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Threadguy explains why he's getting bullish on robotics “I got pretty excited because I think there is infinite demand for robotics exposure and there’s no real way to get it, at least at the moment. There’s a robotics bottleneck” “Andrew Kang said this thing on stream that really got... show more

Jack

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103,252 Aufrufe • vor 11 Tagen •via X (Twitter)

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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 👇

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 Aufrufe • vor 15 Tagen

Putting the Robotics TAM into perspective... The total robotics market is less than $200b …. while a single crypto-asset $XRP is roughly $100b & pokemon trading cards are worth $50b.

Putting the Robotics TAM into perspective... The total robotics market is less than $200b …. while a single crypto-asset $XRP is roughly $100b & pokemon trading cards are worth $50b.

Avi

38,649 Aufrufe • vor 13 Tagen

🚨🇺🇸 WEDBUSH ANALYST: TESLA HITTING $3 TRILLION MARKET CAP BY EARLY 2027 ON ROBOTAXIS AND AUTONOMOUS Wedbush Global Head of Technology Dan Ives predicted Tesla will reach a $2-3 trillion market cap within the next two years, declaring 2026 a "golden chapter" driven by robotaxis, autonomous driving, and Optimus robotics: "When it comes to physical AI, there is nothing better than NVIDIA and Tesla. This is going to be a golden chapter for Tesla. Robo taxis, cyber cabs, volume production, true autonomous. And robotics in terms of Optimus. That's why we're looking at two trillion, ultimately probably three trillion market cap by late 2026 or early 2027." Source: CNBC

🚨🇺🇸 WEDBUSH ANALYST: TESLA HITTING $3 TRILLION MARKET CAP BY EARLY 2027 ON ROBOTAXIS AND AUTONOMOUS Wedbush Global Head of Technology Dan Ives predicted Tesla will reach a $2-3 trillion market cap within the next two years, declaring 2026 a "golden chapter" driven by robotaxis, autonomous driving, and Optimus robotics: "When it comes to physical AI, there is nothing better than NVIDIA and Tesla. This is going to be a golden chapter for Tesla. Robo taxis, cyber cabs, volume production, true autonomous. And robotics in terms of Optimus. That's why we're looking at two trillion, ultimately probably three trillion market cap by late 2026 or early 2027." Source: CNBC

Mario Nawfal

256,715 Aufrufe • vor 6 Monaten

Tesla is a robotics company. It is a machine that builds machines. All of the work they’re doing on cars translates to the Optimus robot. And if there’s a shortlist of companies that will benefit from an intelligence explosion from AI? Tesla is on that list.

Tesla is a robotics company. It is a machine that builds machines. All of the work they’re doing on cars translates to the Optimus robot. And if there’s a shortlist of companies that will benefit from an intelligence explosion from AI? Tesla is on that list.

Mckay Wrigley

84,237 Aufrufe • vor 1 Jahr

🚨🚨 Wedbush's Dan Ives: "I believe that the path to a $2 trillion market cap is on the table because of autonomous and robotics. I think, overall, this is gonna be a 'golden era' for $TSLA." Dan Ives says Tesla’s short-term issues aren’t a crisis! He sees Elon Musk refocused and leading Tesla into a 'golden era' powered by self-driving tech, AI, and robotics 🚀

🚨🚨 Wedbush's Dan Ives: "I believe that the path to a $2 trillion market cap is on the table because of autonomous and robotics. I think, overall, this is gonna be a 'golden era' for $TSLA." Dan Ives says Tesla’s short-term issues aren’t a crisis! He sees Elon Musk refocused and leading Tesla into a 'golden era' powered by self-driving tech, AI, and robotics 🚀

Herbert Ong

42,076 Aufrufe • vor 1 Jahr

.Andrew Kang on why the US government should be investing capital into innovative robotics companies. "If the US government doesn't step in, it could take an elongated amount of time to develop as fast as it should." "The reason why we started Robostrategy was there was a need to invest billions of dollars of capital into the most important robotics companies of the future." "I think [the government] should be directly investing in some of these robotics companies."

