1000x

Avi Felman × Andrew Kang × Jonah Van Bourg

Andrew Kang sees private robotics as crypto in 2014–2015, with market capitalization rising from $20B to $100–150B and potentially 100x upside toward a tens-of-trillions destination.Robo Strategy applies MicroStrategy’s accretive issuance model to private robotics, while a roughly one-year path from GPT-3 to GPT-5-level robotics, rising VC interest and severe failure risk make execution, NAV premiums and valuation marks the key watchpoints.