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If you're trying to put a number on a humanoid robotics startup, you might want to rethink your approach. In an exclusive email interview with MarketDash, RoboStrategy, Inc. (NASDAQ: BOT) CEO Andrew Kang made the case that current revenue only captures a sliver of the story for companies chasing enormous future markets.
His proof point? Look at Anthropic. The AI company's trajectory is a masterclass in how quickly frontier tech can scale when the market is hungry for it.
Kang pointed out that "Anthropic went from $10m in revenue in 2022 to expected $65B ARR in 2026." That's not just growth; that's a hockey stick. His argument: robotics investors should pay more attention to long-term potential than to near-term sales.
Sure, discounted cash flows and production forecasts still matter. But Kang says the qualitative stuff—how good the hardware is, whether the company can scale manufacturing, and how well its robot foundation models perform—will increasingly move the needle on valuations.
For investors, the takeaway is clear: humanoid robotics companies may be judged less on where they are today and more on how convincingly they can show a path to mass adoption. It's a bet on the future, not a snapshot of the present.
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