madam of the robo army. investing in robotics @aexoduscapital. ex @NASA 🚀 p(0)

moonbase
Joined October 2011
Foundation model/VLA startups remind me of physics sims circa 1st wave of the robotics cycle 10 yrs ago: flash in the pan but fizzled out quickly when Nvidia/Google open sourced theirs. History rhymes. The min Astra was released, most fdn models died. understandingrobots.org/
Egocentric data collection and refinery startups are DOA. In the last yr, as a physical AI fund, we've seen dozens of these startups selling data collected to inform robot policy & in one ann, Figure just nuked their entire lineage.
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Chjango Unchained⛓️ retweeted
Here's part of why we have Aexodus in our corner. VLEO offers real advantages over higher orbits, but conventional propulsion can't sustain operations there. Aexodus wrote about why that gap matters: insights.aexodus.com/p/the-r…
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Hot take: p(doom) is a top-down psyop to give the population yet another existential crisis to ruminate over ad nauseum until we willingly give up free use of AI in favor of licensed, regulated AI and a public-private partnership bw frontier labs and their govt counterparts.
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And no, a paltry UBI stimmy the govt promises to dole out once a month isn't worth the cost of the loss of autonomy, agency, and potential wealth generation empowered by open & sovereign AI.
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The rationalists believe that an AGI induced mass extinction event is inevitable and that _the govt_ is the right lever to solve the problem. Do you recall when public-private partnerships were a bad thing? My, how the Overton window has shifted.
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Chjango Unchained⛓️ retweeted
On the Silk Road, the big winners often weren't the merchants. They held the outposts where trade settled. Space is building its own now. By @chjango and @heyshounak: insights.aexodus.com/p/the-r… Disclosure: Aexodus is an investor in SpaceXAI, Rendezvous Robotics and Vaxon Space.
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How to make a robo tech bro fall for you:
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Egocentric data collection and refinery startups are DOA. In the last yr, as a physical AI fund, we've seen dozens of these startups selling data collected to inform robot policy & in one ann, Figure just nuked their entire lineage.
Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & compute
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Data is no moat for robots. It's a means to an end. When a company like @Figure_robot spends $15m on data & unleashes it to the world, it's a loss leader to get their Trojan horse thru the door. When startups in China do the same & open sources said datasets, it's not a moat.
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The robotics space has seen an explosion of egocentric & exocentric data collection startups. We've passed on them all for this exact reason. A larger, more well-funded company can emerge and subsume the lion's share of the market. Preseed startups here don't stand a chance.
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Chjango Unchained⛓️ retweeted
Introducing GEN-1.5, a one-shot learner. It can learn new tasks in a few seconds. Show it what to do, and it generalizes. This capability emerged from pretraining on physical data at scale, as a step towards our mission of building general intelligence for the physical world.
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Chjango Unchained⛓️ retweeted
It's official, Unitree the 8000x+ retail oversubscribed humanoid company in China. Is expected to go public in 2 days! So the 19th. Opening is implied to be around ~$41.66B MC per derivatives, around +363.3% above its ~$9B IPO valuation. Fun times for humanoids this week.
