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Nearly every VC in crypto wants robotics/DePAI exposure, yet there are still only a handful of opportunities in both private markets and public tokens.
The question is whether founders think robotics is too early or just too difficult.
Crypto is famous for chasing ideas long before they are viable. The ability to prematurely TGE and cash out lowers the resistance to build things that will not work for years. If that logic held robotics should already be flooded with attempts. The fact it is not suggests the real issue is relative difficulty.
Robotics is booming in Web2 with no shortage of demand. And because most opportunities are still locked in private markets crypto offers a golden chance to provide exposure that does not exist elsewhere. Founders should be rushing to build in the space since it is an easy narrative to sell.
The fact they are not shows many do not even know where to start and pursue easier opportunities as a result. Unlike AI which is accessible to a typical software dev the complexity of robotics and hardware is a turn off to potential founders.
Why build in robotics when I could build an equally shiny crypto x ai protocol with less technical effort?
That is exactly why I am bullish on the few serious teams at the intersection of robotics and crypto.
The difficulty of robotics ensures only a few teams will break through and perhaps even attempt to build in the space but those that do will own one of the most durable moats in tech.
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