Investors and roboticists clash over robot startup bubble

Investor Chris Camillo argues the robotics sector is not a bubble, citing its early stage and undeniable TAM, while roboticist kscottz counters that there is still no evidence of model generalization and that TAM is not unlimited.

2026-10-09 ~ 2026-10-09 · 2 related posts

• Investor pushes back on robotics bubble talk: early-stage TAM undeniable, valuations still diverging — ChrisCamillo · 2026-10-09
• Robotics practitioner rebuts bubble denial: no evidence models generalize, TAM not effectively infinite — kscottz · 2026-10-09