Robot models don't have the benefit of internet scale data that LLMs do Tesla, Google, Meta are all massively ramping up creation of proprietary robot training data Token incentives could potentially create the largest open source robot training data set Cool work by @virtuals_io

Jensen’s keynote discussing NVIDIA + Figure

[ ZOOMER ] TOM LEE, CHAIRMAN OF THE BIGGEST ETHEREUIM DAT, SAYS THE DAT "BUBBLE HAS BURST": FORTUNE

Emerging trend in robotics right now is deploying robots teleoperated by cheap remote foreign labor So even with ICE mass deportations and a border wall, foreigners are going to be working more jobs than ever in America All subsidized by venture capital

The inevitable perpification of global markets will undoubtedly lead to more volatility The liquidation cascades in crypto markets applied to global equities is going to be a sight to behold

The deeper the wick, the bigger the bounce

The market is a device for transferring money from the impatient to the patient

The Humanoid Robot is going to be the biggest product in history

Robotics strategy is a major long term priority for every major tech CEO in the world right now Imo maybe only Google will be able to pull off the robot foundation model component because they’ve spent a decade+ working on it with significant resources None have the DNA for commercializing complex hardware. The innovation and growth on this end will come from new companies like @Apptronik like you see in this video

Figure 03 coming 10/9

Big week for Solana. The final deadline for spot $SOL ETF approval is just 4 days away. High chances we get the approval this week.

ETH showing some retard strength

2 years ago when I invested in @Figure_robot I could not understand why I had access to what seemed to be a generational opportunity as an outsider After speaking to many tech VCs, it became apparent that most were either not comfortable/bullish with underwriting hardware deals or LPA didn’t allow them We saw this VC bias as an opportunity to pivot hard into robotics and have since deployed $220m+ into the space We are on track to deploy billions next year from pre seed to post IPO If you’re building something exciting in robotics, or are a talented investor (we are expanding), DM me

To produce the best robot foundation models, you need a large amount of diverse, high quality robot data To generate diverse, high quality robot data, you need a lot of robots Companies that build hardware will generate the most data & have access to best models Robots = gold

Conference on Robot Learning Let’s fund the next wave of Robotics companies!

Tom Lee literally top blasted top of a 4 year range delivering unprecedented amounts of exit liquidity to crypto natives including ETH foundation and ETH cofounders. Similar to Celsius in 21/22 Not surprising that a boomer would back a boomer zombie tech asset

🎯 A major milestone on the road to embodied intelligence. This week, @GoogleDeepMind's Gemini Robotics VLA reaches an important milestone in our joint mission to bring AGI into the physical world. By introducing agentic capabilities - the ability to reason, plan, actively use

New Gemini Robotics 1.5 models will enable robots to better reason, plan ahead, use digital tools like Search, and transfer learning from one kind of robot to another. Our next big step towards general-purpose robots that are truly helpful — you can see how the robot reasons as

eth is genuinely going to drop -50%

Ethereum is Luna 2.0

The only constant in life is change

Assume 1 robot = $50k 100,000 robots = $5B revenue 1M robots = $50B 10M robots = $500B 100M robots = $5T 1B robots = $50T 20b robots = $1 Quadrillion Humanoid robots will be the biggest product market in the history of ever by magnitudes The future largest companies will be

A few strong views on the Robotics Industry: 1 - General Purpose Robotics will be much larger than Specialized Robotics 2 - Vertically integrated (AI + hardware) companies have huge edge 3 - In the short term, the best robot models will be derived from real robot data. In the long term, they will come from simulated data 4 - The biggest companies will be US companies that understand how to bridge the talent and infrastructure from Asia 5 - Early distribution is critical

Big news: Figure has exceeded $1B in funding at a $39B post-money valuation

Big news: Figure has exceeded $1B in funding at a $39B post-money valuation

Most of institutional capital is not that sophisticated & often miss big innovations. Individual investors can beat them to the punch We saw this in mass with crypto over the last decade We saw it with SpaceX, Palantir, etc who raised from SPVs We now see this with Robotics

We’re excited to colead Dyna’s Series A with a $68M investment Dyna is one of the ONLY companies that have performant physical intelligence models that are ready to be deployed in the real world Physical AGI is coming! Make sure to follow @Lindon_Gao @JasonMa2020 @YorkYang5050

Why the humanoid form factor

Jensen Huang, Elon Musk, and Sam Altman are all saying that humanoids will be one of the largest industries ever Yet more than half the investors I speak to don't believe in humanoids One of these groups is visionary and the other, retarded

Jensen Huang, Elon Musk, and Sam Altman are all saying that humanoids will be one of the largest industries ever Yet more than half the investors I speak to don't believe in humanoids One of these groups is retarded, and it's not the visionary founders

Institutional capital lags in emerging sectors needing new expertise. EmbodiedAI, especially humanoids, is opaque to most funds, but big money coming in 2026. Aggressive shops are already front-running the move.

The total market cap of private robotics companies (~$70-$100B) is not much larger than the market cap of Pokemon cards ($20-50B) You cannot be allocated enough to robotics sector growth

Earlier this year, we led an investment consortium that invested $120M into @Apptronik This is our thesis on Humanoids and Apptronik

Humanoids - Our Investment in Apptronik

Excited to see a successful follow on raise for StablecoinX of ~$530m which represents roughly 14% of the circulating market cap of $ENA. To put this into perspective, this raise is the equivalent of: i) Saylor raising ~$300b to buy BTC ii) Tom Lee raising ~$75b to buy ETH

StablecoinX Inc. @stablecoin_x has announced an additional $530 million capital raise as part of its $ENA accumulation strategy. To date, StablecoinX has raised a total of approximately $895M in PIPE financing, which is expected to result in a vehicle with over 3 billion ENA