EP30: Humanoid's $152M Robot Bet — Deployment Is the Real Milestone
Drew and Reese unpack Humanoid's $152M Series A at a $1.35B post-money valuation and use the round as an education-first physical-AI allocation case study. The key question is not whether the robot looks impressive; it is whether customer demand, manufacturing, and software utilization close a repeatable deployment loop. Four-step playbook: classify demo, pilot, or production; measure the task and human intervention; map the deployment stack; and stage-gate the evidence with a review date and a disconfirming signal. Research…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.