Bullish on Automation and Robotics, but not Humanoid Robots | Shahin Farshchi

Robotics hype is everywhere, but are humanoids actually the main event? Lux Capital partner Shahin Farshchi joins David to explain why the bigger opportunity may be AI-powered automation hiding inside factories, warehouses, and other industrial settings. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near-pod 🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner https://bankless.cc/bitkey 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS 0:00 Is the Robotics Hype Justified? 2:02 Why Humanoids Aren’t the Main Story 8:14 Robotics vs. Automation 12:20 Specialized Robots vs. Generalists 19:24 Making Robotics Accessible 22:25 AI Unlocks New Robotic Tasks 24:52 Robotics’ Internet Moment 27:52 Robots, Jobs, and Cheap Labor 31:28 What Automation Does to the Economy 39:07 What Still Holds Robotics Back 42:30 How AI Actually Powers Robots 50:49 The Robotics Data Bottleneck 53:34 Robotics Companies to Watch --- RESOURCES Shahin Farshchi https://x.com/Farshchi --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures