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Not enough people are talking about physical AI and robotics. I sat down with Andrew Kang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics. He breaks down the industry, the addressable market, multiple leading companies, and why he launched...

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Anthony Pompliano 🌪

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611,836 görüntüleme • 2 ay önce •via X (Twitter)

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My full conversation with Andrew Kang 2:36 Pivoting to robotics from crypto 11:46 Kang asks: Why are you trading? 24:14 Robotics' ChatGPT moment 28:44 GPT-5 robots within a year 33:04 A robot in every home 41:09 Big Tech is lagging 54:43 Where the real moat is 1:02:40 Building MicroStrategy for robots 1:08:00 How retail can access Robotics 1:19:23 The SoftBank playbook
1:22:01

My full conversation with Andrew Kang 2:36 Pivoting to robotics from crypto 11:46 Kang asks: Why are you trading? 24:14 Robotics' ChatGPT moment 28:44 GPT-5 robots within a year 33:04 A robot in every home 41:09 Big Tech is lagging 54:43 Where the real moat is 1:02:40 Building MicroStrategy for robots 1:08:00 How retail can access Robotics 1:19:23 The SoftBank playbook

threadguy

75,691 görüntüleme • 2 ay önce

Andrew Kang turned a few early stage robotics investments into a $500 Million publicly traded empire RoboStrategy He is widely considered THE leading investor in robotics Andrew Kang believes the ChatGPT moment for Robotics is happening RIGHT NOW and it will be BIGGER THAN BITCOIN This interview is a masterclass on Robotics investing in 2026 1:18 – Why robotics today feels like crypto in 2015 4:23 – Is robotics a bigger opportunity than Bitcoin? 10:30 – Robotics 101: players, problems & bottlenecks 16:40 – Who's leading the race: Tesla vs Figure 23:10 – China's 100+ robotics companies & the real investment risk 25:28 – US vs China: who's actually ahead? 33:40 – How many human jobs will be replaced? 38:00 – The "ChatGPT moment" for robotics 43:55 – UBI & the new social contract 46:30 – Why Andrew built Robo Strategy 51:20 – Lessons from Bitmine, MicroStrategy & Saylor 1:07:50 – The Boston Dynamics question 1:12:09 – His most contrarian bet: avoid model-only companies 1:19:55 – Tesla or Figure? 1:23:26 – Figure's valuation in 5 years: bear, base & bull 1:29:20 – Final words of wisdom
1:33:03

Andrew Kang turned a few early stage robotics investments into a $500 Million publicly traded empire RoboStrategy He is widely considered THE leading investor in robotics Andrew Kang believes the ChatGPT moment for Robotics is happening RIGHT NOW and it will be BIGGER THAN BITCOIN This interview is a masterclass on Robotics investing in 2026 1:18 – Why robotics today feels like crypto in 2015 4:23 – Is robotics a bigger opportunity than Bitcoin? 10:30 – Robotics 101: players, problems & bottlenecks 16:40 – Who's leading the race: Tesla vs Figure 23:10 – China's 100+ robotics companies & the real investment risk 25:28 – US vs China: who's actually ahead? 33:40 – How many human jobs will be replaced? 38:00 – The "ChatGPT moment" for robotics 43:55 – UBI & the new social contract 46:30 – Why Andrew built Robo Strategy 51:20 – Lessons from Bitmine, MicroStrategy & Saylor 1:07:50 – The Boston Dynamics question 1:12:09 – His most contrarian bet: avoid model-only companies 1:19:55 – Tesla or Figure? 1:23:26 – Figure's valuation in 5 years: bear, base & bull 1:29:20 – Final words of wisdom

EllioTrades

332,075 görüntüleme • 2 ay önce

I spoke with Andrew Kang, Co-Founder and CEO of RoboStrategy. RoboStrategy already holds concentrated positions in industry-defining companies including Figure, Apptronik, Standard Bots, and Dyna Robotics. It is the first publicly listed vehicle purpose-built to give investors liquid exposure to private robotics and physical AI giants, applying the MicroStrategy capital-markets playbook to automation. The first episode of the third season! Full interview now live: Ep 101 | Investing $19M in Humanoids with Zero Robotics Experience 📽️ YouTube: 🎧 Spotify: And thanks for making this happen, intern & Humanoid Scott, Jack 🤖! Timestamps 0:00 Why we built a public fund for private robotics 0:35 Building the MicroStrategy for robotics 1:22 Escaping the tiger parent trap 2:11 Video games are elite training for game theory and critical thinking 6:30 Learning arbitrage in RuneScape and Neopets 7:59 Don't believe experts just because of their titles 10:24 Why investing is just a video game with real money 12:40 Harvard nutrition professors don't know what they're talking about 18:48 Recreating global finance from first principles 19:57 Why robotics is the early days of crypto all over again 21:50 Realizing humanoids are no longer sci-fi 22:58 Why I wrote a $19M check when every VC told me not to 27:24 How SPVs are democratizing venture investing 30:55 Bet on the founder and their execution speed, not the pitch deck 36:39 The math behind a $50 trillion physical labor market 41:44 Applying the MicroStrategy playbook to private markets 45:48 Humanoids are the GPUs of physical labor 47:48 Building a new SoftBank for the robotics era 50:51 Why robotics startups need engineers for attention 54:35 Don't be satisfied with surface level answers
55:49

