What are trends in robotics investment?
You'll like this interview if you're interested in the macro trends in robotics and how investors see the space.
With Sanjay Aggarwal from F-Prime Capital.
EPISODE LINKS
- Full transcript:
https://audrow-nash-podcast.github.io/transcripts/5-the-state-of-robotics-report-in-2024-early-days-but-great-potential.html- 2024 State of Robotics report:
https://fprimecapital.com/robotics- Sanjay Aggarwal's LinkedIn:
https://www.linkedin.com/in/sanjaykaggarwal/- F-Prime Capital's LinkedIn:
https://www.linkedin.com/company/f-prime-capital-partners/- F-Prime Capital's Website:
https://fprimecapital.com/PODCAST LINKS
- Watch and discuss on 𝕏:
https://www.x.com/audrow- Watch or listen on Spotify:
https://open.spotify.com/show/74jWpWiLwsasY2QHtDcl8I- Listen on Apple Podcasts:
https://podcasts.apple.com/us/podcast/audrow-nash-podcast/id1716486786- Watch on YouTube:
https://www.youtube.com/@audrow- Main podcast site:
https://podcasters.spotify.com/pod/show/audrow1- RSS Feed:
https://anchor.fm/s/e2666f60/podcast/rss- Full transcripts:
https://audrow-nash-podcast.github.io/transcripts- Podcast Github:
https://github.com/audrow-nash-podcastOUTLINE
(0:00) - Episode intro
(2:13) - Introducing Sanjay and F-Prime
(4:40) - Sanjay's background
(11:31) - Investing in Autonomous Vehicles then industrial robots
(15:29) - F-Primes portfolio of robotics companies
(26:55) - A new type of robotics founder
(28:21) - Humanoids
(35:04) - F-Prime's State of Robotics report
(39:29) - Macro forces for declining investment cash
(46:32) - Why are companies not IPO'ing lately?
(48:51) - High interest rates and how that effects the VC business model
(55:02) - Challenges in raising B & C investment rounds
(1:04:31) - Why we're in the early days in robotics
(1:09:23) - Will labor shortages affect robotics investments?
(1:12:00) - How reliable should systems be? + Human-in-the-loop
(1:17:20) - Common pitfalls to avoid for your robotics company
(1:20:27) - How to make your company VERY attractive to investors
(1:23:36) - Biggest challenges in robotics
(1:25:44) - Opportunities for new robotics companies
(1:27:53) - How would you start a new robotics company?
(1:32:12) - How to pick a good investor for your series A?
(1:34:39) - Trends in the robotics industry
(1:40:28) - Future of robotics