Andrew Kang is the Co-Founder and CEO of RoboStrategy and Managing Partner of Mechanism Capital.
RoboStrategy already holds concentrated positions in industry-defining companies including Figure AI, Apptronik, Standard Bots, and Dyna Robotics.
It is the first publicly listed vehicle purpose-built to give investors liquid exposure to private robotics and physical AI giants, applying the MicroStrategy capital-markets playbook to automation.
RoboStrategy: https://www.robostrategy.ai
Andrew on X: https://x.com/Rewkang
Andrew on LinkedIn: https://www.linkedin.com/in/rewkang/
Ilir on X: https://x.com/IlirAliu_
Ilir on LinkedIn: https://www.linkedin.com/in/ilir-aliu/
Timestamps
0:00 Why we built a public fund for private robotics
0:35 Building the MicroStrategy for robotics
1:22 Escaping the tiger parent trap
2:11 Video games are elite training for game theory and critical thinking
6:30 Learning arbitrage in RuneScape and Neopets
7:59 Don't believe experts just because of their titles
10:24 Why investing is just a video game with real money
12:40 Harvard nutrition professors don't know what they're talking about
18:48 Recreating global finance from first principles
19:57 Why robotics is the early days of crypto all over again
21:50 Realizing humanoids are no longer sci-fi
22:58 Why I wrote a $19M check when every VC told me not to
27:24 How SPVs are democratizing venture investing
30:55 Bet on the founder and their execution speed, not the pitch deck
36:39 The math behind a $50 trillion physical labor market
41:44 Applying the MicroStrategy playbook to private markets
45:48 Humanoids are the GPUs of physical labor
47:48 Building a new SoftBank for the robotics era
50:51 Why robotics startups need engineers for attention
54:35 Don't be satisfied with surface level answers
