Andrew Kang retweeted
A talented crew (EO) spent weeks on a mini documentary on @standardbots, and it's live today.
Their crew came to our factory in Glen Cove, New York, and saw everything up close. That included the SMT room where we make every circuit board that goes into our robots, a factory floor we're growing from 30,000 to 70,000 square feet, and the team training our AI on real data from robots working in the field. A lot of the Standard Bots team came in to show them what we do and why we care so much about it.
I'm really proud of how they told our story, including the hard parts. It took us seven years to sell our first 100 robots. At one point my friends staged an intervention and told me it was time to go do something else. We kept going.
Here's why. Last year China installed 9x as many robots as the United States. Robots aren't just another kind of hardware. They're what makes everything else: semiconductors, medicines, defense systems, energy infrastructure.
Our mission is to bring robotics and manufacturing back to the U.S. and rebuild the middle class along with it. Manufacturing has always been the heart of the American middle class. Robots make American workers more productive, and that's how we earn the right to create high-paying jobs here. Instead of welding in the smoke, a worker runs six welding robots. That's a better job, a safer job and a higher-paying job.
We build robots in America, for use in America.
Thank you to the EO team, and to everyone at Standard Bots who made time for this. Watch the full episode here:
youtube.com/watch?v=T31kO2LO…
Andrew Kang retweeted
the white house just declared our dependence on imported robots and industrial machinery a national security threat.
no new tariffs yet. trade negotiations come first.
the bigger point: rebuilding american industry means building the machines that make everything else.
Andrew Kang retweeted
Summing up the challenge of commercializing robots in one photo
The bar for both reliability and output quality is much higher for physical labor than it is for knowledge work. A chatbot that produces work that is just “good enough” or low quality can still be useful.
A mediocre rough draft could still save time because a person can keep what’s good and fix the rest before its final. Copywriting, slides, and contracts can all be edited.
What is considered “good enough” for physical work has much higher standards. A bad weld can ruin metal. A wrong dose given to a patient is unacceptable.
Outputs from work done by humans or robots in the physical often serve as direct inputs into the workflow that are hard to recover from if an error arises. Outputs from work done by humans or Chatbots for knowledge work are much more tolerant of errors and poor quality because supervision can be baked in before the output is used further down the workflow.
The reliability threshold is 2-4 orders of magnitude greater for physical work than knowledge work and it’s what we’ve started to achieve this year. The upside is that by optimizing for reliability, robots will be able to work at a high level of utilization and operate at higher levels of autonomy compared to general purpose AI models in 2023. Machines that can deliver up to 24 hours of work a day as opposed to minutes or hours of work.
When is the ChatGPT moment for robotics?
Some say it's happened, some say it's coming. How capable are Physical AI models today? What does the adoption curve for robotics look like?
We've talked to most of the major players and make sense of it here
robostrategy.co/news/the-cha…
Andrew Kang retweeted
Figure held an all-hands this week, and I've decided to share it here publicly
Given our rate of progress, our roadmap has completely changed over the last year, and the team has doubled
It's important to get everyone aligned on our mission going forward
Andrew Kang retweeted
Evan Beard of @standardbots on where robotics is today:
“Robots are in their infancy. It’s like the 1973 equivalent for the computer industry.”
With millions of use cases coming, their answer is an AI platform:
“We’re building a platform, not just robots, but the whole software ecosystem. That’s what we’ve tried to do from the beginning, to be that common layer across all these different use cases.”
Standard Bots CEO @evanbeard breaks down their new AI platform and how it could revolutionize American manufacturing.
"This allows you to essentially vibe code your robot"
Full interview:
0:00 Intro
6:39 Vibe coding robots
8:19 Locate vision system
11:52 400+ customers
13:58 Origin story
16:08 Where are the competitors?
18:56 Vertical integration is key
22:29 Why robot arms over humanoids
27:04 Robots vs the car industry
29:23 The thing to fear as a builder
31:31 America vs China
34:21 Congress and FCC robot ban
38:31 99% of US arms made abroad
42:31 Building everything inhouse
44:47 The plan to win
47:10 Targeting 10% of US installs
49:22 How the next decade will look like
Andrew Kang retweeted
Standard Bots CEO @evanbeard breaks down their new AI platform and how it could revolutionize American manufacturing.
"This allows you to essentially vibe code your robot"
Full interview:
0:00 Intro
6:39 Vibe coding robots
8:19 Locate vision system
11:52 400+ customers
13:58 Origin story
16:08 Where are the competitors?
18:56 Vertical integration is key
22:29 Why robot arms over humanoids
27:04 Robots vs the car industry
29:23 The thing to fear as a builder
31:31 America vs China
34:21 Congress and FCC robot ban
38:31 99% of US arms made abroad
42:31 Building everything inhouse
44:47 The plan to win
47:10 Targeting 10% of US installs
49:22 How the next decade will look like
Introducing Standard Bots AI
“We chose Standard Bots for two reasons: the speed of development is highly compressed, and the interface for programming the robot is so much simpler. With Standard Bots AI, that's even faster.” — Adrian Nistler, President and CEO, Path Machining & Automation
Standard Bots AI robots deliver dramatically faster setups, faster changeovers, and faster paybacks. This is why robots are the new essential power tool of the 21st century.
Our mission is to expand human capacity with the world’s most accessible robots. We’re building this future in Glen Cove, New York, and on hundreds of factory floors, and counting.
