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RoboStrategy
@RoboStrategy
Focused on robotics and physical AI.
Not investment advice. Investing involves risk.
Joined July 2025
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:- 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. AToday 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
- Portfolio company @PathRobotics just signed a $600M+ agreement with Huntington Ingalls to accelerate naval ship production. Big step for Path Robotics and a win for the robotics industry overall.Path has signed a $600M+ agreement with @WeAreHII (part of the $900M HII HYPR project). When I started Path eight years ago, I believed AI and robotics could give the world abundant skilled labor, helping people build the things that matter. Stronger infrastructure. A
