The Robotics CFO

<p>Unedited - thinking out loud, three months after the fact.</p><p>In June (2026) I wrote about the missing layer in robotics: the tier-one supplier that every mature hardware industry eventually produces, and that this one still hasn’t. Bosch didn’t build cars, he built the part without which no car worked. That part is what let the industry mature.</p><p>Three months on, the premise is holding but my prediction isn’t.</p><p>Aigen announced Alchemy, a generative world model for the open field - any crop, any weed, any weather, any growth stage - with a...