Path Robotics has been on a tear over the last 18 months. They’ve grown revenue 17x in that time period and there’s no shortage of demand for welding.

There’s been many longstanding misconceptions around hardware solution businesses but that’s going to change.

We are seeing players in the space grow revenue at software pace with strong gross margins and revenue quality on par or higher than software/AI.

We think the space sees a lot more love as players like Path prove this out. Congrats to @AndrewLonsberry and the team.

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