Naveen Rao: robotics value won't be in models but end-to-end devices
HarryStebbings · x · 2026-10-26
Investor Harry Stebbings spotlights Naveen Rao (Nervana $400M, MosaicML $1.3B exits, $450M seed at $4.5B for Unconventional) arguing robotics value lies in end-to-end devices, not models — plus provocations that agentic coding is 'overrated and uninvestable' and most software investors are 'f'.
Related event: Debate Erupts Over Whether Robotics Value Lies in Models or Full Machines(2 posts)→
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