The Biggest Money-Making Opportunity Since Bitcoin? | Andrew Kang

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**Anthony Pompliano** (0:40)
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**Andrew Kang** (1:00)
100,000 robots for $50,000 each. That's around $5 billion of revenue. Now, okay, what if I sell a million robots? That's $50 billion. You're getting to almost the scale of some of the biggest companies in the world. A million robots is really nothing, right? Because Amazon has millions of workers and Walmart has millions of workers. And what if I sell tens of millions? Okay, that is now $500 billion. And so you can see there's a really clear path, trillions of dollars of revenue, and that would imply tens of trillions of dollars of market cap. And that doesn't even consider stuff like Jevin's Paradox, where...

**Anthony Pompliano** (1:32)
What's going on, guys? Today, we have a very important conversation with Andrew Kang. Andrew is one of the best investors in the crypto world. But the last couple of years, he has spent a majority of his time focused on the robotics industry. Today, he serves as the CEO of RoboStrategy, a publicly traded, closed-in fund specifically focused just on investing in the robotics industry. In this conversation, we talk about how big the market is, why traditional venture capitalists haven't been interested in it, why Andrew thinks that this is a place that his capital can compound over a long period of time, how he personally built the conviction to actually invest a large sum of money into these companies, and then why he chose to use a public vehicle to go and invest in these companies. This conversation, I think, is one that you guys will look back for years and years to come. I highly suggest that you pay attention. I think that Andrew is a very special investor, but I also think the strategy and the industry that he's going after, it's something that people don't yet understand, but it's something that I'm personally very convicted in, and I think that there's a lot of opportunity here. Here's my conversation with Andrew Kang. Andrew, you're one of the best crypto investors in the world. You've had an incredible track record over the years, but now you're spending a lot more time on humanoid robots and robotics in general. Why the shift in attention and capital to a market that maybe most people don't understand that well yet?

**Andrew Kang** (2:43)
Yeah, I mean, there's a lot of reasons. We're finally going to have robots, right? It was always, you know, this big dream in sci-fi. You'd see robots that were shaped like humans, doing everything a human could do.
And we're finally getting the point where that is as possible. It's not a 50-year thing. It's not a 20-year thing. This is probably more so like a three to five year thing, right? Where you start to see humans, humanoids in everyday life.

**Anthony Pompliano** (3:11)
Now, when you think about these humanoid robots, I always go to, there's different ways that people envision these fitting into our lives. There is like humanoids that are in factories. There is videos, whether they're AI generated or real, of demos where they're doing things in our homes. Then there is the like, maybe Jetson style, like they're like walking down the street, walking your dog or doing stuff in society.
What is your vision for how humanoid robots are going to actually fit into kind of our future?

**Andrew Kang** (3:41)
I think, you know, almost all of the above is possible in the future. Right?
You're going to have humanoids act the same way and participate in jobs the same way that humans do.