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PaperclipPerfector  1d ago (text post)   1257 thread views

Small-Scale Question Sunday for February 1, 2026

Do you have a dumb question that you're kind of embarrassed to ask in the main thread? Is there something you're just not sure about?

This is your opportunity to ask questions. No question too simple or too silly.

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Unfortunately I believe that all US based robotics companies are overvalued, so it's too late for outsized returns. 1X raised last round at $10b valuation... FigureAI raised at $39b... and Tesla is at 1.35t market cap... I think elon can juice it up 2-3x in the coming years given his impeccable marketing skills, but that's about it. Not to mention that China is so far ahead on this in every way, gonna be a while US companies catch up. Unitree IPO at $7b valuation seems compelling though.

Yeah friends of mine have made some great returns on robotics investments in the last couple years but current pricing for Western domiciled robotics startups seem massively inflated.

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