I’m 100% sure all attention will flow to Robotics soon, once the first mainstream success case plays out
Just as ChatGPT going viral gave us the AI szn where people made millions, I believe the first mass produced humanoid or similar event will give us a Robotics one
Onchain wise, it’s probably smart to start positioning yourself now already / do research into the whole sector
Before we go into what current plays I like, I want to mention this
Robotics and crypto are two industries that find harder friction vs AI<>Crypto
During AI meta there were a lot of teams building AI (slop) tek which all sounded very promising yet took little effort. The trenches didn’t know what the possibilities (ceilings) were, so we bidded literal slop to hundreds of millions. Crypto loves speculation
Robotics will be similar, but you won’t be bidding a pure hardware Robotics company— why?
- Robotics (pure hardware company) is very, very expensive, 50–100M of funding is usually necessary to start building,
- Salaries in this industry are insanely high. I would say a very good dev gets paid at least $200–300K yearly, while the crypto industry is willing to pay a maximum of $70–80K, so there’s that conflict of incentives
- Retention time is very low. Shipping takes years, most startups fail, and unfortunately failure isn’t something Web3 wants to hear (disillusioned industry)
So, once the narrative takes off, there will be a lot of teams coming out with solutions FOR pure Robotics companies (identity, machine-to-machine payments, compute, data marketplaces, shared world models , autonomous Robot DAO’s, ..,) and it’ll be mostly slop.
But there’s a few gems like this onchain already that aren’t slop even hardware ones!! These are plays you should DCA for mid term atleast- don’t buy if you plan to sell tomorrow. That’s not the type of trade this is
I’ve got 4 favourites atm— let me know if you guys have others 🙏 I want to be exposed as much as possible to Robotics onchain
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$CPT //
@EmpulserTech
ICM (ownership) coin, US defence company developing contactless power transfer solutions Robitics-IoT -Drones, .. founded by Patrick Tsang, who has an incredible track record
Currently trades at 15M projected company valuation
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$ST //
@the_small_thing
Building autonomous physical robots that clean the oceans. Officially backed by Marseille (big city in France). They are being adviced by people elite in their respective field. 780K mcap- chart seems bottomed.
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$CODEC //
@codecopenflow
Codec is building Vercel for robotics which aims to make robot development as simple as software development. Since receiving $250K in funding via their
@Pumpfun hackathon win, the team has shipped a first of its kind simulation application and is considering an ACE round to propel their seed cap valuation.
They just dropped SimArena, and it’s built by contributors to Huggingface’s LeRobot, one of the most respected open source projects in Robotics.
3.2M mcap
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$DEUS //
@xmaquina
DAO-governed token that provides exposure to a treasury invested in private Robotics and Physical AI companies such as Figure AI, 1X, and Apptronik. Token holders can vote on investment decisions. A portion of profits from successful exits is used for buybacks.
Currently 21.2M mcap.
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If you guys have any more Robotics projects for me to dig into, please share below and why you’re bullish on them.
Thank you
OpenAI Robotics is hiring, looking for exceptional full-stack hardware, ops, systems, and ML engineers to help us program and manufacture robots that are useful for society.
AI should be able to help people in the physical world. In the short term, we are focused on robots to support skilled workers to build our future infrastructure; in the long term, we imagine everyone having a personal robot doing anything they need.
Our world simulation research program, led by Aditya Ramesh (
@model_mechanic), has evolved over the past year into OpenAI Robotics. Progress is rapid, and based on a foundation of co-design between robotics hardware and ML research.
If you love working hands-on across the robotics stack and want to build the future, please consider joining us. Send an email with your background and evidence of exceptional accomplishment to: robotics-recruiting@openai.com