FOV Ventures’ Post

How big is the robotics market? Here's a view from Bessemer Venture Partners, one of the top global VC firms: "There will be 100,000x more robots on Earth in the next 10-20 years.” — Jeremy Levine, Partner at Bessemer Venture Partners. In the past five years, 745 software companies have raised more than $30M. The equivalent figure for robotics is 42—18 times fewer funded companies in a sector where the underlying market is 30 times (!) larger than software spend globally. Even accounting for the capital intensity of hardware businesses, robotics is structurally underinvested relative to its addressable opportunity. Another way to look at it: we are planning to deploy 3K+ Jini® Workers by 2030, generating over $150B ARR. That's just 0.3% of SAM... https://lnkd.in/eD6sbtvd

European robotics funding is heating up! But are the headlines distracting from the bigger challenge? Sifted reported that investment into European robotics startups more than doubled from 2024 to 2025, reaching around €1.45bn. Not to mention the highly publicised 9- & 10-figure investments in companies like RobCo, Sereact and NEURA Robotics. But the question I keep coming back to is this: If the investment is there, why are there so few cases of scaled deployments? Over the last few weeks I've had some really open conversations around the "health" of Europes Robotics space. But more so about where the bottlenecks are in Europe really competing on the world stage. One theme came up a few times. A lot of companies have been at the demo-after-demo stage for years. Most of the time… …the technology is impressive. …the pitch is strong. …the investor interest is real. But as one VC told me, he can tell quickly which companies are building demo's for the next investment round, and which are building towards a true commercial launch. Companies cant rely on an endless external investment cycle. They need paying customers using the product in the real world. Get a product deployed, prove value in a narrower use case, reinvest the commercial learning, then expand. Europe feels very good at creating investment momentum. But the bigger opportunity may be less glamorous: Deploy something that works -> Keep the use case tight -> Build from real customer revenue ->Then widen the scope. Because in robotics, hype does not compound forever. Deployment does. #robotics #europe #ai #machinelearning #robots #autonomy #deployment #investment #investing Pete Dormer Joanna Mainprice

JUST IN: German robotics AI startup Sereact has raised $110M in a Series B round to build AI models that make robots smarter and more adaptable. The round was led by Headline with participation from Bullhound Capital, Felix and daphni. What makes Sereact interesting is the core technology, AI that doesn't just control robots, but allows them to PREDICT the consequences of their actions before they take them. That's a fundamentally different approach to robotics software. Instead of rigid pre-programmed instructions, robots that can reason about what they're about to do. Another German deep tech company quietly building something world-class. 🇪🇺 The European robotics and AI ecosystem is in a very exciting place right now. Between Sereact, CuspAI, Cosine and others, the pipeline of breakout companies is stronger than people realise. Definitely one to watch. Ralf Gulde | Marc Tuscher

The deep-dive roundtables return to Robotics Invest on Day 2, and they remain one of the most highly-rated parts of the program year after year. Smaller groups, structured facilitation with topical experts, and the deeper conversations there isn't always time for elsewhere. Announcing the 2026 roundtable topics and leaders: AI and Robotics Across Modern Logistics Alexander Fortmüller, SoftBank Group International | Bill Boyd, Symbotic | Gina Chung, Locus Robotics Fundraising for Robotics Companies  Maria Palma, Freestyle Capital | Natan Reddy, Ironspring Ventures | Sohail Khalid, Lightscape Partners Leveraging AI for Finance and Operations David Shebay, CFGI | Chad Mello, CFGI Reinventing Manufacturing With Robotics and AI  Jason Faulring, Re:Build Manufacturing | Meredith Cataldo, Re:Build Manufacturing | Pham Quang Cuong, Eureka Robotics Solving Supply Chain Bottlenecks in Robotics  Hiten Sonpal, RISE® Robotics | Jan Zizka, Brightpick The Next Wave of Robotics Acquisitions  Marc Mantell, Mintz What Drives Enterprise Adoption in Robotics  Peter Blair, Pickle Robot Company Registration link in comments. See you there 🦾

We're excited to see our CEO, Hiten Sonpal, co-leading the roundtable on Solving Supply Chain Bottlenecks in Robotics at Robotics Invest 2026! These smaller, deep-dive sessions are always a highlight of the program, tackling the real-world operational challenges of scaling hardware. Check out the full Day 2 lineup below.👇

Khosla-backed robotics startup Genesis AI has gone full-stack, demo shows Genesis AI, a startup that raised a $105 million seed round to build foundational AI for robotics, has unveiled its first model, GENE-26.5, but also a demo showcasing a set of robotic hands performing complex tasks. https://lnkd.in/g326e9MZ

A German AI startup is making robots truly intelligent by teaching them to predict consequences. Sereact just raised $110 million in Series B funding to advance its groundbreaking AI model that enables robots to become smarter and far more adaptable across diverse tasks. This surge highlights Europe's rising role in the global robotics race as investors bet big on predictive intelligence transforming automation. https://lnkd.in/eUxu6Emq #AI #Robotics #GermanTech

BREAKING: German robotics company Sereact has raised a WHOPPING $110m Series B! 🇩🇪 The company, founded by Ralf Gulde and Marc Tuscher, develops AI-powered robotics tech. Today it has announced raising $110m led by Headline, with Bullhound Capital, Felix Capital, and daphni also investing. Returning investors Air Street Capital, Creandum, and Point Nine also participated. The money will be used to further develop its latest AI model, and to push into the US. VERY COOL Germany is COOKING. The rise of European deep tech has done wonders for the German tech scene and it is great to see. Interested in European Tech? Sign up to my newsletter to stay up to date: https://lnkd.in/d54jdWXP

The Canadian Robotics Council (CRC) has launched a Capital Committee with investors from BDC Capital, Inovia Capital, and others to boost funding for the nation's robotics sector. The initiative aims to connect capital providers with robotics startups to help them scale. Led by industry veterans including Ryan Gariepy and Aditya A., the committee will provide technical frameworks for investors and match entrepreneurs with specialized financing, aiming to strengthen Canada's position in physical AI and automation. More at: https://lnkd.in/e3yyWV6d #Robotics #VentureCapital #Innovation

SoftBank is launching a robotics venture to build data centers, and aiming for a $100 billion IPO. The new company, Roze AI, plans to use autonomous robots for construction, hoping to cut costs and speed up server-farm build-outs. SoftBank is already targeting an IPO in the second half of 2026. The scale of the ambition is notable—though some inside the company reportedly question both the valuation and timeline. SoftBank has a mixed history with bold robotics bets. The well-known Zume pizza venture collapsed after burning through hundreds of millions of dollars. The broader thesis—that AI-powered robotics can transform heavy infrastructure—is one others are chasing too, like Jeff Bezos's Project Prometheus. It's a huge market opportunity, but execution risk is just as large. 𝗦𝗼𝘂𝗿𝗰𝗲꞉ https://lnkd.in/gHm33vYM