Charly Mwangi(@charlythuo):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.

Charly Mwangi

@charlythuo

Dad, Husband, Partner at Eclipse, Co-founder at Matter

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Charly Mwangi@charlythuo

2026.09.20 20:40

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.