Robotics Companies
topic on 6 shows · 10 statements across 8 episodes
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10 statements about Robotics Companies, every show
Tony Kim: China has 30 to 40 potential robotics IPOs this year
“I'm looking at the current pipeline. I see 30, 40 potential IPOs this year in China.”
Bry: Expect 'pain and carnage' for recent wave of robotics investments
“I think that we are going to see a lot of pain and carnage on the investments and expectations that are being set in this sort of like most recent round of robotics companies, because it's just the physical world does not work the way the software world works.”
Hu: Historically, robotics startups struggled to scale due to unviable payback periods
“That has been historically one of the biggest challenges for robotic companies that they go into growth stage. It's just the payback hack period. It just doesn't make sense.”
Vuong: A Cambrian explosion of vertical robotics startups is coming worldwide
“But, you know, myself personally, I believe there's going to be a Cambrian explosion of robotic company across the entire world and across many, many different vertical. Just because it's just so much cheaper to build, and it doesn't require you know, someone …”
There are currently over 100 robotics companies in China
“The number of robotics companies? There's over a hundred now.”
Most subsidized Chinese robotics companies are currently unprofitable due to intense competition
“One of the end results is that most of these companies aren't very profitable today because it's just intense competition and a lot of times over capacity because of the province level subsidies and supports.”
Guo: Sentiment Will Collapse Around Small-Scale Humanoid Robotics Startups
“One is there's going to be like some collapse of sentiment around a set of robotics companies next year, not because it like actually isn't as a field going to progress, but because, you know, people are beginning to project timelines and you know, not everybo…”
Vijay: Hardly any vertically-focused robotics startups reached billion-dollar valuations over last decade
“You see, in last 10 years, there are hardly any billion dollar, you know, robotics companies which were vertically growing.”
Groom: Physical Intelligence works with most new robotics startups globally
“We work with, I'd say probably most of the new robotics companies starting in the U S and abroad.”
Rabois: Outsider robotics firms will fail to replace warehouse workers
“Some company from afar that doesn't understand how a warehouse works, that doesn't understand real workers and what real workers, you know, needs are and tries to run a mixed system without having any understanding of real people. I don't think it's going to b…”