Andrew Kang turned a few early stage robotics investments into a $500 Million publicly traded empire @RoboStrategy
He is widely considered THE leading investor in robotics
@Rewkang believes the ChatGPT moment for Robotics is happening RIGHT NOW and it will be BIGGER THAN BITCOIN
This interview is a masterclass on Robotics investing in 2026
1:18 – Why robotics today feels like crypto in 2015
4:23 – Is robotics a bigger opportunity than Bitcoin?
10:30 – Robotics 101: players, problems & bottlenecks
16:40 – Who's leading the race: Tesla vs Figure
23:10 – China's 100+ robotics companies & the real investment risk
25:28 – US vs China: who's actually ahead?
33:40 – How many human jobs will be replaced?
38:00 – The "ChatGPT moment" for robotics
43:55 – UBI & the new social contract
46:30 – Why Andrew built Robo Strategy
51:20 – Lessons from Bitmine, MicroStrategy & Saylor
1:07:50 – The Boston Dynamics question
1:12:09 – His most contrarian bet: avoid model-only companies
1:19:55 – Tesla or Figure?
1:23:26 – Figure's valuation in 5 years: bear, base & bull
1:29:20 – Final words of wisdom
Power of holders and amazing community!
When they unite everything is possible!
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BREAKING: ELITE Robots just launched the Centaur-G1, a wheeled humanoid targeting sub-millimeter precision manufacturing for optical module assembly and AI infrastructure.
7 DOF dual arms. ±0.1mm repeatability. Powered by a self-developed VLA model called Yuanqi Primo.
Most wheeled humanoids target logistics. This one is going after the hardest precision tasks in electronics manufacturing.
Figure 02 robots helped build 30,000+ vehicles at BMW's Spartanburg plant. Now BMW is expanding humanoid robots to its Leipzig EV factory in Germany with Hexagon Robotics' AEON.
The factory was built for humans. The robots are moving in.