Egocentric data collection and refinery startups are DOA.
In the last yr, as a physical AI fund, we've seen dozens of these startups selling data collected to inform robot policy & in one ann, Figure just nuked their entire lineage.
Introducing Index
Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world
→ 30min of video uploads/sec
→ 16M video uploads
→ Paid $15M to date
→ 264k downloads
We're committed to spending $1B the next 12 months on data & compute
Chinese humanoids are built different
While China shipped 90% of humanoids in 2025, they made up only 30% of the dollars. @AGIBOTofficial topped the list, shipping 5168 bots last yr
By 2050, China's humanoid shipments alone are projected to surge to 648m
The Chrome Rush is on.
This is the 1st of a series of (roughly) monthly insights coming straight from the deal room—a synthesis of the data @AexodusCapital is seeing under the hood from private markets that most don’t.
U were late to crypto
U were late to AI
U missed SpaceX pre-IPO
But u know what?
Ur early to robotics.
3 irreversible forces just aligned:
1. Legacy sectors face real labor shortages now
2. Robotic "thinking" got unlocked by AI
3. Govt tailwinds committed to reindustrialization
I think robotics is the next 10x asymmetric trade.
VC investment in the sector is still 1/14th of AI, and it's about to catch up fast.
Here's why I think this sector liquidity isn't slowing down anytime soon.
(and how you can capitalise as an investor):
The bear case on
