Contrarian Thinking Capital

Investing in builders modernizing the real American economy | Founding Partner: @Codie_Sanchez | General Partner: @Chris_Petkas

[Tyler Denk 🐝 @denk_tweets]

we just crossed $30M ARR @beehiiv

here’s the “overnight success” that took 4 years:

14 months: $0 → $1m
12 months: $1m → $5m
9 months: $5m → $10m
6 months: $10m → $15m
5 months: $15m → $20m
5 months: $20m → $25m
4 months: $25m → $30m

and the $30M doesn't include the ~$15M of annualized revenue from Ads/Boosts 😏

[Saronic @Saronic]

We're honored to be named to the @CNBC Disruptor 50 list for the second year in a row!

At Saronic, we’re advancing autonomous maritime capabilities while restoring America’s shipbuilding capacity, at speed and scale. This recognition reflects the dedication of our team, working tirelessly to restore America’s and our allies maritime strength.

Read more here: https://t.co/DvUsOd6y42

[Brett Adcock @adcock_brett]

This week, Figure started an 8 hour livestream to demonstrate fully autonomous, nonstop work

We’ve now crossed 50 hours of continuous operation with no downtime, sorting over 63,000 packages

The robots are still running - we’re going until failure 🔥🔥🔥

[Saronic @Saronic]

Saronic and @Castelion are joining forces to advance critical national security objectives at the intersection of maritime and hypersonic capabilities.

Saronic's 180-ft autonomous ship, Marauder. Castelion's hypersonic vehicles.

Together, we are delivering the future of Naval power from the Foundry to the Fleet at the speed and scale necessary to deter our adversaries.

Stay tuned.

[Brett Adcock @adcock_brett]

Watch a team of humanoid robots running a full 8-hr shift at human performance levels. This is fully autonomous running Helix-02 https://t.co/IdZR0T1F5I

[Contrarian Thinking @Contrarian]

NOW LIVE: The 2026 State of Main Street report

We had so much fun making this for the SMB community. Inside:

>Analysis of SBA financing data from the @SBAgov
>Survey data from hundreds of business buyers @Contrarian
>Data on America's ownership succession gap
>An inside look at Main Street tech and AI with @Replit
>The future of the trades and small biz with @trycents @HaulerHero @ResiBrands and Drillbit

Read it here while available:

https://t.co/nTBn6LtBBV

[Brett Adcock @adcock_brett]

Figure is giving AI a body

[Brett Adcock @adcock_brett]

Figure taught two robots to make a bed together - fully autonomous

Honestly, they’re better at it than most humans

[Tyler Denk 🐝 @denk_tweets]

🚨 friday job drop. we're on pace to double revenue in 2026 → come join us @ @beehiiv...

Product Marketing Manager
💰 $120K - $160K + Equity

Account Executive, Enterprise
💰 $180K - $190K + Equity

plus, we offer some ridiculous perks...

🌎 fully remote
💰 competitive salary
📈 401(k) match
🩺 insurance
🧘🏿‍♀️ monthly wellness day
📚 unlimited book budget
🏃🏽‍♀️ tons of autonomy

drop a comment if you're interested. shoot me a follow to stay up to date on our latest new roles (more coming soon)

[Saronic @Saronic]

300 Corsairs complete – from prototype to serial production in less than a year, we're proud of what the @Saronic team has accomplished and excited for what's to come!

[Molly O’Shea @MollySOShea]

BREAKING: First-Ever Full Tour of Figure's Humanoid HQ

CEO Brett Adcock

Exclusive look through every department on their San Jose campus:

BotQ Factory, Testing, Design, Demos & more.

Brett walks us through how Figure is built:
- System integration lab: where robots are stress-tested with software faults & physical pushes
- Helix AI: team floor where the controls & neural network engineers train the vision-language-action model that runs onboard every Figure robot
- Reinforcement learning & stability testing: where Figure demos the Vulcan project — surviving a lost knee mid-task
- Home: environment where Figure 03 autonomously tidies a living room using their Helix neural network (no teleoperation)
- BotQ: manufacturing facility where heads, batteries, and limbs come together on the assembly line, including the custom-built battery line & end-of-line burn-in bays
- Industrial design studio: (opened publicly for the first time) housing every generation of Figure robot ever built, including: Figure 01 with its Frankenstein forearms, Figure 02, & the sleek Figure 03 that recently appeared at the White House, plus the evolution of Figure's hands & feet

Brett shares why he believes humanoid robots may achieve AGI before any other form factor, why Figure pivoted entirely from hand-coded controls to neural networks, & teases that Figure 04 will be their "iPhone 1 moment."

