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York Yang
@YorkYang5050
Cofounder at @DynaRobotics, ex Principal Engineer at Instacart, ex CTO at
Joined August 2025
144 Following    2.3K Followers
As Lindon said, we don't think we have to pick a lane. Robotics is different from other industry that the robot itself is the product. And it needs to work as a whole, not just getting a brain or something to work well.
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Many Thursdays ago, I got this text: “Understand u guys r quite tied up with existing deployments, but when can we get our next batch of robots?” I read it three times. Anyone who has built something from 0 to 1 knows the feeling. For months, you’re pushing a boulder uphill. You don’t know if there’s a top. Then one day, almost quietly, you feel the boulder start rolling on its own. The question had changed from “does this work?” to “when can we get more?” We found our fit. The path there was not obvious. For a long time, the question I got most about Dyna was: are you a model company or a deployment company? What I rarely admitted was that I wasn’t entirely sure either. We knew what we were doing, but it felt like we were swimming against the tide because investors kept pushing us to pick a lane. The cleaner path was to just build the brain. It was a story with no revenue pressure, software-like scalability, better multiples, and less messiness. But the real world is brittle, and robots are not LLMs. So we kept coming back to what we were actually here to build. The answer wasn’t another breakthrough model. And it wasn’t more unscalable deployments. It was a robot people wanted. It took us a while to realize there was a third path. Frontier research makes the product possible. Deployment teaches us what the research needs to solve next. Each makes the other better. Both are necessary to build a PRODUCT people want. After all, isn’t that why we’re building robots in the first place? We are Dyna. A product company that turns frontier intelligence into real-world impact. There’s still more to come.
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