shaimo

Top 50 on I guess it sums it up…

[shaimo @shaimo]

@housesofrome my redeem tx failed. Who can help with that? Can't DM you...

[Avi @AviFelman]

Andrew Kang's (@Rewkang) highest conviction bet is @Figure_robot.

In the recent pod he compared Figure's "taste" to Apple, arguing that the UX of Figure's product suite will be a fundamental differentiator.

It’s been crazy going down this robotics rabbit hole.

[Chromia | Power to the Public @Chromia]

Chromia is a full relational Layer-1 chain; yet it trades at $20M.

ICP: $1.5B.
Filecoin: $900M.
The Graph: $280M.
Arweave: $154M.

Chromia brings agent queries native to the chain, something none of its peers offer.

As AI agents move on-chain, the infrastructure they run on matters more.

[RoboStrategy @RoboStrategy]

NAV is subject to change significantly.

[Hillel Fuld @HilzFuld]

Spot. Freakin. On!

An Israeli on vacation in NY is visiting the Bronx Zoo on a rainy day when he sees a little boy slip & fall into the lion’s den.

Suddenly, the lion charges the boy and is about to maul him, right under the eyes of his screaming parents.

The Israeli leaps into the den and hits the lion right on the nose with a powerful Krav Maga punch.

Whimpering, the stunned lion jumps back, and the Israeli carries the terrified child to his parents, who thank him profusely.

A New York Times reporter happened to be watching the whole event. The reporter says to the Israeli: “Sir, this was the most gallant and brave thing I’ve ever seen anyone do in my life.”

The Israeli replies, “Thank you very much but it was my duty. I saw that little boy in terrible danger and I had to do something.”

The reporter says, ‘Well, I’ll make sure this doesn’t go unnoticed. I’m a reporter, and tomorrow’s paper will have this on the front page.

So, what country are you from anyway? and what do you do for a living?”

The Israeli replies, “oh, I’m from Israel and serve in the IDF.”

The next morning the Israeli buys the NY Times to check out the article on the front page, and the headline reads: “ISRAELI SOLDIER ASSAULTS AFRICAN IMMIGRANT AND STEALS HIS LUNCH.”

[Anthony Pompliano 🌪 @APompliano]

Not enough people are talking about physical AI and robotics.

I sat down with @rewkang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics.

He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies.

YouTube: https://t.co/aBFxTzP2Kg
Apple: https://t.co/9KnbfWL6Wv
Spotify: https://t.co/ZVRprV7bdT

TIMESTAMPS:
0:00 - Intro
1:28 - Why Andrew shifted from crypto to humanoid robots
3:58 - How big is the total addressable market?
8:08 - Building conviction — the $19M bet on Figure AI
16:06 - US vs. China — who wins the robot race?
28:08 - General purpose vs. specialized robots
31:05 - Where does training data come from?
40:24 - Humanoid robots in your everyday life
43:27 - Can Tesla & Elon win the humanoid race?
46:19 - Job displacement & UBI
51:15 - RoboStrategy — the publicly traded venture fund
1:11:17 - What is exciting about Apptronik?
1:13:24 - Addressing the critics

[shaimo @shaimo]

@ariyederi 🖕🤮

[shaimo @shaimo]

@XoxnoNetwork @usiv__ Where is the extra yield coming from?

[Elon Musk @elonmusk]

There will also ultimately be >100k V3/V4/V5 satellites for Starlink broadband and direct to cellphone connectivity.

If growth continues, Starlink will one day carry the majority of Internet traffic. At that point, it is the Internet and everything else just connects to Starlink.

[shaimo @shaimo]

@StockSavvyShay You’re missing the main pure play: @RoboStrategy $BOT

[Brett Adcock @adcock_brett]

Figure just turned 4 years old

The ride so far has been surreal, and I wanted to share my perspective on what’s happened over the last four years

When I started Figure, the core technologies were still extremely nascent. Humanoid hardware was heavy, hydraulic, unsafe, expensive, and unreliable. Deep learning also wasn’t there yet - there was no real AI precedent and no clear path to building a truly general-purpose robot

My expectation was always that humanoid robotics would become the largest industry in the world, but that it would take a very long time to put all the hardware and AI pieces together

Honestly, I assumed it would take 20 years just to have a real shot at solving general robotics - decades before we could seriously attempt to build iRobot in real life

Instead, everything has moved much faster than I ever expected. Figure has gone through 4 major breakthroughs that probably accelerated our timeline by a decade:

> Cheap electric humanoid robots are now possible. There are many reasons for this but some include benefits from actuator torque density, sensor technologies, battery specific energy, high flop/memory onboard compute, and high-rate manufacturing techniques all helped significantly. At this point, we’ve largely de-risked the hardware side and it’s becoming a straightforward engineering problem (highly difficult engineering but tractable)

