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Fault Lines #11 - Jeson Lee - Why Robotics Is the Next Venture Gold Rush

In this episode of Fault Lines, Augustin Sayer sits down with Jeson Lee, founder and Managing Partner of Savant Ventures, to trace an unconventional journey from launching his first startup as a teenager in Malaysia to becoming a physical AI investor in San Francisco. Jeson explains why he believes AI is rapidly commoditizing traditional software—and why the next generation of outsized companies will instead be built at the intersection of AI, robotics, hardware, and the physical world.

They also dive into the unusual model behind Savant Ventures: a venture firm built around a physical lab…

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