Humanoid robots promise a multi-trillion-dollar market, but pose challenges

Digit - Source Agility Robotics

As an early investor in Agility Robotics, now one of the world’s leading manufacturers of humanoid robots, I’ve watched as humanoids have evolved from a fascinating concept to reality over the past five years. That’s why I wasn’t surprised when NVIDIA CEO Jensen Huang made headlines to kick off this year, saying, “Robotics will be a […]

Why we invested in OpenInfer

Photo by Steve Johnson on Unsplash

The MFV team is excited today (February 21, 2025) to share our investment in OpenInfer, the leader in AI compute for edge devices. We are delighted to join the company’s over-subscribed $8M seed round funding led by Cota Capital and Essence VC, with B5 Capital, Brave Capital, Future Fund, Machine Ventures, Pretiosum, SilverCircle, StemAI, Tau […]

Jensen Was Right on Robotics, Wrong on Quantum Computing

Nvidia’s Jensen Huang made the biggest headlines at CES earlier this month with two strikingly different forecasts. He first noted that robotics is ready for its ChatGPT moment in 2025, based on the strength of humanoid robotics, which is becoming a ‘multitrillion-dollar’ opportunity. Secondly, he played down the immediate opportunity for quantum computing, saying “truly […]

Jensen Was Right on Robotics, Wrong on Quantum Computing

Nvidia’s Jensen Huang made the biggest headlines at CES earlier this month with two strikingly different forecasts. He first noted that robotics is ready for its ChatGPT moment in 2025, based on the strength of humanoid robotics, which is becoming a ‘multitrillion-dollar’ opportunity. Secondly, he played down the immediate opportunity for quantum computing, saying “truly […]

Software won’t solve the climate crisis: Deep tech investment is needed

Karthee Madasamy In 2011, Marc Andreessen famously wrote that “software is eating the world,” predicting that software companies would disrupt nearly every industry. His prescient projection has held true over the past decade. Software has had a widespread impact, ushering in dramatic efficiencies in business, transforming healthcare, and introducing countless conveniences into our daily lives. […]

Software won’t solve the climate crisis: Deep tech investment is needed

Karthee Madasamy In 2011, Marc Andreessen famously wrote that “software is eating the world,” predicting that software companies would disrupt nearly every industry. His prescient projection has held true over the past decade. Software has had a widespread impact, ushering in dramatic efficiencies in business, transforming healthcare, and introducing countless conveniences into our daily lives. […]