Editorial companion

What stands out

Ivana Delevska told Fox Business’s Making Money that robotics suppliers, not the headline robot makers, could crush competition in the next AI wave. Her point matters because real returns often live in the invisible parts of a revolution, like sensors, actuators, control software and the service contracts that glue them together, where scale, standards and factory footprints create genuine moats that demo-stage startups usually lack. For investors this shifts the spotlight from shiny prototypes to predictable revenue streams and operational leverage, a classic place to find long-term winners.