<![CDATA[ROBOT CAPITAL]]>https://robot-capital-ikwcjr.jellypod.comPowered by Jellypod (https://www.jellypod.com)Mon, 12 Oct 2026 23:18:00 GMTTue, 29 Sep 2026 20:55:47 GMTyesd13aed17-59c9-4b0c-9e33-7b5b7c48cb24Father ZacharyKMKT IR Hub Radio. Zach Martin solo on physical AI, humanoids, warehouse robotics, and the capital required to put machines to work.KMKT IR Hub Radio. Zach Martin solo on physical AI, humanoids, warehouse robotics, and the capital required to put machines to work.episodicFather Zacharyfeed+3b9a5f7b@podcasts.jellypod.comfalse<![CDATA[Where the Money Goes: Physical AI and the Q3 Reindustrialization Wave]]>https://robot-capital-ikwcjr.jellypod.com/episodes/5c4eee16-dad8-4edc-bb41-d66ff1c13af45c4eee16-dad8-4edc-bb41-d66ff1c13af4Mon, 12 Oct 2026 11:12:41 GMT1010Zach Martin breaks down Q3 2026 venture funding, exploring how historic capital is shifting from pure software into physical AI, energy, and robotics infrastructure. Discover how mega-rounds, high-profile IPOs, and a split between AI brains and bodies are redefining the modern market.

Show Notes

]]>Father ZacharyZach Martin breaks down Q3 2026 venture funding, exploring how historic capital is shifting from pure software into physical AI, energy, and robotics infrastructure. Discover how mega-rounds, high-profile IPOs, and a split between AI brains and bodies areZach Martin breaks down Q3 2026 venture funding, exploring how historic capital is shifting from pure software into physical AI, energy, and robotics infrastructure. Discover how mega-rounds, high-profile IPOs, and a split between AI brains and bodies are redefining the modern market. Show Notes Venture Investments In Deep-Tech And Physical AI – Seed To Exit: https://www.forbes.com/sites/sabbirrangwala/2026/10/05/venture-investments-in-deep-tech-and-physical-ai--seed-to-exit/ Q1 2026 Robotics & Physical AI VC Trends - PitchBook: https://pitchbook.com/news/reports/q1-2026-robotics-physical-ai-vc-trends Top Robotics Startups by Fundraising (2026) - New Market Pitch: https://newmarketpitch.com/blogs/news/robotics-top-startups-fundraisingfalse00:54:38full<![CDATA[The $47 Billion Physical AI Wave and the Hardware Rebound]]>https://robot-capital-ikwcjr.jellypod.com/episodes/b85db7d0-d6d0-4dce-90cc-9ce47fb7afd7b85db7d0-d6d0-4dce-90cc-9ce47fb7afd7Fri, 09 Oct 2026 11:12:57 GMT99Zach Martin analyzes the massive shift in venture funding toward physical AI, hardware, and defense systems as mega-rounds surge past historic records. Explore why investors are pivoting from pure software moats to motors and metal, and how operational realities in warehouses challenge the venture hype.

Show Notes

]]>Father ZacharyZach Martin analyzes the massive shift in venture funding toward physical AI, hardware, and defense systems as mega-rounds surge past historic records. Explore why investors are pivoting from pure software moats to motors and metal, and how operational reZach Martin analyzes the massive shift in venture funding toward physical AI, hardware, and defense systems as mega-rounds surge past historic records. Explore why investors are pivoting from pure software moats to motors and metal, and how operational realities in warehouses challenge the venture hype. Show Notes Venture Investments In Deep-Tech And Physical AI – Seed To Exit: https://www.forbes.com/sites/sabbirrangwala/2026/10/05/venture-investments-in-deep-tech-and-physical-ai--seed-to-exit/false00:53:03full<![CDATA[Inside the $11B Humanoid Robotics Cash Wave]]>https://robot-capital-ikwcjr.jellypod.com/episodes/3352b614-8eb4-44d4-a708-9859e910952c3352b614-8eb4-44d4-a708-9859e910952cThu, 08 Oct 2026 11:12:15 GMT88Host Zach Martin breaks down the record-shattering $11 billion pouring into humanoid robotics venture capital in 2026. Discover how a shrinking deal count, massive mega-rounds, and a hollowed-out middle market are reshaping the robotics landscape.

