mrjasonchoi

VCs have piled billions into robots.

For decades, besides fancy demos there has been little to show for it.

This is going to change soon.

Why?

1. Actuators, sensors, and vision etc are much cheaper and reliable now.

2. AI is much more advanced; robots can now see, plan, and act without tele-operation.

3. Simulation has improved drastically in the past 2 years. Robots can rain in rich, physics‑accurate sims.

4. Geopolitics is driving it: Labor shortages + tech rivalry = urgency. US and China will lead the race.

5. Money is here (again): Billion‑dollar bets will continue

⚠️So the important question…

How to bet on this besides buying into (expensive) robotics companies?

A few peripherals that seem under-explored + tackle massive problems in robotics are:

1. Data bottlenecks: Not enough data + demos = poor generalization. (DePin could solve this)

2. Walled gardens: Closed platforms block innovation (Bittensor-style development could be interesting)

3. Latency limits: Edge compute is still catching up (again, potential crypto element)

4. Public trust: Safety + job fears = deployment drag.

5. Hardware gaps: Durability and battery life still weak

Over the past year, @tangent_xyz has been exploring ways that crypto or distributed systems can accelerate this future, particularly in the first three.

We’ve put about $2M of capital to work so far and expect to do much more.

If you are working to tackle any of the above challenges (with or without crypto), I’d love to chat!

Crypto bros be like this meta that meta but have you meta woman

Excited to live in the age of AI upending all industries, crypto going mainstream, and Apple making transparent icons

Never ask a woman her age
or a crypto VC their DPI

Hyperliquid is refreshingly healthy for this crypto cycle (2022- ).

Nothing they do is a secret: ship a reliable and performant product users use + actually make money as a product + be obsessed about channeling value back to token so investors reap rewards.

This is how cycle runners were made before the market turned tiresomely cynical, as opposed to current PvP new memecoins that fall out of relevance in 2 hours

Veo 3 is truly mindblowing, though every step forward for AI models and half-jokes about "entire batch of startups getting killed overnight" make it clearer that giant incumbents are becoming more entrenched.

World is cascading towards centralization and all the efficiencies but also pitfalls that come with it.

Decentralization has narrow commercial angles, but needs to exist for the world to not become dangerously fragile.