RoboStrategy
@RoboStrategy
Focused on robotics and physical AI. Not investment advice. Investing involves risk.
35 Following28.9K Followers158 Posts
- RoboStrategy@RoboStrategyA Tesla supplier says Optimus V3 is basically done. So why are they hiding it? Full discussion: 0:00 Why Tesla is hiding Optimus V3 2:16 V3 hardware frozen 6:35 The pickle jar and robot skin problem 12:48 Optimus 2.5 hand tendon clip 16:06 Fingertip skin patent 22:03 Production snags in hands and joints 25:58 Theory: a 5,000 robot V3 reveal 32:02 AI5 chip and DRAM change 38:01 The Optimus factory at Giga Texas 42:41 Ramp to millions by 2030 @GoingBallistic5 @herbertong113324462.9K
- RoboStrategy@RoboStrategy"Anyone still waiting for the ChatGPT moment for robotics missed that the starting shot happened years ago and the first wave of real world deployments already started" @Rewkang on where robotics development stands today and the challenges between here and mass adoptionAndrew Kang @Rewkang23505.1K
- RoboStrategy@RoboStrategyEvan Beard of @standardbots on where robotics is today: “Robots are in their infancy. It’s like the 1973 equivalent for the computer industry.” With millions of use cases coming, their answer is an AI platform: “We’re building a platform, not just robots, but the whole software ecosystem. That’s what we’ve tried to do from the beginning, to be that common layer across all these different use cases.”RoboStrategy @RoboStrategyStandard Bots CEO @evanbeard breaks down their new AI platform and how it could revolutionize American manufacturing. "This allows you to essentially vibe code your robot" Full interview: 0:00 Intro 6:39 Vibe coding robots 8:19 Locate vision system 11:52 400+ customers 13:58 Origin story 16:08 Where are the competitors? 18:56 Vertical integration is key 22:29 Why robot arms over humanoids 27:04 Robots vs the car industry 29:23 The thing to fear as a builder 31:31 America vs China 34:21 Congress and FCC robot ban 38:31 99% of US arms made abroad 42:31 Building everything inhouse 44:47 The plan to win 47:10 Targeting 10% of US installs 49:22 How the next decade will look like2277515K
- RoboStrategy@RoboStrategyStandard Bots CEO @evanbeard breaks down their new AI platform and how it could revolutionize American manufacturing. "This allows you to essentially vibe code your robot" Full interview: 0:00 Intro 6:39 Vibe coding robots 8:19 Locate vision system 11:52 400+ customers 13:58 Origin story 16:08 Where are the competitors? 18:56 Vertical integration is key 22:29 Why robot arms over humanoids 27:04 Robots vs the car industry 29:23 The thing to fear as a builder 31:31 America vs China 34:21 Congress and FCC robot ban 38:31 99% of US arms made abroad 42:31 Building everything inhouse 44:47 The plan to win 47:10 Targeting 10% of US installs 49:22 How the next decade will look likeStandard Bots @standardbotsIntroducing Standard Bots AI “We chose Standard Bots for two reasons: the speed of development is highly compressed, and the interface for programming the robot is so much simpler. With Standard Bots AI, that's even faster.” — Adrian Nistler, President and CEO, Path Machining & Automation Standard Bots AI robots deliver dramatically faster setups, faster changeovers, and faster paybacks. This is why robots are the new essential power tool of the 21st century. Our mission is to expand human capacity with the world’s most accessible robots. We’re building this future in Glen Cove, New York, and on hundreds of factory floors, and counting. Say yes to more:9128324.7K
- RoboStrategy@RoboStrategyPosts @RoboStrategyNot investment advice or an offer to buy or sell securities. Investing in BOT involves risk, including loss of principal. Full disclosures: RoboStrategy's portfolio may include companies discussed.0041.4K
Introducing Standard Bots AI “We chose Standard Bots for two reasons: the speed of development is highly compressed, and the interface for programming the robot is so much simpler. With Standard Bots AI, that's even faster.” — Adrian Nistler, President and CEO, Path Machining & Automation Standard Bots AI robots deliver dramatically faster setups, faster changeovers, and faster paybacks. This is why robots are the new essential power tool of the 21st century. Our mission is to expand human capacity with the world’s most accessible robots. We’re building this future in Glen Cove, New York, and on hundreds of factory floors, and counting. Say yes to more:5446267133K- RoboStrategy@RoboStrategyRoboStrategy is ringing the closing bell at Nasdaq today. Join us live: 3:45 PM ET: bell ringing livestream 4:30 PM ET: CEO @Rewkang on CNBC LINK: Thank you for all your support. We're just getting started.
