Robotics fleet intelligence
Independent intelligence on the robot fleet economy.
Reliability, residual value, and deployment risk for warehouse AMRs, autonomous forklifts, and humanoids — read from the China supply side, built for the buyers, lessors, and insurers who carry the risk.
Reliability
What a model's uptime and failure profile actually are — not the OEM brochure.
Residual value
What a fleet is worth used, adjusted for serviceability and component provenance.
Deployment risk
Which Chinese-built units and components are safe to deploy as the rules move.
Latest insights
All insights →- What does robots-as-a-service actually cost?
The per-hour or per-pick rate is only the entry cost, not the total. What warehouse RaaS really costs, when leasing beats buying, and the contract terms the quoted rate doesn't show.
- How reliable are warehouse AMRs really?
Independent uptime data for warehouse robots barely exists — the numbers you see are vendor-defined and not comparable. How to read AMR reliability claims, what actually causes downtime, and why it drives resale value.
- How Chinese is Tesla's Optimus, really?
The '~70% China-sourced' figure is a Chinese-brokerage estimate, not a Tesla disclosure — and two flagship 'suppliers' have denied their reported orders. What's actually confirmed, where the dependency is real, and why it's the BOM that carries the risk, not the badge.
- Can US companies legally deploy Chinese robots? (Living tracker)
What is actually restricted as of July 2026, what is only proposed, and what it means for deployment risk and residual value. Updated as the rules move.
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Independent reliability, residual-value, and deployment-risk intelligence on the robot fleet economy. No spam, no supplier placement.
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