Robotics VC funding up 400% in 2 years, but installations grew under 25% YoY

chris_j_paxton · x · 2026-10-23

Investor Jason Shuman warns robotics founders to "burn thoughtfully": VC funding in robotics has grown over 400% in two years, yet actual installations are up less than 25% YoY. Roboticist Chris Paxton amplified it, noting that deploying robots is hard and expensive, robotics diffusion will lag AI, and metrics must eventually catch up to valuations.

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