We’re excited to colead Dyna’s Series A with a $68M investment Dyna is one of the ONLY companies that have performant physical intelligence models that are ready to be deployed in the real world Physical AGI is coming! Make sure to follow @Lindon_Gao @JasonMa2020 @YorkYang5050

Generalized Autonomy is the end game for robotics but before we get there we will have a phase of remote immigration

Generally worked out well when the rulers signal a buy

CZ has only ever disclosed owning BTC and BNB so this seems pretty significant

Ok maybe this won’t be retarded

$VIRTUAL is one of the few crypto projects that is doing legitimate things in the robotics sector They are coinvested with us on Robotics deals, building a large open source robot training data collection system and developing a commerce protocol for an autonomous machine economy

Robot models don't have the benefit of internet scale data that LLMs do Tesla, Google, Meta are all massively ramping up creation of proprietary robot training data Token incentives could potentially create the largest open source robot training data set Cool work by @virtuals_io

Jensen’s keynote discussing NVIDIA + Figure

Any robotics investors that have thought a lot about this topic please DM me. We are hiring and will be the biggest investors in robotics by next year. Or happy to just riff

When this starts happening at large scale it will have interesting effects globally. Cost of foreign labor will be even cheaper when they are remote vs physically imported Should result in deflation in US (especially given VC subsidization), potential economic tailwinds for countries where large Tele op centers emerge

Emerging trend in robotics right now is deploying robots teleoperated by cheap remote foreign labor So even with ICE mass deportations and a border wall, foreigners are going to be working more jobs than ever in America All subsidized by venture capital

The inevitable perpification of global markets will undoubtedly lead to more volatility The liquidation cascades in crypto markets applied to global equities is going to be a sight to behold

The deeper the wick, the bigger the bounce

The market is a device for transferring money from the impatient to the patient

The Humanoid Robot is going to be the biggest product in history

Robotics strategy is a major long term priority for every major tech CEO in the world right now Imo maybe only Google will be able to pull off the robot foundation model component because they’ve spent a decade+ working on it with significant resources None have the DNA for commercializing complex hardware. The innovation and growth on this end will come from new companies like @Apptronik like you see in this video

Figure 03 coming 10/9

But retard strength has its limits

ETH showing some retard strength

Robot combat entertainment will be one of the first killer apps of humanoid robotics Children will grow up wanting to become robot operators/trainers/engineers similar to aspirations of NBA/F1/UFC

2 years ago when I invested in @Figure_robot I could not understand why I had access to what seemed to be a generational opportunity as an outsider After speaking to many tech VCs, it became apparent that most were either not comfortable/bullish with underwriting hardware deals or LPA didn’t allow them We saw this VC bias as an opportunity to pivot hard into robotics and have since deployed $220m+ into the space We are on track to deploy billions next year from pre seed to post IPO If you’re building something exciting in robotics, or are a talented investor (we are expanding), DM me