robotics companies

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Apr 23, 2026 by Adam Bry · across every show →

Everything said about robotics companies, oldest first

Apr 23, 2026 bearish
Prediction Not checkable as stated
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.”
Adam Bry Apr 23, 2026 ▶ 32:07 Skydio Raises $110M Series F at $4.4B Valuation | CEO Adam Bry · Sourcery with Molly O'Shea
Jul 24, 2026 bullish
Prediction Held up
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.”
Tony Kim Jul 24, 2026 ▶ 45:16 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
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