Team and TAM, the keys to investing in robotics

Our featured guest on the show this week is Jamie Lee, Managing Partner at Tamarack Global. Tamarack Global emerged on our radar last month as one of the investors who participated in the recent series B funding round for Figure AI.  After meeting Jamie Lee for research for those news stories, we invited Jamie to come onto the podcast and share his investment thesis and the reasons why they are so bullish about humanoids, Figure AI, and especially Figure CEO and founder Brett Adcock. The heart of Tamarack's investment philosophy centers around investing in strong leaders who hire strong teams and build solutions for very large markets. But you'll also learn about Jamie's pragmatic philosophy for evaluating proposals and some of the danger signals that he looks for when evaluating a potential investment. Tamarack Global: https://www.tamarackglobal.com/ The Robot Report: https://www.therobotreport.com/