July 31, 2026
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Vlad breaks down why he made a sizable pre-IPO investment in Prometheus, the Jeff Bezos-backed AI company focused on factories, machines, and warehouse automation. After previously profiting from Amazon, Vlad explains why Bezos’ return to building at this stage of his career made the opportunity feel compelling.
Chris Camillo responds with his broader thesis on embodied AI, robotics, and the next wave of wealth creation. Drawing on years of research and major private robotics investments, Camillo argues that scalable physical labor could transform global economies over the next 20 years. He discusses labor shortages, factory work, AI job fears, and why robotics may ultimately move people away from dangerous, repetitive work into more creative roles.
A sharp conversation on pre-IPO investing, Jeff Bezos, Amazon, Prometheus, AI, robotics, automation, and the future of work.
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