Marco Mascorro(@Mascobot):The fact that there are hundreds of new “robot” companies popping up, all roughly doing the same demos, but all using the same hardware from the same handful of companies (which would be very difficult for them to replace or build), shows where the value is accruing. I heard a similar story many years ago (~2012) about something called Torch that only ran on this one hardware device that would hard to replace.

Marco Mascorro

@Mascobot

Researching LLMs | Roboticist | Prev: Partner @a16z (inv @cursor_ai, @thinkymachines, @bfl_ml, etc), cofounded Fellow Robots, @BMW Research

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Marco Mascorro@Mascobot

2026.08.07 16:03

The fact that there are hundreds of new “robot” companies popping up, all roughly doing the same demos, but all using the same hardware from the same handful of companies (which would be very difficult for them to replace or build), shows where the value is accruing. I heard a similar story many years ago (~2012) about something called Torch that only ran on this one hardware device that would hard to replace.

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