Heavy Hitters: The Digital Industrial Podcast

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

Nov 8, 2021

29:02

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Highlights

AI Chapters

Episode notes

How to Evaluate a Robotics Startup?

04:07

Capitalization Strategy for Robotics and Automation

04:14

NEA - What's Your Investment Strategy?

02:11

Introduction

4min

NEA - What's Your Investment Strategy?

2min

How to Evaluate a Robotics Startup?

4min

Is TAM Really Important?

2min

Capitalization Strategy for Robotics and Automation

4min

Blitz Scaling in Robotics

4min

The Golden Age of Automation

4min

Is There a Better Time for Robotics to Take All of Our Jobs?

3min

How to Evaluate an Early Stage Founder

3min

We discuss the ‘6Ts’ framework Aaron developed to evaluate industrial automation innovation, how he analyzes the total market opportunity for robotic applications that are blazing new trails, the capitalization strategy he leverages for businesses that have both s/w and h/w components (bits meet atoms!), what role blitzscaling has to play in these industrial categories where bits meet atoms, and finally, we discuss the underlying macro factors and tailwinds that are at play globally leading to what Aaron coins “The Golden Age of Automation”.

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