RoboStrategy published our first Shareholder Letter, and in it we discuss our outlook on Robotics industry. While we've already reached the GPT-3 era, there won't be a ChatGPT moment. The adoption curve will be somewhere between AI chatbots and autonomous vehicles. There will be no single day where it clicks for the global consciousness, but nonetheless a rapid permeation of new autonomous machines of all shapes and sizes. Physical AI is already getting really good for a variety of use cases, but we can't instantly supply millions of robots to customers like we can with AI instances. By next year, intelligence will no longer be the bottleneck, it will be the actual robots. robostrategy.co/news/shareho…

Anyone waiting for the ChatGPT moment for robotics is going to miss the first wave of adoption @Standardbots are already deployed to hundreds of customers across almost every state @DynaRobotics has robots deployed across restuarant chains, hotels, logistics, data centers @PathRobotics has robots welding across defense, oil & gas, energy companies and signed a $600m deal with HII, one of the largest shipbuilding companies We will eventually build a big single model that works out of the box for anything, but specialized models are starting to tackle massive labor markets today

The RoboStrategy portfolio was built on the thesis that accelerated developments in physical AI would lead to exponential demand of robots - favoring companies that are vertically integrated Hearing across the industry that robot demand from customers is difficult to keep up with and things have barely gotten started

Announcing our $668M Series B! Led by ARCHIV with participation from @nvidia. This capital expands our GPU capacity across the U.S., Taiwan, and APAC, and scales our inference platform. Our contracted ARR has reached more than 9x since the end of 2025. Thanks to everyone who is building with us 🙏

F.02 Decommission

Dyna-2.1 is the first Physical Agent that can complete an entire job. Customers care about getting work done, not video views. A robot that performs a stationary task but needs a human to bring it the next item, carry away the finished work, and clear every jam isn’t completing a whole job. It’s creating a new one: robot babysitter. The real benchmark isn’t how fast your robot moves. It’s how long you can walk away. Customers don’t buy an impressive step in a workflow. They buy the whole job getting done.

We had the realization earlier this year that the true value of general-purpose robots is in solving end-to-end workflows instead of isolated, stationary tasks. Much like LLM coding, autocomplete was cool, but it really took off when coding agent became capable enough to own an entire project end-to-end. Marching towards the vision that a robot should become a coworker that you can depend and trust for a whole shift, we have revamped our entire stack, built our friendly and cute semi-humanoid Taku, and designed an agentic system that seamlessly reacts, executes, and plan. Dyna-2.1 combines a very capable hardware with full-stack modeling to deliver a physical agent that learns, adapts, recovers extremely efficiently. I hope this becomes an inflection point for the whole industry, as we shift away from demos and towards building a product that can truly increase physical productivity in the world. General-purpose robots are coming, and i'm excited for what to come next

We are entering the agentic era of robotics

We are releasing Dyna-2.1, the first Physical Agent that achieves reliable super long-horizon whole-body autonomy. It combines our brand-new semi-humanoid hardware with an agentic system built around Dyna-2 to handle ultra-long real-world workflows. Here is an uncut footage of Dyna-2.1 completing an entire hour-long laundry room workflow, just like a human does.

Made for the details and the demands of real work. Built for craft and mastery. A first look at our new robot. Coming soon.

Humanoid Robots for Entertainment is a massively underrated market This was part of @RoboStrategy's thesis for investing in @REK last year and this week they broke the internet with 100m+ views. Entertainment was the largest use case for humanoids sold in 2025. We believe there's an opportunity to build the F1/UFC of Robots. Gladiator Games with Machines

“Where were you when the robots came?” Morgan Stanley’s Adam Jonas thinks combining AI and robotics could multiply global GDP eight to ten times “before you and I retire.”

The first half of the year was a wake up call to the VC industry. Both in the shift in perception of the investability of SaaS and that investing in companies building for the world of atoms can produce extreme power law outcomes. We hear of strong pressure both internally amongst GPs and externally from LPs across a swath of investment firms to seriously reorient their allocation strategies. 2026 is the first year that robotics has really registered on the map for VC investment and we expect growth to accelerate. I would not be surprised to see annual investment in private robotics companies to exceed $100b by next year.

The amount of investors that can access US public stocks is ~1B The amount of investors that have had access to invest in legitimate Anthropic/OpenAI directs or SPVs is likely in the tens of thousands We are seeing an unprecedented privatization of wealth building opportunity

LIVE Interview With Figure CEO | AI Breakthrough, Helix 2.5, Zero-Shot Generalization and More x.lingyaoai.com/i/broadcasts/1DxLdZkLd…

The holy grail for robotics is being able to generalize: doing work in unseen places We rented 30 homes in the Bay Area and are doing tasks without any new training

We just visited Figure and it was 94 degrees out and the robots were everywhere outside and had no issue with the heat These robots are built to last

Herbert has been a key media figure in the Tesla & Robotics community His channel is a go to for expert commentary and education for many Space, AI and Robotics investors. I first came across Herbert and @GoingBallistic5 through his channel years ago during my initial humanoid research journey and learned a lot from them. These guys are going to run a killer robotics podcast for @RoboStrategy

BREAKING: Herbert Ong (@herbertong) has signed with RoboStrategy to lead YouTube strategy and content.