I spoke with Andrew Kang, Co-Founder and CEO of RoboStrategy. RoboStrategy already holds concentrated positions in industry-defining companies including Figure, Apptronik, Standard Bots, and Dyna Robotics. It is the first publicly listed vehicle purpose-built to give investors liquid exposure to private robotics and physical AI giants, applying the MicroStrategy capital-markets playbook to automation. The first episode of the third season! Full interview now live: Ep 101 | Investing $19M in Humanoids with Zero Robotics Experience 📽️ YouTube: 🎧 Spotify: And thanks for making this happen, intern & Humanoid Scott, Jack 🤖! Timestamps 0:00 Why we built a public fund for private robotics 0:35 Building the MicroStrategy for robotics 1:22 Escaping the tiger parent trap 2:11 Video games are elite training for game theory and critical thinking 6:30 Learning arbitrage in RuneScape and Neopets 7:59 Don't believe experts just because of their titles 10:24 Why investing is just a video game with real money 12:40 Harvard nutrition professors don't know what they're talking about 18:48 Recreating global finance from first principles 19:57 Why robotics is the early days of crypto all over again 21:50 Realizing humanoids are no longer sci-fi 22:58 Why I wrote a $19M check when every VC told me not to 27:24 How SPVs are democratizing venture investing 30:55 Bet on the founder and their execution speed, not the pitch deck 36:39 The math behind a $50 trillion physical labor market 41:44 Applying the MicroStrategy playbook to private markets 45:48 Humanoids are the GPUs of physical labor 47:48 Building a new SoftBank for the robotics era 50:51 Why robotics startups need engineers for attention 54:35 Don't be satisfied with surface level answers

Ilir Aliu

14,914 görüntüleme • 20 gün önce

New episode with Avi sitting down with Andrew Kang on the next mega bubble. The total market cap of all private robotics companies is $200B. XRP is $100B. Pokémon trading cards are $50B. This is going to be a $10 TRILLION industry. We discuss: • VCs are pivoting from software → physical AI • The GPT-3 moment for robotics • Why you can't just hook Claude up to a robot • How Andrew Kang built RoboStrategy ($BOT) • Portfolio: Figure, Apptronik, Standard Bots, Dyna, Dexmate OUT NOW on YouTube & Spotify 👇
1:35

New episode with Avi sitting down with Andrew Kang on the next mega bubble. The total market cap of all private robotics companies is $200B. XRP is $100B. Pokémon trading cards are $50B. This is going to be a $10 TRILLION industry. We discuss: • VCs are pivoting from software → physical AI • The GPT-3 moment for robotics • Why you can't just hook Claude up to a robot • How Andrew Kang built RoboStrategy ($BOT) • Portfolio: Figure, Apptronik, Standard Bots, Dyna, Dexmate OUT NOW on YouTube & Spotify 👇

1000x

95,242 görüntüleme • 2 ay önce

We recently sat down with Brett Adcock at Figure to discuss Helix 02, the future of Humanoids, and Brett's vision for Figure. It's a full blown Humanoid takeover. (w/ @DavidBlundin ) (0:00:00) - Neural Nets, Data Moats & The Age of Abundance (0:04:06) - Going All‑In on Neural Nets (0:12:22) - LLMs vs Physics: Why Language Models Can’t Run Robots (0:16:31) - Global Competition & Industry Consolidation (0:24:27) - Helix in Production: Logistics & Long‑Horizon Autonomy (0:30:00) - Scaling Figure 3: Robots Building Robots (0:52:44) - Jarvis‑Style Digital AI (1:02:25) - Healthcare, Surgery & Robots in the Home (1:15:20) - Safety, Privacy & Trusting Robots with Your Family (1:29:37) - Billions of Humanoids & The Global Robot Economy
1:43:47

