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Building the SoftBank of Robotics | Andrew Kang
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Join José as he hosts a special edition of the Emerging Manager series on the Delphi Podcast, sitting down with Andrew Kang, founder of Mechanism Capital and CEO of Robo Strategy (Nasdaq: BOT). Andrew breaks down his pivot from crypto trading to physical AI and humanoid robotics, sharing why he believes physical AI represents a multi-decade, trillion-dollar market that is currently at a pre-ChatGPT inflection point. 🎯 Key Highlights ▸ The Robotics Inflection: Why the broader acceptance and adoption of physical AI is changing dramatically ▸ The $19M Play: The conviction and framework behind Andrew’s famous $19 million pre-markup investment into Figure. ▸ From Crypto to Nasdaq: Transitioning from on-chain trading habits to running a public robotics vehicle under the Nasdaq ticker BOT. ▸ Pre-ChatGPT Moment: Evaluating the first generation of robot foundation models and why generalizability…
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Analysis last updated August 22, 2026 · Read the methodologyRead the creator’s original video description
Join José as he hosts a special edition of the Emerging Manager series on the Delphi Podcast, sitting down with Andrew Kang, founder of Mechanism Capital and CEO of Robo Strategy (Nasdaq: BOT). Andrew breaks down his pivot from crypto trading to physical AI and humanoid robotics, sharing why he believes physical AI represents a multi-decade, trillion-dollar market that is currently at a pre-ChatGPT inflection point. 🎯 Key Highlights ▸ The Robotics Inflection: Why the broader acceptance and adoption of physical AI is changing dramatically ▸ The $19M Play: The conviction and framework behind Andrew’s famous $19 million pre-markup investment into Figure. ▸ From Crypto to Nasdaq: Transitioning from on-chain trading habits to running a public robotics vehicle under the Nasdaq ticker BOT. ▸ Pre-ChatGPT Moment: Evaluating the first generation of robot foundation models and why generalizability was originally overlooked. ▸ Multidisciplinary Edge: Why generating structural alpha in robotics requires mastering electrical engineering, mechanical engineering, and robot learning. ▸ The Physics of "Pick and Place": Tapping into a multi-billion dollar market by automating simple factory tasks like sorting and packaging. ▸ Beyond Deterministic Code: Moving past traditional "if-then" programmatic parameters to build safe, AI-driven physical adaptions. ▸ The Ultimate Game: Applying crypto-native risk principles, position sizing, and asymmetry filters to venture-scale hardware outcomes. 💡 Want to stay updated with the latest in crypto & AI? Hit