First Podcast Appearance in 5 years Building a Robotics focused investment firm has been one of the most fascinating experiences of my life Robots will be as ubiquitous as smart phones within a decade. Everyone should be paying attention and the @RoboStrategy team will be sharing much more about the most exciting developments in the industry
Anthony Pompliano 🌪
@APompliano
Jun 2
Not enough people are talking about physical AI and robotics. I sat down with @rewkang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics. He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies. YouTube: youtu.be/Q_UWD5aoJkc?si=_E7l… Apple: podcasts.apple.com/us/podcas… Spotify: open.spotify.com/episode/4L6… TIMESTAMPS: 0:00 - Intro 1:28 - Why Andrew shifted from crypto to humanoid robots 3:58 - How big is the total addressable market? 8:08 - Building conviction — the $19M bet on Figure AI 16:06 - US vs. China — who wins the robot race? 28:08 - General purpose vs. specialized robots 31:05 - Where does training data come from? 40:24 - Humanoid robots in your everyday life 43:27 - Can Tesla & Elon win the humanoid race? 46:19 - Job displacement & UBI 51:15 - RoboStrategy — the publicly traded venture fund 1:11:17 - What is exciting about Apptronik? 1:13:24 - Addressing the critics

Jun 2, 2026 · 11:16 PM UTC

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Replying to @Rewkang @RoboStrategy
Great listen. Curious if you’re also allocating capital to infrastructure stack as well or purely manufacturers of robotics
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We also invest within the supply chain
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Replying to @Rewkang @RoboStrategy
Nice
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Replying to @Rewkang @RoboStrategy
great stuff
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Replying to @Rewkang @blknoiz06 @RoboStrategy
Killer stuff Going to give the podcast a watch!
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Replying to @Rewkang @RoboStrategy
king
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Replying to @Rewkang @RoboStrategy
legend
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Replying to @Rewkang @RoboStrategy
You and Pomp on the rocketship together now
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Replying to @Rewkang @RoboStrategy
bullish are u guys still hiring
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Replying to @Rewkang @RoboStrategy
Seems like you’ve been getting a lot of sun
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Replying to @Rewkang @RoboStrategy
I thought you’d be less skinny but nice voice
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Replying to @Rewkang @RoboStrategy
Well explain
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Replying to @Rewkang @MacnBTC @RoboStrategy
Oh great, will watch it later 🙏🏼
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Replying to @Rewkang @RoboStrategy
wild to think about robots hitting phone-level ubiquity that fast, feels like the moment factories start swapping humans we’ll all notice at once
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Replying to @Rewkang @RoboStrategy
Bullish on the physical AI thesis, humanoids are the next frontier.
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Replying to @Rewkang @RoboStrategy
Interesting, will give it a watch.
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Replying to @Rewkang @RoboStrategy
LFG
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Replying to @Rewkang @RoboStrategy
原来博主聊机器人
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Replying to @Rewkang @RoboStrategy
Robotics is definitely one of the sectors where long-term impact feels unavoidable.
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Replying to @Rewkang @RoboStrategy
bro you gotta talk with Chris Camilio, really want to see you two exchange ideas
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Replying to @Rewkang @RoboStrategy
bold take but honestly, dont hate it the robotics timeline feels closer than people give it credit for
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Replying to @Rewkang @RoboStrategy
Good job!
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king
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Replying to @Rewkang @RoboStrategy
interesting to see robotics getting this level of focus now
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Replying to @Rewkang @RoboStrategy
This was pretty good to watch/listen, hope we get more like this in the future
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Replying to @Rewkang @RoboStrategy
Lmao u look like a tranny, physiognomy of one of the biggest scammers alive checks out.
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Replying to @Rewkang @RoboStrategy
i guess we should be more than bullish to be this early here
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Replying to @Rewkang @RoboStrategy
good interview dude! hope you feel better from your surgery too. ☮️
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Replying to @Rewkang @RoboStrategy
Enjoyed the show. You have a bright future Andrew!
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Replying to @Rewkang @RoboStrategy
Can we get this on @HyperliquidX @tradexyz
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Replying to @Rewkang @RoboStrategy
robots as ubiquitous as phones — boston dynamics still can't open a door without 10 phd babysitters lmao. real alpha: who's financing the compute clusters these bots need because tesla already burning $2b/yr on it 🤖💀
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Replying to @Rewkang @RoboStrategy
I'm excited for this one
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