1000x

Today, Avi sits down with Andrew Kang (@Rewkang), founder and CEO of RoboStrategy (Nasdaq: BOT), to discuss why robotics and physical AI are the next $10 trillion mega bubble. We deep dive into why the entire private robotics market is smaller than Pokémon trading cards, why VCs are pivoting from software to physical AI, the GPT-3 moment for robotics and why GPT-5-level capabilities are less than two years away, why you can't just hook Claude up to a robot, how Andrew built the "MicroStrategy of Robotics," and rapid fire pitches on companies in the RoboStrategy portfolio: Figure AI, Apptronik, Standard Bots, Dyna Robotics, and Dexmate. Enjoy!

RoboStrategy Advisors is an investment adviser focused on robotics, physical AI, and emerging technologies.
This discussion is provided for information and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security.
Any opinions expressed are those of the speaker as of the recording date and are subject to change.
Forward-looking statements and opinions are based on current expectations, estimates, projections, and assumptions and are subject to change without notice. Actual outcomes and results may differ materially from those expressed or implied.
Any references to prior investment experience, portfolio companies, or investment outcomes relate to activities conducted outside of RoboStrategy and are provided solely for background and informational purposes. Any referenced gains, returns, or investment outcomes may be unrealized and are not indicative of future results.
Investing involves risk, including possible loss of principal. References to companies, technologies, or investments are illustrative only and should not be interpreted as investment recommendations.

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RoboStrategy: https://x.com/Robostrategy
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Timestamps:
(00:00) Coming Up on 1000x...
(01:28) From Crypto to the Robotics Mega Bubble
(07:00) A $10 Trillion Industry Hiding in Plain Sight
(10:45) The Companies Building Physical AI
(14:10) Why VCs Are Pivoting From Software to Robots
(17:00) The GPT-3 Moment for Robotics
(26:20) How To Get Smart on a New Industry
(33:55) The RoboStrategy Playbook
(52:00) Rapid Fire: The Portfolio

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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

This week, we discuss why the market is splitting in two and how to navigate the dispersion regime. We deep dive into rally warning signs and alt season at the top, the memory supercycle and the DRAM leading indicator, the Saylor unwind and the tax-loss harvesting trade, the pair trade playbook, why you should delete the word "crypto" and apply your skills to equities, Jonah's leading indicator framework for the AI bubble, the hawkish Warsh trade, and the resurfacing Iran/Hormuz tail risk. Enjoy!

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Try the 1000x Terminal: https://1000x.money

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Timestamps:

(00:00) Coming Up on 1000x...
(01:14) Rally Warning Signs: Alt Season at the Top
(06:49) The Memory Supercycle: Reading the DRAM Chart
(11:02) The Market Is Splitting In Two
(16:53) The Pair Trade Playbook
(21:01) Delete "Crypto": Apply Your Skills to Equities
(29:09) The Leading Indicator Framework
(37:30) Hawkish Warsh + The Cash Barbell
(40:38) Iran Heats Back Up: The Hormuz Tail Risk

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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

This week, we discuss whether this is the end of crypto as we know it. We deep dive into Michael Saylor's "Egg Man" problem and why his Bitcoin position has become untenable, why decentralization lost and Solana and Hyperliquid won, how to spot the top of the AI bubble, the memory supercycle and why the OpenAI and Anthropic IPOs might mark the top, the framework of the Iran deal and what it means for oil, and why a deal could actually be bearish for markets. Enjoy!

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Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money

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Timestamps:
(00:00) Coming Up On 1000x...
(01:48) Saylor's Egg Man Problem
(12:49) Is This The End of Crypto?
(23:36) Decentralization Barbell
(29:50) The AI Bubble
(42:59) Memory Supercycle & IPO Top Signals
(54:12) Iran Deal

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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

This week, we discuss whether the rally is over or just pausing as markets sit near all time highs. We deep dive into sticky inflation and high energy prices, the Strait of Hormuz and the risk of operational tank bottoms, the Powell vs Warsh Fed regime change, why BTC is struggling while ZEC and Hyperliquid roar, the explore/exploit framework for compounding your skill set, and the launch of the 1000x Terminal. Enjoy!

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Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money

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Timestamps:
(00:00) Coming Up On 1000x...
(01:41) End of the Rally or Pause?
(09:38) Sticky Inflation + Energy Prices
(17:42) Fed Regime Change: Powell vs Warsh
(27:30) BTC Struggling, ZEC Roaring
(34:56) Saylor's Bitcoin Problem
(38:24) 1000x Goes Macro
(44:23) Compounding Skill Sets
(48:59) The 1000x Terminal

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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

This week, we discuss whether inflation is officially back and what it means for the AI megatrend. We deep dive into Micron crossing $900B, the memory supercycle, the Fed regime change under Kevin Warsh, the Trump-Xi summit and chip export deal probability, the Clarity Act markup, and why the soft landing might officially be dead. Enjoy!

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Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh

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Timestamps:
(00:00) Coming Up On 1000x...
(01:00) Paris Wifi & Gemstones
(12:57) Fed Regime Change
(14:08) Is Inflation Back?
(20:21) Soft Landing Officially Dead?
(28:36) Memory Supercycle
(34:50) Micron @ $900B
(40:05) Trump-Xi Summit Kicks Off
(50:57) Clarity Act Markup

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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.