Are You Ready for Robots Smarter Than You…Everywhere? with Andrew Kang

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Could investing in humanoids be like finding Bitcoin in 2014? Andrew Kang, co-founder and CEO of RoboStrategy, sits down with Raoul on the latest "Journey Man" to talk about what he sees as a multi-trillion-dollar opportunity he sees in a world filled with robots capable of smarter, stronger, and cheaper labor than humans. Recorded on August 17, 2026.

Timestamps: 00:00 Humanoid Robots: The Next Trillion-Dollar Opportunity 01:53 Andrew Kang’s Journey From Crypto to Robotics 03:20 Why Figure AI Could Be the Next Breakout Company 07:12 How Big Is the Humanoid Robot Market? 10:38 Why Humanoid Robots Could Be Worth Trillions 13:35 Robots, Labor Shortages, and the Demographic Crisis 15:57 What Happened to Boston Dynamics? 17:26 U.S. vs China: The Global Robotics Race 20:04 The Biggest Bottlenecks Facing Humanoid Robots 23:01 How AI Is Accelerating the Robotics Revolution 25:03 Are Robots Becoming a New Species? 26:15 Will Robots Replace Jobs and Force Universal Basic Income? 31:38 Elon Musk’s Huge Advantage: Tesla, Optimus & Starlink 33:39 How Andrew Kang Is Investing in the Robotics Boom 39:06 How to Value Private Robotics Investments 47:24 Building a Long-Term Robotics Investment Strategy 49:39 How to Pick the Winners in Humanoid Robotics 54:36 Raoul Pal’s Take on the Robot Revolution Learn more about your ad choices. Visit podcastchoices.com/adchoices