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 ๐: 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