Simbe Robotics

Simbe Robotics shows deep technology bets take years to take off. Simbe builds robots that count retail inventory, a job workers hate. Tony Fadell cites it as an AI plus atoms bet that is taking off after about 7 to 8 years.

Fadell's firm backs deep technology that unseats incumbents by being fundamentally different, not just better on features. Simbe's years went into product-market fit, marketing and getting to version 3.0. His other examples are Recursion for drug design (10 years) and early bets on Groq and Cerebras. He argues software-only companies are being questioned while companies combining atoms and software have staying power. Quote: "When it's already hot, it's already too late to be in it."

Lenny's Podcast▶ 1:20:50