Andrew Kang

Andrew Kang

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Shephard @mechanismcap Not investment advice

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Signal Clone Analysis

2025 taught us how to architect Physical AI models and training pipelines 2026 is the year where we see the results of scaling robotics data collection

Logan Kilpatrick

@OfficialLoganK

2026 is going to be a huge year for embodied AI

Owning a high quality humanoid robot will be a status symbol akin to owning an iPhone Initially defined by exclusivity, eventually defined by conformity

Introducing Figure 03

From informed sources: The initial closing of the funding round, totaling $400M, was completed last month. A second close for an additional $100M is in the works. This will bring the post-money valuation of Apptronik to about $5.5 billion.

The Humanoid Hub

@TheHumanoidHub

Apptronik is in advanced talks to secure a new funding round of at least $400 million, led by existing investor B Capital, potentially reaching a $5 billion pre-money valuation. This follows a previous Series A round in February 2025 where the Austin-based humanoid robotics

It is an imperative for America to start “overproducing” robots ASAP We are quickly reaching the point where the AI is good enough at which point the demand for robots near instantly jumps from tens of thousands to hundreds of millions But scaling robot production isn’t as instantaneous as scaling LLM instances. It will take years to scale production capacity to the level of just millions. We desperately need more infrastructure for US robot manufacturing. The time to finance this is NOW

Well said. The most likely scenario is that China will end up over producing humanoid hardware since it’ll take longer for AI to arrive to make them productive. People dump on US humanoid manufacturers as being way behind China, but in fact there’s no point ramping up a

Some people are skeptical about US Humanoid valuations Unitree will likely trade at $20-50B valuation after they IPO next year Unitree has sold around 10k humanoids. This is less than 0.01% of projected annual humanoid sales Potential of this industry is underappreciated

Assume 1 robot = $50k 100,000 robots = $5B revenue 1M robots = $50B 10M robots = $500B 100M robots = $5T 1B robots = $50T 20b robots = $1 Quadrillion Humanoid robots will be the biggest product market in the history of ever by magnitudes The future largest companies will be x.com/ai_ctrl/status…

Generalized Autonomy is the end game for robotics but before we get there we will have a phase of remote immigration twitter.com/Rewkang/status/198...

CZ has only ever disclosed owning BTC and BNB so this seems pretty significant twitter.com/Rewkang/status/198...

Full disclosure. I just bought some Aster today, using my own money, on @Binance. I am not a trader. I buy and hold.

$VIRTUAL is one of the few crypto projects that is doing legitimate things in the robotics sector They are coinvested with us on Robotics deals, building a large open source robot training data collection system and developing a commerce protocol for an autonomous machine twitter.com/Rewkang/status/198...

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