Pricing the Humanoid Robot Boom
Nov 9, 2026 ·
4m 51s
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Description
Zach prices the humanoid boom: Apptronik's more than $935 million raised at about $5.3 billion, Figure's Series C at $39 billion, and SoftBank's reported ~$6 billion talks for 1X, against...
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Zach prices the humanoid boom: Apptronik's more than $935 million raised at about $5.3 billion, Figure's Series C at $39 billion, and SoftBank's reported ~$6 billion talks for 1X, against about $15 billion of 2025 robotics venture capital. He argues investors are buying data engines, foundation models, factory capacity and contracts—not near-term hardware earnings—and names the deployment risks that still sit ahead. Hosted by Zach Martin on IRHUB Robot Capital Podcast, from IRHUB on KMKT.
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| Author | KMKT |
| Organization | KMKT |
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