Bankless · Monday, August 31, 2026
Shahin Farshchi, a partner at Lux Capital, believes the current hype around robotics is justified, but not due to the excitement surrounding humanoid robots like Tesla's Optimus or Figure AI. Instead, his enthusiasm stems from advancements in AI and the decreasing cost of manufacturing, which together enable complex robotic systems at lower prices.
“So I'm not particularly excited about the humanoids. I'm excited about the most recent wave of innovations in AI and cheap manufacturing and the ability to make things that are extremely complicated, systems that are very complicated at a very low price.”
“So you combine the intelligence with the cheap manufacturing together and you have products otherwise wouldn't have been possible for certain use cases.”
“And I think the humanoid robotics are a manifestation of that. But my personal excitement in robotics and automation isn't rooted in the humanoids. It's rooted in this more macro tailwind around the software that drives the robots, And the commoditization of the hardware that the software runs on.”