Andrew Kang is the Co-Founder and CEO of ⁨RoboStrategy⁩ and Managing Partner of Mechanism Capital.

RoboStrategy already holds concentrated positions in industry-defining companies including ⁨Figure AI, ⁨Apptronik, ⁨Standard Bots⁩, and Dyna Robotics.

It is the first publicly listed vehicle purpose-built to give investors liquid exposure to private robotics and physical AI giants, applying the MicroStrategy capital-markets playbook to automation.

RoboStrategy: https://www.robostrategy.ai

Andrew on X: https://x.com/Rewkang

Andrew on LinkedIn: https://www.linkedin.com/in/rewkang/

Ilir on X: https://x.com/IlirAliu_

Ilir on LinkedIn: https://www.linkedin.com/in/ilir-aliu/

Timestamps

0:00 Why we built a public fund for private robotics

0:35 Building the MicroStrategy for robotics

1:22 Escaping the tiger parent trap

2:11 Video games are elite training for game theory and critical thinking

6:30 Learning arbitrage in RuneScape and Neopets

7:59 Don't believe experts just because of their titles

10:24 Why investing is just a video game with real money

12:40 Harvard nutrition professors don't know what they're talking about

18:48 Recreating global finance from first principles

19:57 Why robotics is the early days of crypto all over again

21:50 Realizing humanoids are no longer sci-fi

22:58 Why I wrote a $19M check when every VC told me not to

27:24 How SPVs are democratizing venture investing

30:55 Bet on the founder and their execution speed, not the pitch deck

36:39 The math behind a $50 trillion physical labor market

41:44 Applying the MicroStrategy playbook to private markets

45:48 Humanoids are the GPUs of physical labor

47:48 Building a new SoftBank for the robotics era

50:51 Why robotics startups need engineers for attention

54:35 Don't be satisfied with surface level answers

Ep 101 | Investing $19M in Humanoids with Zero Robotics Experience (w/ Andrew Kang, RoboStrategy)

22Astronauts

Ep 101 | Investing $19M in Humanoids with Zero Robotics Experience (w/ Andrew Kang, RoboStrategy)