intern

Why I bet my career on robotics - skip to 1:24 for thoughts on crypto - skip to 5:15 for my robotics thesis

@cozymaximalist @R89Capital Rex is

@R89Capital @intern is

Humanoid robots will be bigger and massively more profitable than anything SpaceX does in the next twenty years, but the market isn't ready for that conversation.

@crypto_linn thanks Linn!

@intern congrattttttts

PSA to all guys: this is a trap never, under any circumstances, agree to do this

@crypto_bobby trying to follow the Rob Paone playbook appreciate you sir 🫂

@intern These threads usually end in marriage and a baby so here’s a preemptive congrats intern!

update: the trap officially worked we just celebrated our 1 year anniversary & moved in together today

went with telling the truth and left with a girlfriend we are so back

@LordEmo @vasdie lmao did u really?

@vasdie @intern Lowkey saw bro walking around nyc with some guy with an NVIDIA backpack on. Probably nothing.

crazy alpha from @intern

@Kaiz_294 🙏

one of the more interesting takes from Kevin McCordic (@intern): the biggest advantage crypto built over the last decade wasn’t tech. it was distribution. “crypto monetized attention so directly that people actually got really good at it.” “there was a really big arms race in crypto for who can get attention.” when billions of dollars are tied to mindshare, ppl get really good at capturing it. founders learned how to build communities. tell stories. create narratives. and turn attention into value. robotics hasn’t reached that stage yet. according to Kevin, most robotics companies are still world-class at engineering and pretty bad at marketing. “if crypto is an 8 out of 10 at capturing attention, these companies in robotics are like a 1.5 out of 10.” that’s where the opportunity is. the tech is improving fast. capital is flowing in. valuations are rising. but distribution is still massively underdeveloped. for now, the gap between great technology and great storytelling is still wide open. it probably won’t stay that way for long.

@BillHughesDC @Rewkang @RoboStrategy Very excited to have you onboard sir 🤝

I’m excited to share that I’ve joined @RoboStrategy Advisors to handle legal and policy. I’m taking this on because embodied AI and humanoid robotics are arriving faster than the law is ready for — and the legal and policy questions are remarkably wide-ranging: • National security and trade — export controls, CFIUS, and supply-chain rules increasingly govern who can build and deploy these systems. • Liability and insurance — how tort law assigns responsibility when an autonomous machine acts in the physical world. What consumer protections we need to introduce. • Safety and standards — the standards-setting work (NIST and beyond) that will shape both safety and global competitiveness. • Data and privacy — what it means to have capable machines operating in homes, workplaces, and other human environments. • Labor and workforce — the genuinely hard questions about how this technology interacts with work. • Federalism — a growing patchwork of state approaches and the open question of federal preemption. • And running through all of it, the US–China competition that frames so much of the current debate. Getting to work across that entire range is the kind of substantive legal work I’ve always wanted to do — but the work ahead is as much about engagement as analysis. I want to help bring the best minds in robotics to the table and make sure their insight actually reaches the people writing the rules: on Capitol Hill, in state capitals, across the federal agencies, and with policy counterparts around the world. My aim is to approach the opportunities and the concerns the same way — soberly and with clear eyes. Not hype, not alarm, but policymaking grounded in how these systems really work, and an honest accounting of what they can and can’t yet do, and how policy has to evolve to embrace this future. Thank you to @Rewkang @WarcMeinstein for the opportunity and the trust. I’m grateful to be joining such a strong team, I expect to learn an enormous amount from them, and I’m excited to help build something that can help define this emerging field. I’ll be writing more on these questions and others in the months ahead — I’d welcome comparing notes with others working at the intersection of technology, law, and policy. LFG

@vasdie Diegovas! My man

@BigCheds @JC_ParetsX

@JC_ParetsX @intern

There are far better robotics stocks than what's inside the largest robotics ETF, which still can't even get back above its 2021 highs.

