Five reports on AI in 2026. The Stack Landscape maps where the money and the moats sit, layer by layer. The Labs Briefing maps what the people building it actually believe. The Frontier Board tracks who is attacking the problems nobody has solved yet, and where this year's capital actually landed. Two Robot Industries leaves the software behind and asks what physical AI has actually shipped, and The Robotics Stack maps the whole industry beneath it, layer by layer.
38 frontier bets sorted by unsolved problem — Skyfall, Mirendil, Oak Lab, Ineffable, Discovery Loop, Ndea. Plus a sortable ledger of 2026's funding, what came out of YC, and the method for tracking it yourself.
14 layers from rare-earth magnets to robot-delivered services, mapping the entire industry — humanoids, autonomous vehicles, drones and defence, surgical, agricultural, warehouse and industrial. Competitive tables, a searchable company index, a force-directed knowledge graph, and strategic build opportunities by funding tier.
One robot industry earns billions and is almost entirely teleoperated. The other has raised more capital in eight months than the first earns in a year, and mostly cannot say how many units it has in the field. Every deployment claim graded against a stated evidence bar — plus the fortnight the US closed its market to Chinese robots and Unitree went public.
12 layers from silicon to verticals. Competitive tables, market sizing, funding metrics, strategic gaps, company knowledge graph.
What 22 frontier labs are actually building — where they contradict one another, where they quietly agree, and who is betting against LLMs entirely.
you're deciding where to build or invest. It ranks every layer's players, sizes the markets, and flags the gaps worth funding, from bootstrappable to deep-pocketed.
you're deciding what to believe. It maps the strategic bets of the 22 labs that set the direction the entire stack has to follow.
you're deciding what to watch. It sorts the newest labs by the problem they claim to be solving, follows the money month by month, and lists the dated events that would prove any of it.
you need the map. 14 layers and 181 companies from rare earths to robotaxi services, with a searchable index and a knowledge graph — the reference document for who sits where in physical AI.
you want to know what is actually running. It grades every physical-AI deployment claim against a stated evidence bar, separates the robot industry that earns from the one that raises, and maps the supply chain neither can escape.