We recently sat down with Brett Adcock at Figure to discuss Helix 02, the future of Humanoids, and Brett's vision for Figure. It's a full blown Humanoid takeover. (w/ @DavidBlundin ) (0:00:00) - Neural Nets, Data Moats & The Age of Abundance (0:04:06) - Going All‑In on Neural Nets (0:12:22) - LLMs vs Physics: Why Language Models Can’t Run Robots (0:16:31) - Global Competition & Industry Consolidation (0:24:27) - Helix in Production: Logistics & Long‑Horizon Autonomy (0:30:00) - Scaling Figure 3: Robots Building Robots (0:52:44) - Jarvis‑Style Digital AI (1:02:25) - Healthcare, Surgery & Robots in the Home (1:15:20) - Safety, Privacy & Trusting Robots with Your Family (1:29:37) - Billions of Humanoids & The Global Robot Economy

Peter H. Diamandis, MD

174,220 görüntüleme • 5 ay önce

The Million Robot Bet: Why Enterprise Wins Before Homes Hugh Nguyen, Partner, Automotive Technology & Mobility, KPMG and Lerrel Pinto, Co-Founder, Assured Robot Intelligence (ARI) joined Grayson Brulte on The Road to Autonomy podcast to discuss why the immediate future of humanoid robotics lies in enterprise applications, rather than consumer homes. Episode Chapters 0:00 Humanoid Robot Market 6:44 Humanoid Due Diligence 9:40 Humanoid Value Chain 12:08 Humanoids Size and Hands 1 6:52 Building Humanoids 18:52 Humanoid Personalities 20:24 Managing Humanoid Risk 22:24 Humanoid Fleets 25:36 Humanoid Use Cases 29:58 China 33:20 Humanoid Policy 38:42 Chips 45:44 Deploying Humanoids in the Workplace 49:28 Future of Humanoids
52:55

The Million Robot Bet: Why Enterprise Wins Before Homes Hugh Nguyen, Partner, Automotive Technology & Mobility, KPMG and Lerrel Pinto, Co-Founder, Assured Robot Intelligence (ARI) joined Grayson Brulte on The Road to Autonomy podcast to discuss why the immediate future of humanoid robotics lies in enterprise applications, rather than consumer homes. Episode Chapters 0:00 Humanoid Robot Market 6:44 Humanoid Due Diligence 9:40 Humanoid Value Chain 12:08 Humanoids Size and Hands 1 6:52 Building Humanoids 18:52 Humanoid Personalities 20:24 Managing Humanoid Risk 22:24 Humanoid Fleets 25:36 Humanoid Use Cases 29:58 China 33:20 Humanoid Policy 38:42 Chips 45:44 Deploying Humanoids in the Workplace 49:28 Future of Humanoids

The Road to Autonomy®

10,708 görüntüleme • 8 ay önce

Founder and CEO of The Bot Company Kyle Vogt—who also cofounded Twitch and Cruise—shares a pint and discusses robots doing your household chores, the autonomy industry, Tesla vs Waymo, and how future $100b companies will look different. Timestamps: 00:00 Intro 00:38 The Bot Company pitch 02:05 Single-task vs. multi-task robots 04:27 What is the Turing test for robotics? 05:52 Why this time is different for home robots 08:42 The last mile in robotics and self-driving 09:47 Viral demos and hype cycles 10:38 Commercializing frontier tech 13:06 Self-driving CapEx 14:15 Regulatory hurdles 16:18 Tesla vs. Waymo 19:21 Why Kyle regrets selling Cruise 21:39 The next $100 billion company Podcast on Spotify/YouTube/etc too!
22:30

Founder and CEO of The Bot Company Kyle Vogt—who also cofounded Twitch and Cruise—shares a pint and discusses robots doing your household chores, the autonomy industry, Tesla vs Waymo, and how future $100b companies will look different. Timestamps: 00:00 Intro 00:38 The Bot Company pitch 02:05 Single-task vs. multi-task robots 04:27 What is the Turing test for robotics? 05:52 Why this time is different for home robots 08:42 The last mile in robotics and self-driving 09:47 Viral demos and hype cycles 10:38 Commercializing frontier tech 13:06 Self-driving CapEx 14:15 Regulatory hurdles 16:18 Tesla vs. Waymo 19:21 Why Kyle regrets selling Cruise 21:39 The next $100 billion company Podcast on Spotify/YouTube/etc too!

