RoboStrategy(@RoboStrategy):RoboStrategy CEO @rewkang sat down with @eostudi0 to discuss: • The inflection point of robotics • How we could get to $2/hour labor • Manufacturing and supply chain opportunities • The US vs China race in robotics Timestamps: 0:00 Intro to RoboStrategy 1:13 The @Figure_robot investment 2:55 Manufacturing opportunities 6:00 Sizing the humanoid market 6:58 The 4th Industrial Revolution 9:57 The real bottleneck of manufacturing 11:45 NVIDIA's open-source play 13:20 US vs China 15:35 Where to build now 19:29 Building a robotics company is hard

RoboStrategy

@RoboStrategy

Focused on robotics and physical AI. Not investment advice. Investing involves risk.

Joined July 2025

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RoboStrategy@RoboStrategy

2026.08.07 15:24

RoboStrategy CEO @rewkang sat down with @eostudi0 to discuss: • The inflection point of robotics • How we could get to $2/hour labor • Manufacturing and supply chain opportunities • The US vs China race in robotics Timestamps: 0:00 Intro to RoboStrategy 1:13 The @Figure_robot investment 2:55 Manufacturing opportunities 6:00 Sizing the humanoid market 6:58 The 4th Industrial Revolution 9:57 The real bottleneck of manufacturing 11:45 NVIDIA's open-source play 13:20 US vs China 15:35 Where to build now 19:29 Building a robotics company is hard