Brett Larson
Investor at NZS Capital specializing in industrial technology and automation; provides expert analysis on Cognex, machine vision history, market dynamics, and strategy as the episode's featured guest.
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Mar 13, 2026 • 45min
Cognex: Vision Quest - [Business Breakdowns, REPLAY]
Brett Larson, an NZS Capital investor focused on industrial tech and automation, breaks down Cognex and the evolution of machine vision. He traces its S‑curve strategy, product uses from inspection to robot guidance, and how sales and market cycles work. He compares competitive approaches, explores deep learning's role, and highlights end‑market drivers like logistics and semiconductors.