Show Notes

]]>Father ZacharyHost Zach Martin breaks down the record-shattering $11 billion pouring into humanoid robotics venture capital in 2026. Discover how a shrinking deal count, massive mega-rounds, and a hollowed-out middle market are reshaping the robotics landscape. Show NoHost Zach Martin breaks down the record-shattering $11 billion pouring into humanoid robotics venture capital in 2026. Discover how a shrinking deal count, massive mega-rounds, and a hollowed-out middle market are reshaping the robotics landscape. Show Notes Reshaping Industrial Automation with Physical AI | BCG: https://www.bcg.com/publications/2026/the-future-of-industrial-automation-with-physical-aifalse00:47:04full<![CDATA[Unitree's Massive IPO: Following the Capital in Physical AI]]>https://robot-capital-ikwcjr.jellypod.com/episodes/26e33190-2038-47ec-9cff-6f239c1bcf4626e33190-2038-47ec-9cff-6f239c1bcf46Wed, 07 Oct 2026 11:12:02 GMT77Zach Martin analyzes the explosive public debut of Unitree Robotics in Shanghai and what it means for physical AI liquidity. Explore how real revenues, supply chain dynamics, and massive market multiples separate commercial reality from speculative hype.

]]>Father ZacharyZach Martin analyzes the explosive public debut of Unitree Robotics in Shanghai and what it means for physical AI liquidity. Explore how real revenues, supply chain dynamics, and massive market multiples separate commercial reality from speculative hype.Zach Martin analyzes the explosive public debut of Unitree Robotics in Shanghai and what it means for physical AI liquidity. Explore how real revenues, supply chain dynamics, and massive market multiples separate commercial reality from speculative hype.false00:47:33full<![CDATA[The Humanoid Economy: Robots, Revenue, and Reality]]>https://robot-capital-ikwcjr.jellypod.com/episodes/b0839667-dde6-450c-84b9-ab38e346ca42b0839667-dde6-450c-84b9-ab38e346ca42Tue, 06 Oct 2026 18:29:34 GMT66This episode breaks down the rise of humanoid and physical AI, from the demographic forces driving demand to the warehouse deployments and recurring-revenue models making robots financeable. It also examines the hard constraints behind the hype, including payback periods, cash burn, and the capital structures needed to fund machines in the real world.

]]>Father ZacharyThis episode breaks down the rise of humanoid and physical AI, from the demographic forces driving demand to the warehouse deployments and recurring-revenue models making robots financeable. It also examines the hard constraints behind the hype, includingThis episode breaks down the rise of humanoid and physical AI, from the demographic forces driving demand to the warehouse deployments and recurring-revenue models making robots financeable. It also examines the hard constraints behind the hype, including payback periods, cash burn, and the capital structures needed to fund machines in the real world.false00:06:59full<![CDATA[Humanoids Go Public: Inside Agility Robotics' $2.5B Listing]]>https://robot-capital-ikwcjr.jellypod.com/episodes/afa69caf-297c-4d0c-8896-1eeb5eb80c76afa69caf-297c-4d0c-8896-1eeb5eb80c76Tue, 06 Oct 2026 11:13:05 GMT55Zach Martin breaks down Agility Robotics' planned $2.5 billion SPAC merger, analyzing the market realities, production targets, and structural risks behind the pure-play humanoid listing. Discover what this landmark public test means for the broader physical AI investment landscape.

]]>Father ZacharyZach Martin breaks down Agility Robotics' planned $2.5 billion SPAC merger, analyzing the market realities, production targets, and structural risks behind the pure-play humanoid listing. Discover what this landmark public test means for the broader physiZach Martin breaks down Agility Robotics' planned $2.5 billion SPAC merger, analyzing the market realities, production targets, and structural risks behind the pure-play humanoid listing. Discover what this landmark public test means for the broader physical AI investment landscape.false00:48:20full<![CDATA[Physical AI’s Mega-Round Moment]]>https://robot-capital-ikwcjr.jellypod.com/episodes/c36dfb3b-52c9-466d-8588-bccbcef91febc36dfb3b-52c9-466d-8588-bccbcef91febMon, 05 Oct 2026 11:10:36 GMT44Early-2026 physical AI funding has surged to record levels, driven by a handful of mega rounds in autonomous driving and defense autonomy. This briefing also tracks the current exit landscape, where public listings and acquisitions are concentrated in aerospace, defense, and drones while robotics waits for its liquidity moment.

]]>Father ZacharyEarly-2026 physical AI funding has surged to record levels, driven by a handful of mega rounds in autonomous driving and defense autonomy. This briefing also tracks the current exit landscape, where public listings and acquisitions are concentrated in aerEarly-2026 physical AI funding has surged to record levels, driven by a handful of mega rounds in autonomous driving and defense autonomy. This briefing also tracks the current exit landscape, where public listings and acquisitions are concentrated in aerospace, defense, and drones while robotics waits for its liquidity moment.false00:45:46full<![CDATA[The Robotics Subscription Cash Crunch]]>https://robot-capital-ikwcjr.jellypod.com/episodes/eb1ff6ac-306f-4879-a6e0-1c5dd89e5807eb1ff6ac-306f-4879-a6e0-1c5dd89e5807Sat, 03 Oct 2026 16:56:35 GMT33This episode breaks down the hidden economics of robotics subscriptions, showing why shifting robots from customer capex to vendor-led RaaS creates a major working capital burden. It also explores how startups finance fleets with venture capital, dilution, and hardware-backed valuation premiums.

]]>Father ZacharyThis episode breaks down the hidden economics of robotics subscriptions, showing why shifting robots from customer capex to vendor-led RaaS creates a major working capital burden. It also explores how startups finance fleets with venture capital, dilutionThis episode breaks down the hidden economics of robotics subscriptions, showing why shifting robots from customer capex to vendor-led RaaS creates a major working capital burden. It also explores how startups finance fleets with venture capital, dilution, and hardware-backed valuation premiums.false00:51:34full<![CDATA[Why Warehouse Robots Are Really a Subscription Business]]>https://robot-capital-ikwcjr.jellypod.com/episodes/578d32aa-eb44-4a52-9d1b-bd62153c22c7578d32aa-eb44-4a52-9d1b-bd62153c22c7Tue, 29 Sep 2026 21:19:28 GMT22Warehouse automation is reshaping who really controls the distribution center, from the shift away from one-time hardware sales to subscription models that lock in recurring revenue. The episode digs into RaaS contracts, seasonal robot fleets, and floor-embedded systems to show why the software layer and deployment model matter as much as the machines themselves.

Show Notes

]]>Father ZacharyWarehouse automation is reshaping who really controls the distribution center, from the shift away from one-time hardware sales to subscription models that lock in recurring revenue. The episode digs into RaaS contracts, seasonal robot fleets, and floor-eWarehouse automation is reshaping who really controls the distribution center, from the shift away from one-time hardware sales to subscription models that lock in recurring revenue. The episode digs into RaaS contracts, seasonal robot fleets, and floor-embedded systems to show why the software layer and deployment model matter as much as the machines themselves. Show Notes Legal Considerations for RaaS in Warehousing - Locus Robotics: https://locusrobotics.com/blog/raas-warehousing-legal-considerations Symbotic's Substantial Backlog Bodes Well, Signals Multi-Year Growth: https://finance.yahoo.com/news/symbotics-substantial-backlog-bodes-well-135800202.html Symbotic Inc. (SYM) Business & Moat Analysis | KoalaGains: https://koalagains.com/stocks/NASDAQ/SYM/business-and-moatfalse00:16:57full<![CDATA[Robot Capital: The Humanoid Economy Begins]]>https://robot-capital-ikwcjr.jellypod.com/episodes/09e90b32-3593-4b30-8eb2-19ac622f4d3109e90b32-3593-4b30-8eb2-19ac622f4d31Tue, 29 Sep 2026 21:09:08 GMT11Father ZacharyEpisode 1 sets the mission: track the companies, technology, and capital behind physical AI, humanoids, automation, and robotics.Episode 1 sets the mission: track the companies, technology, and capital behind physical AI, humanoids, automation, and robotics.false00:07:31full