Andrew Kang (@Rewkang) “First Podcast Appearance in 5 years Building a Robotics focused investment firm” — TopicDigg
First Podcast Appearance in 5 years
Building a Robotics focused investment firm has been one of the most fascinating experiences of my life
Robots will be as ubiquitous as smart phones within a decade. Everyone should be paying attention and the @RoboStrategy team will be sharing much more about the most exciting developments in the industry
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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:
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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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