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Chjango Unchained⛓️ retweeted
Asimov 1 is an open-source reference humanoid robot. It ships as a complete DIY kit. $20,000 total, delivered to your door. menlo.ai/asimov-1
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Chjango Unchained⛓️ retweeted
this is absolutely unreal jack dorsey (twitter co-founder) just shipped a totally free github repo sitting at 26.2k stars that basically hands you an ai-agent operating system for running a business here’s the setup: 1. clone the repo 2. host the server yourself: channels, search, git, automations, it all runs there 3. drop your agent into a channel like it’s another teammate, lock down its permissions, and let the crew guide it in real time save this and bookmark it, seriously
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🤖🚀 Excited to welcome @chjango, General Partner at @AexodusCapital, as a speaker at the 𝗥𝗼𝗯𝗼𝘁𝗶𝗰𝘀 & 𝗔𝗜 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗵𝗼𝘄𝗰𝗮𝘀𝗲 𝟮𝟬𝟮𝟲 presented by @svhcapital. Chjango is the founding General Partner of Aexodus Capital, bringing deep experience in scaling and investing in deep tech ecosystems since 2014. She began her career at NASA JPL and later served as the principal architect who bootstrapped the ecosystem behind Cosmos ATOM, helping drive its aggregate ecosystem market cap from $10M to over $80B in four years. 𝗔𝘁 𝘁𝗵𝗲 𝗥𝗼𝗯𝗼𝘁𝗶𝗰𝘀 & 𝗔𝗜 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗵𝗼𝘄𝗰𝗮𝘀𝗵 𝟮𝟬𝟮𝟲, Chjango will join Panel – “Global Robotics Innovation: From Lab to Market: Scaling Robotics Companies Globally.” The panel will bring together robotics founders, corporate innovation leaders, and venture investors to explore what it takes to scale robotics from prototype to global commercial adoption, covering manufacturing, enterprise partnerships, international expansion, regulatory challenges, and the capital required to build category-defining robotics companies. ✨ 𝗪𝗵𝗮𝘁 𝘁𝗼 𝗹𝗼𝗼𝗸 𝗳𝗼𝗿𝘄𝗮𝗿𝗱 𝘁𝗼: • Insights from global leaders across robotics, AI, deep tech, and emerging technologies • Engaging keynotes, expert panels, and fireside chats exploring the future of robotics and AI • Startup showcases, live demonstrations, and innovation exhibits • Opportunities for cross-border collaboration, investment, and strategic partnerships • Tesla Experience, BBQ, complimentary beverages, and exclusive networking opportunities 📍 Circuit Launch, Mountain View 📅 August 19, 2026 | 12:00 PM – 7:00 PM (PDT) 💸 𝗚𝗲𝘁 𝟮𝟬% 𝗢𝗙𝗙 𝘂𝘀𝗶𝗻𝗴 𝗰𝗼𝗱𝗲: ORBIS8620 🎟️ 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗡𝗼𝘄: luma.com/roboticsaiaug26?cou… 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀: Citizens Private Bank | Association for Corporate Growth (@ACGGlobal) | @AGIBOTofficial 𝗩𝗲𝗻𝘂𝗲 𝗣𝗮𝗿𝘁𝗻𝗲𝗿: @circuitlaunch 𝗖𝗼-𝗛𝗼𝘀𝘁: The Future of Tech (@orbis86_x | @offchainglobal | @BrandPR_io) 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀: @Tesla | Founder & Co | @GnusAi | AI Plus (AI+) Join Chjango U. and fellow industry leaders for a timely conversation on the challenges and opportunities involved in taking robotics innovation from the lab to the global market. #Orbis86 #TheFutureOfTech #Robotucs #AI #SiliconValley #SVHCapital #CircuitLaunch #Tesla #USA #California #BayArea #Events #Conference #DeepTech
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Chjango Unchained⛓️ retweeted
uhhh... the Unitree IPO is more than 8000 times oversubscribed by retail investors. The demand for pure play humanoid companies is absolutely enormous? I'm personally in the US-based Agility Robotics club (Softbank, $NVDA, $AMZN, Foxconn, etc), at $2.5B premoney via $CCXI. And my take is that Unitree likely opening at $30B+ (from pre-ipo perps), might bring the leading US players some more attention in a week or two. Regardless that's just absurd demand.
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Chjango Unchained⛓️ retweeted
BREAKING: SpaceX, $SPCX, has announced a partnership with Nvidia, $NVDA, to develop the Starmind AI1 satellite computing payload.
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Chjango Unchained⛓️ retweeted
Robot powered by Qualcomm’s new AI chip dies mid-presentation 😭
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Chjango Unchained⛓️ retweeted
FCC set to ban Chinese imports of humanoid and quadruped robots per Reuters. To protect American Humanoid/Robotics programs. Agility Robotics ( $CCXI ) and other US humanoid players should be happy to hear this.
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