VCs reorient toward robotics; annual private investment could top $100B next year
Rewkang · x · 2026-09-24
Investor Rewkang argues the first half of the year was a wake-up call for the VC industry: perceptions of SaaS investability are shifting, and backing companies in the world of atoms can still produce extreme power-law outcomes. He reports strong internal GP and external LP pressure across firms to reorient allocation strategies, calls 2026 the first year robotics has genuinely registered on the VC map, and expects annual private investment in robotics companies to exceed $100B next year.
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