BOT: Public Market Access to Private Robotics Companies Introducing RoboStrategy: RoboStrategy, Inc. (Nasdaq: BOT) is a closed-end management investment company providing concentrated exposure to robotics and physical AI. The fund is designed to give public market investors exposure to a portfolio that aims to include the most promising private, pre-IPO, and public robotics and physical AI companies. It bridges a structural gap between where robotics innovation is occurring (largely in private markets) and where most investors can access exposure (public markets). The fund seeks to provide investors with access to a sector that has traditionally been limited to venture capital, and aims to provide exposure to companies that may stay private for longer. -- The Core Insight We believe the robotics industry is at an inflection point, with physical AI and robotics increasingly being applied to labor-constrained global industries such as manufacturing, logistics, and services. According to the International Labor Association, labor accounts for approximately 52% of global GDP.¹ According to Statista, global GDP in 2025 was $118T.² This represents an implied global labor market size of roughly $60T. At the same time, this labor base is increasingly constrained: Korn Ferry projects a global shortage of 85.2 million skilled workers by 2030, including a 7.9 million worker deficit in manufacturing alone.³ Deloitte and The Manufacturing Institute estimate the US could need 3.8 million new manufacturing workers by 2033, with 1.9 million of those roles at risk of going unfilled.⁴ Physical AI and robotics are emerging as a primary means of closing that gap. While public markets currently offer indirect exposure to robotics through diversified technology companies, much of the value creation is occurring in private companies that remain inaccessible to most investors. -- Portfolio Focus The portfolio focuses on what the fund believes are category-defining robotics and physical artificial intelligence innovators, including Figure AI, Apptronik, Dyna Robotics, Standard Bots, Dexmate, and other pioneers advancing autonomous systems, machine perception, and human-machine collaboration. The managers of the fund seek to optimize returns by actively managing the portfolio and continuing to make new investments in leading private robotics companies. -- The Ambition The fund's long-term goal is to grow into a significant public-market vehicle for robotics investing, providing public-market access to private innovation in the sector. -- Footnotes & Disclosure: ¹ International Labour Organization, World Employment and Social Outlook: May 2025 Update. ilo.org/sites/default/files/… ² Statista, Gross domestic product (GDP) in current prices worldwide. statista.com/statistics/2687… ³ Korn Ferry, Future of Work: The Global Talent Crunch. kornferry.com/about-us/press… ⁴ Deloitte & The Manufacturing Institute, Taking charge: Manufacturers support growth with active workforce strategies, April 2024. deloitte.com/us/en/pages/abo… RoboStrategy, Inc. (Nasdaq: BOT) is a closed-end fund registered under the Investment Company Act of 1940. This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell securities. Investing involves substantial risks, including possible loss of principal. The fund invests in robotics, physical AI, emerging technologies, and private companies, which may involve heightened volatility, limited liquidity, valuation uncertainty, and concentration risk. References to portfolio companies are illustrative only, do not represent all investments made by the fund, and are not investment recommendations. Portfolio holdings are subject to change. Forward-looking statements are inherently uncertain. See the prospectus and SEC filings for additional information.

RoboStrategy on the NYSE floor Behind the scenes shot of CEO Andrew Kang talking about the robotics market and RoboStrategy portfolio companies on TV 🎥

BREAKING: Bill Hughes (@BillHughesDC) has signed with RoboStrategy as Vice President of Legal & Policy

"What is the total addressable market for humanoid robots?" Andrew (@Rewkang) gives his take on the market potential:

If you missed the first ever RoboStrategy Investor Day Presentation You can access the video below 👇

RoboStrategy Investor Day Presentation x.com/i/broadcasts/1nGeLLklg…

We're about to go live RoboStrategy Investor Day begins at 10:00 AM ET, in one hour We will be streaming directly to X from this account