John Collison

104,312 görüntüleme • 1 yıl önce

Godfather of AI Yann LeCun reveals the humanoid robot industry's secret: the companies building the robots have no idea how to make them smart enough to be useful. "There is a lot of expectations that robotics is going to be a revolution, essentially, in a big market, eventually." "But the secret of the industry is that none of the companies at the moment that are building robots, like humanoid robots, none of those companies has any idea how to make those robots smart enough to be useful." "There's a big push for AI to make progress towards... understanding the physical world. That's what is prompting this investment." "There's nothing wrong with investing in LLMs. LLMs are useful. They're just addressing a completely different set of applications, really." LeCun is not describing someone else's problem. He has spent 15 years on world models, raised more than $1 billion for AMI Labs to build that missing intelligence layer, and in the same interview he calls 2026 the year of the world model and puts consumer robots 3 to 5 years out. Every humanoid robot demo you have seen is a body waiting for a brain. The winner in robotics will not be the company that shipped the body; it will be the one that ships the intelligence. - Yann LeCun (Yann LeCun), Turing Award winner and founder of AMI Labs, on Bloomberg Television.
1:01

Godfather of AI Yann LeCun reveals the humanoid robot industry's secret: the companies building the robots have no idea how to make them smart enough to be useful. "There is a lot of expectations that robotics is going to be a revolution, essentially, in a big market, eventually." "But the secret of the industry is that none of the companies at the moment that are building robots, like humanoid robots, none of those companies has any idea how to make those robots smart enough to be useful." "There's a big push for AI to make progress towards... understanding the physical world. That's what is prompting this investment." "There's nothing wrong with investing in LLMs. LLMs are useful. They're just addressing a completely different set of applications, really." LeCun is not describing someone else's problem. He has spent 15 years on world models, raised more than $1 billion for AMI Labs to build that missing intelligence layer, and in the same interview he calls 2026 the year of the world model and puts consumer robots 3 to 5 years out. Every humanoid robot demo you have seen is a body waiting for a brain. The winner in robotics will not be the company that shipped the body; it will be the one that ships the intelligence. - Yann LeCun (Yann LeCun), Turing Award winner and founder of AMI Labs, on Bloomberg Television.

Karl Mehta

44,165 görüntüleme • 18 gün önce

Twitter boi, do you want to see a humanoid AI lab from the inside? Well I do ;) Join me to visit Flexion A world-leading lab building the AI brains for humanoids – in Zurich, one of the best hubs for Physical AI. Their goal? Build the Android of robotics. One operating system that works on any humanoid hardware. It is crazy what their robots can do. We pushed a robot on the stairs. It didn't care. They left one in a rainy forest it was never trained on. Chilled and hiked there. And because they let robots train on their own, from zero through reinforcement learning, the robots do odd inhuman things. Eg they stand up from the ground in ways no human ever would. If their humanoid brain works, this will be industry defining. This is why Flexion is one of Europe's Most Ambitious Startups. 🇪🇺🔥 0:00 Intro 0:38 Inside a Lab with 14 Humanoids 2:17 What’s Actually Inside a Humanoid? 4:43 The Robot Navigates on Its Own 6:31 Why Grasping Is So Hard 7:01 Stairs, Pushes, and Balance Tests 7:55 Training 4,000 Robots in Parallel 10:50 Teleoperation vs Reinforcement Learning 14:35 The Case for Humanoids 15:55 Why Europe Could Win Robotics Please like & RT 🙏
18:51

Twitter boi, do you want to see a humanoid AI lab from the inside? Well I do ;) Join me to visit Flexion A world-leading lab building the AI brains for humanoids – in Zurich, one of the best hubs for Physical AI. Their goal? Build the Android of robotics. One operating system that works on any humanoid hardware. It is crazy what their robots can do. We pushed a robot on the stairs. It didn't care. They left one in a rainy forest it was never trained on. Chilled and hiked there. And because they let robots train on their own, from zero through reinforcement learning, the robots do odd inhuman things. Eg they stand up from the ground in ways no human ever would. If their humanoid brain works, this will be industry defining. This is why Flexion is one of Europe's Most Ambitious Startups. 🇪🇺🔥 0:00 Intro 0:38 Inside a Lab with 14 Humanoids 2:17 What’s Actually Inside a Humanoid? 4:43 The Robot Navigates on Its Own 6:31 Why Grasping Is So Hard 7:01 Stairs, Pushes, and Balance Tests 7:55 Training 4,000 Robots in Parallel 10:50 Teleoperation vs Reinforcement Learning 14:35 The Case for Humanoids 15:55 Why Europe Could Win Robotics Please like & RT 🙏

Andreas Klinger 🦾

14,761 görüntüleme • 4 ay önce

This week's episode is mostly about robots. Kyle Vogt is one of very few entrepreneurs to found 3 business valued at over a billion dollars - Twitch in 2006, Cruise in 2013, and The Bot Company in 2024. If you've caught any other Uncapped episodes you've probably heard some investors saying that home robots are close and they'll be a giant new market. Kyle Vogt is building them, and talking to him made me as bullish as ever. Timestamps: (0:00) Introduction (0:34) Why robotics is suddenly booming (3:31) Special-purpose vs generalized (5:32) Designing robots people actually use (9:00) Building for scale and affordability (12:17) The myth of humanoids (15:04) Trust, safety, and privacy in your home (17:51) Robotics intelligence (21:01) Why Kyle keeps starting hard companies (22:32) The 100-person rule and elite teams (26:10) How to actually ship (27:28) What home robotics will do first (35:05) Home security and other applications (38:41) Tesla vs Waymo (41:08) When to sell a company (42:41) Marathons
46:25

