Derik Pridmore, co-founder and CEO of Osaro, a provider of AI-powered robotics systems for industrial automation, brings a unique perspective to the industry, combining his understanding of artificial intelligence (AI) and robotics with more than a decade of investment experience at firms such as Founders Fund and Arda Capital Management, where he invested in pioneering companies like DeepMind and Clarifai (Figure 2).
Osaro, a global machine-learning company with offices in San Francisco and Japan, specializes in AI software for industrial automation. Since 2015, Osaro has been developing hardware-agnostic AI software that enables robots to function in a variety of environments and perform diverse tasks, from automated storage and retrieval systems (ASRSs) and auto manufacturing to food prep and ecommerce. Its integrated perception and control software, coupled with a cloud-based data and GPU infrastructure, powers intelligent picking systems.
In 2022, the team at Osaro met the Zenni, an online eyeglass retailer, to make recommendations to boost throughput and reduce its messed-up order (MUO) rate.
Pridmore offered these four predictions for the robotics industry in 2025:
1. The shift toward automation accelerates: With the changes in the U.S. political landscape, warehouse operators, ecommerce platforms and manufacturers are rushing to bolster their automation plans to prepare for continued shortages in labor hiring for warehouses.
2. AI-powered robots prove their worth: Production deployments of AI-powered robots have demonstrated high ROI, production reliability and modularity that integrates with existing automation, such as conveyors, ASRS and autonomous mobile robots (AMRs). Many csompanies are moving into a multi-facility scale-up phase. Growth in robotic warehouse automation will continue, especially for mixed palletizing and depalletizing, and mixed-SKU piece picking and packing. Next up will be truck and van unloading.
3. The rise of adaptable AI models: The investor appetite for robotics continues alongside advances in hardware platforms like humanoids, as well as model innovations such as large language models (LLMs)/transformer augmented-perception models. Production systems will continue to require model and data platforms that can adapt a wide variety of model architectures to customer data and applications.
4. Humanoids face reality: Humanoid pilots will continue at a small scale, and the number of humanoid units produced by companies will likely remain at single-digit growth. Significant technical barriers persist, including battery life, heat dissipation, payload, sensing, including force sensing, safety and a significant hardware/software learning loop. Cost optimization for mass manufacturing is still more than five years away.
Pridmore believes 2025 will be a pivotal year for the robotics industry, with a focus on practical, scalable solutions that deliver real-world value.