The first RoboStrategy Investor Day is tomorrow, Wednesday, June 10 at 10:00 AM ET, live on X from @RoboStrategy. The team will break down the robotics thesis, the fund, the portfolio, and how we invest in physical AI. Follow and turn on notifications so you don't miss it 🔔

NEW FUNDRAISE RoboStrategy leads Standard Bots' Series C fundraise Follow @evanbeard & @standardbots for future updates

Megacap companies like SpaceX, Anthropic and OpenAI are finally planning to go public. But so much of the gains happened while they were still private. The same thing is playing out with humanoid bots. The number one question I keep getting asked is how does a regular investor buy into the private bot companies? So I did a quick video explaining RoboStrategy now public at Nasdaq under the ticker $BOT It gives investors a way to gain exposure to companies building the future of physical AI. Personally, I think the robotics story is still in the first inning. The question isn't whether robots will be a huge market. The question is who will own the winners before everyone else notices. @Rewkang @RoboStrategy

NAV is subject to change significantly.

My full conversation with @Rewkang 2:36 Pivoting to robotics from crypto 11:46 Kang asks: Why are you trading? 24:14 Robotics' ChatGPT moment 28:44 GPT-5 robots within a year 33:04 A robot in every home 41:09 Big Tech is lagging 54:43 Where the real moat is 1:02:40 Building MicroStrategy for robots 1:08:00 How retail can access Robotics 1:19:23 The SoftBank playbook

BREAKING: Shayaan Nackvi (@Shaya4n) has signed with RoboStrategy as VP of Operations

New episode with @AviFelman sitting down with @Rewkang on the next mega bubble. The total market cap of all private robotics companies is $200B. XRP is $100B. Pokémon trading cards are $50B. This is going to be a $10 TRILLION industry. We discuss: • VCs are pivoting from software → physical AI • The GPT-3 moment for robotics • Why you can't just hook Claude up to a robot • How @Rewkang built @RoboStrategy ($BOT) • Portfolio: Figure, Apptronik, Standard Bots, Dyna, Dexmate OUT NOW on @YouTube & @Spotify 👇

The first RoboStrategy Investor Day is Wednesday, June 10 at 10:00am ET The team will walk through the robotics thesis, fund, portfolio, and how we invest in robotics and physical AI Will be streamed from the @RoboStrategy account on X - follow and turn on notifications 🔔

Andrew Kang turned a few early stage robotics investments into a $500 Million publicly traded empire @RoboStrategy He is widely considered THE leading investor in robotics @Rewkang believes the ChatGPT moment for Robotics is happening RIGHT NOW and it will be BIGGER THAN BITCOIN This interview is a masterclass on Robotics investing in 2026 1:18 – Why robotics today feels like crypto in 2015 4:23 – Is robotics a bigger opportunity than Bitcoin? 10:30 – Robotics 101: players, problems & bottlenecks 16:40 – Who's leading the race: Tesla vs Figure 23:10 – China's 100 robotics companies & the real investment risk 25:28 – US vs China: who's actually ahead? 33:40 – How many human jobs will be replaced? 38:00 – The "ChatGPT moment" for robotics 43:55 – UBI & the new social contract 46:30 – Why Andrew built Robo Strategy 51:20 – Lessons from Bitmine, MicroStrategy & Saylor 1:07:50 – The Boston Dynamics question 1:12:09 – His most contrarian bet: avoid model-only companies 1:19:55 – Tesla or Figure? 1:23:26 – Figure's valuation in 5 years: bear, base & bull 1:29:20 – Final words of wisdom

NAV is subject to change significantly.

First Podcast Appearance in 5 years Building a Robotics focused investment firm has been one of the most fascinating experiences of my life Robots will be as ubiquitous as smart phones within a decade. Everyone should be paying attention and the @RoboStrategy team will be sharing much more about the most exciting developments in the industry

First @Rewkang podcast in 5 years Dropping very soon Turn notifications on

Which portfolio company do you want to learn more about? Let us know and we'll make some content

RoboStrategy Portfolio