ROBOT CAPITAL
KMKT IR Hub Radio. Zach Martin solo on physical AI, humanoids, warehouse robotics, and the capital required to put machines to work.
Episodes (10)
Where the Money Goes: Physical AI and the Q3 Reindustrialization Wave
The $47 Billion Physical AI Wave and the Hardware Rebound
Inside the $11B Humanoid Robotics Cash Wave
Unitree's Massive IPO: Following the Capital in Physical AI
The Humanoid Economy: Robots, Revenue, and Reality
Humanoids Go Public: Inside Agility Robotics' $2.5B Listing
Physical AI’s Mega-Round Moment
The Robotics Subscription Cash Crunch
Why Warehouse Robots Are Really a Subscription Business