Is Robotics The Next Megabubble?

Is Robotics The Next Megabubble?

From 1000x by Blockworks

June 4, 2026 · 59 min

About this episode

Avi interviews Andrew Kang about the potential of robotics and physical AI as the next major investment opportunity.

Today, Avi sits down with Andrew Kang (@Rewkang), founder and CEO of RoboStrategy (Nasdaq: BOT), to discuss why robotics and physical AI are the next $10 trillion mega bubble. We deep dive into why the entire private robotics market is smaller than Pokémon trading cards, why VCs are pivoting from software to physical AI, the GPT-3 moment for robotics and why GPT-5-level capabilities are less than two years away, why you can't just hook Claude up to a robot, how Andrew built the "MicroStrategy of Robotics," and rapid fire pitches on companies in the RoboStrategy portfolio: Figure AI, Apptronik, Standard Bots, Dyna Robotics, and Dexmate. Enjoy! RoboStrategy Advisors is an investment adviser focused on robotics, physical AI, and emerging technologies. This discussion is provided for information and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Any opinions expressed are those of the speaker as of the recording date and are subject to change. Forward-looking statements and opinions are based on current expectations, estimates, projections, and assumptions and are subject to change without…

People in this episode

Host: Avi

Guest: Andrew Kang

Topics covered

  • robotics
  • physical AI
  • venture capital
  • investment strategies
  • technology trends
  • mega bubbles

Keywords

  • robotics
  • physical AI
  • venture capital
  • mega bubble
  • investment
  • technology
  • GPT-3
  • GPT-5
  • RoboStrategy

Mentioned in this episode

Organizations: RoboStrategy, Nasdaq, Figure AI, Apptronik, Standard Bots, Dyna Robotics, Dexmate

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