Know what’s really happening atCobot before you sign on.

  • On the roadmap
  • Industrial Robotics
  • Warehouse Automation

Cobot (Collaborative Robotics) is the anti-humanoid bet in physical AI: a wheeled mobile manipulator called Proxie, built by ex-Amazon Robotics leadership, already moving materials in production at Maersk, Mayo Clinic and Moderna.

How we do it.

Most "AI market intel" is a summarized crawl of press releases. This Altis research is built from our knowledge graph of sector expert calls, synthesized with public sources.

Cobot

Founded (by Brad Porter)
2022
Headquarters
Santa Clara, California
Series B, April 2024 (General Catalyst)
$100M
Valuation at Series B (over)
$500M
Total funding (more than)
$140M
Proxie Gen 1 production hours
12,627 operating hours
Materials moved in two years (more than)
40M pounds
Proxie Gen 2 starting price
$5,000 per month

Press reported

Altis Verified

What's in the report

Most "AI market intel" is a summarized crawl of press releases. This is what customers, competitors, and former employees actually told us.

  1. Market Overview

    Market structure, where the company sits, and growth drivers.

    • market map
    • Industrial Robotics landscape
    • Industrial Robotics growth rate
    • CAGR
  2. Total Addressable Market

    Bottom-up TAM / SAM / SOM.

    • Cobot TAM
    • Industrial Robotics market size
    • market opportunity
  3. Company Overview

    What the company does and how it operates.

    • what does Cobot do
    • Cobot product
    • business model
  4. Product / Go-to-Market

    Product, GTM motion, ICP, and who buys.

    • Cobot customers
    • who uses Cobot
    • Cobot ICP
    • go-to-market
  5. Competitive Dynamics

    The Altis Market Map and the Altis Win-Rate Index.

    • Cobot competitors
    • Cobot alternatives
    • who competes with Cobot
    • Cobot win rate
  6. Customer Signals

    Retention, satisfaction, and win/loss signals.

    • Cobot reviews
    • Cobot NRR
    • Cobot churn
    • current customers
    • switching costs
  7. Investment Debates

    Investment thesis, moat, bull/bear, and key risks.

    • Cobot investment thesis
    • Cobot moat
    • bull case bear case
    • Cobot risk factors
  8. Monetization & Financials

    Business model, revenue model, and unit economics.

    • Cobot ARR
    • Cobot revenue
    • Cobot valuation
    • unit economics
  9. Team and culture

    Founders, leadership, and org.

    • Cobot founders
    • Cobot CEO background
    • leadership team
    • headcount

Trusted by

Primary Venture PartnersEmergence CapitalFounders Circle CapitalGeneral AtlanticFika VenturesSentinel GlobalSapphire VenturesVerified CapitalDiffusion

Ready to see the full picture?

Based on public reporting and company disclosures as of July 2026.