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Welcome to Robot Park, where we’re building the future with Apollo 2. Robot Park is where Apollo learns today, getting the experience needed to make a difference tomorrow. #Apptronik# #Robotics# #AI# #Humanoids#
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这个世代三大技术革命: 1. AI 2.机器人 3.量子计算 AI炒的过热情况下,不妨研究一下后两者! 当前机器人赛道完全没有到GPT时刻,我觉得它的重要性不亚于AI。 我经常看 @citrini 的备忘录,可以说是科技界最具洞察力的研究机构,尤其是那篇 《自主AI代理失控扩散与 2028 年全球智能危机》的反乌托邦情境假设报告,直接带崩了年初的SaaS软件股,实力毋庸置疑! 今天看到 Citrini 投资了Robostrategy,这是一个重要信号,假如你不知道投资哪家机器人公司,不妨直接看看Robostrategy,股票代码 #BOT,它是一家专注投资机器人赛道的投资基金,昨天逆势大涨11#.8%。 它投资了很多潜力且未上市的机器人独角兽🦄公司股权,比如Figure AI,Apptronik,Standard Bots等。值得留意一下🧐
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New episode with @AviFelman sitting down with @Rewkang on the next mega bubble. The total market cap of all private robotics companies is $200B. XRP is $100B. Pokémon trading cards are $50B. This is going to be a $10 TRILLION industry. We discuss: • VCs are pivoting from software → physical AI • The GPT-3 moment for robotics • Why you can't just hook Claude up to a robot • How @Rewkang built @RoboStrategy ($BOT) • Portfolio: Figure, Apptronik, Standard Bots, Dyna, Dexmate OUT NOW on @YouTube & @Spotify 👇
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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: Apple: Spotify: 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
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We're partnering with @Apptronik to build the next generation of humanoid robots with Gemini 2.0 - and opening our Gemini Robotics-ER model to trusted testers such as Agile Robots, @AgilityRobotics, @BostonDynamics and @EnchantedTools. Find out more →
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Our ultimate goal is to develop AI that could work for any robot - no matter its shape or size. This includes bi-arm platforms like ALOHA 2 and Franka 🦾
but also for more complex embodiments such as the Apollo developed by @Apptronik.
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