America 2030 · Robotics

Invest in Robotics Pre-IPO Companies

America 2030 gives investors exposure to Terradepth’s ocean-data systems and Kodiak’s autonomous-driving technology through one managed fund spanning six sectors. Its robotics holdings address subsea surveying and autonomous transport.

Marketing communication. For accredited investors only.

Held by America 2030

Two of the twelve America 2030 positions are classified in Robotics. Impossible Metals, on this page, is also held, classified under Critical Minerals. Primary sector as recorded in the Manager’s portfolio register, September 30, 2026.

Why now

Autonomy for ocean data and transport.

Ocean intelligence

Terradepth combines autonomous underwater surveys with software for managing and using ocean data.

Autonomous transport

Kodiak develops autonomous-driving technology for commercial trucking and industrial operations.

These holdings address different operational needs: collecting subsea information and moving goods autonomously. Investment outcomes depend on reliable deployment, customer adoption and the economics of delivering these services.

America 2030

One managed fund, 12 portfolio positions, six sectors.

A managed, diversified portfolio of late-stage private companies supporting U.S. resilience and technological sovereignty. Robotics exposure comes through Terradepth and Kodiak, alongside positions in the other five sectors. Minimum investment $50,000. Open to accredited investors only.

Get the investment deck

Sub-sector map

Robotics, mapped from the factory floor to the battlefield.

Our research spans five clusters. America 2030 currently holds Terradepth in subsea autonomy and Kodiak in autonomous trucking.

Industrial & Construction

Autonomy deployed on real sites, generating revenue.

Subsea Autonomy & Ocean DataAutonomous TruckingAutonomous ExcavationInfrastructure InspectionAutomated Drilling

Defense Autonomy

Autonomous systems and software for contested environments.

Defense Software & AutonomyISR & Surveillance UASAutonomous Ground Vehicles

Robot Intelligence

The foundation models and software that make robots work.

Foundation Models for RobotsTactical Edge AI

Advanced Manufacturing

Automation reshoring how things get made.

AI-Driven Tooling & DiesActuators & Robot Components

Humanoid Robotics

The headline cluster. We track it closely and hold back on valuation: priced years ahead of delivery.

General-Purpose HumanoidsWarehouse & Logistics Robots

Company reports

Companies we research.

The robotics companies we follow, from industrial and defense deployment to the humanoid race. America 2030’s robotics holdings, Terradepth and Kodiak, are above.

Companies under coverage

Held by America 2030 Impossible Metals Autonomous robotic harvesting of seabed battery minerals, a robotics and critical-minerals play in one. Read the research → Research coverage Gecko Robotics Wall-climbing robots inspecting power plants, refineries, and military assets, deployed and generating revenue. Read in Data Room → Research coverage Applied Intuition Autonomy software for off-road and military ground vehicles, with US Army and Marines programs. Read in Data Room → Research coverage Auterion Open software stack for defense drones, on Pentagon contracts and deployed in Ukraine. Read in Data Room → Research coverage Bedrock Robotics Retrofit autonomy turning existing excavators into operator-free machines on live construction sites. Read in Data Room → Research coverage Mach Industries Vertically integrated unmanned warfare: VTOL strike UAVs, glide munitions, and decentralized manufacturing. Read in Data Room → Research coverage Durin Autonomous drilling rigs streaming real-time geology, automating the costliest phase of mineral exploration. Read in Data Room → Research coverage Westmag American-made drone motors and robot actuators, the muscle of physical AI, against Chinese supply dominance. Read in Data Room → Research coverage Figure AI Humanoids for manufacturing and logistics, at a valuation we think runs ahead of delivery. Read the research → Research coverage Apptronik Apollo humanoids for case-picking and palletizing, backed by Google and Mercedes, priced for perfection. Read the research → Research coverage Agility Robotics Digit, the bipedal warehouse robot, one of the furthest along, and one of the most richly valued. Read the research → Research coverage 1X Technologies Home humanoids at a reported $10B. We track it closely and wait for delivery to catch up with price. Read in Data Room →

How to invest

America 2030 is the route open today.

Minimum

$50,000

Positions

12

Sectors

6

Eligibility

Accredited

One managed, diversified portfolio held in America 2030, a series of IPO CLUB II LLC. The deck covers the current portfolio, investment strategy, fees, risks and track record.

Single-name SPVs: when secondary supply allows, members can take a position in one company through a dedicated SPV. No robotics single-name allocation is open right now. Browse the single-name company pages.

FAQ

Questions about investing in robotics.

Last updated: 2026-10-13.

Next step

Get the America 2030 investment deck.

The current portfolio, investment strategy, fees, risks and track record in one document. Minimum investment $50,000, for accredited investors only.

Company research, quarterly valuations and sector reports are free for members in the Data Room.