robotics sector

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 19, 2026 by Sarah Wang · across every show →

Everything said about robotics sector, oldest first

Feb 19, 2026 bearish
Opinion
Wang: Robotics funding prematurely assumes a 'ChatGPT moment' has happened
“It would probably be on the hardware side, actually, right, and the robotics sector, right, which is, it's, I don't want to say that it's not getting funding, because it's clearly it's sort of non-consensus to almost not invest in robotics at this point, but w…”
Sarah Wang Feb 19, 2026 ▶ 19:57 Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z
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