🗺 Building Robotics Businesses Set to Scale
Three applied-robotics operators share lessons from Bessemer's Robotics Day: pick verticals with acute staffing pain and structured, repeatable tasks, such as hotels; full-stack ownership still gives the tightest feedback loop, though partnering is now more viable; and the hardest hire is a "field deployment engineer" bridging lab and real-world deployment. Most robotics companies remain bottlenecked by building on vision-language models not designed for embodied tasks, and fundraising increasingly rewards domain depth plus long-term conviction over pure technical credentials — signaling continued high-conviction VC capital flowing into physical AI.
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