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Andrew Kang
RoboStrategy
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Andrew Kang

RoboStrategy
@Rewkang
@Robostrategy Not investment advice
Joined January 2013
4,547
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  • Pinned
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    Andrew Kang
    RoboStrategy
    @Rewkang
    Jul 27
    Robots need to be purpose built for Physical AI They need to be able to sense, react and learn Standard Bots is leading this new generation of design and we believe they'll be one of the most important companies in building the future of the physical world
    user avatar
    RoboStrategy
    @RoboStrategy
    Jul 27
    Article cover image
    Article
    Our Investment in Standard Bots
    We led Standard Bots’ $200 million Series C because we believe it’s the company built to reinvent the robot arm for physical AI and to bring the industry back to America. In this public thesis we will...
  • user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    21h
    Good summary of the major points of our robotics investment thesis Worth understanding as the industry continues to accelerate
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    intern
    RoboStrategy
    @intern
    22h
    Article cover image
    Article
    How to think about the robotics market
    The robotics industry is at a key inflection point. Many people have little idea what is happening or how big this market could become. I will lay out the thesis and likely outcomes so people can...
  • user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    Aug 12
    The Unitree IPO will be a landmark moment for the humanoid robotics industry The stated IPO valuation is $9B, but Hyperliquid currently prices it at $35B RoboStrategy wrote a primer to get smart on Unitree
    user avatar
    RoboStrategy
    @RoboStrategy
    Aug 12
    Article cover image
    Article
    Unitree Robotics: The IPO Primer
    One of the most important humanoid companies is about to go public. Unitree is a rare case: they have built a line of humanoids that you can buy direct at an affordable price. As a result, they have...
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    Andrew Kang
    RoboStrategy
    @Rewkang
    Aug 11
    A beautiful portfolio
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    RoboStrategy
    @RoboStrategy
    Jul 20
    RoboStrategy Portfolio - July 20, 2026
    Image
  • user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    Aug 10
    Dyna just dropped a world model for robotics achieving a new record for scale of pretraining using human video data - 1 million hours This is 2 orders of magnitude larger than NVIDIA's Egoscale dataset (~20k hours) They established scaling laws parallel to the scaling laws
    user avatar
    Dyna Robotics
    @DynaRobotics
    Aug 10
    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
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