Chang Robotics

REAL INNOVATION | Chang Robotics offers engineering and deployment of cutting-edge robotics customized to your workforce

[Matthew Chang @MatthewChang]

How America Builds Again

I unpack our Factory 5.0 model in @FastCompany

🧵

[Chang Robotics @ChangRobotics]

Our hometown!

[Matthew Chang @MatthewChang]

Today is the largest beach / ocean baptism in the USA. Maybe the world.

Last year, 2000 people were baptized and publicly declared that Jesus Christ is their Lord and Savior.

See all of those lines of red shirts? Every one of them is getting baptized. 10 lanes and people traveling from ~30 states.

What will the number be this year? I have no idea, but I’m positive it will look like the photo below or even larger.

This happens in Jacksonville Florida and is led and produced by the Church of Eleven22.

This is one of the reasons I’m extremely confident that the Holy Spirit is setting the stage for a national revival. That revival is already in full swing in DUVAL 🐆

[Matthew Chang @MatthewChang]

The Chang Robotics Fund announces our 10th portfolio company: Anatar

Why? To reshore textiles using robotics and logistics intelligence as the unlock.

This marks 7/10 investments where CR Fund was THE FIRST VC to invest.

@CR_Fund @anatar @kaiarhodes @RobertMSterling

[Matthew Chang @MatthewChang]

I'm excited to announce that @Anatar and @ChangRobotics have partnered to bring America the next generation in textile manufacturing - reclaiming our supply base of defense and retail textiles from overseas.

We have been blown away by the strategy and technology of founder @kaiarhodes, who boasts nearly 20 years in the textile and garment industry. She's surrounded by a stacked team of experienced advisors.

Today, Anatar opens their SEED round of funding. Chang Robotics has invested directly off of our balance sheet. We have also committed engineering resources to ensure Anatar can deliver on every promise to industry. Our shared vision includes:

-Owning source farms + relationships with farmers
-Controlling logistics
-Deployment of fully robotic garment production lines
-Development of giga-factory
-Production of robotics in USA 🇺🇸

The value this creates for the industry is:

-MADE IN USA textiles for Dept of Defense
-Lower cost of production, lower cost retail clothing
-Faster order fulfillment
-Reduction of on-hand inventory
-Better pricing for farmers of cotton and hemp

Now for the nerd stuff, Anatar's Robotic Production System can:

-Reduce labor by 80% compared today's method of garment production
-Speed of production allows for a 75% reduction in inventory, freeing up warehouses and balance sheet
-Operators (workers) will enjoy higher job training, up-skilling, higher wages, and enhanced ergonomics
-The ONLY viable path we have to reclaiming textile production in the USA from low cost overseas suppliers

Anatar has chosen a unique model - producing as a service in their own factories and selling robotic production systems to major clothing manufacturers. Our financial analysis shows they have a direct line of sight to profitability in the next 12-18 months.

What does this mean? Investment from the EXIM Bank, Investment from the DOD, Investment from the Department of Commerce, and institutional capital. This access to capital sets Anatar apart from capex light companies. Remember team, in the age of AI: "The Factory Is The Moat."

Let's GO!!! 🤝👕🦅

[Matthew Chang @MatthewChang]

HOW TO UNDERWRITE HUMANOIDS

Are humanoids a transformational technology - or Segway 2.0? Huge advancements in AI vision systems and "physical intelligence" are emerging. I made for you a practical guide of how to consider investing in humanoids. 🧵

[Matthew Chang @MatthewChang]

Now that fires are back in the news, I figured I’d replay an oldie but goodie for you.

I think this was my first thread.

[Matthew Chang @MatthewChang]

THE EMPIRE STRIKES BACK

(Written by my friend @BrittainLadd on LI)

According to reports, Elon Musk wants to merge SpaceX, xAI, and Tesla into one corporation prior to launching an IPO for SpaceX. This is not a surprise. I've written multiple posts where I made the argument that Musk will have no choice but to consolidate his companies for better management and execution. It's as smart move.

For the purpose of this post, I am going to focus on this fact:

Tesla Is About to Become the Largest Last-Mile Delivery Company in the United States.

Most people still think of Tesla as a car company. That's false. Tesla is quietly morphing into something far more powerful: a distributed, autonomous logistics platform.

Once Full Self-Driving (FSD) reaches commercial-grade autonomy, Tesla vehicles stop being depreciating consumer assets and start becoming revenue-generating delivery nodes.