This was so much fun!

Big thank you to Brett & the team at Figure for opening the doors for us!

@adcock_brett @Figure_robot

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Inside Figure’s Humanoid Campus
(00:48) The humanoid factory
(03:18) First humanoid guest at the White House
(05:29) Controlling a robot with infinite movements
(10:46) The truth about robot failures
(13:00) Attacking a humanoid robot (testing responses)
(16:12) Building a general purpose robot
(23:05) The "Never Fall" protocol
(28:56) Is the home robot teleoperated?
(33:36) Leasing a 24/7 robot
(35:01) Can a humanoid build a real car?
(43:32) From flying robots to humanoids
(45:59) The hidden path to physical AGI
(56:21) Figure's secret design studio
(01:00:44) Figure 4: The biggest leap in robotics
(01:06:25) Training robots in spandex
(01:10:26) Westworld, TIME Magazine, & Deadmau5

[Contrarian Thinking Capital @CTVentureCap]

🤯

[Arjun Mahadevan (Mr. LLC 🇺🇸) @ArjunMahadevan]

The last tab a founder ever opens to start a business has been closed.

@doolaHQ is integrated with @claudeai and @Replit. You can now form a US LLC without leaving the AI chat you’re already in.

First business formation platform to do it.

Start one in your next prompt.

[Tyler Denk 🐝 @denk_tweets]

introducing the @beehiiv MCP v2 🤖

now with access to:
> automations
> segments
> podcasts
> products
> surveys
> polls
> &more

now available to everyone (on all plans)

[Brett Adcock @adcock_brett]

In the last 120 days, Figure scaled manufacturing 24x - from 1 robot/day to 1 robot/hour

We will manufacture 55 humanoid robots this week

[Saronic @Saronic]

“As an engineer, you want to create. You want to have responsibility. You want to work on things that are impactful.” At Saronic, that means writing code one day and seeing it operate on the water the next. Check out Ray Mallick, a Software Engineering Manager, talk about his experience on the Software team.

We're solving real problems that have a real impact. And we're looking for builders who are excited to move fast, push code from the screen to real-world deployment, and are hungry for solving problems that actually matter.

Join us: https://t.co/tuLSxNXMDh

[Chris Petkas @Chris_Petkas]

We invest in the dumb, dull, dirty, and dangerous.

Dumb = overlooked everyday businesses with huge TAMs

Dull = work nobody wants to romanticize (low competition)

Dirty = exposure to undesired elements necessary to sustain livelihood

Dangerous = high-risk, labor-intensive environments

[SkyFi® @SkyfiApp]

The Earth doesn't stop changing. Neither should our ability to monitor it.

Earth Day is a reminder that better decisions start with better visibility.

Deforestation, flood risk, urban expansion, wildfire monitoring, crop health: these aren't abstract concerns. They're measurable, trackable, and actionable when you have the right view.

SkyFi brings together 50+ satellite providers and built-in analytics in one platform, giving organizations a clearer picture of the planet and enabling faster answers about what's happening on it.

We only have one Earth. Let's keep a close watch on it.

Happy Earth Day. Start monitoring what matters. → https://t.co/edMMs6SQ0U

[Brett Adcock @adcock_brett]

Humanoid robots manufactured at Figure by month

[Aaron Bai @aaronbaii]

The data on @affinitifinance echos the same message. Only 5% of traditional industry SMBs on our platform are actually paying for AI products.

95% of our customers chose Affiniti as the first fintech to run their business finances on.

We're at the forefront of bringing AI workflows (bill pay, expense management, accounting, & more) to the backbone of America.

SMBs, via AI, now have the largest wealth creation opportunity the world has ever seen. We are here to help them win.