no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Humanoid form factor is suboptimal for most industrial tasks (e.g., moving pallets); robotics should start with purpose-built automation (forklifts, washing machines) that diffuse into background. Foundation Capital invested in Sunday Robotics (home robot) but expects 8-12 year timeline for mass adoption.
Foundation Capital backed Solana because Anatoly Yakovenko (ex-Qualcomm, Dropbox) recognized the firm's appetite for hard distributed systems problems, evidenced by their Cerebras investment; both represent deep technical bets on infrastructure layers.