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Latest / NEXT with John Koetsier

Do we really need 400 humanoid robot companies?

Why aren’t hundreds of millions of intelligent robots already operating in the physical world?

In this episode of NEXT with John Koetsier, John speaks with Seth Winterroth, partner at Eclipse, about the rapidly changing robotics investment landscape, the rise of physical AI, and the race to build the next generation of autonomous machines.

They explore whether the world really needs hundreds of humanoid robotics companies, why timing matters as much as technology, and why some robotics startups may need to build the entire stack ... from hardware and embedded software to AI models, evaluation…

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