Loved the humanoid robots take! The prediction felt a bit early but the logic is totally sound. Foundation and Apptronik are both positioning themselves smartly with those DoW relationships even if the actual contracts haven't scaled yet. Ran across similar dynamics last year with autonomy platforms that took 18-24 months longer than expected to move from pilot to production. The combo of tight hardware margins and slow governmentprocurement makes timing these breakthroughs kinda impossible to predict accurately.
To what extent do you think the likelihood of acquisition is a motivator for VC activity in the space? Also, curious for your thoughts on dual use trends—will more companies be cross-positioning like Foundation Robotics, etc.?
Loved the humanoid robots take! The prediction felt a bit early but the logic is totally sound. Foundation and Apptronik are both positioning themselves smartly with those DoW relationships even if the actual contracts haven't scaled yet. Ran across similar dynamics last year with autonomy platforms that took 18-24 months longer than expected to move from pilot to production. The combo of tight hardware margins and slow governmentprocurement makes timing these breakthroughs kinda impossible to predict accurately.
To what extent do you think the likelihood of acquisition is a motivator for VC activity in the space? Also, curious for your thoughts on dual use trends—will more companies be cross-positioning like Foundation Robotics, etc.?