This week's episode is mostly about robots. Kyle Vogt is one of very few entrepreneurs to found 3 business valued at over a billion dollars - Twitch in 2006, Cruise in 2013, and The Bot Company in 2024. If you've caught any other Uncapped episodes you've probably heard some investors saying that home robots are close and they'll be a giant new market. Kyle Vogt is building them, and talking to him made me as bullish as ever. Timestamps: (0:00) Introduction (0:34) Why robotics is suddenly booming (3:31) Special-purpose vs generalized (5:32) Designing robots people actually use (9:00) Building for scale and affordability (12:17) The myth of humanoids (15:04) Trust, safety, and privacy in your home (17:51) Robotics intelligence (21:01) Why Kyle keeps starting hard companies (22:32) The 100-person rule and elite teams (26:10) How to actually ship (27:28) What home robotics will do first (35:05) Home security and other applications (38:41) Tesla vs Waymo (41:08) When to sell a company (42:41) Marathons

Jack Altman

289,082 görüntüleme • 8 ay önce

New Episode: Hao Cheng is Founder and CEO of Booster Robotics, a Beijing-based startup focused on affordable humanoid robots. Hao believes, like the personal computer, the availability of affordable and developer-friendly humanoid robots will drive innovation. We sit down at UFB’s San Francisco office to chat about Hao’s story, vision for humanoid robotics, developer ecosystem, geopolitical concerns, and more. Chaoyi Li, Booster Robotics's head of globalization, also joined the conversation. 0:27 Hao's journey 3:31 Affordable hardware is the key 5:12 Discoveries from soccer and fighting bots 6:18 Building developer ecosystem 7:26 Software platform and tools 12:07 Philosophy on robot hands and grippers 15:06 ChatGPT moment for humanoids 23:20 China's rapid advancements in humanoids 24:41 Geopolitical concerns 27:01 Long-term vision for robots 31:26 shout-out to The Humanoid Hub
31:50

New Episode: Hao Cheng is Founder and CEO of Booster Robotics, a Beijing-based startup focused on affordable humanoid robots. Hao believes, like the personal computer, the availability of affordable and developer-friendly humanoid robots will drive innovation. We sit down at UFB’s San Francisco office to chat about Hao’s story, vision for humanoid robotics, developer ecosystem, geopolitical concerns, and more. Chaoyi Li, Booster Robotics's head of globalization, also joined the conversation. 0:27 Hao's journey 3:31 Affordable hardware is the key 5:12 Discoveries from soccer and fighting bots 6:18 Building developer ecosystem 7:26 Software platform and tools 12:07 Philosophy on robot hands and grippers 15:06 ChatGPT moment for humanoids 23:20 China's rapid advancements in humanoids 24:41 Geopolitical concerns 27:01 Long-term vision for robots 31:26 shout-out to The Humanoid Hub

The Humanoid Hub

37,219 görüntüleme • 10 ay önce

The world today is built for humans, & cities built for cars... The world tomorrow will be built around the evolution of robotics. It was a pleasure hosting this week's Robotics episode of the Super Cycle Pod with Michael Cho - Rbt/Acc (BitRobot Network) & Nils of (Auki) have packed this full of insanely valuable insights: 0:00 - Intro + wen terminator? 5:13 - Robotics vs "GPT moment" 7:08 - Privacy in the world of robotics 11:40 - Web3 robotics + intro to frodobots / bitrobot 14:50 - Impact of $HNT on Michael and Nils 17:06 - Intro to $AUKI 19:26 - Why does dePIN as an investable asset suck? 25:36 - $AUKI community building philosophy 28:30 - Bitrobot mission w/ PhD researchers 31:40 - Bitrobot subnet structure 35:28 - Bitrobot value accrual + Impact 39:40 - $AUKI and proving people wrong 42:20 - Robotics is the biggest industry in the world 50:16 - Dangers of physical AI 55:25 - Human Philosophy in Physical AI 57:05 - How cities will change w/ robots 1:03:20 - Skills of the future 1:06:32 - Responsibility as innovators in robotics Where do you think we are in the robotics cycle? My DMs are open to teams wanting to chat about what they're building.
1:10:20

