/
© 2026 RiffOn. All rights reserved.
  1. The Lobster Talks Podcast by Lobster Capital
  2. The AI Gold Rush Isn’t SaaS. It’s Factories
The AI Gold Rush Isn’t SaaS. It’s Factories

The AI Gold Rush Isn’t SaaS. It’s Factories

The Lobster Talks Podcast by Lobster Capital · Feb 3, 2026

The AI gold rush isn't in SaaS, but in factories. Syrian CEO Karim Salas explains how video AI is revolutionizing the $20T manufacturing market.

For Industrial AI, Camera Hardware Costs Are a Non-Issue with Strong ROI

Founders in computer vision often worry about the cost of required hardware like cameras. For high-value industrial applications, this cost is a commodity. The focus should be on delivering an ROI so compelling that the minor, one-time hardware expense is an afterthought for the customer.

The AI Gold Rush Isn’t SaaS. It’s Factories thumbnail

The AI Gold Rush Isn’t SaaS. It’s Factories

The Lobster Talks Podcast by Lobster Capital·16 days ago

Manufacturers Adopt Tech Quickly When Offered Small, Value-First Deployments

The belief that manufacturers are slow to move is a misconception stemming from their resistance to large, risky "rip and replace" projects. They are quick to scale solutions that demonstrate clear, immediate value in a small-scale pilot, making a land-and-expand sales motion highly effective.

The AI Gold Rush Isn’t SaaS. It’s Factories thumbnail

The AI Gold Rush Isn’t SaaS. It’s Factories

The Lobster Talks Podcast by Lobster Capital·16 days ago

Industrial AI Fails Without Deep Integration into Human Workflows

Many industrial tech solutions fail because they are designed as standalone engineering fixes. True success requires embedding the technology into daily operations, like shift meetings and handovers, making it a time-saver for workers rather than an additional analytical burden to drive behavioral change.

The AI Gold Rush Isn’t SaaS. It’s Factories thumbnail

The AI Gold Rush Isn’t SaaS. It’s Factories

The Lobster Talks Podcast by Lobster Capital·16 days ago

Industrial AI's North Star Metric Isn't MRR, It's Net Revenue Retention (NRR)

In the industrial sector, the most critical signal of success is not initial sales but customer expansion (NRR). A high NRR proves the solution delivers tangible value, prompting clients to roll it out across more production lines and facilities, which is the key to scaling in a fragmented market.

The AI Gold Rush Isn’t SaaS. It’s Factories thumbnail

The AI Gold Rush Isn’t SaaS. It’s Factories

The Lobster Talks Podcast by Lobster Capital·16 days ago

Industrial AI Startup Sirian Secured Five Paid Pilots Before Writing Any Code

Sirian validated its market by securing five paid pilot agreements from large manufacturers based on its vision and understanding of customer pain points. This approach proved market demand and de-risked the venture before significant engineering investment, a powerful strategy for enterprise-focused founders.

The AI Gold Rush Isn’t SaaS. It’s Factories thumbnail

The AI Gold Rush Isn’t SaaS. It’s Factories

The Lobster Talks Podcast by Lobster Capital·16 days ago

Pre-Hype AI Companies Gain a Platform Advantage Over New Entrants

Companies focused on ML before the GenAI boom built robust platforms and workflows around their models. When new, more powerful models emerged, they could integrate them as an upgrade, leveraging their existing battle-tested infrastructure to scale faster than new, AI-native competitors starting from scratch.

The AI Gold Rush Isn’t SaaS. It’s Factories thumbnail

The AI Gold Rush Isn’t SaaS. It’s Factories

The Lobster Talks Podcast by Lobster Capital·16 days ago

The Industrial AI Market ($20T) is 20x Larger Than the Hyped Legal AI Market ($1T)

While sectors like legal AI receive intense media and investor attention, the global manufacturing market represents a vastly larger, greenfield opportunity at $20 trillion versus legal's $1 trillion. This makes industrial AI one of the most attractive yet underserved problem spaces for founders.

The AI Gold Rush Isn’t SaaS. It’s Factories thumbnail

The AI Gold Rush Isn’t SaaS. It’s Factories

The Lobster Talks Podcast by Lobster Capital·16 days ago