Deep Dive: A VC's Perspective on Who Will Win the Humanoid Robotics Race
MarwaEldiwiny · x · 2026-07-30
In this episode of the Soft Robotics Podcast, host Marwa Eldiwiny sits down with Jason Black, a venture investor who spent nearly a decade at RRE Ventures focusing on robotics.
Key discussion points include:
- Investment Case Debate: Playing devil's advocate to question the underlying investment thesis for humanoid robotics.
- Open-source Models: Evaluating whether open-source humanoid robotics companies can build viable businesses.
- Winning Criteria: Analyzing what it actually takes to separate promising concepts from true market winners in the space.
Related event: Former RRE Investor Analyzes the Humanoid Robotics Landscape(2 posts)→
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