Andrew Kang@Rewkang · 8 天前观点输出Proprietary robot data capture event https://t.co/yxmFRAfZSn
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Andrew Kang@Rewkang · 8 天前观点输出Just realizing that robots might develop their own caste systems https://t.co/DnRmEGr10g
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Andrew Kang@Rewkang · 9 天前观点输出I love humanoids but it’s awesome to see the step change evolution of the robot arm from essentially a 1970s PC to something you can now vibe code
Programmable robots -> instructable robots
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Andrew Kang@Rewkang · 9 天前观点输出Robotics research output is accelerating
More accessible and cheaper hardware, tooling, talent and capital waves, better general purpose models are all major contributors here https://t.co/rwh3yp5fJF
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Andrew Kang@Rewkang · 10 天前市场影响RoboStrategy going public is just the start of our journey to establish a new model for Venture Capital
REITs broke out in the ‘90s, ETFs in the ‘00s and the era of public VC is next, starting with the companies building the future of the physical world https://t.co/EaqW9FhKQa
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Andrew Kang@Rewkang · 13 天前观点输出Dominance of closed source models is an existential threat to Nvidia
Jensen has been clear since earlier this year that strong open source models are essential
It’s game theoretically optimal for Nvidia to build frontier open source models optimized for its own hardware https://t.co/vq9laGOZ6e
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Andrew Kang@Rewkang · 16 天前市场影响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.
https://t.co/8bUbNpGEUC
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Andrew Kang@Rewkang · 17 天前赛道影响Recent developments from frontier Physical AI companies are showing that robots are capable of moving from single task automation to complete workflow automation.
This unlocks a market an order of magnitude larger than single task autonomy. Similar to the jump from L3 to L4 driving automation that allowed Waymo to start scaling its operations or the jump from AI chatbots to AI agents.
Less than 5% of physical work in the world is actually single task. Machine tending, packaging, simple assembly. A lot of work, even if seemingly repetitive, require more higher level decision making than we think.
Take for example Dyna's recent demonstration for their laundry physical agent. Addressable annual laundry labor itself is ~$9.5B. 85% of North America's 59,000 hotels have 200 rooms or fewer. These have on average one full time laundry attendant.
That laundry attendant is continuously navigating multiple decision trees - when to load the washer, when to transfer from washer to dryer, when to fold laundry, when to move folded stacks to the shelves, etc. Correctly making these decisions requires real scene understanding, memory, and the ability to reliably execute a large number of subtasks.
A laundry attendant that has a single task folding robot still needs to be near the laundry room for most of their shift since they need to support the robot in loading, unloading, transfering stacks and moving laundry baskets.
They free up some time, but they can't effectively reallocate it to housekeeping due to the constant support required. When a robot is able to complete entire laundry workflows unattended, now the hotel manager can quickly fill a real laundry attendent hiring need with a robot or reallocate an attendant to housekeeping work.
The ability to complete entire workflows makes robots much more useful to businesses. This is the value of physical agents.
Andrew Kang@Rewkang · 22 天前赛道影响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 today
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Andrew Kang@Rewkang · 22 天前赛道影响The RoboStrategy portfolio was built on the thesis that accelerated developments in physical AI would lead to exponential demand of robots - favoring companies that are vertically integrated
Hearing across the industry that robot demand from customers is difficult to keep up with and things have barely gotten started
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
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