jurekranjc

Whats next

[The All-In Podcast @theallinpod]

🚨 The Robot Episode

@Jason sits down with FOUR leaders in robotics to discuss the future of the industry, the $1/hour robo-worker, China's threat, robo-dog vs humanoid, and why this time is different:

- Dr. Péter Fankhauser of @anybotics
- Bernt Børnich of @1x_tech
- Amanda McMaster of @BostonDynamics
- Jonathan Hurst of @agilityrobotics

(0:00) Intro: Humanoids, Robots, & AI+

(0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids

(13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky": Inside the Terminator Debate

(15:01) NEO’s Bernt Børnich: Neo Ships in 2026 and Becomes an Open Robot Platform

(22:18) Bernt Børnich: Robots Building Robots in Just 3 Years: “Hard Takeoff”

(33:45) Boston Dynamics' Amanda McMaster: Spot Is Now the Most Deployed Robot on Earth, Atlas is the Most Capable

(42:36) Amanda McMaster: Chinese Robotics Security Risks

(47:14) Agility Robotics' Jonathan Hurst: Why "This Time Is Different" for Humanoids After 100 Years of False Starts

(58:45) Jonathan Hurst: When Do Robots Outnumber Humans on the Factory Floor?

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[RoboStrategy @RoboStrategy]

https://t.co/XzLSqiKGYY

[Innerdevcrypto @Innerdevcrypto]

Truly an amazing book, i usually read a mini-chapter every day and it still impresses me how lucid the advise in there is

[jurekranjc @jurekranjc]

@Innerdevcrypto What do you think about the recession in the coming years? Everything is so bloated.

[🐧 @Pentosh1]

$MU + $EWY update + memory men

6 weeks of waiting. Almost being rewarded. Patience almost always pays.

I think MU would be a steal in the 700s-low / mid 800's.

[jurekranjc @jurekranjc]

@JoeyPoey889595 @RoboStrategy @Rewkang Why? Genuinely interested to be aware

[jurekranjc @jurekranjc]

@Yme @marcvanderchijs Hello Marc,
Been following you for quiet some time. I see you invest in china robotics companies - can you give me some suggestions in which one specifically to invest? Thank you

[TraderSZ @trader1sz]

we either reverse here or it gets ugly imo
$BTC

[jurekranjc @jurekranjc]

@Pentosh1 Missleading title. Or just easy to missinterpret it.

The robots were remotely controlled by human surgeons rather than operating autonomously

[Ricardo @Ric_RTP]

Palantir's CEO just exposed Sam Altman and Dario Amodei for robbing every Fortune 500 company.

Within two minutes, Alex Karp took the entire frontier AI industry apart on national television.

His exact words:

"Every single enterprise in this country, these people are LIVID. They are paying for tokens that create no value. These people are stealing the weights and alpha of my business."

He literally said the entire frontier AI business model is intellectual property extraction dressed up as a subscription.

Then he also destroyed the pricing model with a single question that Silicon Valley still refuses to answer:

"If it was so valuable, let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30 percent? Why are they charging for tokens if it's so valuable?"

That question breaks the industry.

If OpenAI and Anthropic's models truly delivered the productivity gains the labs claim, they would take equity or a share of the profit they generate. They would not sell access by the million tokens.

Token pricing is itself the CONFESSION that the product cannot produce reliable value at scale. If it did, they would price for the value. But they price for the compute because that is what they are actually selling.

Karp went even further...

He called the entire arrangement "a wealth tax that does not help the poor. It just punishes."

American businesses are transferring the alpha of their operations, meaning the workflows, the customer data, the strategy memos, the internal models that make them competitive, directly into the training pipelines of a handful of Silicon Valley labs. Once those labs retrain, the customer's own edge becomes the next enterprise product sold back to their competitors.

And the part the AI industry does not want anyone thinking about:

Every enterprise running its confidential documents, its customer conversations, and its financial models through a frontier model is potentially teaching that model HOW to replace them.

The vendor collects the token fee AND the compounding intelligence about that customer's business. That is the mechanism. And that is why Karp used the word "stealing."

He claims this is why every executive he meets is furious in private and silent in public. Nobody wants to be the CEO who called out the labs and then discovered their next competitor was built on their own leaked workflows.

The entire AI industry has been priced for perfection on one assumption:

That frontier labs produce durable, defensible value that justifies infinite compute spend.

But Karp just told us that the customers do not believe that assumption anymore. They believe they are being taxed without benefit, watched without consent, and copied without recourse.