10111078.4K - RoboStrategy@RoboStrategyCitrini Analyst #2 on when robotics will have its ChatGPT moment: "I'm not sure that there will be a moment, but maybe it'll be a mosaic of all of these things." "As they come together, it's very clear that this is happening and accelerating at a rapid pace."RoboStrategy @RoboStrategyRobotics Tipping Point: The Interview We sat down with Kyle Zinn from @citrini, the team behind the SaaSpocalypse and Hormuz articles that broke the timeline. Citrini's latest field trip took him to robotics factories in the Bay Area to find out where the industry is headed: 00:00 - Intro 04:51 - Field-trip report 07:33 - Robotics' "ChatGPT moment"? 10:35 - The humanoid debate 13:45 - No "light switch" moment 16:31 - ROI is the key 17:43 - How to train a robot 19:59 - Robot school and internships 23:29 - Optimus at Giga Texas 26:23 - OpenAI enters robotics 31:57 - Early real-world deployments 37:23 - Unitree vs. Figure 39:52 - General robots 1-2 years away 41:50 - Humanoid supply-chain trade 44:34 - Bet on manufacturing enablers 48:29 - Supply-chain stocks 50:47 - Figure and Tesla's upside 53:26 - Figure's edge 55:19 - US vs. China 58:58 - Behind the field trip 1:04:15 - Where to invest117567K
- RoboStrategy@RoboStrategyRobotics Tipping Point: The Interview We sat down with Kyle Zinn from @citrini, the team behind the SaaSpocalypse and Hormuz articles that broke the timeline. Citrini's latest field trip took him to robotics factories in the Bay Area to find out where the industry is headed: 00:00 - Intro 04:51 - Field-trip report 07:33 - Robotics' "ChatGPT moment"? 10:35 - The humanoid debate 13:45 - No "light switch" moment 16:31 - ROI is the key 17:43 - How to train a robot 19:59 - Robot school and internships 23:29 - Optimus at Giga Texas 26:23 - OpenAI enters robotics 31:57 - Early real-world deployments 37:23 - Unitree vs. Figure 39:52 - General robots 1-2 years away 41:50 - Humanoid supply-chain trade 44:34 - Bet on manufacturing enablers 48:29 - Supply-chain stocks 50:47 - Figure and Tesla's upside 53:26 - Figure's edge 55:19 - US vs. China 58:58 - Behind the field trip 1:04:15 - Where to invest101410920.9K
- RoboStrategy@RoboStrategyPosts @RoboStrategyNot investment advice or an offer to buy or sell securities. Investing in BOT involves risk, including loss of principal. Full disclosures: RoboStrategy's portfolio may include companies discussed.1042.2K
- RoboStrategy@RoboStrategyRoboStrategyRT @Rewkang: We’re ringing the Nasdaq closing bell with a bunch of @RoboStrategy portfolio robots next week Before that we’ll be hosting a Robotics Forum with the founders and senior leaders from @Apptronik, @standardbots, @DynaRobotics, @DexmateAI, @mavenrobotics, @PathRobotics, @noxmetals and more Who are the best large public equity managers interested in robotics? We have a few spots reserved for them.0270583
- RoboStrategy@RoboStrategy"It's not a decade away. I saw it with my own eyes." We interviewed Citrini Analyst #3 on the latest @citrini field trip, where they visited leading robotics labs and factories, including many RoboStrategy portfolio companies. Watch the full interview:1199118.5K
- RoboStrategy@RoboStrategyPosts @RoboStrategyNot investment advice or an offer to buy or sell securities. Investing in BOT involves risk, including loss of principal. Full disclosures: RoboStrategy's portfolio may include companies discussed.0262.3K
