# Funding the next wave of robotics

- Show: [The Robot Report Podcast](https://hardwarepodcasts.com/podcast/the-robot-report-podcast)
- Published: 2024-12-06
- Length: 1h 39m
- Page: https://hardwarepodcasts.com/podcast/the-robot-report-podcast/2024-12-06-funding-the-next-wave-of-robotics
- Listen: https://soundcloud.com/robot-report-podcast/funding-the-next-wave-of-robotics

## Summary

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.

## Chapters

- [0:00](https://hardwarepodcasts.com/podcast/the-robot-report-podcast/2024-12-06-funding-the-next-wave-of-robotics#t=0) Introduction and News: Humanoid Safety and Standards
- [25:43](https://hardwarepodcasts.com/podcast/the-robot-report-podcast/2024-12-06-funding-the-next-wave-of-robotics#t=1543) Juliette Chevallier on Scale Venture Partners and Investment Thesis
- [44:25](https://hardwarepodcasts.com/podcast/the-robot-report-podcast/2024-12-06-funding-the-next-wave-of-robotics#t=2665) Juliette on AI, Humanoids, and Robotics Foundation Models
- [1:03:59](https://hardwarepodcasts.com/podcast/the-robot-report-podcast/2024-12-06-funding-the-next-wave-of-robotics#t=3839) Jasmeet Singh on Physical AI and Investment Criteria
- [1:19:29](https://hardwarepodcasts.com/podcast/the-robot-report-podcast/2024-12-06-funding-the-next-wave-of-robotics#t=4769) Jasmeet on Operational Challenges and Regional Fundraising

## Topics

- [Fundraising & investors](https://hardwarepodcasts.com/topic/fundraising)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Robotics & autonomy](https://hardwarepodcasts.com/topic/robotics-and-autonomy)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)

## Most relevant to

early-stage companies, companies scaling up

## Mentioned

- Scale Venture Partners (company)
- J Moon Ventures (company)
- Locust Robotics (company)
- Dusty Robotics (company)
- OneX (company)
- Eve (product)
- Neo (product)
- Orange Wood Labs (company)
- Rural Hologram (company)

## Related episodes from other shows

- [Independent Investment Banking in Robotics, Automation, and AI with Cascadia Capital’s Firdaus Pohowalla](https://hardwarepodcasts.com/podcast/manufacturing-happy-hour/2022-02-08-independent-investment-banking-in-robotics-automation-and-ai-with-cascadia-capit) (Manufacturing Happy Hour)
- [Ep. 16: AI Is Changing the Physical World | The Robo Success Podcast](https://hardwarepodcasts.com/podcast/the-robo-success-podcast/2026-09-01-ep-16-ai-is-changing-the-physical-world-the-robo-success-podcast) (The Robo Success Podcast)
- [BONUS: The State of Robotics in 2025: Investing in the Next Wave of Automation with Sanjay Aggarwal of F-Prime Capital (sponsored by RoboBusiness)](https://hardwarepodcasts.com/podcast/manufacturing-happy-hour/2025-10-03-bonus-the-state-of-robotics-in-2025-investing-in-the-next-wave-of-automation-wit) (Manufacturing Happy Hour)
- [112: Designing & Commercializing Robotics Inventions](https://hardwarepodcasts.com/podcast/product-startup/2022-02-02-112-designing-commercializing-robotics-inventions) (Product Startup)
- [BONUS: Hear what Investors, Educators, and High Growth Companies have to say about the future of Robotics, Automation, and AI, Pt. 1 of 2 (brought to you by Cascadia Capital)](https://hardwarepodcasts.com/podcast/manufacturing-happy-hour/2022-06-21-bonus-hear-what-investors-educators-and-high-growth-companies-have-to-say-about) (Manufacturing Happy Hour)

## Citing this page

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