Defining the Warehouse Robotics Market

Defining the Warehouse Robotics Market

Five years ago, the acquisition of Kiva created a market opportunity for a new wave of companies developing warehouse robots. While material handling equipment has always been a big part of distribution centers, this latest class of robots operates with an unprecedented level of autonomy powered by advanced sensors and software. Warehouse robots are a core focus of Schematic Ventures and, in this article, we hope to share our perspective.

Musings on Industrial Software

Musings on Industrial Software

At Schematic Ventures, I’ve invested in a few industrial software companies tackling automation and met with countless more. Over time I’ve noticed a common pattern: companies are following the strategic playbook of the modern computer software industry. However the industrial software market (or at least automation software) is still in its infancy and faces different market dynamics.

Common Sense in Technology Cycles

Common Sense in Technology Cycles

Entrepreneurs have been building software businesses for more than two decades which has brought us to a period of relative maturity in the current technology cycle. Over the years, we’ve distilled the strategies of the successful companies into best practices for the next entrepreneurs to follow. These methodologies are at the core of how we think about business so it’s worth taking a step back and reflecting on how we got here.

A New Look at the Supply Chain Start-Up Landscape

A New Look at the Supply Chain Start-Up Landscape

Given the enormous size of the entire supply chain market, verticals (and the start-ups within) are mostly discussed in isolation. I thought it would be interesting to examine start-ups in relation to the supply chain as a whole and soon noticed a pattern. Companies fell into one of three buckets: technology enabled, software infrastructure or automation infrastructure and each bucket seemed loosely tied to particular verticals.

Choosing the Right Corporate Innovation Strategy

Choosing the Right Corporate Innovation Strategy

Recently, I’ve been speaking to an increasing number of companies thinking about creating or redefining their innovation strategy. For those discussions, I outlined the following strategies in escalating order of three dimensions: