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Recent Content By Zeno Mercer
Open-Source AI Models Eat the Frontier
Artificial Intelligence Content Hub

Open-Source AI Models Are Eating the Frontier: Where Value Goes

In June, a Chinese lab released a frontier-grade language model, GLM-5.2 from Zhipu AI (still...

Capex, Inference, & Beyond
Artificial Intelligence Content Hub

AI News You Need to Know — June Edition: Capex, Inference, & Beyond

The AI trade keeps broadening across the stack, and the last few weeks have delivered a dense run...

AI Rewrites the Cybersecurity Stack
Artificial Intelligence Content Hub

AI Is Rewriting the Cybersecurity Stack

  • Anthropic’s Project Glasswing, an industry-wide initiative built around the...
6 Robotics Stocks to Know
Disruptive Technology Content Hub

From the Factory Floor: 6 Robotics Stocks to Know

Most robotics coverage in the media focuses on the headliners. The humanoid unveil. The next big...

HumanX 2026 AI Conference Takeaways
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HumanX 2026 AI Conference Takeaways: The Gap Is Widening

I just got back from HumanX, the enterprise AI conference held last week in San Francisco. Now in...

"Industry of Industries" Keeps Humming Amid Market Volatility
Artificial Intelligence Content Hub

"Industry of Industries" Keeps Humming Amid Market Volatility

Investors are starting to understand that robotics and AI each represent an industry of...

The Robotics Inflection Point's Receipts
Artificial Intelligence Content Hub

The Robotics Inflection Point Has Receipts

The conversation about automation is still stuck in 2016. “Robots are coming for your...

The Agent Economy Is Here
Disruptive Technology Content Hub

The Agent Economy Is Here. Are You Paying Attention?

For a while, the market could treat AI as a fairly clean story. More compute. Better models....

Midway Through the Robotics Earnings Season
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Midway Through the Robotics Earnings Season: Discipline Rewarded, Recovery Broadening

The current earnings season cycle is delivering a consistent message across the ROBO Index...

The AI Conversation Shifts: Davos, Siri, & Claude, Oh My!
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The AI Conversation Shifts: Davos, Siri, & Claude, Oh My!

The recent World Economic Forum Annual Meeting in Davos 2026 made one thing clear: The AI...

Robotics' Cambrian Explosion Moment Is Now
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The Cambrian Explosion Moment for Robotics Is Now

Over 500 million years ago, life on Earth underwent a dramatic transformation. Over a...

Takeaways From 2 Major AI Conferences
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Physical AI Goes Live: Takeaways From 2 Major Conferences

Two major industry events in December offered a window into where robotics and AI are headed in...

Humanoids Rise: Figure, Musk, & XPENG
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Humanoids Rise: Figure’s $1 Billion, Musk’s $1 Trillion, XPENG’s IRON

We discuss Figure’s $1 billion fundraise, XPENG’s (XPEV) humanoid launch, the humanoid market,...

Robotics Q3 Look Back and Earnings Season Preview
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Robotics Q3 Look-Back & Earnings Season Preview

The robotics space is entering earnings season with positive momentum, as solid performance in Q3...

What is Edge AI, Exactly?
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The AI Inference Economy - What is Edge AI, Exactly?

This article is part of a series exploring two complementary investment themes. The ROBO Global...

Beyond Nvidia: The Data Center & AI Ecosystem Is On Fire
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Beyond Nvidia: The Data Center & AI Ecosystem Is On Fire

While Nvidia’s future is tattooed on the media’s mind, the rest of the AI ecosystem is starting...

The Coming Labor Crisis & America’s Robot Revolution
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The Coming Labor Crisis & America’s Robot Revolution

Amid the push to reshore, the United States faces a clear challenge when it comes to labor. Even...

Soaring to New Heights - Joby’s Playbook for Next-Gen Mobility
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Soaring to New Heights: Joby’s Playbook for Next-Gen Mobility

Imagine booking a ride to the airport and gliding over traffic in near-silence. Your app confirms...

Guiding Client Families in the AI Revolution
Artificial Intelligence Content Hub

Advisors: Guiding Client Families in the AI Revolution

The artificial intelligence revolution is here. And for financial advisors, it is important to...