.Andrew Kang on why the US government should be investing capital into innovative robotics companies. "If the US government doesn't step in, it could take an elongated amount of time to develop as fast as it should." "The reason why we started Robostrategy was there was a need to invest billions of dollars of capital into the most important robotics companies of the future." "I think [the government] should be directly investing in some of these robotics companies."

Anthony Pompliano 🌪

46,577 Aufrufe • vor 16 Tagen

1/ The data parsing market for robotics is just emerging, and it’s already valued in the tens of billions. Data parsing to build data models and software for Robotics is a $20B market in 2024 and is expected to reach $150B+ by 2034 Cherry AI Robotics has built a data parsing tool for robotics, which goes live next week, and will effectively make this project one of the pioneers in data parsing for robotics.

1/ The data parsing market for robotics is just emerging, and it’s already valued in the tens of billions. Data parsing to build data models and software for Robotics is a $20B market in 2024 and is expected to reach $150B+ by 2034 Cherry AI Robotics has built a data parsing tool for robotics, which goes live next week, and will effectively make this project one of the pioneers in data parsing for robotics.

CherryAI Robotics

90,786 Aufrufe • vor 9 Monaten

We have to face it. Robots will ultimately have a face. But why? The human face transmits information in a far more rapid manner than any other system. Working face to face with robots are going to require this signal. This is the face from AheafFrom robotics. For robotics companies that do not have human faces, I say best to start now or encourage an after market hobby garage builder face market. This is the way of it.

We have to face it. Robots will ultimately have a face. But why? The human face transmits information in a far more rapid manner than any other system. Working face to face with robots are going to require this signal. This is the face from AheafFrom robotics. For robotics companies that do not have human faces, I say best to start now or encourage an after market hobby garage builder face market. This is the way of it.

Brian Roemmele

27,755 Aufrufe • vor 7 Monaten

Why Yan Ivnitskiy is bullish on $VVV at ~$800M Yan thinks VVV's market cap is the better measure than FDV "market cap and FDV isn't always made equal... [Venice] is one of those scenarios where market cap is actually probably a better representation of the value. ...so then you're looking at pretty low multiples on that front ...And I could see a world where by the end of the year, the token is deflationary"

Why Yan Ivnitskiy is bullish on $VVV at ~$800M Yan thinks VVV's market cap is the better measure than FDV "market cap and FDV isn't always made equal... [Venice] is one of those scenarios where market cap is actually probably a better representation of the value. ...so then you're looking at pretty low multiples on that front ...And I could see a world where by the end of the year, the token is deflationary"

Bankless

39,513 Aufrufe • vor 1 Monat

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

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

321,373 Aufrufe • vor 16 Tagen

Andrew Kang thinks crypto holders are about to get a brutal reality check on how small Bitcoin really is 😳 "People within the crypto space think Bitcoin's the world and it's a big asset, but SpaceX is now bigger than Bitcoin." "To think that robotics, or at least a few robotics companies, are also gonna be bigger than Bitcoin. I don't think it's too far fetched."

Andrew Kang thinks crypto holders are about to get a brutal reality check on how small Bitcoin really is 😳 "People within the crypto space think Bitcoin's the world and it's a big asset, but SpaceX is now bigger than Bitcoin." "To think that robotics, or at least a few robotics companies, are also gonna be bigger than Bitcoin. I don't think it's too far fetched."

EllioTrades Clips

101,390 Aufrufe • vor 15 Tagen

Chris Camillo explains why Pokémon cards might keep going up for decades “I’ve always believed that Pokémon and an IP similar to Pokémon for a collector is where it’s at” “Unlike other collectibles, it’s not set in a period of time where you have a peak where the people that were really into that baseball player or football player hit peak wealth and drive the market up and then the next generation has less of an appreciation for that player, like with sports cards” “I think Pokémon’s fascinating because they reinvent themselves for each generation. So it’s one of these really rare collectibles that has cross-generational demand” “You can make a case that the Pokémon market could stay healthy and continue to drive forward for a very long time” “I’m not saying it will but there’s certainly a thesis there that has data to back that up” “So the Pokémon collectors might not be as crazy as you think they are”

