Robots and defense: attention is moving to things that ship
What investors have said about this, week by week, in Sublimnl Current.
Hard tech came up from a wide mix of investors. In a Turner Novak interview clip, Bilal Zuberi (@bznotes) said the most under-invested part of physical AI is actually getting robots deployed in the field. Jason Calacanis (@jason) argued for renting robots by the hour instead of selling them. Corinne Riley (@CorinneMRiley) poked fun at the weekly "GPT-3 moment for robotics" claims. Bilal also warned that hardware is still hard, and in some ways harder now that China supply chains are cut off.
Demand for private shares is pointing the same way. Turner Novak and Harry Stebbings both shared a Q3 secondaries list where defense names climbed alongside AI.
If you want to join in: Share a real lesson from the field about deployment, suppliers, or what customers actually adopt.