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IndustryTech

AI, IoT and robotics applied to industry, where the hard part is making something physical at a cost that works. These companies are routinely told by generalist investors that their gross margin is wrong. Our IndustryTech partner built and sold a hardware company; the diligence question we ask is about the bill of materials at volume, not about the pitch.

Focus areas

  • Industrial AI and computer vision

  • Robotics and automation

  • Connected devices and IoT

  • Critical materials and sovereignty

Partner responsible

Sonny Vu

IndustryTech Partner

Sonny founded Misfit Wearables and sold it to Fossil Group. He covers IndustryTech for Mandalore, which is to say AI, IoT and robotics: the companies where the hard part is manufacturing something physical at a cost that works, not writing the software. Founders in that category tend to be told by generalist investors that their gross margin is wrong; Sonny has already lived that argument from the other side.

Research

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