SaaS is over… Why you should build a robotics company in 2026

Описание: 2026 will be the year of robotics.

We're in an Will Smith spaghetti moment. Remember how AI-generated video looked horrific two years ago? That's where robotics is right now. Computer vision is solved. VLAs (vision language action models) are starting to work. The reliability problem is being cracked as we speak.

And unlike software, where you're competing against 15,000 marketing AI startups, humanoids has maybe 200 companies worldwide. Warehousing, the most crowded robotics vertical, has 700.

The macro tailwinds are obvious. Dark factories. Self-driving everything. Drones dominating warfare. China pushing automation hard. The West trying to reindustrialize with an aging workforce.

But the real unlock is that small teams can now move incredibly fast. One person built Rollo's first prototype with two friends helping. A year later, they're at CES and raised couple million euros.

Components costs are dropping. Suppliers actually want to work with startups now.
The mental model is simple: robotics is the next SaaS. Look at any industry, find one specific task, and build a robot that can do it better, faster, or around the clock.

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– Andreas ✌️

Robotics – Episode #1: Why you should start a robotics startup in 2026

Sources:
Video we did with Sunrise Robotics:    • How One Startup Is Revolutionizing Europea...  
Instant Policy paper: https://www.robot-learning.uk/instant...
The electric tractor: https://voltrac.eu/
The monowheel robot: https://1rollo.com/
Humanoid fighting: https://rek.com/
Video we did with Monumental:    • Inside Europe's Most Ambitious Constructio...  
A16Z article on Physical AI DevOps: https://www.a16z.news/p/the-physical-...

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Launch Video:    • How we want to build European Manufacturin...  
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Chapters:
00:00 Intro
00:34 Robotics are exploding: self-driving cars, logistics, manufacturing
01:58 Why start doing robotics in 2026?
03:56 Costs for robotics components are getting super cheap
04:42 We're in the Will Smith Spaghetti moment of robotics
06:11 Still early days, the entire robotics stack is being figure out right now
06:53 Robotics data remains an unsolved problem with huge opportunities
07:46 Huge macro tailwinds are pushing robotics: unlock, demography, productivity
08:40 What you can build in robotics - Robotics as the new SaaS
09:14 Structured vs Unstructured - Optimize systems for robots, not humans
10:05 Build in crazy niches that are huge when sold to globally
10:32 General vs Vertical robotics solutions - Humanoid vs task-specific
11:54 Small robotic team can build prototypes way quicker today
12:32 What about humanoids?
14:52 Robotics is a giant new world of open opportunities
15:37 Summary

Video Editor: Benjamin Fiedler (benjaminfiedler.de)