Andrew Kang, CEO of RoboStrategy and an early investor in Figure AI, breaks down why he’s betting humanoid robots become a tens-of-trillions-dollar market, and why robot intelligence gets good enough within 2 to 3 years while the robots themselves stay scarce. He also gets into what happens to the industry once the model layer commoditizes, and why so many people rushing into robotics right now are underestimating what it actually takes.
*Timecode:*
00:00 Intro
01:15 The Bet: All in on Figure AI and the full-stack future
06:00 The Future: How far humanoids actually go
10:25 The Shift: Why Open Source wins
13:19 US vs China: Why it’s not a race
15:33 Where to build now: The white space of robotics
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