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Advice to VCs: Avoid Technology Dependency in Robotics

Advice to VCs investing in robotics: when the underlying technology landscape is still changing SO incredibly quickly, avoid making bets that make you path dependent on a specific technology approach. (e.g. Vision Language Action Models vs. @GeneralistAI's System1/System 2 approach). We're still so early and have only seen ~0.1% of the ideas and innovation in this space. Invest in infrastructure & picks and shovels. [Translated from EN to English]

→ View original post on X — @ken_goldberg, 2026-04-13 18:39 UTC

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