Strong Q2 AI Returns as Inference Economy Takes Hold
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AI Posts Strong Q2 Returns as Inference Economy Takes Hold

The artificial intelligence investment landscape reached a critical inflection point in Q2 2025,...

June's Robotics & Automation Playbook
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The AI Arms Race Heats Up: June's Robotics & Automation Playbook

Below, we recount highlights from constituents of the ROBO Global Robotics and Automation Index (...

The Robotics Discount is Real
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Robotics Is Real. The Discount Is Too

During our June 5th ROBO Global Webcast, we covered three key themes driving the robotics and AI...

USA Robotics & AI 'Manhattan Project'
Disruptive Technology Content Hub

$50 Trillion Opportunity: USA Robotics & AI 'Manhattan Project'

For four decades, the USA has relied on debt-financed consumption and a service-heavy economy to...

Proactive AI Agents Will Define the Next Era
Artificial Intelligence Content Hub

iPhones Defined the Last Era, Proactive AI Agents Will Define the Next

  • A monumental week of announcements from Google, Microsoft, and Anthropic signals a strategic...
3 AI Stocks Riding the $6T Datacenter Wave
Artificial Intelligence Content Hub

3 AI Stocks Riding the $6 Trillion Datacenter Wave

Key Takeaways:
-The three newest companies added to the ROBO Global Artificial Intelligence Index...

Top AI & Robotics News You May Have Missed In April
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Top AI & Robotics News You May Have Missed In April

The Artificial Intelligence and Robotics sectors saw significant developments in April 2025,...

How AI and Robotics Are Transforming Real Estate
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How AI and Robotics Are Transforming Real Estate

  • From design studios to construction sites to building operations, AI and robotics are driving a...
Toyota News Reinforces M&A Tailwind
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Toyota News Reinforces M&A Tailwind for Robotics/Automation

The potential for M&A remains a tailwind for companies in the Robotics and Automation sector,...

Creative Platforms May Outperform Technical Ones
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Content Advantage: Why Creative Platforms May Outperform Technical Ones in the AI Era

AI is democratizing technical capabilities across industries. Yet a subtle but profound shift is...

Energy Constraints & Cloud Computing in the AI Era
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Future-Proofing Investments: Energy Constraints & Cloud Computing in the AI Era

As AI capabilities expand, energy constraints are emerging as a critical limiting factor for...

Platform Value in the Age of Commoditized Intelligence
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AI's Disruption of SaaS: Rethinking Platform Value in the Age of Commoditized Intelligence

The rapid evolution of AI capabilities is fundamentally transforming the software-as-a-service...

AI, Robotics & China's Manufacturing Revolution
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The Tipping Point: AI, Robotics & China's Manufacturing Revolution

As global competition in AI and robotics intensifies, industry observers note we’ve reached...

Automation Investment Opportunities: Expert Insights
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Expert Insights on Automation & Investment Opportunities

Behind every modern factory, warehouse, and — increasingly — our homes, automation technologies...

How Snowflake Is Building AI's Critical Infrastructure
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Company Spotlight: Data Is the New Oil, & Snowflake Is Building AI's Critical Infrastructure

In the same way that oil fueled the industrial revolution, data is powering today’s AI...

The Manufacturing Challenge Behind the AI Revolution
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Company Spotlight: The Manufacturing Challenge Behind the AI Revolution

While companies like NVIDIA and AMD capture headlines for their AI chips, a critical challenge...

ROBO Q4 2024 Commentary
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ROBO Q4 2024 Commentary

The Robo Global Robotics and Automation Index (ROBO) returned -0.57% during the fourth quarter of...

THNQ Q4 2024 Commentary
Disruptive Technology Content Hub

THNQ Q4 2024 Commentary

The ROBO Global THNQ Artificial Intelligence index concluded 2024 with a 5.75% return in Q4,...

Why Robotics and AI May Be a Less Obvious 2025 Play
Disruptive Technology Content Hub

Post-Election 2025 Policy Landscape: Why Robotics and AI May Be the Less Obvious Play

  1. Understand the Post-2025 Landscape: See how emerging policies—from the Biden administration’s AI...
AI Drives Physical Prototyping
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From Text to Robot: AI-Driven Physical Prototyping

The rapid evolution of artificial intelligence (AI) and robotics is revolutionizing how we design...

