How should an investor evaluate a robotics startup? (Ask Drive Anything)

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  • Опубликовано: 25 ноя 2024

Комментарии • 3

  • @PathRobotics
    @PathRobotics 3 года назад +3

    ayyyyy

  • @jakewelford
    @jakewelford 2 года назад

    Beyond product pricing & ROCE calcs, what are the non product specific factors that impact growth for B2B Robotics firms? I'd estimate it to be the same hurdles any B2B firm has, but I'd be keen to hear thoughts.

    • @DriveCapital
      @DriveCapital  2 года назад

      1) inbound supply chain factors (especially lately) can significantly impact that cost and pace of growth
      2) Fleet management and/or customer support can be more onerous relatively to pure software companies
      3) Customer buy-in can be more complicated because it requires support from multiple functional areas (IT, OT, building ops, etc)
      4) Sabotage can be an issue, especially if the robot is deployed in the same space as the jobs employees think it will replace