-83%

est. 2Y upside i

RoboticsSeries C

Resilient, modular, reconfigurable, no-integration-code automated material flow and storage system enabled by robotics and AI. Founded by former Tesla engineering leaders.

Rank

#4307

Sector

Warehouse Robotics

Est. Liquidity

~6Y

Data Quality

Data: Medium

Exceptional founding team but $3.8M ARR at $571M (150x) is deeply concerning. $200M preferences and capital-intensive hardware mean bear case (capital runs out) is modal outcome.

Last updated: March 21, 2026

Bull (15%)+150%

Wins 8-12 cold storage accounts via Lineage; $80M+ ARR; IPO at $1.5-2B.

Base (40%)-40%

ARR $25-40M by 2029; flat round $300-400M; common minimal.

Bear (45%)-100%

Capital runs out; hardware manufacturing costs; acqui-hire sub-$100M.

Est. time to liquidity~6.0 years

Preference Stack Risk

severe

Funding Intensity

35%

$200M on $571M (35%).

Dilution Risk

high

3-5 more rounds likely.

Secondary Liquidity

none

Pre-PMF, no secondary.

Other — 21 roles

View all 21 open roles at Mytra →

Last updated: March 10, 2026

Questions to Ask at the Interview

Strategic questions based on Mytra's data — designed to show you've done your homework.

  • 1

    “Monthly burn and runway?”

  • 2

    “Lineage deployment pipeline?”

  • 3

    “Unit economics on hardware?”

Community

Valuation Sentiment

Our model estimates -83% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.