The world today is built for humans, & cities built for cars... The world tomorrow will be built around the evolution of robotics. It was a pleasure hosting this week's Robotics episode of the Super Cycle Pod with Michael Cho - Rbt/Acc (BitRobot Network) & Nils of (Auki) have packed this full of insanely valuable insights: 0:00 - Intro + wen terminator? 5:13 - Robotics vs "GPT moment" 7:08 - Privacy in the world of robotics 11:40 - Web3 robotics + intro to frodobots / bitrobot 14:50 - Impact of $HNT on Michael and Nils 17:06 - Intro to $AUKI 19:26 - Why does dePIN as an investable asset suck? 25:36 - $AUKI community building philosophy 28:30 - Bitrobot mission w/ PhD researchers 31:40 - Bitrobot subnet structure 35:28 - Bitrobot value accrual + Impact 39:40 - $AUKI and proving people wrong 42:20 - Robotics is the biggest industry in the world 50:16 - Dangers of physical AI 55:25 - Human Philosophy in Physical AI 57:05 - How cities will change w/ robots 1:03:20 - Skills of the future 1:06:32 - Responsibility as innovators in robotics Where do you think we are in the robotics cycle? My DMs are open to teams wanting to chat about what they're building.

0xSammy

60,470 görüntüleme • 8 ay önce

Bitcoin has the most significant moat in the world. This is how Jordi Visser thinks about the asset compared to other investment opportunities. Given his 30+ years on Wall Street, that is not an insignificant statement. Add in the acceleration of artificial intelligence and you have an exciting time to be investing right now. We discuss shifts in sentiment, various economic policies, and how humanoid robots are going to change the world. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Bitcoin is a moat? 5:18 - AI disruption 15:20 - CHIPS Act impact on the market 19:35 - Evaluating what data to believe 23:58 - Market outlook 32:56 - Robots are coming 36:35 - Areas of the market that are undervalued
40:01

Bitcoin has the most significant moat in the world. This is how Jordi Visser thinks about the asset compared to other investment opportunities. Given his 30+ years on Wall Street, that is not an insignificant statement. Add in the acceleration of artificial intelligence and you have an exciting time to be investing right now. We discuss shifts in sentiment, various economic policies, and how humanoid robots are going to change the world. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Bitcoin is a moat? 5:18 - AI disruption 15:20 - CHIPS Act impact on the market 19:35 - Evaluating what data to believe 23:58 - Market outlook 32:56 - Robots are coming 36:35 - Areas of the market that are undervalued

Anthony Pompliano 🌪

152,036 görüntüleme • 1 yıl önce

New Episode. Nils Pihl (Nils), CEO of Auki Labs, discuss the "Real World Web" and making physical spaces accessible to robots. We dive into decentralized mapping and Auki’s latest retail deployments. Nils also shares his take on the US-China robotics race, drawing on 15 years of building ventures in the heart of China’s tech ecosystem. 2:05 Nils' journey into the technology 8:36 Six layers of Robotics value chain 11:00 Use case for AUKI's perception stack 17:04 Compute challenge of distributed mapping 20:16 Decentralized solution to privacy 22:36 Programmable robots vs closed approach 25:43 Most valuable layers or robotics ecosystem 28:53 Behind China's rapid humanoid boom 36:06 140 humanoid OEMs, who's gonna win 41:32 US-China geopolitics 44:52 What can the west do to compete with China 46:55 Technology adoption in Asian countries 54:01 Memes
1:04:36

New Episode. Nils Pihl (Nils), CEO of Auki Labs, discuss the "Real World Web" and making physical spaces accessible to robots. We dive into decentralized mapping and Auki’s latest retail deployments. Nils also shares his take on the US-China robotics race, drawing on 15 years of building ventures in the heart of China’s tech ecosystem. 2:05 Nils' journey into the technology 8:36 Six layers of Robotics value chain 11:00 Use case for AUKI's perception stack 17:04 Compute challenge of distributed mapping 20:16 Decentralized solution to privacy 22:36 Programmable robots vs closed approach 25:43 Most valuable layers or robotics ecosystem 28:53 Behind China's rapid humanoid boom 36:06 140 humanoid OEMs, who's gonna win 41:32 US-China geopolitics 44:52 What can the west do to compete with China 46:55 Technology adoption in Asian countries 54:01 Memes

The Humanoid Hub

39,794 görüntüleme • 5 ay önce

NEW: Brett Adcock, CEO of Figure Full Interview At a $39 billion valuation, Figure has raised nearly $2 billion in just 4 years to build general-purpose humanoid robots designed to perform real work at scale. We go deep on the progress, what’s working today, the biggest challenges ahead, & the biggest misconceptions about robotics. Plus: • ~50% of global GDP = human labor • Why this is a $30–40T labor opportunity • Scaling to thousands → millions of robots • “This is an intelligence problem” • Why they walked away from OpenAI Brett Adcock Figure 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Brett Adcock, Founder & CEO at Figure (01:13) Hot take on Humanoids (teleoperated?) (04:09) Race to a Million Robots (06:24) Building Figure From Scratch (08:15) Leaving Archer Aviation (09:25) Post-IPO Move (12:54) Cover, Hark & NASA's IP (16:06) How Figure Outgrew OpenAI (19:18) Founder Performance Playbook (24:24) Learning from Bezos & Jobs (29:19) Biggest Risks to the Business (31:26) Building the World's First Physical AGI
33:00

