Qianyi Deng, co-founder and CEO of Piggy Robotics, advocates for a strategic approach in deep tech, emphasizing the importance of choosing what *not* to build. Deng explains that in a rapidly growing field like robotics, where significant funding is flowing into AI-powered physical machines, companies should focus on a single layer where their competitive advantage can compound. Piggy Robotics shifted from building a full-stack humanoid robot to concentrating solely on the embodied AI agents, recognizing that intelligence, rather than hardware, was the scarce and compounding layer. Deng suggests evaluating potential development areas by asking if the advantage compounds, if a capable supplier already exists, and what the cost of saying 'yes' is to other priorities. AI
IMPACT Emphasizes focused development on AI intelligence over full-stack hardware in robotics for competitive advantage.
RANK_REASON Opinion piece from a company co-founder about strategic choices in deep tech.
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