Excited to be on the Business Insider list of top robotics investors.
The data wall is falling. For years, the bottleneck was teleoperation: slow, expensive, narrow. Now robots can learn from human video, practice in simulation before touching reality, and there is enough funding to scale data deployments. Robotics is finally running the playbook that took LLMs from autocomplete to reasoning.
There are still many open frontiers. General manipulation. The right API layer for the robotics models. Application robotics. That's exactly why I'm bullish. We've just found a recipe that works. Thanks to
@ryajetha for compiling the list.