The moment enterprises stop believing, the whole valuation stack shakes.

[𝐓𝐗𝐌𝐂 @TXMCtrades]

My latest video for @AlphaBetaSoup_ explores the current state of the economy, and how bad data doesn't seem to matter because the top 20% of earners are doing so well.

Give it a watch, subscribe to my channel, etc. YT link in the retweet below. Appreciate the engagement!

Have a great weekend

[XO @Trader_XO]

Zero bullshit and always balanced

Give it a watch

[RoboStrategy @RoboStrategy]

RoboStrategy Investor Day Presentation https://t.co/5HZ7fosEuK

[Innerdevcrypto @Innerdevcrypto]

Whatever kind of burn-out, depression, stress, illness, weakness, unbalance, or other affliction you might have

Read this story, and try this practice every day

https://t.co/1p5NzUHK0A

[RoboStrategy @RoboStrategy]

BOT: Public Market Access to Private Robotics Companies

Introducing RoboStrategy:

RoboStrategy, Inc. (Nasdaq: BOT) is a closed-end management investment company providing concentrated exposure to robotics and physical AI.

The fund is designed to give public market investors exposure to a portfolio that aims to include the most promising private, pre-IPO, and public robotics and physical AI companies. It bridges a structural gap between where robotics innovation is occurring (largely in private markets) and where most investors can access exposure (public markets).

The fund seeks to provide investors with access to a sector that has traditionally been limited to venture capital, and aims to provide exposure to companies that may stay private for longer.

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The Core Insight

We believe the robotics industry is at an inflection point, with physical AI and robotics increasingly being applied to labor-constrained global industries such as manufacturing, logistics, and services.

According to the International Labor Association, labor accounts for approximately 52% of global GDP.¹ According to Statista, global GDP in 2025 was $118T.² This represents an implied global labor market size of roughly $60T.

At the same time, this labor base is increasingly constrained: Korn Ferry projects a global shortage of 85.2 million skilled workers by 2030, including a 7.9 million worker deficit in manufacturing alone.³ Deloitte and The Manufacturing Institute estimate the US could need 3.8 million new manufacturing workers by 2033, with 1.9 million of those roles at risk of going unfilled.⁴ Physical AI and robotics are emerging as a primary means of closing that gap.

While public markets currently offer indirect exposure to robotics through diversified technology companies, much of the value creation is occurring in private companies that remain inaccessible to most investors.

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Portfolio Focus

The portfolio focuses on what the fund believes are category-defining robotics and physical artificial intelligence innovators, including Figure AI, Apptronik, Dyna Robotics, Standard Bots, Dexmate, and other pioneers advancing autonomous systems, machine perception, and human-machine collaboration.

The managers of the fund seek to optimize returns by actively managing the portfolio and continuing to make new investments in leading private robotics companies.

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The Ambition

The fund's long-term goal is to grow into a significant public-market vehicle for robotics investing, providing public-market access to private innovation in the sector.

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Footnotes & Disclosure:

¹ International Labour Organization, World Employment and Social Outlook: May 2025 Update. https://t.co/PoHzmPVnMU

² Statista, Gross domestic product (GDP) in current prices worldwide. https://t.co/X0ptSOlBef

³ Korn Ferry, Future of Work: The Global Talent Crunch. https://t.co/jBuItWtAJj

⁴ Deloitte & The Manufacturing Institute, Taking charge: Manufacturers support growth with active workforce strategies, April 2024. https://t.co/eDmCd1XONK

RoboStrategy, Inc. (Nasdaq: BOT) is a closed-end fund registered under the Investment Company Act of 1940. This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell securities. Investing involves substantial risks, including possible loss of principal. The fund invests in robotics, physical AI, emerging technologies, and private companies, which may involve heightened volatility, limited liquidity, valuation uncertainty, and concentration risk. References to portfolio companies are illustrative only, do not represent all investments made by the fund, and are not investment recommendations. Portfolio holdings are subject to change. Forward-looking statements are inherently uncertain. See the prospectus and SEC filings for additional information.

[Innerdevcrypto @Innerdevcrypto]

If you are interested in knowing what bottlenecks still exist in AI and what to invest in, still strongly recommend to read this article 👇

https://t.co/OpYg5Avjib

[Sarvesh Shrivastava @bloggersarvesh]

How life feels when you realize this article is enough to make your first million dollars

[jurekranjc @jurekranjc]

@Innerdevcrypto Would you be willing to share what are you exploring? Thanks!