RoboStrategy
@RoboStrategy • 27,908 subscribers
Focused on robotics and physical AI. Not investment advice. Investing involves risk.
Videos
Humanoid robots are improving fast, but flashy demos still hide the harder question: how many are actually working reliably in the real world? Andrew Kang and Humanoid Scott sat down with Herbert Ong to separate the hype from deployment. Timestamps: 00:00 State of Robotics Today 01:42 Demos vs Deployments 09:02 Public Investing Access 16:55 Hardware and AI Bottlenecks 22:38 Physical Intelligence ROI 29:27 Figure Field Notes 34:11 AI Breakthroughs and Scaling 37:51 Robot Demand Outpaces Supply 41:10 Robotics iPhone Moment 47:12 Human Video Scaling Unlock 53:55 Humanoids in Homes Timeline 01:00:14 Safety Privacy and Standards
RoboStrategy11,810 次观看 • 10 天前
The US just moved to ban new foreign-made advanced robots. RoboStrategy's investment specialist Jack 🤖 breaks down how to navigate this new regime. 0:00 Intro 0:22 What the FCC Ban Covers 1:35 Four Key Nuances 4:37 The Drone Ban: A Case Study 8:23 The Case For and Against 12:59 Conclusion
RoboStrategy24,406 次观看 • 2 个月前
RoboStrategy CEO Andrew Kang sat down with EO to discuss: • The inflection point of robotics • How we could get to $2/hour labor • Manufacturing and supply chain opportunities • The US vs China race in robotics Timestamps: 0:00 Intro to RoboStrategy 1:13 The Figure investment 2:55 Manufacturing opportunities 6:00 Sizing the humanoid market 6:58 The 4th Industrial Revolution 9:57 The real bottleneck of manufacturing 11:45 NVIDIA's open-source play 13:20 US vs China 15:35 Where to build now 19:29 Building a robotics company is hard
RoboStrategy17,183 次观看 • 1 个月前
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