The best favor you can do for yourself is to learn about the history of robots, how they are designed, and how that design is evolving to enable these machines to be intelligent

People ask if America is losing the robot arms race against China. Arms are the workhorse of automation. They do 90% of automotive welds and stack pallets by the billion. 621,000 were installed last year alone. So... does the US have a leading supplier?

Robotics has become a global industrial race. Can the US compete with China? We went inside Standard Bots, the company betting America can build them at scale. Our first Delphi Media production premieres tomorrow on @RoboStrategy.

I've just finished writing a 6,000 word Investment Memo on @standardbots It will be published at @RoboStrategy soon, covering: - The birth of the robot arm - A typical robot arm’s hardware and software architecture - How Standard Bots is reinventing the arm from first principles

You can't reshore what you can't staff. The barrier to rebuilding American manufacturing dominance is the welder shortage decades in the making. We built Physical AI to close that gap: robots that see, reason, and learn while building, not just repeat. This is the Path Robotics story.

I spoke with @Rewkang, Co-Founder and CEO of @RoboStrategy. RoboStrategy already holds concentrated positions in industry-defining companies including @Figure_robot, @Apptronik, @standardbots, and @DynaRobotics. It is the first publicly listed vehicle purpose-built to give investors liquid exposure to private robotics and physical AI giants, applying the MicroStrategy capital-markets playbook to automation. The first episode of the third season! Full interview now live: Ep 101 | Investing $19M in Humanoids with Zero Robotics Experience 📽️ YouTube: 🎧 Spotify: And thanks for making this happen, @intern & @GoingBallistic5, @JacklouisP! Timestamps 0:00 Why we built a public fund for private robotics 0:35 Building the MicroStrategy for robotics 1:22 Escaping the tiger parent trap 2:11 Video games are elite training for game theory and critical thinking 6:30 Learning arbitrage in RuneScape and Neopets 7:59 Don't believe experts just because of their titles 10:24 Why investing is just a video game with real money 12:40 Harvard nutrition professors don't know what they're talking about 18:48 Recreating global finance from first principles 19:57 Why robotics is the early days of crypto all over again 21:50 Realizing humanoids are no longer sci-fi 22:58 Why I wrote a $19M check when every VC told me not to 27:24 How SPVs are democratizing venture investing 30:55 Bet on the founder and their execution speed, not the pitch deck 36:39 The math behind a $50 trillion physical labor market 41:44 Applying the MicroStrategy playbook to private markets 45:48 Humanoids are the GPUs of physical labor 47:48 Building a new SoftBank for the robotics era 50:51 Why robotics startups need engineers for attention 54:35 Don't be satisfied with surface level answers