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40. Aaron Jacobson, NEA - The Golden Age of Industrial Automation

Heavy Hitters: The Digital Industrial Podcast

CHAPTER

Capitalization Strategy for Robotics and Automation

When bits meet atoms it's often necessary for these type of applications and then the dreaded CAPEX word comes out from a P&L perspective. We've seen some big wins in the robotic categories recently, desktop metal, Berkshire Grace, buyer as some examples. These robotics companies they get to market much faster than deep tech goes. Usually they're able to achieve that because they leverage a software business model often in subscription based which can be called robots as a service.

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