Guo: Sentiment Will Collapse Around Small-Scale Humanoid Robotics Startups
Sarah Guo · No Priors Ep. 144 | The 2026 AI Forecast with Sarah & Elad · Dec 19, 2025 · at 7:22
Venture capitalist Sarah Guo discusses her 2026 outlook for humanoid robotics startups and hype cycles.
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“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 everybody is going to deliver on those timelines... I think that we will see humanoid and semi-humanoid robots get deployed at small scale in environments, be the consumer or industrial next year, and not everything will work.”
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