The robotics narrative has finally caught the mindshare of CT long after I’ve published the original thesis back in March. And there has been one person in particular who has really captured the upside of this opportunity. Andrew Kang has been one of the few people on CT who has been beating the drum on robotics well before it became the narrative crossover. If you remember, in February of last year, Kang made a $19M investment into Figure Robot, quoting that we’re likely at an inflection point in robotics as recent advancements in AI have continued to accelerate this industry. What really stuck out was a post from earlier this year, where he compared the opportunity of humanoid robotics to that of Bitcoin in 2013, only with larger TAM. 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. But how do we come to the...