Why we invested in Wandelbots

Techno-Industrials are addressing larger markets than most software companies can.

They use whichever tools they need to provide better solutions to key bottlenecks with better unit economics than incumbents.

They are more capital efficient than most investors expect.

And they have to be more strategically sound than the average software company.

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在中国劳动力成本尚低的背景下,通用机器人会先替代有一定学习门槛、工资门槛的技工 ,接着逐步渗透到其他象限。