if people want to do research on their own here, are some sources you can look into this has it around $100B: marketdataforecast.com/market-reports… this has it at $233B but includes Anduril, Waymo, some other ones in defense & autonomous vehicles most people wouldn't consider private robotics: fprimecapital.com/wp-content/upl… this has it at $133B: straitsresearch.com/report/robotic… always important to do your own research and draw your own conclusions but yea it really is wild when you think about it

"the total value of all the robotics industry is worth less than ethereum:native right now?!!" wtf

@RoboStrategy @Rewkang thats a big difference

"What is the total addressable market for humanoid robots?" Andrew (@Rewkang) gives his take on the market potential:

@adcock_brett a livestream of building the robots... food for thought (pic unrelated)

At some point we’ll manufacture humanoid robots at cell phone volumes. We are tiny today

@adcock_brett @GoingBallistic5 twin version here for your camera roll

@GoingBallistic5 lol your profile pic

Live from New York, it’s RoboStrategy!

@GoingBallistic5 it’s perfect

#NewPFP what do you guys think?

@0xMerp i think this is spot on sir

theyve spent trillions to optimize the computers and now the computers need a body seems like the synthesis of the robot theme

@RileNFTs 🩶

@intern First 17 minute video I watched on this app And I dont regret a single second of it Feels extremely weird seeing someone with a similar past, similar plans, and same thoughts on robotics in the next few years I thought I was non fungible

Why I bet my career on robotics - skip to 1:24 for thoughts on crypto - skip to 5:15 for my robotics thesis

@GoingBallistic5 @evanbeard @IlirAliu_ you'll be there too, you have to do just as much

@evanbeard @IlirAliu_ @intern You hear that? You got ya work cut out for ya this week

So fun showing @IlirAliu_ , the #1 influencer on Twitter in robotics, around our factory this week. On top of being kind and super sharp, great cameraman too

@dabblerer_ great breakdown dabblerer appreciate you taking the time to write it

Enjoyed this one-shot take by @intern on his switch to robotics, and it made me reflect on my own path at the intersection. Some rough thoughts: 1/ It's not necessarily crypto vs. robotics/AI. It's HOW crypto can 10x robotics. Crypto's most powerful function is using incentives to coordinate contributors and bootstrap network growth. We're leveraging this at @BitRobotNetwork, using rewards to build diverse, real-world datasets + scale hardware deployment. We've seen success with our first subnet (@etfugi), which delivered the largest open-source sidewalk navigation dataset on @huggingface. We're now scaling similar rewards-based data collection efforts across other subnets and robotic embodiments. (if you're interested in contributing to our robotic arms experiments and earning, DM me for an access code) On the capital-formation side, crypto is also incredibly powerful: it lets anyone, anywhere contribute capital, which is critical to getting more hardware deployed in the wild for real-world testing. We're going to be spinning up opportunities for people to participate in deploying @BitRobotNetwork hardware soon, which I'm super excited about. 2/ Robotics has seen an uptick in investment capital recently, but the best deals and upside still happen behind closed doors. This is where the ethos of crypto shines: opening up rewards so retail can get skin in the game. @RoboStrategy is obvs the cleanest index exposure play, and @BitRobotNetwork is the onchain front line: users contribute data or deploy hardware across our subnets and earn directly as the network scales. 3/ It's true that crypto's marketing edge is in capitalizing attention, and robotics has room to improve here, since it's historically lived on the researcher and academic side. The crypto community is a natural early audience: willing to experiment, play with frontier tech, and back things before they're mainstream. Robotics projects thinking about GTM are leaving distribution on the table by ignoring this community. TLDR: we're at a rare moment where both industries can compound each other. Grateful to be building at the intersection. Bullish on crypto AND robotics 🦾

@blknoiz06 @tradexyz @sershokunin @RoboStrategy would be pretty cool!

@tradexyz @sershokunin can we get @RoboStrategy please sir 🫩🫩🫩