NEW EPISODE - Bullish on Automation and Robotics, but not Humanoid Robots Humanoid robots are getting the headlines. But @Lux_Capital's @Farshchi says the real robotics boom is happening somewhere else: factories, warehouses, autonomous vehicles, and the software making automation dramatically cheaper. CHAPTERS --- 0:00 Is the Robotics Hype Justified? 2:02 Why Humanoids Aren’t the Main Story 8:14 Robotics vs. Automation 12:20 Specialized Robots vs. Generalists 19:24 Making Robotics Accessible 22:25 AI Unlocks New Robotic Tasks 24:52 Robotics’ Internet Moment 27:52 Robots, Jobs, and Cheap Labor 31:28 What Automation Does to the Economy 39:07 What Still Holds Robotics Back 42:30 How AI Actually Powers Robots 50:49 The Robotics Data Bottleneck 53:34 Robotics Companies to Watch