Description
How are investors navigating the wild frontier of robotics startups? The rules for deep tech investing are still being written.<br /><br />I talk with Brannon Jones, DeepTech Investor at AlleyCorp, about why robotics is an untamed investment landscape, how smart investors evaluate robotics companies, and which sectors are primed for robotic disruption.<br /><br />You'll like this interview if you're interested in robotics startups, venture capital's approach to hardware, or understanding which deep tech innovations are hype versus reality.<br /><br />TRANSCRIPT<br />- https://audrownashpodcast.com/posts/22-alleycorp/transcript<br /><br />EPISODE LINKS<br />- Brannon Jones X: https://x.com/robotjonez<br />- Brannon Jones LinkedIn: https://www.linkedin.com/in/jones-brannon<br />- AlleyCorp Website: https://alleycorp.com<br />- AlleyCorp LinkedIn: https://www.linkedin.com/company/alleycorp<br /><br />PODCAST LINKS<br />- Podcast Website: https://audrownashpodcast.com/<br />- YouTube: https://www.youtube.com/@audrow<br />- Apple Podcasts: https://podcasts.apple.com/us/podcast/audrow-nash-podcast/id1716486786<br />- Spotify: https://open.spotify.com/show/74jWpWiLwsasY2QHtDcl8I?si=6c92796bf9554162<br /><br />TIMECODES<br />(0:00) Start<br />(0:23) AlleyCorp Overview <br />(3:57) DeepTech <br />(11:13) AlleyCorp’s Reach <br />(15:43) Portfolio Highlights <br />(17:32) Eyebot Kiosk <br />(23:24) SaaS vs. DeepTech <br />(28:58) Portal Space <br />(33:35) Aescape Massage Robot <br />(45:06) Valar Atomics <br />(49:27) Koop Technologies <br />(51:21) Glacier Robotics <br />(55:29) Civ Robotics <br />(56:24) Investment Challenges <br />(1:09:51) Market-Focused Startups <br />(1:14:30) Early Robotics Investments <br />(1:24:00) Humanoids <br />(1:28:35) Deglobalization <br />(1:32:52) Hype vs. Reality in Robotics <br />(1:38:23) Key Takeaways