Evan 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.”

Standard 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 like

Robotics 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 invest

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.

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.

"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:

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.

1 billion humanoids. That’s how many could be in use globally within the next quarter-century. We’re mapping the companies bringing robots from the lab to your living room in The Robot Almanac.

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

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

Humanoid Robots for Entertainment is a massively underrated market This was part of @RoboStrategy's thesis for investing in @REK last year and this week they broke the internet with 100m+ views. Entertainment was the largest use case for humanoids sold in 2025. We believe there's an opportunity to build the F1/UFC of Robots. Gladiator Games with Machines

“Where were you when the robots came?” Morgan Stanley’s Adam Jonas thinks combining AI and robotics could multiply global GDP eight to ten times “before you and I retire.”

The first half of the year was a wake up call to the VC industry. Both in the shift in perception of the investability of SaaS and that investing in companies building for the world of atoms can produce extreme power law outcomes. We hear of strong pressure both internally amongst GPs and externally from LPs across a swath of investment firms to seriously reorient their allocation strategies. 2026 is the first year that robotics has really registered on the map for VC investment and we expect growth to accelerate. I would not be surprised to see annual investment in private robotics companies to exceed $100b by next year.

The amount of investors that can access US public stocks is ~1B The amount of investors that have had access to invest in legitimate Anthropic/OpenAI directs or SPVs is likely in the tens of thousands We are seeing an unprecedented privatization of wealth building opportunity