https://www.spreaker.com/podcast/irhub-robot-capital-podcast--7544550enBusinessKMKThttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/d687f9c3757bb3ca25fb8bb6c2cc28e5.jpghttps://www.spreaker.com/podcast/irhub-robot-capital-podcast--7544550Tue, 10 Nov 2026 17:51:14 +0000KMKTKMKTzach@kmktradio.comZach Martin covers physical AI, humanoids, warehouse robotics, and the capital required to put machines to work. An IRHUB Capital series on KMKT.false11803201-2884-52b5-be0d-a606be3a96b5episodichttps://www.spreaker.com/episode/when-robots-stop-flying-the-economics-of-drone-delivery-in-africa--76274017https://api.spreaker.com/episode/76274017Mon, 09 Nov 2026 20:57:39 +0000KMKTZach follows Zipline's medical drone network from Rwanda and Ghana into Nigeria's 20,000-facility plans, set against a $1.5 billion U.S. raise and up to $150 million of State Department Africa support. He focuses on sovereign customer risk—reported...343africa,drone-delivery,ghana,kmkt,medical-logistics,nigeria,zach-martin,ziplinefalsefullhttps://www.spreaker.com/episode/pricing-the-humanoid-robot-boom--76274001https://api.spreaker.com/episode/76274001Mon, 09 Nov 2026 20:56:00 +0000KMKTZach prices the humanoid boom: Apptronik's more than $935 million raised at about $5.3 billion, Figure's Series C at $39 billion, and SoftBank's reported ~$6 billion talks for 1X, against about $15 billion of 2025 robotics venture capital. He argues...292apptronik,figure,humanoid-robots,kmkt,robotics-vc,softbank,valuation,zach-martinfalsefullhttps://www.spreaker.com/episode/walmart-amazon-and-the-battle-for-warehouse-robotics--76273994https://api.spreaker.com/episode/76273994Mon, 09 Nov 2026 20:54:23 +0000KMKTZach compares Walmart's roughly $6 billion Symbotic commitment—including $125 million of R&D—with Amazon's in-house fleet of more than one million robots across 300-plus facilities. He explains why warehouses pay for robots before homes do, how...278amazon,automation,kmkt,logistics,symbotic,walmart,warehouse-robotics,zach-martinfalsefullhttps://www.spreaker.com/episode/where-the-money-goes-physical-ai-and-the-q3-reindustrialization-wave--76270910https://api.spreaker.com/episode/76270910Mon, 09 Nov 2026 17:50:36 +0000KMKTQ3 2026 venture data shows historic dollars rotating from pure software into physical AI, energy, and reindustrialization themes—Unitree and SoftBank-linked names among the markers. Zach maps where that money actually lands after the headlines. Hosted...32792026,ai,funding,kmkt,martin,physical,q3,reindustrialization,softbank,unitree,venture,zachfalsefullhttps://www.spreaker.com/episode/china-s-embodied-ai-boom-and-the-battle-for-robot-training-data--76270921https://api.spreaker.com/episode/76270921Mon, 09 Nov 2026 17:50:27 +0000KMKTBeijing's GenRobot AI raises a $100 million Series A+—checks from SAIC Motor, Baidu, and Galaxy General Robotics—turning factory worker telemetry into the scarce product for embodied AI. Zach follows why Chinese robot makers are buying data providers...330ai,astribot,baidu,china,data,embodied,genrobot,martin,motor,saic,training,zachfalsefullhttps://www.spreaker.com/episode/the-47-billion-physical-ai-wave-and-the-hardware-rebound--76270900https://api.spreaker.com/episode/76270900Mon, 09 Nov 2026 17:50:19 +0000KMKTPhysical AI, hardware, and defense systems pull a reported ~$47.4 billion class of venture flow, with mega-rounds—including SoftBank and OpenAI-adjacent capital—crowding out smaller software bets. Zach reads that as a hardware rebound: chips, bodies,...3184ai,autonomy,defense,hardware,irhub,kmkt,martin,openai,physical,rebound,softbank,zachfalsefullhttps://www.spreaker.com/episode/inside-the-11b-humanoid-robotics-cash-wave--76270891https://api.spreaker.com/episode/76270891Mon, 09 Nov 2026 17:48:57 +0000KMKTHumanoid venture checks in 2026 crest near an $11 billion wave, and Zach breaks down where that cash concentrates—Figure-scale rounds, Apptronik, and Amazon-adjacent deployments. He asks what a shrinking labor pool and factory pilots have to do with...2825$11b,ai,apptronik,figure,humanoid,irhub,kmkt,martin,robots,vc,warehouse,zachfalsefullhttps://www.spreaker.com/episode/unitree-s-massive-ipo-following-the-capital-in-physical-ai--76270881https://api.spreaker.com/episode/76270881Mon, 09 Nov 2026 17:48:17 +0000KMKTUnitree's Shanghai listing opens a China liquidity channel for physical AI, and Zach follows the capital that shows up when a robotics name hits public markets. He connects that debut to Skild and other rounds competing for the same industrial buyers....2854ai,china,ipo,irhub,kmkt,martin,physical,robotics,shanghai,skild,unitree,zachfalsefullhttps://www.spreaker.com/episode/humanoids-go-public-inside-agility-robotics-2-5b-listing--76270869https://api.spreaker.com/episode/76270869Mon, 09 Nov 2026 17:47:36 +0000KMKTAgility Robotics' planned roughly $2.5 billion SPAC path gets a hard look—cash in the deal structure, production targets, and Digit deployments tied to Amazon-scale customers. Zach weighs SoftBank-linked capital and what a public humanoid name would...2901agility,amazon,digit,humanoids,kmkt,martin,robotics,softbank,spac,zachfalsefullhttps://www.spreaker.com/episode/the-humanoid-economy-robots-revenue-and-reality--76270866https://api.spreaker.com/episode/76270866Mon, 09 Nov 2026 17:46:51 +0000KMKTDemographics and labor shortages push humanoids from lab videos into warehouse pilots, and Zach separates revenue reality from pitch decks. He tracks deployment counts and the gap between promised fleets and robots that actually clock shifts. Hosted...420ai,humanoids,irhub,kmkt,labor,martin,physical,pilots,revenue,robot,shortage,warehouse,zachfalsefullhttps://www.spreaker.com/episode/physical-ai-s-mega-round-moment--76270836https://api.spreaker.com/episode/76270836Mon, 09 Nov 2026 17:45:38 +0000KMKTEarly-2026 physical AI funding jumps into record territory—about $47.4 billion class of flow—with mega-rounds in autonomous driving and defense autonomy doing most of the work. Zach maps how Agility, Figure, Unitree, and UBTECH sit inside that capital...2747agility,ai,figure,funding,kmkt,martin,mega-rounds,physical,ubtech,unitree,zachfalsefullhttps://www.spreaker.com/episode/the-robotics-subscription-cash-crunch--76270809https://api.spreaker.com/episode/76270809Mon, 09 Nov 2026 17:44:09 +0000KMKTRobotics-as-a-service shifts capex onto the vendor—and Zach shows how that cash crunch shows up when fleets scale ahead of recurring revenue. He walks the balance-sheet tension behind RaaS rollouts and why financing the robots can matter as much as...3095ai,burn,cash,financing,irhub,kmkt,martin,physical,raas,robotics,subscription,zachfalsefullhttps://www.spreaker.com/episode/why-warehouse-robots-are-really-a-subscription-business--76270791https://api.spreaker.com/episode/76270791Mon, 09 Nov 2026 17:42:28 +0000KMKTWarehouse robotics looks less like a one-time robot sale and more like a subscription: Symbotic and peers show why operators rent uptime, software, and throughput instead of owning steel. Zach digs into the margin math—figures like Symbotic's scale...1018amazon,irhub,kmkt,logistics,martin,raas,robotics,robots,subscription,symbotic,warehouse,zachfalsefullhttps://www.spreaker.com/episode/robot-capital-the-humanoid-economy-begins--76270747https://api.spreaker.com/episode/76270747Mon, 09 Nov 2026 17:40:46 +0000KMKTEpisode one stakes the beat: follow the companies, tech, and capital behind physical AI, humanoids, and warehouse automation—not science fiction demos. Zach lays out why the next industrial cycle is about machines that move boxes, walk floors, and get...452ai,automation,capital,humanoids,irhub,kmkt,martin,physical,robot,robotics,warehouse,zachfalsefull