Very few people understand attention mechanics, marketing psychology and what makes compelling stories like @intern
He and our marketing team are an incredible resource for us as we distribute our story to as many people as possible and also for our portfolio companies that…
I cringe when I hear “I missed [X]”
Companies that achieve high market caps get there for good reasons that usually allow them to continue to compound growth. Past success is one of the best indicators of future success. Better leadership/teams = Better decisions/execution.…
GPT-3 level robot foundation models already exist
It’s just not obvious because GPT-3 was only partially successful most of the time. That’s ok for some knowledge work but not for the work we need robots to do
GPT-5 level intelligence for robots we could see within a year…
RT @citrini: Disclosure: Citrinitas Capital Management Inc is an investor in Robostrategy.
https://www.citriniresearch.com/p/citriniresearch-disclaimer-terms
中文: RT @citrini:披露:Citrinitas Capital Management Inc 是 Robostrategy 的投资者。
RT @RoboStrategy: BREAKING: Shayaan Nackvi (@Shaya4n) has signed with RoboStrategy as VP of Operations https://twitter.com/RoboStrategy/status/2062906611803251024/photo/1
The market always has a difficult time accurately pricing inflection points
These are the best times to invest https://twitter.com/Rewkang/status/2062897755719074044/photo/1
A lot of attention is focused on Figure and Apptronik within our portfolio
But there are a lot of less known gems that we believe will be much more prominent
There will be many massive winners coming out of the industry from cobot/industrial arm companies, to those taking a…
NVIDIA went public at a $625M Valuation
Now companies like OpenAI, Anthropic, SpaceX do not go public until they are $1 Trillion +
Public Markets need Venture Capital Access https://twitter.com/Rewkang/status/2062554265755746655/photo/1
RT @Lighter_xyz: New RWA Perp Listing! You can now trade $BOT with up to 3x leverage. https://twitter.com/Lighter_xyz/status/2062258781103292911/photo/1
Spent the last 2 years obsessively trying to understand where the robotics space is going.
US vs China dynamics, Tesla vs FigureAI, How I think about investing, etc
Continuing to share more. Requests welcome.
RT @AviFelman: Just recorded a banger episode with @Rewkang about @RoboStrategy …
Releasing tomorrow on YouTube:
https://youtube.com/@1000xpodcast?si=8qNFXYn6D1DSeu0g
First Podcast Appearance in 5 years
Building a Robotics focused investment firm has been one of the most fascinating experiences of my life
Robots will be as ubiquitous as smart phones within a decade. Everyone should be paying attention and the @RoboStrategy team will be…
Got my Appendix removed Friday but we’re back in action Monday
First @RoboStrategy podcast dropping tomorrow https://twitter.com/Rewkang/status/2061537214345969717/photo/1
Jack brings a unique mix of technical and commercial expertise after spending a decade in the robotics industry as a former operator/founder
We’ve effectively been building @Robostrategy in stealth for a year, assembling a team of robotics vets across investment and research…
Figure is the Apple of this generation
Impeccable taste and design that will permeate every household
You won’t want some budget humanoid, you’ll want a Figure
We’ve assembled a world class team @RoboStrategy which we’ll be announcing over the coming weeks along with other important company updates
Follow and turn on notifications to stay in the loop
RT @RoboStrategy: BREAKING: Kevin McCordic (@intern) has signed with RoboStrategy as Chief Marketing Officer https://twitter.com/RoboStrategy/status/2059286708953256187/photo/1
Intel is now more than double the market cap of Ethereum
The US Government is the ultimate kingmaker https://twitter.com/Rewkang/status/2058650002121986153/photo/1
Scott (@GoingBallistic5) is like the Michael Jordan of Humanoid mechanical design, manufacturing simulation and robot offline programming
He’s founded and sold 2 companies in the industry
We are incredible grateful to have him on our team at @RoboStrategy
RT @RoboStrategy: RoboStrategy names Andrew Kang (@Rewkang) as Chief Executive Officer
https://www.investing.com/news/company-news/robostrategy-names-andrew-kang-as-chief-executive-officer-93CH-4701428
中文: RT @RoboStrategy:RoboStrategy 任命 Andrew Kang(@Rewkang)为首席执行官
Proud to announce my position as CEO of @RoboStrategy.
When I initially started looking into investing in robotics 2 years ago most VCs I consulted with recommended not to invest in the space. Robotics companies at this time did not have an easy time raising capital. The…
There’s an unprecedented fervent energy in the world around entrepreneurial pursuit
Some of it is driven by all the opportunities AI is opening up
But some of it is a quieter sense underneath. That our window to build things that matter, as humans, is shorter than we thought
A big insight from this podcast is that intelligence will be commoditized and open source.
It is an existential risk to Nvidia for intelligence to be closed source as it would make them captive to a few model companies who could chose to optimize on a different hardware stack.…
RT @adcock_brett: So proud to see F.03 make history as the first humanoid robot in the White House 🤖 🇺🇸 https://twitter.com/adcock_brett/status/2036832028960923917/video/1
Researchers trained a humanoid robot to play tennis using only 5 hours of motion capture data
The robot can now sustain multi-shot rallies with human players, hitting balls traveling >15 m/s with a ~90% success rate
AlphaGo for every sport is coming https://twitter.com/Rewkang/status/2033043512925581805/video/1
中文: 研究人员仅使用5小时的动作采集数据，就训练了人形机器人来打网球
机器人现在可以与人类玩家一起维持多击式拉力赛，以约90%的成名率在行进 >15 m/s 时击球
AlphaGo 为每项运动都推出
We are on track to a world with billions of robots
To get there we need robots to be imbued with an understanding of the physical world
They need to be able to adapt to the infinite combinations of object and environment states we see in the real world
@rhoda_ai_ did this by…
