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@le_bamjam

full-stack developer

Bangkok Katılım Haziran 2011
57 Takip Edilen32.6K Takipçiler
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le bam@le_bamjam·
the pippin community is hyperactive... all it takes is @yoheinakajima come back and we are back at 100m+ MCAP.. no way we will stay below 30M for long.. I believe in @yoheinakajima
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Brett Adcock
Brett Adcock@adcock_brett·
Figure 03 coming 10/9
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Andrew Kang
Andrew Kang@Rewkang·
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 commercializing complex hardware. The innovation and growth on this end will come from new companies like @Apptronik like you see in this video
Sundar Pichai@sundarpichai

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 it sorts laundry in the video below.

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Andrew Kang
Andrew Kang@Rewkang·
The market is a device for transferring money from the impatient to the patient
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Andrew Kang
Andrew Kang@Rewkang·
Emerging trend in robotics right now is deploying robots teleoperated by cheap remote foreign labor So even with ICE mass deportations and a border wall, foreigners are going to be working more jobs than ever in America All subsidized by venture capital
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Andrew Kang
Andrew Kang@Rewkang·
Robot models don't have the benefit of internet scale data that LLMs do Tesla, Google, Meta are all massively ramping up creation of proprietary robot training data Token incentives could potentially create the largest open source robot training data set Cool work by @virtuals_io
BitRobot Network@BitRobotNetwork

x.com/i/article/1978…

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Andrew Kang
Andrew Kang@Rewkang·
$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 economy
Sistine Research@sistineresearch

VIRTUAL chart is very reminiscent of SOL early days around $1 - $2. Think people are vastly underestimating the size of the agentic economy and don't realize how absurdly high this chart can go when crypto market conditions improve.

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Andrew Kang
Andrew Kang@Rewkang·
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
Andrew Kang@Rewkang

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 robot manufacturers

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Andrew Kang
Andrew Kang@Rewkang·
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
Dyna Robotics@DynaRobotics

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 👇

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DeFi^2
DeFi^2@DefiSquared·
Supported by 'thoughts and prayers' type of energy
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DeFi^2
DeFi^2@DefiSquared·
For the first time since its nonstop grind down from $17B fdv, I bought some plasma. Since yesterday’s market selloff it has been one of the few coins showing strong relative PA, suggesting finally an exhaustion of sellers; I believe the Cobie thesis may be ready to play out here
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Ventuals
Ventuals@ventuals·
Trading pre-IPO companies is now a reality. Ventuals mainnet alpha is live. You can now trade SpaceX, our first pre-IPO market, on Hyperliquid. Start trading:
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Omnia.hl π
Omnia.hl π@0xOmnia·
Something very underappreciated about USDH by @nativemarkets on Hyperliquid today is that USDH/USDC is already more liquid than USDT(0)/USDC *significantly* (10x currently) on the bid side at the same levels something something AF go purrrr Hyperliquid
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