Funding the next wave of robotics
Juliette Chevallier of Scale Venture Partners and Jasmeet Singh of J Moon Ventures discuss the current state of robotics investment, emphasizing execution risk over technical risk and the importance of clear customer ROI. They analyze the hype around humanoids versus the potential of robotics foundation models (RFMs) and physical AI, while highlighting operational challenges for startups scaling manufacturing and defining business models. The conversation also covers regional differences in fundraising between the US, Canada, and India, and the need for realistic market sizing.