Chris Camillo explains why Pokémon cards might keep going up for decades “I’ve always believed that Pokémon and an IP similar to Pokémon for a collector is where it’s at” “Unlike other collectibles, it’s not set in a period of time where you have a peak where the people that were really into that baseball player or football player hit peak wealth and drive the market up and then the next generation has less of an appreciation for that player, like with sports cards” “I think Pokémon’s fascinating because they reinvent themselves for each generation. So it’s one of these really rare collectibles that has cross-generational demand” “You can make a case that the Pokémon market could stay healthy and continue to drive forward for a very long time” “I’m not saying it will but there’s certainly a thesis there that has data to back that up” “So the Pokémon collectors might not be as crazy as you think they are”

Jack

97,848 Aufrufe • vor 26 Tagen

Sentinel from Avea Robotics is the fastest VR teleop software on the market, allowing robotics companies to collect data and intervene in real-time from anywhere. With Sentinel, you can unlock scale for your deployments. Congrats on the launch, Ary Indarapu & Vikram Vadrevu!

Sentinel from Avea Robotics is the fastest VR teleop software on the market, allowing robotics companies to collect data and intervene in real-time from anywhere. With Sentinel, you can unlock scale for your deployments. Congrats on the launch, Ary Indarapu & Vikram Vadrevu!

Y Combinator

21,800 Aufrufe • vor 1 Monat

🚨#XRP TO $15,000? YES, IT’S POSSIBLE!! I KNOW, “MARKET CAP THIS, MARKET CAP THAT” — BUT THINK DIFFERENT!! IT’S ABOUT VOLUME, NOT JUST MARKET CAP!! THE SAME DOLLAR CAN MOVE 1 MILLION TIMES AND CREATE MASSIVE VOLUME! LOOK AT CTF TOKEN — TOP DEFI ON XRPL!! WITH JUST A $20B MARKET CAP, IT JUMPS FROM $0.28 TO $748.50 PER TOKEN!! THAT’S ONLY 20% OF XRP’S CURRENT CAP!! REAL PROJECT. REAL SYSTEM. OVER $3M IN REWARDS VOLUME AND LIVE FOR OVER A YEAR!! AND ON MAY 3RD — THE BURN IS COMING!! TRADE CTF TOKEN ON XRPL: TRADE CTF TOKEN ON MEXC: Website:

🚨#XRP TO $15,000? YES, IT’S POSSIBLE!! I KNOW, “MARKET CAP THIS, MARKET CAP THAT” — BUT THINK DIFFERENT!! IT’S ABOUT VOLUME, NOT JUST MARKET CAP!! THE SAME DOLLAR CAN MOVE 1 MILLION TIMES AND CREATE MASSIVE VOLUME! LOOK AT CTF TOKEN — TOP DEFI ON XRPL!! WITH JUST A $20B MARKET CAP, IT JUMPS FROM $0.28 TO $748.50 PER TOKEN!! THAT’S ONLY 20% OF XRP’S CURRENT CAP!! REAL PROJECT. REAL SYSTEM. OVER $3M IN REWARDS VOLUME AND LIVE FOR OVER A YEAR!! AND ON MAY 3RD — THE BURN IS COMING!! TRADE CTF TOKEN ON XRPL: TRADE CTF TOKEN ON MEXC: Website:

JackTheRippler ©️

78,624 Aufrufe • vor 1 Jahr

🇺🇸 DAN IVES: AUTONOMOUS AND ROBOTICS MEAN A $2 TRILLION TESLA MARKET CAP "If you're a believer in autonomous, like we are in robotics, this is a $2 trillion market cap in terms of Tesla. But the view that you went from basically first buddy in terms of Musk with Trump in the White House, Mar-a-Lago, and now they're doing this fight over social media. It's not what you want to see as a Tesla shareholder, and you saw with Trump, I think Trump's obviously a little taken aback that Musk has taken this much of a stance." Source: Dan Ives CNBC

🇺🇸 DAN IVES: AUTONOMOUS AND ROBOTICS MEAN A $2 TRILLION TESLA MARKET CAP "If you're a believer in autonomous, like we are in robotics, this is a $2 trillion market cap in terms of Tesla. But the view that you went from basically first buddy in terms of Musk with Trump in the White House, Mar-a-Lago, and now they're doing this fight over social media. It's not what you want to see as a Tesla shareholder, and you saw with Trump, I think Trump's obviously a little taken aback that Musk has taken this much of a stance." Source: Dan Ives CNBC

