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The VC firm behind Shopify is doubling down on robotics and defense
By
Rya Jetha
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The venture capital firm, best known for bets on Shopify, Notion, and Mercor, has hired a new partner to invest in physical world technologies.
Felicis recruited Graham Littlehale to back robotics and manufacturing foundation models—VC capital moving hard-tech as AI graduates from chatbots. Q1 2026 set record: $16.3B in robotics funding driven by labor shortages, cost reduction, and supply-chain reshoring.
Exclusive
The VC firm behind Shopify is doubling down on robotics and defense
By
Rya Jetha
You're currently following this author!

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