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