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amanda mcmaster

T2 · manager / operator

Amanda McMaster serves as interim CEO of Boston Dynamics (owned by Hyundai). She oversees commercial deployment of Spot (500+ customers, 46 countries) and upcoming Atlas humanoid with RaaS model. She advocates 100% US/allied manufacturing and a national robotics strategy to counter Chinese IP theft.

2 calls·1 name·100% bull·last heard 2 months ago·All-In Podcast
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$BOSTON-DYNAMICSBoston Dynamicsposition

Boston Dynamics interim CEO: Spot deployed at 500+ customers globally; Atlas humanoid coming with RaaS model; 100% US manufacturing as China IP shield

Boston Dynamics has moved from R&D to commercial deployment: Spot has 500+ customers in 46 countries doing industrial inspection with sub-2-year ROI; Atlas humanoid will launch with Robot-as-a-Service model; the company manufactures 100% in US/allied countries and refuses Chinese humanoid imports due to documented data backchanneling to China and semiconductor-space precedent.

All-In Podcast2026-07episode →

most discussed · click a bar to filter

  • $BOSTON-DYNAMICS

recurring themes

  • AI Geopolitics & Export Controls2
  • AI Economics & Business Models1
2 total
$BOSTON-DYNAMICS
Boston Dynamics
MEDamanda mcmaster·All-In Podcast·2 months ago·The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next
Boston Dynamics interim CEO: 500+ customers deployed, US must win robotics race against China
Boston Dynamics has the most deployed mobile autonomous robot on the planet with over 500 customers in 46 countries, generating real ROI in under two years for industrial inspection. The CEO argues the US cannot repeat its semiconductor mistake in robotics and must protect IP while building a national robotics strategy, positioning Boston Dynamics as the leading Western platform.
"We have over 500 customers over 46 countries. It is the mobile autonomous robot that's used more than any other on the planet right now. [...] We have seen what happens if we let…"
43:27
$BOSTON-DYNAMICS
Boston Dynamics
HIGHamanda mcmaster·All-In Podcast·2 months ago·The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next· position
Boston Dynamics interim CEO: Spot deployed at 500+ customers globally; Atlas humanoid coming with RaaS model; 100% US manufacturing as China IP shield
Boston Dynamics has moved from R&D to commercial deployment: Spot has 500+ customers in 46 countries doing industrial inspection with sub-2-year ROI; Atlas humanoid will launch with Robot-as-a-Service model; the company manufactures 100% in US/allied countries and refuses Chinese humanoid imports due to documented data backchanneling to China and semiconductor-space precedent.
"We have over 500 customers over 46 countries... it is the mobile autonomous robot that's used more than any other on the planet right now... 100% of the robots [are built outside…"
35:37
8
AI Economics & Business Modelstailwind
Robot-as-a-Service emerges as dominant model for humanoids; capex remains for industrial quadrupeds
Boston Dynamics will use RaaS for Atlas (humanoid) but capex for Spot (quadruped) matching industrial buying habits. Agility offers both. 1X uses $500/month subscription for Neo. RaaS lowers adoption barrier, aligns incentives with uptime, and captures more value as robot capabilities improve — creating recurring revenue streams with expanding margins as BOM falls.
8
AI Geopolitics & Export Controlstailwind
US robotics leaders demand sovereign manufacturing stack; Chinese humanoids banned due to IP theft and data backdoors
Boston Dynamics (100% US manufacturing) and Anybotics (0% China sourcing) explicitly reject Chinese components/platforms citing documented data exfiltration from deployed quadrupeds and semiconductor-industry precedent. Interim CEO McMaster calls for 'national robotic strategy' to keep allied countries on US platforms. This creates a structural moat for Western robotics vendors and supply chains.
8
AI Geopolitics & Export Controlsrisk
Boston Dynamics CEO: US must not repeat semiconductor mistake in robotics
Chinese robotics companies are producing cheap hardware platforms with data backchannels to China, posing a national security threat when deployed in critical infrastructure. The US needs a concerted national robotics strategy to protect IP, onshore manufacturing, and ensure allied countries adopt Western rather than Chinese robotic platforms — analogous to the semiconductor race.