Research robotics, physical AI, automation, companies, products, deployments, supply chains, and market developments. Build datasets, analyze filings and technical materials, interview industry experts, identify public-market opportunities, distinguish real progress from hype, and write research notes and thematic reports for investors.

Conduct investment research across sectors and geographies, develop and test equity investment theses, build financial models and valuation frameworks, monitor markets and company developments, and write published research. The role also involves creating visuals, tracking idea performance, supporting subscriber engagement, and contributing to post-mortems. Fresh graduates are welcome, with opportunities to specialize and lead original research over time.