RoboStrategy
@RoboStrategy
Focused on robotics and physical AI.
Not investment advice. Investing involves risk.
加入 July 2025
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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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