Thiago Silva (Prosus)
20 Aug 2026Protein Binding | OpenAI Q2 Revenue | META Trial | TIME’s VC Rankings
1:22:4016 min
Thiago Silva: Prosus' 85-Company Robotics Report
Thiago Silva of Prosus presents the firm's new robotics report, based on visiting 85 companies across the US, China and Europe. He says robotics investment multiplied ~5x in the last year, humanoid prices have fallen from ~$150K to $50-60K and will reach $20-30K in two to three years, triggering a 'ChatGPT moment' for robotics and mass adoption — including a $400/month home robot that folds clothes. He covers automakers as the scaling playbook (Tesla pulled two models to build Optimus), China's government-backed push and Unitree's oversubscribed IPO versus Europe's regulatory hurdles, and the data bottleneck around hard-to-predict physics like deforming parcels.