Brett Larson

Brett Larson

AI-enabled edge learning is Cognex’s next S-curve, shifting vision from rules-based programming to teaching by example.Trained on 5–10 images and deployed in hours, it helped add 3,000 customers through 80,000 visits, reaching roughly $1M/week with accretive gross margins.With 13% operating margins versus a 30%+ peak and 5.5x NTM sales, cycle timing, China’s 18% exposure, and AI disruption remain risks.