

swanky
44.3K posts




“Most VCs told me not to invest in Figure. I did my own research for two weeks straight and ended up putting in around $19 million.” My conversation with Andrew Kang (@Rewkang), CEO of RoboStrategy Advisors (Nasdaq: BOT); the first publicly listed venture vehicle built exclusively for private robotics and physical AI companies. Andrew went from successful crypto investor (Mechanism Capital) to making one of the largest early bets on Figure AI... putting ~$19M into their Series B when most traditional VCs told him not to. He then built RoboStrategy on the MicroStrategy playbook: issue shares at a premium to NAV to acquire more private robotics equity. We went deep on his personal journey, the contrarian decision-making process, and why he believes robotics will be the biggest platform shift since the internet. 0:00 Intro & why this conversation is more personal than technical 2:08 Growing up: Biology curiosity, video games, and non-tiger parents 4:21 Video games as entrepreneurial training (markets, value, game theory) 7:05 Science background → first principles thinking in investing 11:14 From consulting to going full-time into crypto in 2017/2018 19:23 The pivot moment: Watching Figure AI videos and going all-in 23:33 Making the $19M bet when every VC said no 30:13 How he sized up conviction in two weeks of intense research 35:29 The emotional side of high-stakes decisions (risk/reward math) 37:14 Why he assigned 30-50% probability of success to Figure 41:56 Building RoboStrategy as the "MicroStrategy for Robotics" 46:22 How they pick portfolio companies (market size + long-term compounding) 48:23 Long-term vision: Permanent capital + founder support at scale 55:09 Closing advice: Be genuinely curious and learn how to learn Full episode on YouTube / Spotify / wherever you listen: 🎬 youtu.be/rf0zQHpUCuY?si… 🎧 open.spotify.com/episode/3bvkEs… ——- Weekly robotics and AI insights. Subscribe free: 22astronauts.com




hello there the jacobian conjecture is false thanx to my close friend akhil for asking about it and my other close friend fable for working during the world cup final ((1+xy)^3 z + y^2 (1+xy) (4+3xy), y + 3 x (1+xy)^2 z + 3 x y^2 (4+3xy), 2 x - 3 x^2 y - x^3 z): \C^3\to \C^3, has jacobian determinant -2, and sends (0, 0, -1/4), (1, -3/2, 13/2), and (-1, 3/2, 13/2) to (-1/4, 0, 0)







PENTAGON WITHHELD DOZENS OF U.S. MILITARY INJURIES IN IRAN WAR: NYT


