Charly Mwangi
@charlythuo
Dad, Husband, Partner at Eclipse, Co-founder at Matter
652 Following 5.4K Followers
Robotics is about to discover why there aren’t 43 Teslas.
Over the next 3-5 years, the fundraising story for Robotic companies will shift from lab demos to the factory floor.
Demos → paid pilots → volume production → profit.
Each step will eliminate companies that looked unbeatable at the previous one.
I helped scale manufacturing at @Tesla and @Rivian. Twice through that chasm.
It’s bloody hard. The demo, while necessary, barely hints at what’s coming.
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@gs_ai_ just introduced Eno, their first general-purpose robot.
Eno reflects the DNA of the Genesis team: drown out the noise, focus on what matters, and pursue excellence with obsessive attention to detail.
One year in, the pace of execution is bloody remarkable!
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