robotics
3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Apr 13, 2024 by Varun Mayya · across every show →
Everything said about robotics, oldest first
Apr 13, 2024 bearish
Mayya: Building futuristic hardware in India lacks a strategic advantage
“Most of your good technical talent is going abroad. That's number one. Number two, in India, there's no market to buy. You build robotics, let's say, you know, the early market for this, you've seen that crossing the chasm, the curve, right? The early market f…”
Jun 11, 2026 neutral
Jul 14, 2026 neutral
Dalal: Building robotics demos is 20% of effort, productization is 80%
“And in robotics, it's almost always the other way around, which is the demo is only about first 20% of the work, And the rest of making sure it is working is the 80% of the work, and it takes quite a long amount of time to get to the perfection to make sure th…”