Everyone talks about the ChatGPT moment for robotics, but the AlphaGo moment has already been realized for PhysicalAI and this is all that's needed for the initial proliferation of intelligent robots
We are already at the point where some researchers/companies are developing fine-tuned models that achieve better performance and accuracy than a human over long time horizon. Cross-task generalization is the holy grail which we are not far off from, but if you can get a robot to do even one task really well, and finetune models on new tasks fairly quickly then there is huge demand for that.
2026 we will start seeing real roll outs of these robots, not just in pilot, but in real production environments across industries
Just as we had AI vs Humans in Go, Chess, DotA, we will also have robots vs human games
This can take many variations
Unenhanced humans vs teleop or AI driven robots
Humans w/exoskeletans
Teleop’d robot vs AI driven robots
The AlphaGo moment will be when the AI robot defeats the worlds #1 MMA fighter
“We need people, because we’re building so many factories in the country so AI can help with that, but what also’s gonna help is robots. The robots I think are gonna be a big deal”
It’s been very clear that the USG will be spending 100s of billions to support the domestic robotics industry. It’s an absolute imperative that the US robotics industry should flourish for the US to remain self sufficient and globally dominant
The Bitcoin financial ecosystem will eat the world. Solana is a prime environment for its next phase of expansion. In our research, we explore how @ZeusNetworkHQ will be one of the key projects driving that forward
The key takeaway is that the best humanoid companies are not just selling a product, they are selling labor
Walmart’s annual net profit is $20B. SG&A Labor + COGS Labor costs Walmart $160B per year. 8x the size of their business
If a robotics company could replace and reduce their labor costs by 25%, they triple their profits
$40B saved by Walmart, $100B in revenue to the company selling labor
The next Industrial Revolution
https://t.co/HGMAiwHOvo
Rewriting Crypto Trading Capital Structures - @breakoutprop
Access to capital is a huge barrier for retail crypto traders. This forces them to choose between trenches or irresponsibly high leverage. There’s a better way.
Crypto trading is evolving from a monolithic, collateral-heavy world to a modular, capital-efficient future. Just as DeFi unbundled exchanges into primitives—AMMs, oracles, lending markets—we’re now seeing the capital stack itself rearchitected.
The old way? On traditional venues you front the capital and take all the risk. Leverage amplifies both gains and catastrophic losses. It's a system designed to bleed most traders dry.
@Breakoutprop has a different model. They’re pioneering this shift by rewriting the trading capital structure stack by allowing users to trade with capital—not against it.
Instead of your capital at risk, it's theirs. Traders bring the skill, they bring the capital. Both share the trading profits. Pass the evaluation, and traders get access to house money and no liquidation anxiety.
It’s a structure that flips the script: risk is externalized, alpha is rewarded. The structure prioritizes upside for performance. Better traders can fast track their portfolio growth without resorting to high leverage.
What Breakout is building isn’t just a funding model; it’s a new financial primitive that slots cleanly into the emerging modular trading stack. Think: execution layer, perp infra, and now → capital-as-a-service.
Breakout accounts scale up to $100K in size (with max combined capital of $200K), and traders can access 5x leverage on BTC/ETH and 2x on altcoins. In practice, that means <$1K in evaluation fees can unlock up to $500K in buying power—without debt or collateral. Both traders and Breakout win, when traders win, but traders keep 80–90% of profits, benefiting from instant, unconditional withdrawals. The model rewards precision over risk, and talent over bankroll.
In a world moving toward unbundled infrastructure and composable finance, Breakoutprop is a bet on crypto-native trading capital structures. We believe this is how trading should look: permissionless access to capital, aligned incentives, and modular design.
Traders can use code 'APE' for a discount at checkout
@MechanismCap invested in Breakout in 2024 and since then they've attracted over 30,000 unique users with May volume exceeding $4B
A funny story here was that I never talked to @adcock_brett the founder before the investment, first time ever not talking to founder for a meaningful investment
At first I thought I’d invest $1m, but needed to do more research to see what I was missing. Talking to other investors, talked to senior team member, watching every interview, deep diving all competitors, team leadership, etc. Then upped to $3m, then $5m, then $10m. I thought I must’ve been missing something in my DD, but the more I researched the more exposure I wanted.
By the time I exhausted research and upped it to whatever allocation was available it was closing day.
Verdict is still out on how @Figure_robot shapes out but based on what I’ve seen it’s incredibly promising and the story is just beginning
🚨 Money stuck at @BankofAmerica 🚨
Employees provided WRONG information on wire limits and now my money is stuck. Customer Service unable to help
I will send $10,000 to a random person that likes and retweets this post. Reporters feel free to reach out.
@DavidCTyrie
@KatyAKnox
@hollyaoneill
@Raulanaya99
This past year has been one of the most interesting of @MechanismCap's history
We continued to back some stellar crypto teams across synthetic dollars (@ethena_labs), memecoins (@pumpdotfun), distributed AI systems (@NousResearch + @PrimeIntellect) and consumer (@defidotapp)
But we also expanded heavily into Deeptech backing companies in Robotics (@Figure_robot + @Apptronik), Brain Emulation, and Nuclear
The pace of change in the world is the highest it's ever been and its a great time to be part of it
The opportunity in humanoid robotics is as large as or larger than the opportunity in LLMs
All the large tech companies (MSFT, AAPL, AMZN, GOOG, META) are just realizing this and starting to formulate plans, but none of them have the robotics talent, which is in extremely limited supply and largely cornered by Startups + TSLA
Expect huge investment and M&A activity this year
There is a perfect storm that necessitates the mass commercialization of robots
- Shareholders and executives must adopt robots for their businesses or else lose to competitors on costs
- Governments must subsidize and support their robotics industry or else rely on other countries for manufacturing
- Developed societies all face declining population and birth rates thus a massive labor shortage and risk societal collapse if they import their labor force instead of robotize
There is no world where robots do not outnumber humans
Fundamentally, human brains and LLMs are both just data processing systems that allow for the representation of abstract concepts
Consciousness and agency are emergent properties of increasingly advanced neural networks
AI consciousness will ultimately cause more problems for humanity than it solves
This is an inconvenient truth for many
It's extremely difficult for most people to conceptualize technological revolutions that create industries that are exponentially larger than currently exist - multi decatrillion dollar market caps
In 2006, before the iPhone came out, Apple was a $60b company and no one would've believed that it would become the $3T company it is today as that would be 10x larger than the largest company of that time - Exxon
Embodied intelligence will change the world as much as the smart phone or car
Jobs requiring physical labor will become a relic of the past