NEW: Brett Adcock, CEO of Figure Full Interview At a $39 billion valuation, Figure has raised nearly $2 billion in just 4 years to build general-purpose humanoid robots designed to perform real work at scale. We go deep on the progress, what’s working today, the biggest challenges ahead, & the biggest misconceptions about robotics. Plus: • ~50% of global GDP = human labor • Why this is a $30–40T labor opportunity • Scaling to thousands → millions of robots • “This is an intelligence problem” • Why they walked away from OpenAI Brett Adcock Figure 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Brett Adcock, Founder & CEO at Figure (01:13) Hot take on Humanoids (teleoperated?) (04:09) Race to a Million Robots (06:24) Building Figure From Scratch (08:15) Leaving Archer Aviation (09:25) Post-IPO Move (12:54) Cover, Hark & NASA's IP (16:06) How Figure Outgrew OpenAI (19:18) Founder Performance Playbook (24:24) Learning from Bezos & Jobs (29:19) Biggest Risks to the Business (31:26) Building the World's First Physical AGI

Molly O’Shea

382,479 görüntüleme • 3 ay önce

I sat down with Dan Ives (Dan Ives) to discuss the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into AI. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO & the birth of a new sector 3:23 - SpaceX + Tesla merger thesis 5:51 - The AI backlash & Big Tech's PR problem 11:53 - US vs. China: who's actually winning in AI? 15:03 - Robotics, self-driving cars & physical AI 19:55 - How to invest in AI: chips, software & infrastructure 28:34 - New Fed chair, rates & macro risks 32:45 - Bitcoin vs. AI: capital rotation 37:55 - On-the-ground intel from Asia & Taiwan 40:06 - Any concerns with AI? 44:18 - Apple's AI strategy & Tim Cook stepping down 46:52 - The Ives AI ETF & portfolio construction
52:24

I sat down with Dan Ives (Dan Ives) to discuss the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into AI. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO & the birth of a new sector 3:23 - SpaceX + Tesla merger thesis 5:51 - The AI backlash & Big Tech's PR problem 11:53 - US vs. China: who's actually winning in AI? 15:03 - Robotics, self-driving cars & physical AI 19:55 - How to invest in AI: chips, software & infrastructure 28:34 - New Fed chair, rates & macro risks 32:45 - Bitcoin vs. AI: capital rotation 37:55 - On-the-ground intel from Asia & Taiwan 40:06 - Any concerns with AI? 44:18 - Apple's AI strategy & Tim Cook stepping down 46:52 - The Ives AI ETF & portfolio construction

Anthony Pompliano 🌪

673,684 görüntüleme • 2 ay önce

I did a live recording with Jordi Visser to discuss the scarcity trade across markets, bitcoin’s potential short squeeze, silver’s role as a critical industrial metal, and the inflation vs. deflation debate. We also explore how AI, robotics, and productivity shifts could reshape markets in the years ahead. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:27 - Bitcoin, silver & the coming scarcity trade 5:42 - Politics, Davos & why it doesn’t matter for markets 8:58 - Inflation vs deflation 12:16 - Why is bitcoin’s price not higher right now? 17:24 - Quantum risk & bitcoin security 19:01 - OpenAI, AI competition & monetization 24:34 - Elon Musk, Tesla & humanoid robots 31:05 - Robotaxis, dark factories & the future of labor 37:49 - How small businesses should use AI 41:40 - Strategy & bitcoin as collateral 44:14 - Robotics, vision models & what’s next
47:20

I did a live recording with Jordi Visser to discuss the scarcity trade across markets, bitcoin’s potential short squeeze, silver’s role as a critical industrial metal, and the inflation vs. deflation debate. We also explore how AI, robotics, and productivity shifts could reshape markets in the years ahead. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:27 - Bitcoin, silver & the coming scarcity trade 5:42 - Politics, Davos & why it doesn’t matter for markets 8:58 - Inflation vs deflation 12:16 - Why is bitcoin’s price not higher right now? 17:24 - Quantum risk & bitcoin security 19:01 - OpenAI, AI competition & monetization 24:34 - Elon Musk, Tesla & humanoid robots 31:05 - Robotaxis, dark factories & the future of labor 37:49 - How small businesses should use AI 41:40 - Strategy & bitcoin as collateral 44:14 - Robotics, vision models & what’s next

