Focused on robotics and physical AI. Not investment advice. Investing involves risk.
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- Followers 28,870
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A Tesla supplier says Optimus V3 is basically done. So why are they hiding it?
Full discussion:
0:00 Why Tesla is hiding Optimus V3
2:16 V3 hardware frozen
6:35 The pickle jar and robot skin problem
12:48 Optimus 2.5 hand tendon clip
16:06 Fingertip skin patent
22:03 Production snags in hands and joints
25:58 Theory: a 5,000 robot V3 reveal
32:02 AI5 chip and DRAM change
38:01 The Optimus factory at Giga Texas
42:41 Ramp to millions by 2030
@GoingBallistic5 @herbertong
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"Anyone still waiting for the ChatGPT moment for robotics missed that the starting shot happened years ago and the first wave of real world deployments already started"
@Rewkang on where robotics development stands today and the challenges between here and mass adoption
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Evan Beard of @standardbots on where robotics is today:
“Robots are in their infancy. It’s like the 1973 equivalent for the computer industry.”
With millions of use cases coming, their answer is an AI platform:
“We’re building a platform, not just robots, but the whole software ecosystem. That’s what we’ve tried to do from the beginning, to be that common layer across all these different use cases.”
Standard Bots CEO @evanbeard breaks down their new AI platform and how it could revolutionize American manufacturing.
"This allows you to essentially vibe code your robot"
Full interview:
0:00 Intro
6:39 Vibe coding robots
8:19 Locate vision system
11:52 400+ customers
13:58 Origin story
16:08 Where are the competitors?
18:56 Vertical integration is key
22:29 Why robot arms over humanoids
27:04 Robots vs the car industry
29:23 The thing to fear as a builder
31:31 America vs China
34:21 Congress and FCC robot ban
38:31 99% of US arms made abroad
42:31 Building everything inhouse
44:47 The plan to win
47:10 Targeting 10% of US installs
49:22 How the next decade will look like
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Not investment advice or an offer to buy or sell securities. Investing in BOT involves risk, including loss of principal.
Full disclosures: robostrategy.co/investor-cen…
RoboStrategy's portfolio may include companies discussed.
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Standard Bots CEO @evanbeard breaks down their new AI platform and how it could revolutionize American manufacturing.
"This allows you to essentially vibe code your robot"
Full interview:
0:00 Intro
6:39 Vibe coding robots
8:19 Locate vision system
11:52 400+ customers
13:58 Origin story
16:08 Where are the competitors?
18:56 Vertical integration is key
22:29 Why robot arms over humanoids
27:04 Robots vs the car industry
29:23 The thing to fear as a builder
31:31 America vs China
34:21 Congress and FCC robot ban
38:31 99% of US arms made abroad
42:31 Building everything inhouse
44:47 The plan to win
47:10 Targeting 10% of US installs
49:22 How the next decade will look like
Introducing Standard Bots AI
“We chose Standard Bots for two reasons: the speed of development is highly compressed, and the interface for programming the robot is so much simpler. With Standard Bots AI, that's even faster.” — Adrian Nistler, President and CEO, Path Machining & Automation
Standard Bots AI robots deliver dramatically faster setups, faster changeovers, and faster paybacks. This is why robots are the new essential power tool of the 21st century.
Our mission is to expand human capacity with the world’s most accessible robots. We’re building this future in Glen Cove, New York, and on hundreds of factory floors, and counting.
Say yes to more: standardbots.com/ai
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RoboStrategy is ringing the closing bell at Nasdaq today.
Join us live:
3:45 PM ET: bell ringing livestream
4:30 PM ET: CEO @Rewkang on CNBC
LINK: nasdaq.com/marketsite/bell-r…
Thank you for all your support. We're just getting started.
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Citrini Analyst #2 on when robotics will have its ChatGPT moment:
"I'm not sure that there will be a moment, but maybe it'll be a mosaic of all of these things."
"As they come together, it's very clear that this is happening and accelerating at a rapid pace."
Robotics Tipping Point: The Interview
We sat down with Kyle Zinn from @citrini, the team behind the SaaSpocalypse and Hormuz articles that broke the timeline.
Citrini's latest field trip took him to robotics factories in the Bay Area to find out where the industry is headed:
00:00 - Intro
04:51 - Field-trip report
07:33 - Robotics' "ChatGPT moment"?
