Robotics & Physical Intelligence 201: Strategy, Investment and Deals
This course is for founders, investors, corporate development and strategy teams, senior operators who have the basics of robotics and physical AI and now face harder decisions: which technology bets will last, whether a company's performance claims are real, what a robot really costs per task, what a robotics company is worth, and when to buy, build, partner or invest. It is Season 2 of the series and picks up where Robotics & Physical Intelligence 101 ended.
What you will learn
- Explain how a modern robot foundation model is put together, and judge where a company sits on the generalist-versus-specialist spectrum.
- Assess a robotics company's data engine: how it collects data, what each hour costs, whether it compounds and who owns it.
- Read evaluation results critically, calculate how much evidence a reliability claim needs and turn intervention data into a staffing and cost forecast.
- Explain how safety is engineered and certified for robots whose behaviour is learned, and which regulations apply from 2027.
- Build cost-per-task and fleet unit economics for robots, and work out where value accrues across hardware, software, data and integration.
- Value an early-stage robotics company, run technical due diligence and structure a strategic investment, partnership or acquisition.
- Map supply-chain and geopolitical risk, and write a multi-year robotics strategy using a build, buy, partner or invest framework.