Welcome to Episode 23 of The Robo Success Podcast, where robotics meets real-world impact.

In this episode, we explore how investment strategies, customer validation, and commercial execution are shaping the future of robotics and Physical AI.

Our guest, Oliver Mitchell, Partner and Co-founder at Arkenstone Capital, shares his insights on what investors look for in robotics startups, how founders can move beyond pilot projects, and what it takes to turn promising technology into scalable businesses.

🎙️ Guest: Oliver Mitchell, Partner and Co-founder at Arkenstone Capital

🎙️ Host: Jesica Chavez

🎙️ Co-host: Andy Diepen

🔍 What you'll hear:

• Why investors evaluate robotics startups through People, Product, and Plan
• How customer discovery and direct feedback help founders build products that solve real industry problems
• Why structured KPIs and commercial commitments are essential to escaping pilot purgatory
• How the rise of Physical AI is creating new investment opportunities across the robotics ecosystem
• Why successful robotics companies must prioritize real-world deployments over impressive demonstrations

From investment strategy to commercial execution, this conversation explores what separates promising robotics technology from businesses capable of scaling, delivering measurable value, and shaping the future of automation.

More at: www.robo-success.com

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