New Emerging Managers episode with @Rewkang is live and it was a banger! Andrew is one of the most successful investors I know, and his parlay into robotics is looking like one for the history books: $19m into Figure before he'd even spoken to the founder, a ~15x reprice, then using part of this position to anchor RoboStrategy ($BOT) which now trades at ~$700m market cap on NASDAQ But Andrew's goal with Robostrategy is much bigger than one great trade: to build the "SoftBank for robotics", giving retail access to what he believes is the biggest market in history, and letting him continuously raise from and compound in public markets Andrew shilled me Figure back in '24 before he invested, and I looked at it pretty deeply before unfortunately passing. So in this episode I play devil's advocate, putting the strongest bear case on Figure and humanoids to him, digging into what I missed, and letting him take it apart. We also get into his broader investing philosophy, the RoboStrategy structure, and much more Listen to the entire conversation on Youtube now: