The coming robotics wave
Andy Lubershane, head of research at Energy Impact Partners, discusses the convergence of AI and robotics in climate tech, driven by labor shortages and falling component costs. He highlights specific applications such as transmission line installation by InfraVision, wind turbine inspection and maintenance, and solar panel deployment. Lubershane contrasts specialized 'vertical robots' with general-purpose humanoid robots, noting the former's faster path to market and data moats.