> Deep learning from camera pixels to torques actually works. The dimensionality of a humanoid robot is simply too high for hand-written code. You have 40+ motors that can rotate continuously, creating more possible robot body states than atoms in the universe. There is no path to building a truly general-purpose robot with heuristics and manually programmed C++ logic. This has to be AI-first, and Helix has now demonstrated that repeatedly

> Whole-body RL control changed everything. It’s what keeps the robot balanced, allows it to use stairs, move its arms, and coordinate its entire body through the world. We train these controllers entirely in GPU-accelerated physics simulation using reinforcement learning. The robustness is far beyond anything we ever achieved with hand-written heuristics. This fundamentally breaks the old thesis that walking robots are inherently too hard or too unstable to scale

> These robots can now perform useful human-like work at human-level speeds. This is an insanely hard problem because humans perform millions of different tasks in the real world - and Figure has to do this with 1 hardware platform in a general purpose architecture. btw, yesterday Figure completed a logistics use case running continuously for 200 hours without a failure - all with scalable hardware and internal AI models

The future is starting to feel very real

We have a real chance to build iRobot in real life - the good version

Thank you for everyone's support. Pedal to the metal

[SpaceX @SpaceX]

Liftoff of Starship!

[The Long Investor @TheLongInvest]

Our buy alerts alone mean your subscription is free.

[Andrew Kang @Rewkang]

Scott (@GoingBallistic5) is like the Michael Jordan of Humanoid mechanical design, manufacturing simulation and robot offline programming

He’s founded and sold 2 companies in the industry

We are incredible grateful to have him on our team at @RoboStrategy

[shaimo @shaimo]

@AdamBLiv I have no idea where things are actually going but you keeping calling for 30% CAGR on bitcoin the next few years can be considered just as insane. Just saying…

[Dr. Maalouf ‏ @realMaalouf]

“The imam prayed for the Mahdi to kill infidels with his sword.”

It’s crazy that imams in mosques across the U.S. openly call for non-Muslims to be killed, like it’s the most normal thing in the world, and then still insist this is a peaceful religion.

This is mainstream Islam.

[Elon Musk @elonmusk]

As the recently expanded partnership with @AnthropicAI demonstrates, @SpaceX is offering AI compute as a service at significant scale.

We are in discussions with other companies to do the same.

Over time, especially with orbital data centers, we expect to serve AI at extremely high scale.

[Mike @MikeLongTerm]

BREAKING $PLTR $225 PT| BUY Rating 🚀🚀🚀
$1 Trillion Market Cap Target 🚨🚨🚨

Rosenblatt's analyst John McPeake Reiterated BUY Rating on @PalantirTech and maintained $225 Price Target.

We visited with the Palantir CFO David Glazer, Chief Architect Akshay Krishnaswamy, and Head of Strategic Initiatives Cary Li at their New York offices yesterday afternoon and held a call with a key Palantir implementation partner FoxTrot today. The two events combine to give us increased conviction in both our recently raised $225 target and our long term view that PLTR can join the $1T+ market cap club over a five-year period ($415 target).

The AIP/Foundry offering is an arbiter and optimizer of multiple LLMs and MLs, and we see the likelihood of a working AIP/Ontology/Foundry alternative being assembled from piece parts or a future AI-conjured solution as unlikely over the investable time horizon. The call with Chris Willis of FoxTrot today suggests that business momentum for Palantir remains strong, with their business set to at least triple this year. With PLTR now down 24% YTD vs. the IGV down 13% and the NTM PE on the name down to ~1x their growth rate (80x), we are reiterating our Buy on PLTR and $225 price target."

[OpenAI @OpenAI]

Today, we share a breakthrough on the planar unit distance problem, a famous open question first posed by Paul Erdős in 1946.

For nearly 80 years, mathematicians believed the best possible solutions looked roughly like square grids.

An OpenAI model has now disproved that belief, discovering an entirely new family of constructions that performs better.

This marks the first time AI has autonomously solved a prominent open problem central to a field of mathematics.

[Shay Boloor @StockSavvyShay]

SPACEX FULL FINANCIALS

2025 Full Year
• Revenue: $18.7B (+30% YoY)
• Net loss: $4.9B vs. $791M profit in 2024
• Capex: $20.7B

Q1 Performance
• Revenue: $4.69B
• Connectivity: $3.3B
• AI: $818M
• Space: $619M

Operating Metrics
• 650+ total launches
• 9,600+ Starlink satellites
• 10.3M Starlink subscribers
• 550M monthly active users on X
• 80%+ of 2025 global mass to orbit
• 1GW+ AI compute nameplate draw
• 85%+ missions with reused boosters

$SPCX is becoming a vertically integrated space, connectivity and AI infrastructure platform.