From Sterling Blake Partners

Observations

Occasional pieces on the industries we watch: what is being built, what it will take to keep it running, and who is positioned to do it.

Written because the question seemed worth asking. Addressed to no one in particular, and to anyone who finds it useful.

No. 01 September 2026

The Bay and the Robot

Everyone is arguing about how many humanoid robots get built. The more interesting question is what happens when one breaks — whether it ships to a depot or gets fixed down the street, and what that would mean for the repair shops, parts networks and zoning already sitting there.

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Pieces here are commentary, not counsel, and are written without reference to any client engagement.

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