Andrew Kang turned a few early stage robotics investments into a $500 Million publicly traded empire @RoboStrategy He is widely considered THE leading investor in robotics @Rewkang believes the ChatGPT moment for Robotics is happening RIGHT NOW and it will be BIGGER THAN BITCOIN This interview is a masterclass on Robotics investing in 2026 1:18 – Why robotics today feels like crypto in 2015 4:23 – Is robotics a bigger opportunity than Bitcoin? 10:30 – Robotics 101: players, problems & bottlenecks 16:40 – Who's leading the race: Tesla vs Figure 23:10 – China's 100+ robotics companies & the real investment risk 25:28 – US vs China: who's actually ahead? 33:40 – How many human jobs will be replaced? 38:00 – The "ChatGPT moment" for robotics 43:55 – UBI & the new social contract 46:30 – Why Andrew built Robo Strategy 51:20 – Lessons from Bitmine, MicroStrategy & Saylor 1:07:50 – The Boston Dynamics question 1:12:09 – His most contrarian bet: avoid model-only companies 1:19:55 – Tesla or Figure? 1:23:26 – Figure's valuation in 5 years: bear, base & bull 1:29:20 – Final words of wisdom