RoboStrategy
@RoboStrategy
Focused on robotics and physical AI.
Not investment advice. Investing involves risk.
34 Following 24.2K Followers
Congratulations to portfolio company @DynaRobotics on the launch of Dyna-2.
Pre-trained entirely on human video, Dyna-2 represents a meaningful step toward making physical AI scale more like software, potentially accelerating iteration, improvement and commercial deployment.
A significant milestone for Dyna and the broader robotics industry.
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Today we are introducing Dyna-2, a world-action model pre-trained on one million hours of human video. At this scale, for the first time, we discovered several new scaling laws:
• world-action models exhibit scaling law on human data across four orders of magnitude, from 1000 to 1,000,000 hours,
• this human data scaling law implied a scaling law on never seen robot data,
• both data and objective matter; world modeling and scaling on video data are essential for cross-embodiment scaling transfer to emerge
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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
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Portfolio company @PathRobotics just signed a $600M+ agreement with Huntington Ingalls to accelerate naval ship production.
Big step for Path Robotics and a win for the robotics industry overall.
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Path has signed a $600M+ agreement with @wearehii (part of the $900M HII HYPR project).
When I started Path eight years ago, I believed AI and robotics could give the world abundant skilled labor, helping people build the things that matter.
Stronger infrastructure. A revitalized industrial base. The ships, factories, and critical systems our country depends on.
Today is a major step toward that vision.
In this agreement we'll deliver not only welding, but also dexterous assembly, enabling raw components to be turning into finished products. Unlocking throughput that was previously impossible, and unthinkable, without physical AI.
Path was never just a welding company. The goal was always physical AI for all manufacturing and excited to take that next step at scale.
Time to keep building.
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Andrew Kang breaks down the US-China dynamics in robotics.
Recorded two months ago, and more relevant than ever given the recent FCC news.
The US just moved to ban new foreign-made advanced robots.
RoboStrategy's investment specialist @JacklouisP breaks down how to navigate this new regime.
0:00 Intro
0:22 What the FCC Ban Covers
1:35 Four Key Nuances
4:37 The Drone Ban: A Case Study
8:23 The Case For and Against
12:59 Conclusion
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The future of technology shouldn't be owned by a few people
Standard Bots - A Short Film
An inside look at @StandardBots and the team helping shape the future of the US robotics industry
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?
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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
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Announcing @REK - Become a REAL Robot Pilot with our humanoid fighting sim.
Top 2 players this weekend qualify for REK2:
The first 6 foot tall Humanoid fight in the West on August 15 (Fighting T800s!)
Thank You to 8VC and RoboStrategy for co-leading our seed round last year!
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RoboStrategy has raised ~$16M through private share issuance, including a $10M investment by CEO Andrew Kang
Completed through private placements at a weighted average price of ~$35.50, with @Rewkang participating at $36.71 per share
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Hosting the first ever live AMA from @RoboStrategy tomorrow at 4pm ET.
@Rewkang and the team will be answering your questions about robotics, humanoid robots, physical AI and RoboStrategy.
Drop your questions below and turn on notifications.
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Welding robot dogs?
Welding takes years to learn and even longer to master. With a reported US welder shortage, this is a great real world use case where robots are already having a concrete impact.
@AndrewLonsberry and @PathRobotics are worth paying attention to.
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We’re putting investors to the test: @JacklouisP from @RoboStrategy tried to out-weld the robots today.
Who do you think did it better - Rove or Jack?
Spoiler: Rove won.
RoboStrategy's NAV over time
REK and their fighting robots are worth paying attention to.
Ya'll aren't ready for what's coming. Yes this is real. Humanoid fights will be bigger than the UFC.
🚨 NAV UPDATE:
RoboStrategy's new NAV is $249 million.
This represents a 69% increase from $147 million since May 31, 2026.
RoboStrategy led @StandardBots Series C fundraise.
We are very excited about what they are building.
Watch founder @evanbeard’s keynote below discussing the future of American manufacturing:
AI isn't just changing what's possible in robotics — it's shattering it.
Standard Bots CEO @evanbeard and Head of AI @leifjentoft showed more than 1,500 people how at @AutomateShow's packed keynote last week during the show's first-ever live demo.
What if anyone could prompt their robot like Claude and program an end-to-end routine in seconds? What if robots could see what you see, move like you move, and adjust to variability in real-time?
AI-native robots are the essential power tool of the 21st century because they're so much easier to use and much more capable than legacy robots.
Watch our full keynote.
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