Mario Nawfal

93,933 Aufrufe • vor 1 Jahr

TCG expert explains why you should fully AVOID the modern Pokémon market “Do NOT dabble into the modern Pokémon market, they print 100s of thousands of copies of these cards and they are going for thousands of dollars right off the gate” “If you think that is a smart place to put your money I have no words for you other then “if you wanna swing trade it then swing trade it and try to extract as much as you can, but if you think this is a good investment in the short term SELL them all”

TCG expert explains why you should fully AVOID the modern Pokémon market “Do NOT dabble into the modern Pokémon market, they print 100s of thousands of copies of these cards and they are going for thousands of dollars right off the gate” “If you think that is a smart place to put your money I have no words for you other then “if you wanna swing trade it then swing trade it and try to extract as much as you can, but if you think this is a good investment in the short term SELL them all”

Vēnø

27,320 Aufrufe • vor 15 Tagen

The All-In Crystal Ball The Mag 7 were holding the stock market on their shoulders. Now, that group has cracked and the market is in a free fall. If you've been listening to All-In, you saw this coming. Let's walk through it: 1) Berkshire Sours on Apple: Chamath's Analysis of Buffett's Annual Letter Chamath Palihapitiya on March 8th: "You can tell when (Warren) Buffett has gotten disengaged with a company based on the number of times he mentions it in his annual letter." "I think this 'Buffett Index' is a really important one for Apple, which is, it went from a forever holding to barely getting mentioned." "Unfortunately, it speaks for a very bad next 5-10 years for this company unless they figure something out." 2) The AI Bubble: Massive Spend with No Revenue = Recipe for Disaster Chamath Palihapitiya on May 31st: "If you do not start seeing revenue flow to the bottom line of these companies that are spending $26B/quarter, the market cap of Nvidia is not what the market cap of Nvidia should be." "And all of these other companies are going to get punished for spending this kind of money." "Where are all these newfangled things that we're supposed to see that justifies the $100B of chips spend/year, $200B of energy spend, $100B of all this other stuff?" "And we've seen nothing to show for it except that you can mimic somebody's voice. It doesn't all hang together yet." 3) The Underlying Recession: The Mag 7 Shielded the Market from a Bad Economy… Until They Didn’t Chamath Palihapitiya on July 12th: "I think the bigger question, though, is if we are on the verge of a real contraction in the economy." "Even though the stock market for seven companies is hitting all-time highs, the stock market for every other company that isn't those seven companies have not." "People are unemployed, there is no money, and the question is whether you have some sort of contraction economically that is measured by a recession or not." "People have been tracking the S&P 500 Index versus the equal-weighted index." "And what's interesting is the spread right now is the most extreme since March of 2000 right before dot-com crash"

The All-In Crystal Ball The Mag 7 were holding the stock market on their shoulders. Now, that group has cracked and the market is in a free fall. If you've been listening to All-In, you saw this coming. Let's walk through it: 1) Berkshire Sours on Apple: Chamath's Analysis of Buffett's Annual Letter Chamath Palihapitiya on March 8th: "You can tell when (Warren) Buffett has gotten disengaged with a company based on the number of times he mentions it in his annual letter." "I think this 'Buffett Index' is a really important one for Apple, which is, it went from a forever holding to barely getting mentioned." "Unfortunately, it speaks for a very bad next 5-10 years for this company unless they figure something out." 2) The AI Bubble: Massive Spend with No Revenue = Recipe for Disaster Chamath Palihapitiya on May 31st: "If you do not start seeing revenue flow to the bottom line of these companies that are spending $26B/quarter, the market cap of Nvidia is not what the market cap of Nvidia should be." "And all of these other companies are going to get punished for spending this kind of money." "Where are all these newfangled things that we're supposed to see that justifies the $100B of chips spend/year, $200B of energy spend, $100B of all this other stuff?" "And we've seen nothing to show for it except that you can mimic somebody's voice. It doesn't all hang together yet." 3) The Underlying Recession: The Mag 7 Shielded the Market from a Bad Economy… Until They Didn’t Chamath Palihapitiya on July 12th: "I think the bigger question, though, is if we are on the verge of a real contraction in the economy." "Even though the stock market for seven companies is hitting all-time highs, the stock market for every other company that isn't those seven companies have not." "People are unemployed, there is no money, and the question is whether you have some sort of contraction economically that is measured by a recession or not." "People have been tracking the S&P 500 Index versus the equal-weighted index." "And what's interesting is the spread right now is the most extreme since March of 2000 right before dot-com crash"

The All-In Podcast

516,130 Aufrufe • vor 1 Jahr

Elon Musk: There are all kinds of NGOs trying to eliminate poverty. But AI and robotics will actually succeed. “People often talk about sort of eliminating poverty and that kind of thing. How long have they been talking about that? There's lots of talk; there are lots of NGOs sort of trying to do these things but really not succeeding. And the evidence speaks for itself. But AI and humanoid robots will actually eliminate poverty. And Tesla won't be the only one that makes them. I think Tesla will pioneer this, but there will be many other companies that make humanoid robots. But there is only basically one way to make everyone wealthy, and that is AI and robotics.” U.S.-Saudi Investment Forum, November 19, 2025

Elon Musk: There are all kinds of NGOs trying to eliminate poverty. But AI and robotics will actually succeed. “People often talk about sort of eliminating poverty and that kind of thing. How long have they been talking about that? There's lots of talk; there are lots of NGOs sort of trying to do these things but really not succeeding. And the evidence speaks for itself. But AI and humanoid robots will actually eliminate poverty. And Tesla won't be the only one that makes them. I think Tesla will pioneer this, but there will be many other companies that make humanoid robots. But there is only basically one way to make everyone wealthy, and that is AI and robotics.” U.S.-Saudi Investment Forum, November 19, 2025

ELON CLIPS

13,858 Aufrufe • vor 5 Monaten

Threadguy explains why Pokémon gacha companies have one of the greatest business models ever “You have a very finite supply of vintage Pokémon that people want. There's not that many of these cards” “So you get a bunch of these gambling companies to come in and the only moat these gacha companies have is their supply. So they come up with big VC dollars and they buy everything” “They put them in these packs. Somebody spends, reveals a gacha and what do they do? They sell it back to the company -15% and then they spend again” “Almost nobody is actually cashing out, getting the card shipped and letting it hit the market again. Once they're purchased from the gacha companies, these cards never hit the market again” “Gamble, sell back, gamble, sell back, gamble, sell back” “The gacha companies never have to sell inventory because they make 15% on every gamble and sell back. The actual gamblers never let the inventory hit the market because they just sell back”

Threadguy explains why Pokémon gacha companies have one of the greatest business models ever “You have a very finite supply of vintage Pokémon that people want. There's not that many of these cards” “So you get a bunch of these gambling companies to come in and the only moat these gacha companies have is their supply. So they come up with big VC dollars and they buy everything” “They put them in these packs. Somebody spends, reveals a gacha and what do they do? They sell it back to the company -15% and then they spend again” “Almost nobody is actually cashing out, getting the card shipped and letting it hit the market again. Once they're purchased from the gacha companies, these cards never hit the market again” “Gamble, sell back, gamble, sell back, gamble, sell back” “The gacha companies never have to sell inventory because they make 15% on every gamble and sell back. The actual gamblers never let the inventory hit the market because they just sell back”

Jack

360,304 Aufrufe • vor 17 Tagen

Elon Musk on which company he would invest in if he was a stock investor: “If I had to pick, it would be AI and robotics — even unrelated to me. I think Google is going to be extremely valuable in the future. They’ve laid the groundwork for an immense amount of value creation from an AI standpoint. NVIDIA is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to capture almost all the value. The output of goods and services from AI and robotics will be so high that it will dwarf everything else.” — Via new Interview with Nikhil Kamath

Elon Musk on which company he would invest in if he was a stock investor: “If I had to pick, it would be AI and robotics — even unrelated to me. I think Google is going to be extremely valuable in the future. They’ve laid the groundwork for an immense amount of value creation from an AI standpoint. NVIDIA is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to capture almost all the value. The output of goods and services from AI and robotics will be so high that it will dwarf everything else.” — Via new Interview with Nikhil Kamath

Nic Cruz Patane

701,702 Aufrufe • vor 6 Monaten