Say yes to more: standardbots.com/ai
Andrew Kang retweeted
Robotics Tipping Point: The Interview
We sat down with Kyle Zinn from @citrini, the team behind the SaaSpocalypse and Hormuz articles that broke the timeline.
Citrini's latest field trip took him to robotics factories in the Bay Area to find out where the industry is headed:
00:00 - Intro
04:51 - Field-trip report
07:33 - Robotics' "ChatGPT moment"?
10:35 - The humanoid debate
13:45 - No "light switch" moment
16:31 - ROI is the key
17:43 - How to train a robot
19:59 - Robot school and internships
23:29 - Optimus at Giga Texas
26:23 - OpenAI enters robotics
31:57 - Early real-world deployments
37:23 - Unitree vs. Figure
39:52 - General robots 1-2 years away
41:50 - Humanoid supply-chain trade
44:34 - Bet on manufacturing enablers
48:29 - Supply-chain stocks
50:47 - Figure and Tesla's upside
53:26 - Figure's edge
55:19 - US vs. China
58:58 - Behind the field trip
1:04:15 - Where to invest
Andrew Kang retweeted
We’re ringing the Nasdaq closing bell with a bunch of @RoboStrategy portfolio robots next week
Before that we’ll be hosting a Robotics Forum with the founders and senior leaders from @Apptronik, @standardbots, @DynaRobotics, @DexmateAI, @mavenrobotics, @PathRobotics, @noxmetals and more
Who are the best large public equity managers interested in robotics? We have a few spots reserved for them.
globenewswire.com/news-relea…
Andrew Kang retweeted
"It's not a decade away. I saw it with my own eyes."
We interviewed Citrini Analyst #3 on the latest @citrini field trip, where they visited leading robotics labs and factories, including many RoboStrategy portfolio companies.
Watch the full interview: youtu.be/sd9R3W9xcBE
Andrew Kang retweeted
1 billion humanoids. That’s how many could be in use globally within the next quarter-century. We’re mapping the companies bringing robots from the lab to your living room in The Robot Almanac. mgstn.ly/47B6ttq
Andrew Kang retweeted
Announcing our $668M Series B!
Led by ARCHIV with participation from @nvidia.
This capital expands our GPU capacity across the U.S., Taiwan, and APAC, and scales our inference platform.
Our contracted ARR has reached more than 9x since the end of 2025.
Thanks to everyone who is building with us 🙏
Andrew Kang retweeted
Dyna-2.1 is the first Physical Agent that can complete an entire job.
Customers care about getting work done, not video views.
A robot that performs a stationary task but needs a human to bring it the next item, carry away the finished work, and clear every jam isn’t completing a whole job. It’s creating a new one: robot babysitter.
The real benchmark isn’t how fast your robot moves. It’s how long you can walk away. Customers don’t buy an impressive step in a workflow. They buy the whole job getting done.
We are releasing Dyna-2.1, the first Physical Agent that achieves reliable super long-horizon whole-body autonomy. It combines our brand-new semi-humanoid hardware with an agentic system built around Dyna-2 to handle ultra-long real-world workflows.
Here is an uncut footage of Dyna-2.1 completing an entire hour-long laundry room workflow, just like a human does.
Andrew Kang retweeted
We had the realization earlier this year that the true value of general-purpose robots is in solving end-to-end workflows instead of isolated, stationary tasks. Much like LLM coding, autocomplete was cool, but it really took off when coding agent became capable enough to own an entire project end-to-end.
Marching towards the vision that a robot should become a coworker that you can depend and trust for a whole shift, we have revamped our entire stack, built our friendly and cute semi-humanoid Taku, and designed an agentic system that seamlessly reacts, executes, and plan. Dyna-2.1 combines a very capable hardware with full-stack modeling to deliver a physical agent that learns, adapts, recovers extremely efficiently.
I hope this becomes an inflection point for the whole industry, as we shift away from demos and towards building a product that can truly increase physical productivity in the world. General-purpose robots are coming, and i'm excited for what to come next
We are releasing Dyna-2.1, the first Physical Agent that achieves reliable super long-horizon whole-body autonomy. It combines our brand-new semi-humanoid hardware with an agentic system built around Dyna-2 to handle ultra-long real-world workflows.
Here is an uncut footage of Dyna-2.1 completing an entire hour-long laundry room workflow, just like a human does.
Andrew Kang retweeted
We are releasing Dyna-2.1, the first Physical Agent that achieves reliable super long-horizon whole-body autonomy. It combines our brand-new semi-humanoid hardware with an agentic system built around Dyna-2 to handle ultra-long real-world workflows.
Here is an uncut footage of Dyna-2.1 completing an entire hour-long laundry room workflow, just like a human does.
Andrew Kang retweeted
“Where were you when the robots came?”
Morgan Stanley’s Adam Jonas thinks combining AI and robotics could multiply global GDP eight to ten times “before you and I retire.”
Andrew Kang retweeted
LIVE Interview With Figure CEO | AI Breakthrough, Helix 2.5, Zero-Shot Generalization and More nitter.cf/i/broadcasts/1DxLdZkLd…
Andrew Kang retweeted
The holy grail for robotics is being able to generalize: doing work in unseen places
We rented 30 homes in the Bay Area and are doing tasks without any new training
Andrew Kang retweeted
BREAKING: Herbert Ong (@herbertong) has signed with RoboStrategy to lead YouTube strategy and content.
