What's Actually Holding Humanoid Robots Back Isn't the AI | Andrew Kang, RoboStrategy

Andrew Kang, CEO of RoboStrategy and an early investor in Figure AI, breaks down why he's betting humanoid robots become a tens-of-trillions-dollar market, and why robot intelligence gets good enough within 2 to 3 years while the robots themselves stay scarce. He also gets into what happens to the industry once the model layer commoditizes, and why so many people rushing into robotics right now are underestimating what it actually takes. *Timecode:* 00:00 Intro 01:15 The Bet: All in on Figure AI and the full-stack future 06:00 The Future: How far humanoids actually go 10:25 The Shift: Why Open Source wins 13:19 US vs China: Why it's not a race 15:33 Where to build now: The white space of robotics EO is a global media brand for builders. We tell the defining stories of founders shaping the future: people who see what others don’t and build what they believe in. Subscribe to EO: https://www.youtube.com/@eoglobal EO Magazine: https://www.eomag.io Instagram: https://www.instagram.com/eostudio.official/ X: https://x.com/eostudi0 LinkedIn: https://www.linkedin.com/company/eo-studio EO Studio: https://eo.team/ Business inquiries: partner@eoeoeo.net Build what you believe in.

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