10:35 - The humanoid debate
13:45 - No "light switch" moment
16:31 - ROI is the key
17:43 - How to train a robot
19:59 - Robot school and internships
23:29 - Optimus at Giga Texas
26:23 - OpenAI enters robotics
31:57 - Early real-world deployments
37:23 - Unitree vs. Figure
39:52 - General robots 1-2 years away
41:50 - Humanoid supply-chain trade
44:34 - Bet on manufacturing enablers
48:29 - Supply-chain stocks
50:47 - Figure and Tesla's upside
53:26 - Figure's edge
55:19 - US vs. China
58:58 - Behind the field trip
1:04:15 - Where to invest
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Not investment advice or an offer to buy or sell securities. Investing in BOT involves risk, including loss of principal.
Full disclosures: robostrategy.co/investor-cen….
RoboStrategy's portfolio may include companies discussed.
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Robotics Tipping Point: The Interview
We sat down with Kyle Zinn from @citrini, the team behind the SaaSpocalypse and Hormuz articles that broke the timeline.
Citrini's latest field trip took him to robotics factories in the Bay Area to find out where the industry is headed:
00:00 - Intro
04:51 - Field-trip report
07:33 - Robotics' "ChatGPT moment"?
10:35 - The humanoid debate
13:45 - No "light switch" moment
16:31 - ROI is the key
17:43 - How to train a robot
19:59 - Robot school and internships
23:29 - Optimus at Giga Texas
26:23 - OpenAI enters robotics
31:57 - Early real-world deployments
37:23 - Unitree vs. Figure
39:52 - General robots 1-2 years away
41:50 - Humanoid supply-chain trade
44:34 - Bet on manufacturing enablers
48:29 - Supply-chain stocks
50:47 - Figure and Tesla's upside
53:26 - Figure's edge
55:19 - US vs. China
58:58 - Behind the field trip
1:04:15 - Where to invest
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RoboStrategy retweeted
We’re ringing the Nasdaq closing bell with a bunch of @RoboStrategy portfolio robots next week
Before that we’ll be hosting a Robotics Forum with the founders and senior leaders from @Apptronik, @standardbots, @DynaRobotics, @DexmateAI, @mavenrobotics, @PathRobotics, @noxmetals and more
Who are the best large public equity managers interested in robotics? We have a few spots reserved for them.
globenewswire.com/news-relea…
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"It's not a decade away. I saw it with my own eyes."
We interviewed Citrini Analyst #3 on the latest @citrini field trip, where they visited leading robotics labs and factories, including many RoboStrategy portfolio companies.
Watch the full interview: piped.video/sd9R3W9xcBE
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Not investment advice or an offer to buy or sell securities. Investing in BOT involves risk, including loss of principal.
Full disclosures: robostrategy.co/investor-cen….
RoboStrategy's portfolio may include companies discussed.
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RoboStrategy retweeted
Anyone waiting for the ChatGPT moment for robotics is going to miss the first wave of adoption
@Standardbots are already deployed to hundreds of customers across almost every state
@DynaRobotics has robots deployed across restuarant chains, hotels, logistics, data centers
@PathRobotics has robots welding across defense, oil & gas, energy companies and signed a $600m deal with HII, one of the largest shipbuilding companies
We will eventually build a big single model that works out of the box for anything, but specialized models are starting to tackle massive labor markets today
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"Figure 04 will be the largest step up we've ever made" - @adcock_brett
LIVE Interview With Figure CEO | AI Breakthrough, Helix 2.5, Zero-Shot Generalization and More nitter.siddz.com/i/broadcasts/1DxLdZkLd…
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RoboStrategy, Inc. (Nasdaq: BOT) holds a position in Figure AI.
Not investment advice or an offer to buy or sell securities. Investing in BOT involves risk, including loss of principal. Full disclosures: robostrategy.co/investor-cen…
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Congratulations to @alex_yehya and the @gmi_cloud team on their Series B.
The world needs reliable compute. GMI is delivering it at scale and on schedule, now processing 4 trillion tokens a week.
Excited to see their continued expansion across the US and APAC.
Announcing our $668M Series B!
Led by ARCHIV with participation from @nvidia.
This capital expands our GPU capacity across the U.S., Taiwan, and APAC, and scales our inference platform.
Our contracted ARR has reached more than 9x since the end of 2025.
Thanks to everyone who is building with us 🙏
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Congrats to the @DynaRobotics team on Dyna-2.1 and Taku.
Robots have gotten good at single tasks, but Taku is built for entire shifts. Pre-trained on a million hours of human video, the robot just ran a full laundry room workflow on its own.
Excited to see Dyna taking another step closer to Physical AGI.
We are releasing Dyna-2.1, the first Physical Agent that achieves reliable super long-horizon whole-body autonomy. It combines our brand-new semi-humanoid hardware with an agentic system built around Dyna-2 to handle ultra-long real-world workflows.
Here is an uncut footage of Dyna-2.1 completing an entire hour-long laundry room workflow, just like a human does.
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