Is Robotics The Next Megabubble?

Today, Avi sits down with Andrew Kang (@Rewkang), founder and CEO of RoboStrategy (Nasdaq: BOT), to discuss why robotics and physical AI are the next $10 trillion mega bubble. We deep dive into why the entire private robotics market is smaller than Pokémon trading cards, why VCs are pivoting from software to physical AI, the GPT-3 moment for robotics and why GPT-5-level capabilities are less than two years away, why you can't just hook Claude up to a robot, how Andrew built the "MicroStrategy of Robotics," and rapid fire pitches on companies in the RoboStrategy portfolio: Figure AI, Apptronik, Standard Bots, Dyna Robotics, and Dexmate. Enjoy!

RoboStrategy Advisors is an investment adviser focused on robotics, physical AI, and emerging technologies.

This discussion is provided for information and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security.

Any opinions expressed are those of the speaker as of the recording date and are subject to change.

Forward-looking statements and opinions are based on current expectations, estimates, projections, and assumptions and are subject to change without notice. Actual outcomes and results may differ materially from those expressed or implied.

Any references to prior investment experience, portfolio companies, or investment outcomes relate to activities conducted outside of RoboStrategy and are provided solely for background and informational purposes. Any referenced gains, returns, or investment outcomes may be unrealized and are not indicative of future results.

Investing involves risk, including possible loss of principal. References to companies, technologies, or investments are illustrative only and should not be interpreted as investment recommendations.

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Timestamps:

(00:00) Coming Up on 1000x...

(01:28) From Crypto to the Robotics Mega Bubble

(07:00) A $10 Trillion Industry Hiding in Plain Sight

(10:45) The Companies Building Physical AI

(14:10) Why VCs Are Pivoting From Software to Robots

(17:00) The GPT-3 Moment for Robotics

(26:20) How To Get Smart on a New Industry

(33:55) The RoboStrategy Playbook

(52:00) Rapid Fire: The Portfolio

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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.