RoboStrategy published our first Shareholder Letter, and in it we discuss our outlook on Robotics industry. While we've already reached the GPT-3 era, there won't be a ChatGPT moment. The adoption curve will be somewhere between AI chatbots and autonomous vehicles. There will be no single day where it clicks for the global consciousness, but nonetheless a rapid permeation of new autonomous machines of all shapes and sizes. Physical AI is already getting really good for a variety of use cases, but we can't instantly supply millions of robots to customers like we can with AI instances. By next year, intelligence will no longer be the bottleneck, it will be the actual robots. robostrategy.co/news/shareho…

Humanoid Robots for Entertainment is a massively underrated market This was part of @RoboStrategy's thesis for investing in @REK last year and this week they broke the internet with 100m+ views. Entertainment was the largest use case for humanoids sold in 2025. We believe there's an opportunity to build the F1/UFC of Robots. Gladiator Games with Machines

“Where were you when the robots came?” Morgan Stanley’s Adam Jonas thinks combining AI and robotics could multiply global GDP eight to ten times “before you and I retire.”

The first half of the year was a wake up call to the VC industry. Both in the shift in perception of the investability of SaaS and that investing in companies building for the world of atoms can produce extreme power law outcomes. We hear of strong pressure both internally amongst GPs and externally from LPs across a swath of investment firms to seriously reorient their allocation strategies. 2026 is the first year that robotics has really registered on the map for VC investment and we expect growth to accelerate. I would not be surprised to see annual investment in private robotics companies to exceed $100b by next year.

The amount of investors that can access US public stocks is ~1B The amount of investors that have had access to invest in legitimate Anthropic/OpenAI directs or SPVs is likely in the tens of thousands We are seeing an unprecedented privatization of wealth building opportunity

LIVE Interview With Figure CEO | AI Breakthrough, Helix 2.5, Zero-Shot Generalization and More nitter.net/i/broadcasts/1DxLdZkLd…

The holy grail for robotics is being able to generalize: doing work in unseen places We rented 30 homes in the Bay Area and are doing tasks without any new training

We just visited Figure and it was 94 degrees out and the robots were everywhere outside and had no issue with the heat These robots are built to last

Herbert has been a key media figure in the Tesla & Robotics community His channel is a go to for expert commentary and education for many Space, AI and Robotics investors. I first came across Herbert and @GoingBallistic5 through his channel years ago during my initial humanoid research journey and learned a lot from them. These guys are going to run a killer robotics podcast for @RoboStrategy

BREAKING: Herbert Ong (@herbertong) has signed with RoboStrategy to lead YouTube strategy and content.

The @FCC is writing communications-supply-chain rules that are very likely to shape how robots are built, tested, sold, serviced, and financed in the United States. Today, @RoboStrategy filed comments explaining why those effects deserve attention. Some background: On July 22 the Commission adopted rules closing what it calls the “component part loophole” (basically in other words “we banned Huawei products but not Huawei parts . . . seems like something we ought to fix”), and they asked for the public’s feedback. Six days later, the Public Safety and Homeland Security Bureau added foreign-produced advanced robotic devices to the Covered List. This leaves us with the FCC filing in communications supply chain rules that now reach robotics and physical AI. We have taken the opportunity to say a few things that we think they may not have fully accounted for. From the get-go, I should state that the FCC’s objective is legitimate. The US has every right to and should protect communications equipment and networks from genuine national security threats. But robots are different from routers and handsets and rules focused on the latter shouldn’t unduly constrain innovation in the former. A connected robot may contain joint controllers, motor drivers, encoders, safety controllers, and power-management boards. Nearly all process digital information, yet many communicate only inside the machine and have no path to an external network. Treating every logic-bearing component alike could add substantial cost without addressing remote command, surveillance, or data-exfiltration risk. We asked the FCC for rules that follow the actual architecture and economics of robotics. In short: Use one clear, one-tier test for component origin. Draw the component boundary at external reachability. Preserve the distinction between named Covered List entities and restrictions based solely on production location. Allow permanent software and firmware maintenance, along with safe hardware changes that do not alter radio frequency characteristics. Keep a workable path for importing development units and operating customer pilots, which often last six to twelve months. Match any bill-of-materials requirement to the origin test and protect competitively sensitive supplier information. We also asked the Commission to protect existing authorizations and make enforcement predictable. Investors and manufacturers need to know whether regulatory action affects future sales, deployed machines, or both. Security and American leadership in physical AI can advance together. Chairman @BrendanCarrFCC identified onshoring investment as one measure of these actions. We agree. The proper path is a set of rules manufacturers can understand before they design products, qualify suppliers, and commit capital.

AI Robotics research is showing that you can build increasingly powerful robot models by pretraining on the large preexisting corpus of web video data without collecting vast amounts of new data Visual dynamics understanding increases with more compute and that directly translates into more performant robot foundation models

We led Maven Robotics' $100M Series A Apple previously had an incredible special projects group building autonomous systems that attracted some of the top talent relevant to building a great AI Robotics company. The core Maven Robotics team was assembled from that group after it was shut down. We often see many flashy demos of robots in the lab, but the Maven team is one of the few that have brought the robots out of labs, pilots, and into production environments with multiple shifts and >99% uptime. Our thesis has always been that the winning robotics companies will be vertically integrated, have deep cross functional experience, be aggressive in prioritizing real deployments and Maven is a great embodiment of that

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…

AI+robots will more than double the global economy in less than 10 years

BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a robotics company.

Endiatx - A Short Film An inside look at @endiatx and the team helping build the future of robotic medicine