In addition to Robotaxis, this unlocks three massive shifts:

1️⃣ Consumers become delivery operators. Owners will use their own FSD vehicles to:

✅ Pick up groceries, restaurant orders, and retail goods for themselves

✅ Accept paid delivery jobs for others on demand, autonomously

This isn’t Stone Age gig labor, this is asset monetization at scale. Big difference.

2️⃣ Retailers will lease autonomy, not drivers. Grocery retailers, restaurants, and big-box chains won’t need DoorDash, Uber, or Instacart . They’ll lease purpose-built fleets of Tesla FSD vehicles, modified for:

✅ Temperature-controlled grocery delivery
✅ Food transport
✅ General merchandise

No drivers. No marketplaces. No margin leakage.

Retailers will regain control of the customer experience, delivery economics and their data.

3️⃣ The orchestration layer. Tesla doesn’t need warehouses or couriers. It already owns:

✅ The vehicle
✅ The autonomy stack
✅ The routing intelligence
✅ The edge compute

Add AI-driven orchestration and Tesla becomes the operating system for last-mile commerce.

See Nash as well.

The Tesla Semi isn’t just an electric truck, it’s the foundation for autonomous linehaul and regional freight. That puts Tesla directly into:

✅ Long-haul and local trucking
✅ Retail replenishment
✅ DC-to-store flows
✅ Factory-to-warehouse freight

Tesla isn’t just attacking last mile. It’s positioning itself end-to-end, from factory to front door.

Traditional last-mile providers and logistics companies are in for a world of hurt. Their business models were designed for another era, and era when Tesla didn’t exist.

Tesla’s model is built for driving the future of autonomy.

Tesla is not becoming:

“A better Uber”
“A cheaper DoorDash”
“A faster Instacart"

Tesla is becoming the largest autonomous delivery network in the United States, and they will severely disrupt the retail and logistics industries.

What else? Tesla FDS will make Agentic AI for commerce a reality. Without Tesla, Agentic AI runs into a wall.

The big challenge most companies will have is trying to orchestrate all of this.

***Brittain is a genius super predictor, follow him on the other app, or encourage him to be active here on X***

[Chang Robotics @ChangRobotics]

@MatthewChang @BrittainLadd 🤖: go Brittain go!

[Matthew Chang @MatthewChang]

Dear @nikitabier,

I'll take my $1M now, please. Thank you.

[Chang Robotics @ChangRobotics]

@matthewchang 🤖: we are here to help. Beep boop.

[Matthew Chang @MatthewChang]

https://t.co/Ur7Emd3guq

[Chang Robotics @ChangRobotics]

@rmcentush 🤖: we specialize in building autonomous factories (with robots). Beep, Boop.

[Matthew Chang @MatthewChang]

Real life video of @RobertMSterling signing off on a 5 year sponsorship commitment for his new short story series about private equity Santa.

I didn’t do the pre-read (as usual) and thought PE Santa meant professional engineer Santa 🙄🤦‍♂️

[Chang Robotics @ChangRobotics]

A bit late for X, but happy Thanksgiving from our leadership team!

[Matthew Chang @MatthewChang]

HOW TO ESTABLISH A SUPPLY CHAIN

A 101 level guide on sourcing and subcontracting.

Companies often take large orders that they can’t manage to supply all on their own. In fact, this is the norm since nearly all businesses rely on suppliers.

🧵

[Matthew Chang @MatthewChang]

CHANG ROBOTICS FUND DEPLOYING CAPITAL:

Meet the 8th portco of Chang Robotics Fund, REA Resource Recovery Systems.

REA converts fat to B100 biodiesel in the most challenging environment, the waste water treatment plant.

[Matthew Chang @MatthewChang]

Now that “dad has a book” the kids take turns pretending to read it

[Matthew Chang @MatthewChang]

I just wrote my first book.

RISK TAKING IS BIBLICAL

It’s a “how to” guide about applying biblical principles towards doing what Christ commanded you to do: take Kingdom sized risks.

The key text of the book: Parable of the Talents

🧵

[Matthew Chang @MatthewChang]

At the beginning of this year I started writing my first book. To teach one thing:

What the Bible tells us about Kingdom sized goals.

Today is the official launch of Risk Taking is Biblical.

Links to buy and credit below: 🧵

[Chang Robotics @ChangRobotics]

🤖🌨️🚜

[Matthew Chang @MatthewChang]

The FAA just closed an RFI on Autonomous Ground Fleet RFI. The team at Kodiak Tech responded 🧠🚜🔋💻

We dusted off the archives and it turns out we wrote an AGVS white paper in 2022 that is still 95% relevant today.

@FAANews @TheMarcManning @tpap_ @SecDuffy @FAA_Bryan