· 供应链分析
涉及标的： $DPRO$META$PDYN$RCAT$TSLA
虽然我喜欢 $PDYN，因为它能填补像 $RCAT 和 $DPRO 这样的小公司留下的空白，但在这里它们没有用武之地。 我关注的是波士顿动力、特斯拉、Figure 等机器人的规模化扩张。它们都像 $TSLA 的 Dojo AI5 + XAI 那样垂直整合自己的软件。 $META 等巨头没有任何动力将它们的软件栈交给 $PDYN。 它们都尽可能地进行垂直整合，因此，如果你能 pinpoint（锁定）那些在无法垂直整合的环节拥有有效垄断（即“瓶颈”）的公司，那么随着这些公司规模的扩大，投资这些瓶颈环节应该会获得回报。
So while I like $PDYN since they fill in the gaps with smaller companies like $RCAT and $DPRO. They have no role here. I'm focused on robotics scale-up with Boston Dynamics, Tesla, Figure, and others. They all vertically integrate their own software, like $TSLA Dojo AI5 + XAI. There's 0 incentive for any of these giant companies from $META and others to give their software stack over to $PDYN. They all try and vertically integrate where they can, so if you pinpoint the companies that have effective monopolies "aka. bottlenecks" where they can't, then investing in those should be rewarding as these companies scale up.