Andrew Kang
@Rewkang
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Shephard @mechanismcap Not investment advice
Joined January 2013
We’re excited to colead Dyna’s Series A with a $68M investment Dyna is one of the ONLY companies that have performant physical intelligence models that are ready to be deployed in the real world Physical AGI is coming! Make sure to follow @Lindon_Gao @JasonMa2020 @YorkYang5050
Excited to announce that we have raised $120M in our Series A to advance the frontier of general-purpose high-performance robots. 🤖 The new funding will accelerate progress towards our mission of bringing foundation-model powered robots to everyone, everywhere. Read more 👇
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Tesla is already starting construction of a plant that will produce 10 million humanoids a year
Giga Texas News! A brand-new, stand-alone factory is starting construction! This follows the Shareholders meeting & info that a 10-million-per-year @Tesla_Optimus production facility "on the Giga Texas campus" will be built & enter into production in 2027! Here are some
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Some people are skeptical about US Humanoid valuations Unitree will likely trade at $20-50B valuation after they IPO next year Unitree has sold around 10k humanoids. This is less than 0.01% of projected annual humanoid sales Potential of this industry is underappreciated
Assume 1 robot = $50k 100,000 robots = $5B revenue 1M robots = $50B 10M robots = $500B 100M robots = $5T 1B robots = $50T 20b robots = $1 Quadrillion Humanoid robots will be the biggest product market in the history of ever by magnitudes The future largest companies will be
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Generalized Autonomy is the end game for robotics but before we get there we will have a phase of remote immigration
Emerging trend in robotics right now is deploying robots teleoperated by cheap remote foreign labor So even with ICE mass deportations and a border wall, foreigners are going to be working more jobs than ever in America All subsidized by venture capital
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CZ has only ever disclosed owning BTC and BNB so this seems pretty significant
Full disclosure. I just bought some Aster today, using my own money, on @Binance. I am not a trader. I buy and hold.
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Ok maybe this won’t be retarded
Join our host, @fundstrat, live on @fs_insight as Tom Lee discusses the convergence of AI and crypto with @ethermage, and why the next era of the agentic economy will unfold on the blockchain, specifically within the Ethereum Virtual Machine (EVM). RSVP below.
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$VIRTUAL is one of the few crypto projects that is doing legitimate things in the robotics sector They are coinvested with us on Robotics deals, building a large open source robot training data collection system and developing a commerce protocol for an autonomous machine
VIRTUAL chart is very reminiscent of SOL early days around $1 - $2. Think people are vastly underestimating the size of the agentic economy and don't realize how absurdly high this chart can go when crypto market conditions improve.
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Robot models don't have the benefit of internet scale data that LLMs do Tesla, Google, Meta are all massively ramping up creation of proprietary robot training data Token incentives could potentially create the largest open source robot training data set Cool work by
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Any robotics investors that have thought a lot about this topic please DM me. We are hiring and will be the biggest investors in robotics by next year. Or happy to just riff
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When this starts happening at large scale it will have interesting effects globally. Cost of foreign labor will be even cheaper when they are remote vs physically imported Should result in deflation in US (especially given VC subsidization), potential economic tailwinds for
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Emerging trend in robotics right now is deploying robots teleoperated by cheap remote foreign labor So even with ICE mass deportations and a border wall, foreigners are going to be working more jobs than ever in America All subsidized by venture capital
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The inevitable perpification of global markets will undoubtedly lead to more volatility The liquidation cascades in crypto markets applied to global equities is going to be a sight to behold
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The market is a device for transferring money from the impatient to the patient
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The Humanoid Robot is going to be the biggest product in history
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Robotics strategy is a major long term priority for every major tech CEO in the world right now Imo maybe only Google will be able to pull off the robot foundation model component because they’ve spent a decade+ working on it with significant resources None have the DNA for
New Gemini Robotics 1.5 models will enable robots to better reason, plan ahead, use digital tools like Search, and transfer learning from one kind of robot to another. Our next big step towards general-purpose robots that are truly helpful — you can see how the robot reasons as
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ETH showing some retard strength
Live at TOKEN2049: @CryptoHayes and @fundstrat join the Chopping Block! We debate Hyperliquid vs Aster, @Rewkang's bearish ETH thesis, Plasma’s massive airdrop, DATs & ETH’s “supercycle,” Polymarket vs Kalshi, and what drove the Zcash revival. Watch/listen 👇
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