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
Kodiak
Autonomous trucks · Public, Nasdaq: KDK
Read the research →
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.
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.
Defense Autonomy
Autonomous systems and software for contested environments.
Robot Intelligence
The foundation models and software that make robots work.
Advanced Manufacturing
Automation reshoring how things get made.
Humanoid Robotics
The headline cluster. We track it closely and hold back on valuation: priced years ahead of delivery.
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
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.
Research
Go deeper on robotics.
The ASV Market →
Autonomous surface vessels for contested logistics and maritime autonomy, a defense-robotics market in the making. June 2026. Read in the Data Room.
Resilience Capital Stack →
How the six America 2030 sectors fit together, from defense autonomy to advanced manufacturing. February 2026. Read in the Data Room.
Humanoids Investing →
Our read on the humanoid race, and why we stay disciplined on valuation. November 2025. Read in the Data Room.
FAQ
Questions about investing in robotics.
America 2030 holds Terradepth and Kodiak, both classified in Robotics, and Impossible Metals, classified in Critical Minerals. The other names on this page are under IPO CLUB research coverage, not fund positions: Gecko Robotics, Applied Intuition, Auterion, Bedrock Robotics, Mach Industries, Durin, Westmag, Figure AI, Apptronik, Agility Robotics and 1X Technologies.
America 2030 has a minimum investment of $50,000. Minimums for single-name SPVs vary by deal, depending on availability and secondary supply at the time, and are confirmed inside the Data Room for each live allocation.
America 2030 is the route open to accredited investors today: one managed, diversified portfolio of 12 portfolio positions across six sectors, with a minimum investment of $50,000. Two of its positions are classified in Robotics: Terradepth and Kodiak. Impossible Metals, on this page, is also held, classified in Critical Minerals. Single-name SPVs open occasionally, when secondary supply allows.
Pre-IPO investments are speculative, illiquid, and involve the risk of total loss. Robotics companies carry added deployment risk: hardware that works in demonstration can slip on volume production, unit economics, and customer adoption timelines, alongside heavy capital requirements. These investments are suitable only for accredited investors and qualified purchasers who can bear a complete loss of capital.
America 2030 does not currently hold Figure AI or 1X. IPO CLUB provides research on these companies; research access does not establish investment availability. Any future single-name allocation would be announced separately.
We research the humanoid sector in depth, but we are not deploying capital into it at today's prices. Our robotics investments focus on industrial, construction, inspection, and defense applications where robots are already shipping, under contract, and generating revenue.
We believe humanoid valuations have run years ahead of when these robots will ship in volume and generate meaningful revenue. The technology is real, but the prices assume commercial success that has not yet been demonstrated at scale. We would rather back robotics companies already earning revenue in industrial and defense settings, and revisit humanoids when price and delivery line up.
There is no single answer, because the right name depends on the application. Across the robotics companies we cover, the industrial and defense names with real deployment include Gecko Robotics, Bedrock Robotics, Applied Intuition, Auterion, Mach Industries, and Durin, spanning infrastructure inspection, autonomous construction, ground-vehicle autonomy, defense drone software, unmanned systems, and automated drilling.
A single-name SPV gives concentrated exposure to one company, so the outcome depends entirely on that company. America 2030 spreads exposure across many companies in Robotics and five other sectors, Defense, Energy, AI Infrastructure, Critical Minerals, and Space, trading concentration for diversification. No robotics single-name is open right now; America 2030 is the route open today.
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.