Joined January 2012
373 Photos and videos
Marc Weinstein retweeted
BREAKING: Bill Hughes (@BillHughesDC) has signed with RoboStrategy as Vice President of Legal & Policy
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The Garden won that game
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Live now
RoboStrategy Investor Day Presentation x.com/i/broadcasts/1nGeLLklg…
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Marc Weinstein retweeted
NEW FUNDRAISE RoboStrategy leads Standard Bots' Series C fundraise Follow @evanbeard & @standardbots for future updates
Today, we’re thrilled to announce our $200M Series C funding round at a $1B valuation, led by @RoboStrategy and existing investors including @generalcatalyst. Standard Bots is now America’s largest manufacturer of AI-native industrial robots. Our customers include Sunoco, Lockheed Martin, NASA, and the US Army along with hundreds of other manufacturers across the country. We’re proud to say that we’re on track to deploy 10% of all U.S. industrial robots by next year. We are expanding our Glen Cove, New York facility to 70,000 square feet to scale our vertically integrated production process. We currently design almost all our own parts, including our own actuators, and we assemble every final product in-house. By 2027, we’ll manufacture everything — from metal in to robots out — right here in America. We believe AI-native robots are the essential power tool of the 21st century — the tool that will grow American manufacturing and help every American worker to be a force at work. You just show your robot how it’s done, and it learns through demonstration. No coding, no consultants, just unbox and deploy faster than anything else on the market. Right now it’s possible for the United States to revitalize our manufacturing base if we become the worldwide leader in this transformative technology. We must build American robots, and put them to work in American factories. It’s a national imperative, and it’s our central mission. This fundraise gets us one step closer to the goal. The future of American manufacturing is bright! Join Standard Bots, and show your robot how it’s done — we’re just getting started.
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Marc Weinstein retweeted
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 🔔
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Marc Weinstein retweeted
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
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Marc Weinstein retweeted
Must watch. My friend @Rewkang who might be the most locked-in robotics investor around.
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
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Marc Weinstein retweeted
RoboStrategy Portfolio
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Been a pleasure getting to work with @JacklouisP over this past year. He's going to be a force on the investment and research front for @RoboStrategy Give him a follow
BREAKING: Jack Pearson (@JacklouisP) has signed with RoboStrategy as an Investment Principal
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Marc Weinstein retweeted
May 28
I was so worried about AI taking my job, I didn’t even stop to consider that the professional athletes would first.
I have a good thesis on robotics…👀👀
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Marc Weinstein retweeted
BREAKING: Kevin McCordic (@intern) has signed with RoboStrategy as Chief Marketing Officer
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Marc Weinstein retweeted
BREAKING: Nic Carter (@nic_carter) has signed with RoboStrategy as an Independent Director
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Marc Weinstein retweeted
May 26
Proud to announce my position as CMO of @RoboStrategy (Jump to the last couple of lines if you want to skip context) I could not be more excited about the robotics industry. I think it is the highest potential emerging technology field that currently exists, and is also the least well understood and appreciated by the general population. I very much expect that in 12-18 months, everyone will be talking about robotics. My goal is to terraform the attention economy of the robotics industry. There are a few folks doing it well (s/o @adcock_brett) but by and large the industry talent for capturing attention, marketing, go-to-market, etc is not good. Very bad actually. Lots of room for improvement! I think building out the RoboStrategy brand will be a great way to be an early mover to a new market and grow one of the top voices in the industry as it matures. Also @Rewkang and @WarcMeinstein made my life a lot easier, $BOT is a great ticker. Why a public fund? We've seen companies like OpenAI, Anthropic, and SpaceX reach enormous private market valuations while much of the public had limited ability to participate in that value creation cycle. I believe robotics companies may increasingly follow a similar path as the industry develops. RoboStrategy is designed to provide public market exposure to robotics, an area that I believe will become increasingly important in the future. Tech is becoming much more powerful and the natural forces of capitalism are causing wealth to concentrate. I want my work to help people better understand what I believe will be an important shift in global labor, while expanding access to innovation in robotics through public markets. It's also cool as hell. These robots feel like the future in a way I've never seen before. And they're going to be everywhere in the not-too-distant future. I expect they will become part of the zeitgeist of social media, politics, markets, and generally the focal point of the world as this vision comes to fruition and people realize what this means for the future. Elon calls the combination of AI and Robotics the "supersonic tsunami." I've never been in a tsunami before, but I imagine it would be quite intense. Especially a supersonic one. I'm excited to have a front row seat as this wave accelerates. Follow @RoboStrategy for a surprise tomorrow 👇
BREAKING: Kevin McCordic (@intern) has signed with RoboStrategy as Chief Marketing Officer
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Proud to announce my position as COO of @RoboStrategy After two years of building, I'm proud to share that I'm Co-Founder and Chief Operating Officer of RoboStrategy, a NASDAQ-listed (Ticker: $BOT ) investment company built around a single conviction: robotics and physical AI will be THE defining industrial platform shift of the next two decades, and the existing capital structures are inadequate to fund it. Private markets are too small. Traditional venture funds are too short-dated. Public market investors, who will ultimately own most of this value, have been largely locked out of the private-stage opportunity set. RoboStrategy is built to close that gap. What's different about our model? Permanent capital. As a closed-end fund, we can underwrite founders on 10 to 20 year horizons rather than 7-year cycles. Public market access. Ordinary investors get exposure to leading private robotics and physical AI companies, including Figure AI, Apptronik, Dyna, and Path Robotics. Industry depth. We've built the investment platform around long-tenured robotics operators, researchers, and founders. The bar for technical sophistication is high. Distribution as a competency. Most investment firms underinvest in storytelling. We treat it as a flywheel, both for the fund and for the founders we back. As COO, I lead the operating side of that thesis: the team, the financial and control infrastructure, the capital markets engine, and the platform our portfolio companies rely on as they scale. I also sit on the Investment Committee and will continue to source opportunities for the fund. The mechanization of the physical world is going to require hundreds of billions of dollars of patient capital. We intend to be the leading vehicle for it. Follow @RoboStrategy to track the build. More to come ][
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.
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Marc Weinstein retweeted
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.
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This is a solid primer on why we structured RoboStrategy as an exchange trade CEF vs. other possible fund structures
MicroStrategy for Robotics - How does RoboStrategy's capital markets model work? Public capital raised at scale, redeployed into leading private companies in robotics. A primer on how a publicly-listed vehicle can compound NAV per share over time via accretive share issuance:¹
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Marc Weinstein retweeted
RoboStrategy, Inc. (Nasdaq: BOT) Enters Into Committed Equity Facility of up to $2,000,000,000 from Roth Principal Investments, LLC to Support Strategic Growth Initiatives globenewswire.com/news-relea…
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Marc Weinstein retweeted
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