Focused on robotics and physical AI. Not investment advice. Investing involves risk.
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Humanoid robots are improving fast, but flashy demos still hide the harder question: how many are actually working reliably in the real world?
@Rewkang and @GoingBallistic5 sat down with @herbertong to separate the hype from deployment.
Timestamps:
00:00 State of Robotics Today
01:42 Demos vs Deployments
09:02 Public Investing Access
16:55 Hardware and AI Bottlenecks
22:38 Physical Intelligence ROI
29:27 Figure Field Notes
34:11 AI Breakthroughs and Scaling
37:51 Robot Demand Outpaces Supply
41:10 Robotics iPhone Moment
47:12 Human Video Scaling Unlock
53:55 Humanoids in Homes Timeline
01:00:14 Safety Privacy and Standards
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LIVE Interview With Figure CEO | AI Breakthrough, Helix 2.5, Zero-Shot Generalization and More nitter.net/i/broadcasts/1DxLdZkLd…
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We will be interviewing @adcock_brett live on our YouTube channel today to unpack this announcement.
Subscribe to be notified when we go live:
piped.video/@RoboStrategy
Today we’re releasing Helix 2.5
We rented 30 homes in the Bay Area. The robots arrived with no additional training and started doing useful work
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BREAKING: Herbert Ong (@herbertong) has signed with RoboStrategy to lead YouTube strategy and content.
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Herbert will be creating podcasts, deep dive breakdown videos on robotics with @GoingBallistic5, and essential educational content helping to inform people on the future of AI robots.
Subscribe to the RoboStrategy YouTube channel for his first video:
piped.video/@RoboStrategy
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Announcing Maven Robotics' $100M Series A, led by RoboStrategy
Follow @mavenrobotics and CEO @hamzaderbas as they come out of stealth today.
Read the TechCrunch article here:
techcrunch.com/2026/09/10/ma…
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Endiatx - A Short Film
An inside look at @endiatx and the team helping build the future of robotic medicine
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We're excited to share the first RoboStrategy Shareholder Letter:
- Recap of quarter
- Portfolio highlights
- Team growth
- Our outlook on robotics and physical AI
Read it below
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REK 2 Robot Fight Night
A ringside look at the next generation of humanoid robots stepping into the arena.
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Unitree starts trading today.
Join our Spaces with industry experts on Wednesday at 12PM ET to discuss:
- The IPO
- The first trading day
- What this means for the robotics industry
nitter.net/i/spaces/1MJgNbjwWlbGL
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REK2 - First Ever 6 Foot Tall Robot Fight in U.S History nitter.net/i/broadcasts/1dKrPrlNv…
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The next generation of humanoid robots steps into the ring tonight.
REK 2 goes live at 9PM PT from @REK Arena, San Francisco.
Stream the fights here: nitter.net/i/broadcasts/1dKrPrrqy…
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RoboStrategy, Inc. (Nasdaq: BOT) is a closed-end fund registered under the Investment Company Act of 1940.
Read more about the fund and find other writings here:
robostrategy.co/
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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.
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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