Covariant (large-scale AI picking), Berkshire Grey (end-to-end automation), Dexterity Inc. (dexterous manipulation).
Dexory (data intelligence AMRs), 6 River Systems (Shopify/Ocado).
Amazon Robotics (captive), Locus Robotics, Fetch Robotics.
Apptronik, Figure AI (humanoid), Nimble Robotics, RightHand Robotics.
Bi-manual mobile robots at 50% lower cost by replacing mechanical complexity with intelligence. Fine-tuning to each customer's warehouse layout from a few photos creates deployment-specific models. Targeting SMB 3PLs that Covariant and Berkshire Grey's enterprise-priced solutions do not serve.
Using sim-to-real dexterous manipulation training, multi-robot task optimization, and continuous fleet learning from production deployments.
Retrofit autonomy kits that convert excavators and heavy equipment into operator-less machines.
Ex-Waymo trucking leadership attacking a labor-starved $13T construction market with reversible retrofits instead of new OEM machines, a faster path to revenue than highway autonomy.
AI-first autonomy stack for driverless trucks and robotaxis, validated in generative simulation.
Simulation-first development with generative world models lets Waabi validate safety without the fleet burn that bankrupted earlier AV companies, arriving at driverless launch with less capital consumed.