- RoboStrategy@RoboStrategyRoboStrategyRT @Rewkang: Anyone waiting for the ChatGPT moment for robotics is going to miss the first wave of adoption @Standardbots are already deployed to hundreds of customers across almost every state @DynaRobotics has robots deployed across restuarant chains, hotels, logistics, data centers @PathRobotics has robots welding across defense, oil & gas, energy companies and signed a $600m deal with HII, one of the largest shipbuilding companies We will eventually build a big single model that works out of the box for anything, but specialized models are starting to tackle massive labor markets today0360605
- RoboStrategy@RoboStrategy"Figure 04 will be the largest step up we've ever made" - @adcock_brettRoboStrategy @RoboStrategyLIVE Interview With Figure CEO | AI Breakthrough, Helix 2.5, Zero-Shot Generalization and More193340424.2K
- RoboStrategy@RoboStrategyLIVE Interview With Figure CEO | AI Breakthrough, Helix 2.5, Zero-Shot Generalization and More2023202149K
- RoboStrategy@RoboStrategyPosts @RoboStrategyRoboStrategy, Inc. (Nasdaq: BOT) holds a position in Figure AI. Not investment advice or an offer to buy or sell securities. Investing in BOT involves risk, including loss of principal. Full disclosures:21142.4K
- RoboStrategy@RoboStrategyCongratulations to @alex_yehya and the @gmi_cloud team on their Series B. The world needs reliable compute. GMI is delivering it at scale and on schedule, now processing 4 trillion tokens a week. Excited to see their continued expansion across the US and APAC.GMI Cloud @gmi_cloudAnnouncing our $668M Series B! Led by ARCHIV with participation from @nvidia. This capital expands our GPU capacity across the U.S., Taiwan, and APAC, and scales our inference platform. Our contracted ARR has reached more than 9x since the end of 2025. Thanks to everyone who is building with us 🙏70446.2K
Announcing our $668M Series B! Led by ARCHIV with participation from @nvidia. This capital expands our GPU capacity across the U.S., Taiwan, and APAC, and scales our inference platform. Our contracted ARR has reached more than 9x since the end of 2025. Thanks to everyone who is building with us 🙏11789349817K- RoboStrategy@RoboStrategyPosts @RoboStrategyDisclaimer: GMI Cloud is a RoboStrategy portfolio company.01111.6K
- RoboStrategy@RoboStrategyCongrats to the @DynaRobotics team on Dyna-2.1 and Taku. Robots have gotten good at single tasks, but Taku is built for entire shifts. Pre-trained on a million hours of human video, the robot just ran a full laundry room workflow on its own. Excited to see Dyna taking another step closer to Physical AGI.Dyna Robotics @DynaRoboticsWe are releasing Dyna-2.1, the first Physical Agent that achieves reliable super long-horizon whole-body autonomy. It combines our brand-new semi-humanoid hardware with an agentic system built around Dyna-2 to handle ultra-long real-world workflows. Here is an uncut footage of Dyna-2.1 completing an entire hour-long laundry room workflow, just like a human does.148847.7K
Dyna Robotics@DynaRoboticsWe are releasing Dyna-2.1, the first Physical Agent that achieves reliable super long-horizon whole-body autonomy. It combines our brand-new semi-humanoid hardware with an agentic system built around Dyna-2 to handle ultra-long real-world workflows. Here is an uncut footage of Dyna-2.1 completing an entire hour-long laundry room workflow, just like a human does.1263914.6K3.1M
