Independent research on companies across the embodied AI industry chain. The purpose is to establish where a single company sits in the industry chain, providing a basis for peer comparison and for reading supply relationships.

The series examines each company along the same set of dimensions, including the company itself, market demand, products and technology, customers and delivery, supply chain, competition, capital and financials, substitutability, and the variables to watch, so that companies covered under the same framework can be compared directly.

Primary documents form the factual base, with prospectuses, listing applications, financial statements, company sites and product pages, and regulatory filings taking precedence; press coverage is cited only where it can be checked against a primary source. Estimates state their parameters and limits, and company claims are labelled apart from our own calculations.

Readers can judge a company's revenue mix, customer mix and technology mix, place it within the supply chain, and compare it against companies assessed under the same framework. Every dossier closes with the variables to track, for review in step with disclosure cycles.