Join José as he hosts a special edition of the Emerging Manager series on the Delphi Podcast, sitting down with Andrew Kang, founder of RoboStrategy. After managing personal capital through Mechanism Capital across both public and venture markets, Andrew turned his focus entirely to the under appreciated robotics industry a space he identifies as being at a critical inflection point reminiscent of AI in 2022 or crypto in 2014.

They dive deep into the underlying method behind finding asymmetric bets, sizing positions, and distinguishing a true contrarian play from simply being the sucker at the table. Andrew breaks down the multidisciplinary engineering breakthroughs that sparked his initial bullishness on humanoid robotics and why he believes the industry is poised to become a multi-decade, trillion-dollar powerhouse.

🎯 Key Highlights

▸ The Robotics Inflection: Why the broader acceptance and adoption of physical AI is changing dramatically after years of stagnation.
▸ 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.

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🧠 Follow the Alpha

▸ José: @ZeMariaMacedo
▸Andrew Kang's Twitter: @Rewkang

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://twitter.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 — Early stage pitfalls: How crypto instills bad habits in venture
00:25 — José welcomes Andrew Kang to the Emerging Manager series
01:50 — Managing personal capital from Mechanism Capital to RoboStrategy
03:00 — Humanoid robotics as a multi-decade, trillion-dollar industry
05:30 — Looking past the consensus: Finding alpha in multidisciplinary tech fields
06:50 — The Exponential Horizon: Abandoning short-termism and trading
07:15 — The 2022 DeepMind breakthroughs and signs of true robot intelligence
11:15 — Generalizability vs. Specific programming paths in traditional robotics
12:20 — The Taylor Swift vs. Kanye West task: Evaluating early vision-language backbones
13:10 — Moving objects in factories: Breaking down the massive "pick and place" market size
14:50 — Overthinking humanoids: Transitioning from industrial code to the human form factor
15:50 — Math of a billion-dollar scale: Why it only takes 20,000 robots sold at $50,000
17:40 — The hardware inflection: When traditional controllers become AI-driven joint angles
18:30 — The Figure bet: Betting on the timeline to billions in physical AI revenue

Disclaimer

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.