Robotics field guide
机器人产业的信号与噪音
从产业周期、产品拆解、公司证据曲线、供应链和 US vs China 路径出发, 把可验证信号和 hype 分开。
Research map
Why now、Robotic Wave、Key metrics、industry landscape、Robot Teardown、 company pages、supply chain、US vs China paths, and reports.
Evidence posture
Field-guide framing only: source-backed, caveated, and focused on deployment evidence, missing S5 economics, and falsification signals.