The State of Robotics report in 2024: Early Days, but Great Potential

Audrow Nash Podcast

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-podcast
OUTLINE
(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