In short: One of the only public "real robot" makers — but she won't build a portfolio from it. "Today in public markets there is very, very few options… there are a few like robot manufacturers, Fanuc, ABB come to mind… these people are making real robots… basically everything else you're betting that the demand from physical AI use cases is going to materially lead to inflection in their business." Declines to name picks: "all of the most interesting stuff happening in robots is still in private markets."
Fanuc is a Japanese maker of industrial robots and factory automation. Wilde names it and ABB as the rare listed companies that actually build robots — but she still won't build a robotics portfolio from them.
Her rule: the further a stock is from the exact bet you want to make, the more you are exposed to that company's own management and operating mistakes. The pure robotics bets, she says, are still private.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.