Hardware Robotics Companies

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Casado: Most hardware robotics startups inevitably become vertical sector companies
“When it comes to hardware most companies will end up verticalizing. Like, if you're If you're investing in a robot company for an app, for agriculture, you're investing in an ag company, because that's the competition and that's the pricing and that's the sup…”
Martin Casado Feb 19, 2026 ▶ 20:44 Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z

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