Mechanism Capital retweeted
When is the ChatGPT moment for robotics?
Some say it's happened, some say it's coming. How capable are Physical AI models today? What does the adoption curve for robotics look like?
We've talked to most of the major players and make sense of it here
robostrategy.co/news/the-cha…
Mechanism Capital retweeted
RoboStrategy going public is just the start of our journey to establish a new model for Venture Capital
REITs broke out in the ‘90s, ETFs in the ‘00s and the era of public VC is next, starting with the companies building the future of the physical world
Mechanism Capital 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…
Mechanism Capital retweeted
First RoboStrategy Shareholder Letter
robostrategy.co/news/shareho…
Mechanism Capital retweeted
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
Mechanism Capital retweeted
RoboStrategy has raised ~$16M through private share issuance, including a $10M investment by CEO Andrew Kang
Completed through private placements at a weighted average price of ~$35.50, with @Rewkang participating at $36.71 per share
Mechanism Capital retweeted
🚨 NAV UPDATE:
RoboStrategy's new NAV is $249 million.
This represents a 69% increase from $147 million since May 31, 2026.
Mechanism Capital retweeted
Over the past month, RoboStrategy added ~$100m NAV of new robotics investments
NAV has increased 69% since public listing month
NAV/Share has increased 45% since public listing month
Mechanism Capital retweeted
RoboStrategy is more than just a holding vehicle for the leading private companies in the Robotics/Physical AI domain
We aim to be one of the largest investors and partners to the leaders of the industry as a public investment company
SoftBank was the original pioneer of this strategy and has grown to a $200B+ bohemoth. While we will pave our own unique path, we take inspiration from their model and believe there is room for more than one player.
Masayoshi Son is the world's 2nd richest investor and you've never heard his story
Masayoshi had a vision that the singularity was going to become a reality and decided to own as much of the companies building that future
.@Rewkang is now doing the same with Robostrategy (BOT)
Mechanism Capital retweeted
Thrilled to lead the Standard Bots Series C
Industrial robots can be thought of as the GPU of industrial work. Powered by AI, they’ll be able to power much of the work required in industrial settings - welding, machine tending, assembly, dispensing, sorting, the list goes on. Industrial robots have existed for decades, but it’s important that they’re built and designed for an AI native future.
The work they’ve done over the past decade was not easy - vertical integration, engineering their own parts and a plan to manufacture all of it in America. We talked to many industrial customers and asked them to compare them to the other companies and products on the market and Standard Bots overwhelmingly received the highest marks.
AI-native robot adoption is not a 5-10 year in the future event. It’s happening now and Standard Bots is at the forefront of that. If we want to reindustrialize America and massively scale American manufacturing then we need millions, eventually billions of robots produced in America.
Standard Bots stands to be one of the pillars of American reindustrialization.
Highly recommend following @standardbots & @evanbeard
Today, we’re thrilled to announce our $200M Series C funding round at a $1B valuation, led by @RoboStrategy and existing investors including @generalcatalyst.
Standard Bots is now America’s largest manufacturer of AI-native industrial robots. Our customers include Sunoco, Lockheed Martin, NASA, and the US Army along with hundreds of other manufacturers across the country. We’re proud to say that we’re on track to deploy 10% of all U.S. industrial robots by next year.
We are expanding our Glen Cove, New York facility to 70,000 square feet to scale our vertically integrated production process. We currently design almost all our own parts, including our own actuators, and we assemble every final product in-house. By 2027, we’ll manufacture everything — from metal in to robots out — right here in America.
We believe AI-native robots are the essential power tool of the 21st century — the tool that will grow American manufacturing and help every American worker to be a force at work. You just show your robot how it’s done, and it learns through demonstration. No coding, no consultants, just unbox and deploy faster than anything else on the market.
Right now it’s possible for the United States to revitalize our manufacturing base if we become the worldwide leader in this transformative technology.
We must build American robots, and put them to work in American factories. It’s a national imperative, and it’s our central mission. This fundraise gets us one step closer to the goal.
The future of American manufacturing is bright! Join Standard Bots, and show your robot how it’s done — we’re just getting started.
Mechanism Capital retweeted
The first RoboStrategy Investor Day is Wednesday, June 10 at 10:00am ET
The team will walk through the robotics thesis, fund, portfolio, and how we invest in robotics and physical AI
Will be streamed from the @RoboStrategy account on X - follow and turn on notifications 🔔
Mechanism Capital retweeted
First Podcast Appearance in 5 years
Building a Robotics focused investment firm has been one of the most fascinating experiences of my life
Robots will be as ubiquitous as smart phones within a decade. Everyone should be paying attention and the @RoboStrategy team will be sharing much more about the most exciting developments in the industry
Not enough people are talking about physical AI and robotics.
I sat down with @rewkang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics.
He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies.
YouTube: youtu.be/Q_UWD5aoJkc?si=_E7l…
Apple: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/4L6…
TIMESTAMPS:
0:00 - Intro
1:28 - Why Andrew shifted from crypto to humanoid robots
3:58 - How big is the total addressable market?
8:08 - Building conviction — the $19M bet on Figure AI
16:06 - US vs. China — who wins the robot race?
28:08 - General purpose vs. specialized robots
31:05 - Where does training data come from?
40:24 - Humanoid robots in your everyday life
43:27 - Can Tesla & Elon win the humanoid race?
46:19 - Job displacement & UBI
51:15 - RoboStrategy — the publicly traded venture fund
1:11:17 - What is exciting about Apptronik?
1:13:24 - Addressing the critics
Mechanism Capital retweeted
Not enough people are talking about physical AI and robotics.
I sat down with @rewkang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics.
He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies.
YouTube: youtu.be/Q_UWD5aoJkc?si=_E7l…
Apple: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/4L6…
TIMESTAMPS:
0:00 - Intro
1:28 - Why Andrew shifted from crypto to humanoid robots
3:58 - How big is the total addressable market?
8:08 - Building conviction — the $19M bet on Figure AI
16:06 - US vs. China — who wins the robot race?
28:08 - General purpose vs. specialized robots
31:05 - Where does training data come from?
40:24 - Humanoid robots in your everyday life
43:27 - Can Tesla & Elon win the humanoid race?
46:19 - Job displacement & UBI
51:15 - RoboStrategy — the publicly traded venture fund
1:11:17 - What is exciting about Apptronik?
1:13:24 - Addressing the critics
Mechanism Capital retweeted
Jack brings a unique mix of technical and commercial expertise after spending a decade in the robotics industry as a former operator/founder
We’ve effectively been building @Robostrategy in stealth for a year, assembling a team of robotics vets across investment and research (also still hiring exceptional talent)
Excited to share a lot more with the world very soon
BREAKING: Jack Pearson (@JacklouisP) has signed with RoboStrategy as an Investment Principal
Mechanism Capital retweeted
BREAKING: Kevin McCordic (@intern) has signed with RoboStrategy as Chief Marketing Officer
















