Private capital is not flinching on robotics. $7.2B was invested in 2024 alone. And early 2025 shows more of the same. Huge checks, concentrated in humanoids and physical AI. Whats going on? 🧵

@cot_research 2/ @Figure_robot pulled in $675M. @physical_int raised $470M. These are not spray-and-pray rounds. They’re conviction plays on execution. Investors think the breakout is close enough to touch.

4/ If you believe humanoid robotics works at scale, then you believe it touches everything: Logistics Manufacturing Healthcare Retail Even home labor That’s the scale investors are chasing.

5/ The thesis is simple: Once humanoids cross a performance threshold, demand explodes. Not incrementally. Exponentially. And capital is moving in before that moment arrives.