Mocking Robotics VCs Quietly Pivoting from Humanoids to Verticals
DanGrover · x · 2026-08-02
A viral tweet in the AI community sarcastically mocks robotics venture capitalists, pointing out that VCs who funded vaporware demo bots in 2024 are quietly rewriting their investment theses.
- Changing Narratives: Last year, partners were telling LPs that "humanoids will replace warehouse workers by 2026." This year, the pitch has pivoted to "we always believed in vertical-specific solutions."
- Industry Reality: The author jokes that this sharp turn from grand narratives to pragmatic scenarios is going to make the upcoming LP letters incredible.
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