Humanoid robots that walk, talk, and work like humans were once exclusively the stuff of sci-fi films. Now, however, some investors believe we’re approaching a reality where robots could reshape the global labor market. If they’re right, the economic opportunity could be enormous.
Andrew Kang is co-founder and CEO of RoboStrategy (NASDAQ: BOT), the first investment fund dedicated to giving public market investors access to the growth opportunities of leading private and public robotics companies. Its portfolio includes significant stakes in Standard Bots, Figure AI, and Apptronik among others.
Throughout his career, Andrew has led early-stage investments in AI, tech, and robotics. In addition to co-founding RoboStrategy in 2025, he is also the Founding Partner of Mechanism Capital, his family office focused on investments in frontier technologies and cryptocurrency.
In this episode, Andrew describes RoboStrategy’s investment approach and impressive NAV growth, the massive opportunity he sees in humanoid robots transforming the global workforce, and his predictions for the future of robotics and physical AI.
Highlights:
Andrew’s journey into robotics investment (2:05)
RoboStrategy’s mission and market approach (7:25)
Defining the robotics total addressable market (8:15)
How does RoboStrategy differentiate from competitors? (12:50)
RoboStrategy’s NAV growth and investment strategy (15:35)
What does RoboStrategy’s due diligence process look like? (17:35)
The role of robotics in the reindustrialization of America (21:00)
