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The End Effector

Score a Robotics Company Across Six Dimensions

The pitch promises a hexagon. Diligence finds a polygon. The space between is where most robotics losses live.

ScorecardEarthwardAtomsBitsApril 19, 2026
COMPANY SCORECARD

Score a real company

3 /5

TRL 7 (system prototype demo)

2 /5

Near breakeven

2 /5

1,000–10,000 hours

3 /5

Balanced R&D + engineering

2.5TIMING
2.0DEFENSIBILITY

Teardown: Assessment Rules

IF average_score >= 4.0

Strong candidate: field proof and economic foundation present

Balanced maturity across all six dimensions indicates a company past the demonstration stage with real commercial potential.

IF 3.0 <= average_score < 4.0

Promising but gaps remain; lowest-scoring dimension is primary risk

The 3.0-3.9 range indicates a company past the prototype stage but with identifiable weaknesses.

IF 2.0 <= average_score < 3.0

Early stage with significant risk, multiple dimensions need improvement

Below 3.0 average, the company typically has more dimensions scoring 1-2 than 3+. Technology risk dominates.

IF average_score < 2.0

Pre-commercial: technology bet, not a business bet

Sub-2.0 averages mean the company scores poorly even on technology readiness. Evaluate on team quality and differentiation.

Assumptions

medium impact

Weakest dimension identification assumes the single lowest score concentrates risk

medium impact

Assessment thresholds at 2.0, 3.0, and 4.0 are evenly spaced on the 1-5 scale

Sources

Module 11, 'The Questions to Ask': ten due diligence questions

Module 11, 'Technology risk vs. market risk': stage-dependent evaluation criteria

2.4/5

Early stage with significant risk

123451.0TechnologyReadinessUnitEconomicsDefensibilityIntegrationMaturityMarketTimingTeamComposition
Your Company
Common Pitch

The pitch promises a hexagon. Diligence finds a polygon. The space between is where most robotics losses live.

Teardown: Derived Dimensions & Scoring

Market Timing (Derived)

timing = avg(tech, integ) = avg(3, 2) = 2.5

A company with high TRL and many field hours is market-aligned; low on both means too early.

Defensibility (Derived)

defensibility = avg(integ, econ) = avg(2, 2) = 2.0

Defensibility stems from accumulated field knowledge and recurring revenue, not patents.

Average Score

avg = (3 + 2 + 2 + 2 + 2.5 + 3) / 6 = 2.42

Science Project Check

any axis 4 while avg of other 5 < 2.5 not triggered

Assumptions

high impact

Derived dimensions intentionally double-weight Integration Maturity (appears in both timing and defensibility)

medium impact

1-5 rated scales assume equal intervals between levels; in practice TRL transitions are non-linear

medium impact

Common pitch reference fixed at Tech 4, Econ 1, Integration 1, Team 3: the 'impressive demo, no business' pattern

Sources

Module 11, 'The Six Dimensions': evaluation framework and dimension definitions

Module 7, 'Technology Readiness Levels': TRL scale mapping

CB Insights, State of Robotics Report, 2024: failure mode analysis

THE DEBRIEF

PASS UNLESS YOU'RE EARLY-STAGE

Early stage with significant risk at 2.4/5. Start the conversation at Unit Economics (2/5): if they cannot answer that one cleanly, the rest is decoration.

Int. 13.1

What to take away

  • 01A lopsided radar where technology readiness scores 5 and integration maturity scores 1 is a recurring warning sign; demos routinely obscure thin field experience and weak unit economics.
  • 02Unit economics and integration maturity predict commercial success most reliably; a company scoring 4+ on both can survive weakness elsewhere.
  • 03Technology Readiness Level (TRL) anchors: TRL 7 requires 1 to 3 paying field pilots; TRL 8 needs 5+ customer sites; TRL 9 requires 50+ deployments with a proven service and support motion.
  • 04Field-hour totals without intervention-rate context mislead; 50,000 hours with one human intervention per hour is less mature than 10,000 hours with one every twenty.

Ark Invest's 2025 robotics tracker shows that 6 of every 10 robotics failures trace back to integration maturity and unit economics, not technical readiness. Pitch decks are engineered to obscure that ratio. The companies that excite investors most, with sharp demos and bold technical claims, routinely score poorly on the dimensions that predict commercial success. A six-axis radar forces the conversation onto exactly those dimensions: the shape of the polygon is harder to fake than any single axis.

This interactive scores a company across six dimensions (technology readiness, unit economics, integration maturity, team composition, market timing, and defensibility), each on a 1-to-5 scale with transparent anchors. The dashed reference polygon underneath is the "common pitch" shape every deck claims. As you score, magenta arrows mark every axis where your polygon contracts away from that reference: the gap between deck and diligence, visualized. A preset row above the sliders loads analyst reads of five real humanoid companies as of early 2026 (1X Technologies, Figure AI, Apptronik, Agility Robotics, and Boston Dynamics) so a cold reader can calibrate against actual firms instead of abstract bands.

Anchors come from the Association for Advancing Automation's 2024 due-diligence framework, from Technology Readiness Level (TRL) definitions adapted to robotics (International Organization for Standardization (ISO) 16290 plus field adjustments), and from venture-capital diligence notes on robotics rounds in 2024-2025. Unit-economics bands calibrate against Ark Invest's robotics gross-margin tracking. Integration-maturity field-hour thresholds come from the same intervention-rate curves Universal Robots uses to characterize customer deployments. Preset company scores are one analyst's read of public signals (BMW Leipzig pilots, Mercedes paid trials, Amazon and GXO deployments, the October 2025 NEO teleoperation reveal); they are educational calibration points, not endorsements.

Start with the preset row at the top of the interactive. Click 1X Technologies first and notice how the polygon hugs the dashed pitch line; click Boston Dynamics and watch the same six axes expand past the reference. Then switch a real company you have seen this quarter into the sliders and pay attention to the magenta arrows. The verdict line below the chart is not a valuation; it is an instruction. If a founder cannot answer cleanly to the weakest axis the radar identifies, the rest of the pitch is decoration.

Referenced in

Revision history · 2
  1. Apr 24, 2026tee-ix-int-13-01-20260424-4f57c3

    Narrative lint — voice, specificity, structure.

  2. Apr 19, 2026tee-ix-int-13-01-20260419-74f2af

    Initial editorial draft.

Originally published alongside Core Robotics

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