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Foundry Robotics founder and CEO Adarsh Kulkarni discusses raising a $100M Series A to build software-defined, AI-orchestrated factories from scratch. He explains why retrofitting legacy sites fails, outlines the four-nines reliability barrier in manufacturing, and predicts 1 million robots will deliver 5 billion work hours annually within 36 months. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
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Timestamps:
(00:00) Introduction
(01:13) Why Offshoring Left America Unprepared
(02:51) The Production Reality vs Demos
(04:19) The Four-Nines Reliability Challenge
(05:20) Building Net New Factories vs Retrofitting
(07:22) Unlocking Invisible Manufacturing Problems
(09:51) The Impact of Industrial Abundance
(11:58) 36-Month Robotics Deployment Timelines
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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.
