PODCAST · business
ROBOT CAPITAL
by Father Zachary
KMKT IR Hub Radio. Zach Martin solo on physical AI, humanoids, warehouse robotics, and the capital required to put machines to work.
Episodes
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Where the Money Goes: Physical AI and the Q3 Reindustrialization Wave
Zach Martin breaks down Q3 2026 venture funding, exploring how historic capital is shifting from pure software into physical AI, energy, and robotics infrastructure. Discover how mega-rounds, high-profile IPOs, and a split between AI brains and bodies are redefining the modern market. Show Notes...
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The $47 Billion Physical AI Wave and the Hardware Rebound
Zach Martin analyzes the massive shift in venture funding toward physical AI, hardware, and defense systems as mega-rounds surge past historic records. Explore why investors are pivoting from pure software moats to motors and metal, and how operational realities in warehouses challenge the…
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Inside the $11B Humanoid Robotics Cash Wave
Host Zach Martin breaks down the record-shattering $11 billion pouring into humanoid robotics venture capital in 2026. Discover how a shrinking deal count, massive mega-rounds, and a hollowed-out middle market are reshaping the robotics landscape. Show Notes Reshaping Industrial Automation with...
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Unitree's Massive IPO: Following the Capital in Physical AI
Zach Martin analyzes the explosive public debut of Unitree Robotics in Shanghai and what it means for physical AI liquidity. Explore how real revenues, supply chain dynamics, and massive market multiples separate commercial reality from speculative hype.
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The Humanoid Economy: Robots, Revenue, and Reality
This episode breaks down the rise of humanoid and physical AI, from the demographic forces driving demand to the warehouse deployments and recurring-revenue models making robots financeable. It also examines the hard constraints behind the hype, including payback periods, cash burn, and the…
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Humanoids Go Public: Inside Agility Robotics' $2.5B Listing
Zach Martin breaks down Agility Robotics' planned $2.5 billion SPAC merger, analyzing the market realities, production targets, and structural risks behind the pure-play humanoid listing. Discover what this landmark public test means for the broader physical AI investment landscape.
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Physical AI’s Mega-Round Moment
Early-2026 physical AI funding has surged to record levels, driven by a handful of mega rounds in autonomous driving and defense autonomy. This briefing also tracks the current exit landscape, where public listings and acquisitions are concentrated in aerospace, defense, and drones while robotics...
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The Robotics Subscription Cash Crunch
This episode breaks down the hidden economics of robotics subscriptions, showing why shifting robots from customer capex to vendor-led RaaS creates a major working capital burden. It also explores how startups finance fleets with venture capital, dilution, and hardware-backed valuation premiums.
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Why Warehouse Robots Are Really a Subscription Business
Warehouse automation is reshaping who really controls the distribution center, from the shift away from one-time hardware sales to subscription models that lock in recurring revenue. The episode digs into RaaS contracts, seasonal robot fleets, and floor-embedded systems to show why the software...
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Robot Capital: The Humanoid Economy Begins
Episode 1 sets the mission: track the companies, technology, and capital behind physical AI, humanoids, automation, and robotics.
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ABOUT THIS SHOW
KMKT IR Hub Radio. Zach Martin solo on physical AI, humanoids, warehouse robotics, and the capital required to put machines to work.
HOSTED BY
Father Zachary
CATEGORIES
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Frequently Asked Questions
How many episodes does ROBOT CAPITAL have?
ROBOT CAPITAL currently has 10 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is ROBOT CAPITAL about?
KMKT IR Hub Radio. Zach Martin solo on physical AI, humanoids, warehouse robotics, and the capital required to put machines to work.
How often does ROBOT CAPITAL release new episodes?
ROBOT CAPITAL has 10 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to ROBOT CAPITAL?
You can listen to ROBOT CAPITAL on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts ROBOT CAPITAL?
ROBOT CAPITAL is created and hosted by Father Zachary.
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