We really appreciate you having us as investors so we could have @standardbots as a core part of the portfolio. Have learned a lot about the real considerations of robot customers and deployment from you. The world doesnโt know how hard Standard Bots is going to crush but they will soon
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 industry didnโt have a track record of big venture winners, was perceived to be challenging for a variety of reasons, and was not well understood. But it was clear to me that the rate of acceleration of physical AI development would dramatically change the industry. I invested $19m into FigureAI as my first investment.
I believed it was a question of when, not if we could imbue machines around the world with physical intelligence. To accomplish this, the industry would need a tremendous amount of capital to grow, and also an investment firm that deeply understood the needs of robotics/physical AI companies so that it could build a platform to better support them. It will take hundreds of billions to capitalize the mechanized future meaning there is a big gap in the market. We decided we wanted to fill it.
Previously, Mechanism Capital had never taken outside capital, but to do this at the scale I envision, I would need to do so. However, the private markets donโt have that scale. The public markets do, and it was clear that there is and likely will be tremendous appetite for public market investors to participate in the immense value creation happening in AI & robotics that only private market investors currently have the privilege of accessing. The explosive growth of AI companies is a precursor of what will happen in physical AI. So in 2025, we founded RoboStrategy and a year later, we took it public on Nasdaq. Throughout this year, weโve assembled a great portfolio, started leading rounds of some amazing companies, and have built the foundation to be ready to scale to the next level after going public.
We look different from a traditional VC firm in ways that founders appreciate. Our structure as a closed end fund means our capital is permanent - no fund life meaning we can invest with extremely long time horizons. Our investment firm also of course needs to have deep industry and research experience so that it can make the best risk reward optimized investment decisions. In the last year, weโve brought on some truly exceptional robotics industry veterans who have previously served for decades as founders/operators. Many founders we talk to consider us as the most sophisticated venture capital firm theyโve talked to and we only intend to grow our expertise in the industry. RoboStrategyโs success depends on our ability to distribute the fund and capture maximal mindshare. This plays to our teamโs strength in digital marketing and social media. Weโre building a special marketing engine that serves as an attention amplifier for both us and our founders so that our products and stories can reach more people.
A source of inspiration for our fund structure, Strategy (MSTR) raised tens of billions from public capital markets to invest in Bitcoin. I believe robotics will be a much larger industry than Bitcoin and the asset class is orders of magnitude less accessible. We are aiming to raise more and not only become the largest robotics investor globally, but also one of the largest venture capital funds in the world. Venture capital has traditionally been restricted to a limited group of investors. We are changing the paradigm and bringing it to the rest of the world.
Be sure to follow @RoboStrategy.
Jobโs not finished.
Many people have a completely distorted view of tradingโฆ they think it means having 100 screens in front of them, making 100 trades a day and making money with ease.
The reality is very different.
Serious trading often involves waiting, patience and mental discipline. You spend more time doing nothing than clicking โbuyโ or โsellโ. You need to be able to read the market, accept slow days and, above all, avoid pointless trades just for the sake of always being in the market.
But donโt worryโฆ in many peopleโs imagination, itโs all very simple: 100 monitors, 3 minutes of trading and a Lamborghini the next day, ha ha ha.