Anthony Pompliano 🌪

38,590 görüntüleme • 6 ay önce

Why Galaxy Might Be the Most Undervalued Crypto x AI Stock w/ Duncan What do Meta, Amazon, Google, and Microsoft …have in common? They’re spending $330B on AI infra this year. And one crypto company is building the AI infrastructure to power them. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:58 – Where Are We in the Bull Market? 03:11 – Is the 4-Year Cycle Dead? 06:25 – How Public Markets Are Changing Crypto 12:13 – Figure Markets 12:48 – KGeN 13:18 – Why Duncan Loves $GLXY 16:10 – The AI Data Center Opportunity 27:23 – Risks of Building at AI Scale 33:33 – What’s Galaxy’s Endgame? 36:05 – AI & Robots: What’s Coming and When 43:46 – How to Invest in Humanoid Robots 47:50 – What Could Slow Down Robot Adoption? 50:18 – Where Duncan Finds Alpha 53:29 – Final Thoughts
55:26

Why Galaxy Might Be the Most Undervalued Crypto x AI Stock w/ Duncan What do Meta, Amazon, Google, and Microsoft …have in common? They’re spending $330B on AI infra this year. And one crypto company is building the AI infrastructure to power them. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:58 – Where Are We in the Bull Market? 03:11 – Is the 4-Year Cycle Dead? 06:25 – How Public Markets Are Changing Crypto 12:13 – Figure Markets 12:48 – KGeN 13:18 – Why Duncan Loves $GLXY 16:10 – The AI Data Center Opportunity 27:23 – Risks of Building at AI Scale 33:33 – What’s Galaxy’s Endgame? 36:05 – AI & Robots: What’s Coming and When 43:46 – How to Invest in Humanoid Robots 47:50 – What Could Slow Down Robot Adoption? 50:18 – Where Duncan Finds Alpha 53:29 – Final Thoughts

Milk Road

59,357 görüntüleme • 11 ay önce

Tesla is leading the robotics revolution. Analysts predict 1 billion humanoid robots by 2050 in what could become a $7 trillion market. We looked at the key players, the tech behind physical AI, and the ecosystem -- from rare earth minerals to AI chips. 0:00 Intro 0:55 The market opportunity 3:33 The key players 5:31 The technology 6:42 The challenges & skepticism 7:29 The future vision Thanks to NYSE 🏛 as well. Great perspective from some of their recent guest interviews.
9:37

Tesla is leading the robotics revolution. Analysts predict 1 billion humanoid robots by 2050 in what could become a $7 trillion market. We looked at the key players, the tech behind physical AI, and the ecosystem -- from rare earth minerals to AI chips. 0:00 Intro 0:55 The market opportunity 3:33 The key players 5:31 The technology 6:42 The challenges & skepticism 7:29 The future vision Thanks to NYSE 🏛 as well. Great perspective from some of their recent guest interviews.

Jon Erlichman

18,174 görüntüleme • 4 ay önce

.Sergey Levine is one of the world's leading robotics researchers (and co-founder of Physical Intelligence). He thinks fully autonomous robots are much closer than people realize - when I pushed him on a prediction, he said 5 years to robots that can autonomously run your household). The big game changer, in his view, is that we finally have LLMs with common sense and prior knowledge that we can scaffold the robot models around. We get into all the reasons this might not happen, the data flywheel from deployment, architecture, simulation, manufacturing, and much more. Enjoy! 0:00:00 – Timeline to widely deployed autonomous robots 0:22:12 – Why robotics will scale faster than self-driving cars 0:32:15 – How vision-language-action models work 0:50:26 – Improvements needed for brainlike efficiency 1:02:48 – Learning from simulation 1:14:08 – How much will robots speed up AI buildouts? 1:22:54 – If hardware’s the bottleneck, does China win by default?
1:33:14

.Sergey Levine is one of the world's leading robotics researchers (and co-founder of Physical Intelligence). He thinks fully autonomous robots are much closer than people realize - when I pushed him on a prediction, he said 5 years to robots that can autonomously run your household). The big game changer, in his view, is that we finally have LLMs with common sense and prior knowledge that we can scaffold the robot models around. We get into all the reasons this might not happen, the data flywheel from deployment, architecture, simulation, manufacturing, and much more. Enjoy! 0:00:00 – Timeline to widely deployed autonomous robots 0:22:12 – Why robotics will scale faster than self-driving cars 0:32:15 – How vision-language-action models work 0:50:26 – Improvements needed for brainlike efficiency 1:02:48 – Learning from simulation 1:14:08 – How much will robots speed up AI buildouts? 1:22:54 – If hardware’s the bottleneck, does China win by default?

Dwarkesh Patel

211,158 görüntüleme • 10 ay önce