YC backed 25 robotics startups last batch as VCs call robotics the new SaaS moment
Scobleizer · x · 2026-11-06
Robert Scoble amplified the argument that robotics funding today is where SaaS stood in 2017, noting YC funded 25 robotics companies in its latest batch.
The core math: software companies spend only 10 cents of every revenue dollar on people, while physical industries spend 70-90 cents. With software representing a $20-30T slice of global GDP and the physical economy worth $60-70T, automation of physical labor is framed as a roughly 10x bigger opportunity than software.
More from Venture
- Jim Cramer tells investors the AI stock selloff is not another dot-com crash — Polymarket · 2026-11-06
- AI overbuild skeptics miss the demand: agents, cyber AI and 0.1% enterprise penetration — builderjaydub · 2026-11-06
- Autonomous Launches Local AI Workstations: 8-GPU Unit at $99,700 with Free 24-Hour Setup — dee_hw · 2026-11-06
- Polymarket odds put AI bubble burst by end of 2026 at just 8% on $2.6M volume — Polymarket · 2026-11-06
- GSC Simulator Walkthrough: Why New Sites Can Win Mid-to-High KD Keywords — gefei55 · 2026-11-06
- KOSPI halted after 8.5% plunge in 3 minutes; SK Hynix -12%, Samsung -10% — ns123abc · 2026-11-06