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Stoked to have invested in Apptronik's Series A My second humanoid investment and one of my largest investments ever Commercializing humanoids at scale is one of the worlds most difficult technical challenges, and takes an incredibly experienced and multidisciplinary team to
Just as we had AIs completely dominate world’s top Chess/Go/StarCraft players Robots will soon dominate the world’s top humans in sports. They’ll look like children in comparison Looking forward to the robot Olympics
Specialized devices did not take over vs smart phones Application specific chips did not replace GPUs Specialized robotics will not kill Humanoids Big products will trend towards being general purpose with specialized optimizations (cameras in smartphones, tensor cores in GPUs)
Some people lambasting Figure for using specialized manufacturing equipment as if it’s some sort of nail in the coffin for humanoids The thesis for humanoids is not that they will replace all machines, but that there is a COLOSSAL market for general purpose robots In some…
It’s likely that humans reach immortality via uploading their minds into the cloud + humanoid form before true biological immortality is solved Maybe only 5 years away What type of mechanical/humanoid form will you upload into?
Every sector has their era where they go up only and generate extremely asymmetric returns - real estate, crypto, SaaS, etc Most people that make money in that era continue to remain overexposed even after secular shifts Good investors can free themselves from this bias, poor…
Everyone asking how to get exposure - Tesla is the clearest Public market pick. Tesla will be one of the top humanoid companies in the world along with @Figure_robot and @Apptronik
Humanoid robotics is one of the few and obvious 0 to decatrillion opportunities in my life Similar to Bitcoin in 2013, but with larger TAM It's at this point, before mainstream hype that you should have maximal exposure. Few have exposure, and those that do are undersized
America will re-shore manufacturing To do this, US need a lot of robots. American made robots There will be a massive demand-supply gap for AI powered robots Hundreds of thousands of workers will be needed to hyper scale robot production Then the robots build the robots
Robot factory build out frenzy will be as big as the data center build out frenzy
Creating a foundation model for robots requires roughly 2x the complexity of a LLM if you compare both to a human brain A LLM is capable of language processing, memory, reasoning, pattern matching, and creativity and could represent 20-25% of the human brain A humanoid…
We currently have online AI-run accounts that are difficult to distinguish from humans Within 3 years we’ll have humanoids that will be difficult to distinguish from humans
Advancements in humanoid robotics are now occurring at 10x the rate of the previous decades Working in this industry might be one of the coolest things you ever do
The development of technologies do not follow singular linear curves Technological breakthroughs result in inflection points that significantly change the trend That point was 3 years ago for Humanoid Robots
$TRUMP rallying into Presidents Day is a good sign of the market showing its hand on coins Our President will ensure that short sellers will be deported
DeFi with Robinhood UX is here One App, No Bridging or Gas, Instant Trades
Damn they are building Ender’s Game This is the decade that Sci Fi becomes reality
This is about VC across all areas, not crypto
2024 will be looked back upon as a golden year of early stage VC investing You had a combination of excess VC capital washout resetting valuations while at the same time the number of investable ideas increased many times over due to recent developments in AI Expecting 2025 to…
Crypto to Deep Tech (Humanoid robotics, Nuclear Fusion, New age biomed, Space) will be a legendary parlay for the history books