Robotics: The Third Wave of AI Speculation

Andrew Kang will likely become a billionaire in the coming years, and not from crypto. If you’ve been doomscrolling CT over the past week or so, you may have noticed one of the many hyperbolic takes he has on the future of robotics.

https://x.com/Rewkang/status/1900018011404460428

And his claims that this sector will reach “decatrillions” isn’t necessarily unwarranted, assuming the already existing consensus view that related technologies, like AI, will also reach similar valuations someday. I mean, the current market cap of Nvidia alone sits at over $2.8 trillion. These advancements are only accelerating exponentially, as robotics is tightly coupled and correlated with AI. Simply put, this sector is moving quick. Just this past week, Apptronik closed a $403M Series A with Mercedes-Benz, ARK Invest, along with other investors to push forward the commercialization of humanoid robots.

Kang’s view on this? An asymmetr