I recently had the chance to see one of Cobalt's robots on patrol at night in an office in San Francisco. It looks quite slick, like how Apple might have design

I recently had the chance to see one of Cobalt's robots on patrol at night in an office in San Francisco. It looks quite slick, like how Apple might have designed it. Well done. The fixed hardware costs and limited capabilities have long kept robotics in the hands of academia and manufacturing. As those cost curves move, we're now seeing viable business models in non-industrial B2B robotics, like this one. I expect the self-driving car growth will also push down the costs of LIDARs and other critical enabling technologies that will eventually lead us toward practical consumer robotics.