hardware robotics companies
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 19, 2026 by Martin Casado · across every show →
Everything said about hardware robotics companies, oldest first
Feb 19, 2026 neutral
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…”