Why do you believe the winner of the automotive supply chain race will also dominate the emerging robotics industry?

The automotive sector operates at massive global manufacturing volumes, forcing suppliers of sensors, lidars, radars, actuators, and mechanical components to optimize costs, durability, and compact form factors under intense market pressure. Just as the supply chain winners of the smartphone boom naturally came to dominate consumer Internet of Things devices, the component suppliers who win the high-volume electric vehicle market will inevitably provide the cost-effective hardware foundation required to scale humanoid robots.