail Luxury Analyst about key advances in apparel manufacturing sustainability, consumer insights, and expectations for progress in the industry. Press play to listen to the episode. Transcript Speaker 1: Welcome to Cowen Insights. A space that brings leading thinkers…

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 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.

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…

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…

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