Crossed Off Capital

Husband, Father, to do list maker and cross-er off-er. Trying to escape the permanent middle class.

[Crossed Off Capital @CrossedOffCap]

$CCXI / @agilityrobotics is not a perfect company.

(I ding it a bunch in my article:
https://t.co/zJV4DjBvEa)

I don’t think it’s fair to call a company that Amazon, Foxconn, NVIDIA, and more have invested in a shitco.

Agility is also the only Bipedal Humanoid Foxconn has invested in, which they will have invested money into twice at the time of the SPAC merger.

[9 Ventures @ThematicTrader]

$CCXI is frankly dog shit and there's a reason they're going public via SPAC at $2.5B when all their peers are staying private at many multiples of the valuation.

With that being said, I fully expect it to have a manic episode run as the first publicly traded Western Humanoid OEM.

[Crossed Off Capital @CrossedOffCap]

Great read about the issue hands present for humanoids

https://t.co/wMcqBVdfON

I ding @agilityrobotics / $CCXI for their paddle grippers in my article:

https://t.co/zJV4DjBvEa

But there’s a world where 5 finger dexterous hands are never able to be built at commercial scale. If this is the case, Agility putting that part of the build out on the back burner so that they can log commercial hours, could be the winning strategy.

Additionally, the article writes how a robotic 5 finger hand with 5 motors can achieve about 20 degrees of freedom (DoF). A human hand has 27 DoF, which would require >20 motors, which is significantly more expensive and requires more upkeep.

20 DoF can be good enough for 90% of activities. Don’t necessary need to be more efficient than humans, they just need to be “good enough��� to fill the labor gaps.

[Crossed Off Capital @CrossedOffCap]

@agilityrobotics / $CCXI is right in the middle of the pack for valuation, although they are one of the most deployed Bipedal Humanoids on the market.

(I break down this company and their competition here)
https://t.co/A7eCwMrg6Z

Digit has over 65,000 logged commercial hours (~7.5 years) across 9 customers. Those customers include:

@SchaefflerGroup
@amazon
@MercadoLibre
@Toyota

And there are 30 more in the pipeline.

The competition is fierce in this category, but the market is potentially enormous. Even a small percentage of what could grow to be a >$5T TAM, over the course of the next few decades, could mean a multi billion dollar business.

Food for thought if you are looking into this company:

https://t.co/A7eCwMrg6Z

[Crossed Off Capital @CrossedOffCap]

@PeggyJ from @agilityrobotics talked with @Bloomberg about Humanoid safety, Chinese competition, Tariffs and the affect on the humanoid supply chain, as well as @HonHai_Foxconn's $200M investment.

There's a lot to like about @agilityrobotics and $CCXI. Peggy gives a pretty brief overview of their business in the video. I go much deeper in depth in my free Substack article, as well as touch on some concerns. Check it out if you're considering investing in the company before the SPAC merger:

https://t.co/y9dAfHMbwP

https://t.co/R3vq7FbuWj

[Crossed Off Capital @CrossedOffCap]

@StallionAirVTOL @agilityrobotics I agree, I wrote about how it's one of their strengths here:

https://t.co/bKLxCivu6J

[Crossed Off Capital @CrossedOffCap]

@ValueInIdeas I like Agility / $CCXI but there are flaws in their RaaS math in my opinion

https://t.co/NWof2H55GB

[Crossed Off Capital @CrossedOffCap]

@InvestorFreddy1 I like this company. It's not perfect, but I think its got real potential. Check out my pros/ cons article

https://t.co/L2Chx9cJCN

[Crossed Off Capital @CrossedOffCap]

@RomanVSG Hey I read your article, check mine out:

https://t.co/Xz8EJR30uO

[Crossed Off Capital @CrossedOffCap]

A comprehensive look at the first public humanoid company on the US stock exchange https://t.co/SMcHTVaZMH

[Crossed Off Capital @CrossedOffCap]

@slinkyhammer Maybe you'll find my article a good read about $CCXI

https://t.co/Xz8EJR30uO

For other stocks, I want to give $BOT a look. I like $AUR but the market cap is really high.

[Crossed Off Capital @CrossedOffCap]

A comprehensive look at the first public humanoid company on the US stock exchange https://t.co/SMcHTVaZMH

[Crossed Off Capital @CrossedOffCap]

$CCXI

Lots going on with robotics. $CCXI / @agilityrobotics going public in Q4. @UnitreeRobotics going public at the Shanghai STAR.

This is a comprehensive look at the pros and cons of the first and only humanoid pure play.

[Crossed Off Capital @CrossedOffCap]

A comprehensive look at the first public humanoid company on the US stock exchange https://t.co/SMcHTVaZMH

[Crossed Off Capital @CrossedOffCap]

Agility Robotics

3 things I like, 3 things I don't like

$CCXI

https://t.co/EwTt7ysAnr

[Crossed Off Capital @CrossedOffCap]

A comprehensive look at the first public humanoid company on the US stock exchange https://t.co/SMcHTVaZMH

[Crossed Off Capital @CrossedOffCap]

@crux_capital_ Yeah I guess I don’t believe they’ll be able to master the task after watching it once, unless the task is incredibly single and barely even worth a humanoid doing because it would be so easy for a human to just do it