Andrew Kang
@Rewkang
Shephard @mechanismcap Not investment advice
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We’re excited to colead Dyna’s Series A with a $68M investment Dyna is one of the ONLY companies that have performant physical intelligence models that are ready to be deployed in the real world Physical AGI is coming! Make sure to follow @Lindon_Gao @JasonMa2020 @YorkYang5050
Excited to announce that we have raised $120M in our Series A to advance the frontier of general-purpose high-performance robots. 🤖 The new funding will accelerate progress towards our mission of bringing foundation-model powered robots to everyone, everywhere. Read more 👇
The market is a device for transferring money from the impatient to the patient
The Humanoid Robot is going to be the biggest product in history
Robotics strategy is a major long term priority for every major tech CEO in the world right now Imo maybe only Google will be able to pull off the robot foundation model component because they’ve spent a decade+ working on it with significant resources None have the DNA for…
New Gemini Robotics 1.5 models will enable robots to better reason, plan ahead, use digital tools like Search, and transfer learning from one kind of robot to another. Our next big step towards general-purpose robots that are truly helpful — you can see how the robot reasons as…
2 years ago when I invested in @Figure_robot I could not understand why I had access to what seemed to be a generational opportunity as an outsider After speaking to many tech VCs, it became apparent that most were either not comfortable/bullish with underwriting hardware deals…
Literally all the VCs rn: "We must invest in robotics, we are very far behind in hardware and manufacturing!" Still all the same VCs: 99.99999999% investing in SaaS
To produce the best robot foundation models, you need a large amount of diverse, high quality robot data To generate diverse, high quality robot data, you need a lot of robots Companies that build hardware will generate the most data & have access to best models Robots = gold
I’m so sick of these robotic projects that are avoiding hardware “We’ll just focus on the software” If you’re in robotics and you’re not all-in on solving the hardware - no matter the cost - you won’t make it
Conference on Robot Learning Let’s fund the next wave of Robotics companies!
Tom Lee literally top blasted top of a 4 year range delivering unprecedented amounts of exit liquidity to crypto natives including ETH foundation and ETH cofounders. Similar to Celsius in 21/22 Not surprising that a boomer would back a boomer zombie tech asset
A common comparison for Ethereum is that of a tech stock If that is the case then the best proxy would be Intel. At one time, one of the hottest things in the world with unbounded growth expectations A few bubbles later in its lifetime, but generally the first big one was the…
🎯 A major milestone on the road to embodied intelligence. This week, @GoogleDeepMind's Gemini Robotics VLA reaches an important milestone in our joint mission to bring AGI into the physical world. By introducing agentic capabilities - the ability to reason, plan, actively use…
New Gemini Robotics 1.5 models will enable robots to better reason, plan ahead, use digital tools like Search, and transfer learning from one kind of robot to another. Our next big step towards general-purpose robots that are truly helpful — you can see how the robot reasons as…
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