THNQ Artificial Intelligence Index Q3 Quarterly
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THNQ Artificial Intelligence Index Q3 Quarterly Commentary

Nearly two years after ChatGPT’s public launch, the gap is shrinking between artificial...

Teaching Robots Complex Tasks With Human-Robot Learning
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Human-Robot Learning: Teaching Robots Complex Tasks

In an era where automation is becoming an integral part of our daily lives, the ability to teach...

2024 Recap for Pure-Play Robotics Ecosystem
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2024 Recap for Pure-Play Robotics Ecosystem & Outlook Ahead

Let’s start with the bad news. The robotics space has underperformed broader tech over the...

THNQ Artificial Intelligence Index Q3 Quarterly Commentary
Disruptive Technology Content Hub

THNQ Artificial Intelligence Index Q3 Quarterly Commentary

Nearly two years after ChatGPT’s public launch, the gap is shrinking between artificial...

ROBO Global's Performance Commentary: Q3 Index
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ROBO Global Q3 Index Performance Commentary

The ROBO Global Robotics and Automation Index (ROBO B) returned 5.6% during the third quarter of...

Is the Humanoid Opportunity Legit or Overhyped?
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Deep Dive: Is the Humanoid Opportunity Legit or Overhyped? What’s Beyond?

The humanoid robotics market is currently in its infancy, with low overall exposure and a...

A ROBO Rebound Ahead?
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A ROBO Rebound Ahead?

If you’ve been following along – we’ve been sharing how we’ve been in the “Eye of the Robo Storm”...

THNQ Tank: AI Index and Ecosystem Summer Highlights
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THNQ Tank: AI Index and Ecosystem Summer Highlights

Outside of all the noise, the near weekly new announcements of groundbreaking, benchmark-climbing...

ROBO Global Robotics & Automation Index – ROBO
Disruptive Technology Content Hub

ROBO Global Robotics and Automation Index – ROBO: Q2 Index Commentary

Overall, the ROBO Global Robotics and Automation Index saw a -5.6% return for the second quarter...

ROBO Global AI Index – THNQ: Q2 Index Commentary
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ROBO Global Artificial Intelligence Index – THNQ: Q2 Index Commentary

During 2Q 2024, the ROBO Global Artificial Intelligence Index (THNQ) saw a + 2.6% return, roughly...

Assessing the Broad Robotics Landscape
Disruptive Technology Content Hub

Assessing the Broad Robotics Landscape

The robotics market has weathered a challenging 14-month period. It has faced headwinds such as...

There's a Bright Robotics Future Ahead
Disruptive Technology Content Hub

A Bright Robotics Future Ahead

This probably will surprise most people reading this, but the robotics space overall faced one of...

AI: More Than Just NVIDIA
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AI is More Than NVIDIA

NVIDIA recently briefly breached a $3 trillion market cap, adding an impressive $2 trillion in...

Capturing a Rapid AI Evolution: Q1 THNQ Index Rebalance
Artificial Intelligence Content Hub

Capturing a Rapid AI Evolution: Q1 THNQ Index Rebalance

This article examines the first quarterly index rebalance and reconstitution for 2024 of the ROBO...

Navigating Robotics: ROBO's Q1 2024 Index Rebalance
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Navigating the Robotics Landscape: ROBO's Q1 2024 Index Rebalance

This article examines the first rebalance and reconstitution of 2024 for the ROBO Global Robotics...

Toyota Industries Optimizes Logistics Automation
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ROBO Index Q1 Spotlight: Toyota Industries Optimizes Logistics Automation

In this quarter’s ROBO Global Robotics and Automation Index spotlight, we highlight Toyota...

Pure Storage Operates in Key AI Subsector
Artificial Intelligence Content Hub

THNQ Index Q1 Spotlight: Pure Storage Operates in Key AI Subsector

For the first quarter, in the ROBO Global Artificial Intelligence Index spotlight, we highlight...