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Robots Made In America

Y Combinator · Oct 27, 2026 · Industry Trends

YC wants to fund founders building domestic robot supply chains amid FCC restrictions

“We want to fund founders who build robots and their supply chain here.”

Y Combinator is calling for founders to build domestic robotics supply chains, citing a new FCC rule requiring 65-75% domestic component costs for connected mobile robots. The signal is geopolitical as much as technical: China's 94% share of rare earth magnet production and its 2025 export restrictions are forcing hardware bottlenecks. This is a capital formation signal — YC explicitly wants to fund the full stack from magnets to chips, not just robot software.

robotics hardware supply-chain manufacturing policy YC

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