22Astronauts

22Astronauts with Ilir Aliu

The world was built by people not different from you. We interview founders, operators and engineers, to show you they're just like you. Hosted by Ilir Aliu.

  1. 5d ago

    Ep 101 | Investing $19M in Humanoids with Zero Robotics Experience (w/ Andrew Kang, RoboStrategy)

    Andrew Kang is the Co-Founder and CEO of ⁨RoboStrategy⁩ and Managing Partner of Mechanism Capital. RoboStrategy already holds concentrated positions in industry-defining companies including ⁨Figure AI, ⁨Apptronik, ⁨Standard Bots⁩, and Dyna Robotics. It is the first publicly listed vehicle purpose-built to give investors liquid exposure to private robotics and physical AI giants, applying the MicroStrategy capital-markets playbook to automation. RoboStrategy: https://www.robostrategy.ai Andrew on X: https://x.com/Rewkang Andrew on LinkedIn: https://www.linkedin.com/in/rewkang/ Ilir on X: https://x.com/IlirAliu_ Ilir on LinkedIn: https://www.linkedin.com/in/ilir-aliu/ Timestamps 0:00 Why we built a public fund for private robotics 0:35 Building the MicroStrategy for robotics 1:22 Escaping the tiger parent trap 2:11 Video games are elite training for game theory and critical thinking 6:30 Learning arbitrage in RuneScape and Neopets 7:59 Don't believe experts just because of their titles 10:24 Why investing is just a video game with real money 12:40 Harvard nutrition professors don't know what they're talking about 18:48 Recreating global finance from first principles 19:57 Why robotics is the early days of crypto all over again 21:50 Realizing humanoids are no longer sci-fi 22:58 Why I wrote a $19M check when every VC told me not to 27:24 How SPVs are democratizing venture investing 30:55 Bet on the founder and their execution speed, not the pitch deck 36:39 The math behind a $50 trillion physical labor market 41:44 Applying the MicroStrategy playbook to private markets 45:48 Humanoids are the GPUs of physical labor 47:48 Building a new SoftBank for the robotics era 50:51 Why robotics startups need engineers for attention 54:35 Don't be satisfied with surface level answers

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The world was built by people not different from you. We interview founders, operators and engineers, to show you they're just like you. Hosted by Ilir Aliu.

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