COO @robostrategy, Opinions are my own
Joined January 2012
- Tweets8.1K
- Following8.6K
- Followers17.2K
- Likes93.6K
Marc Weinstein retweeted
NEW FUNDRAISE
Path Robotics raises $300M Series E at a $2.45B valuation.
Our conversation with CEO @AndrewLonsberry is live on our YouTube channel.
We started with the hardest job in the factory: welding.
Now Path Robotics has raised a $300M Series E at a $2.45B valuation, led by @Georgian_io, to take physical AI to every task before and after the weld.
Link Here: path-robotics.com/news/path-…
Marc Weinstein retweeted
Citrini Analyst #2 on when robotics will have its ChatGPT moment:
"I'm not sure that there will be a moment, but maybe it'll be a mosaic of all of these things."
"As they come together, it's very clear that this is happening and accelerating at a rapid pace."
Robotics Tipping Point: The Interview
We sat down with Kyle Zinn from @citrini, the team behind the SaaSpocalypse and Hormuz articles that broke the timeline.
Citrini's latest field trip took him to robotics factories in the Bay Area to find out where the industry is headed:
00:00 - Intro
04:51 - Field-trip report
07:33 - Robotics' "ChatGPT moment"?
10:35 - The humanoid debate
13:45 - No "light switch" moment
16:31 - ROI is the key
17:43 - How to train a robot
19:59 - Robot school and internships
23:29 - Optimus at Giga Texas
26:23 - OpenAI enters robotics
31:57 - Early real-world deployments
37:23 - Unitree vs. Figure
39:52 - General robots 1-2 years away
41:50 - Humanoid supply-chain trade
44:34 - Bet on manufacturing enablers
48:29 - Supply-chain stocks
50:47 - Figure and Tesla's upside
53:26 - Figure's edge
55:19 - US vs. China
58:58 - Behind the field trip
1:04:15 - Where to invest
Marc Weinstein retweeted
We will be interviewing @adcock_brett live on our YouTube channel today to unpack this announcement.
Subscribe to be notified when we go live:
youtube.com/@RoboStrategy
Marc Weinstein retweeted
BREAKING: Herbert Ong (@herbertong) has signed with RoboStrategy to lead YouTube strategy and content.
Marc Weinstein retweeted
Announcing Maven Robotics' $100M Series A, led by RoboStrategy
Follow @mavenrobotics and CEO @hamzaderbas as they come out of stealth today.
Read the TechCrunch article here:
techcrunch.com/2026/09/10/ma…
Marc Weinstein retweeted
First RoboStrategy Shareholder Letter
robostrategy.co/news/shareho…
I expect much of the value from this decoupling to accrue to private robotics companies in the US
US-CHINA ROBOTICS DECOUPLING BEGINS
Bernstein says the FCC ban on new foreign-made mobile robots marks the start of U.S.-China robotics decoupling.
Restrictions could expand to AI chips and investments, while China could retaliate through data controls or rare-earth magnets.
Potential beneficiaries include Tesla ( $TSLA), Hesai ( $HSAI), Schaeffler ( $SHA:GR), Harmonic Drive ( $6324:JP), Horizon Robotics ( $9660:HK) and Black Sesame ( $2533:HK).
Chinese robotics firms may increasingly target non-U.S. markets.
Another banger from the RoboStrategy goat @JacklouisP
6
24
1,524
Marc Weinstein retweeted
Congratulations to portfolio company @DynaRobotics on the launch of Dyna-2.
Pre-trained entirely on human video, Dyna-2 represents a meaningful step toward making physical AI scale more like software, potentially accelerating iteration, improvement and commercial deployment.
A significant milestone for Dyna and the broader robotics industry.
Today we are introducing Dyna-2, a world-action model pre-trained on one million hours of human video. At this scale, for the first time, we discovered several new scaling laws:
• world-action models exhibit scaling law on human data across four orders of magnitude, from 1000 to 1,000,000 hours,
• this human data scaling law implied a scaling law on never seen robot data,
• both data and objective matter; world modeling and scaling on video data are essential for cross-embodiment scaling transfer to emerge
🧵
We just published our investment thesis on Standard Bots.
A deep dive on how we believe Standard Bots is reinventing the arm from first principles, and the case for bringing manufacturing back to the US
2
27
1,594
Marc Weinstein retweeted
I've just finished writing a 6,000 word Investment Memo on @standardbots
It will be published at @RoboStrategy soon, covering:
- The birth of the robot arm
- A typical robot arm’s hardware and software architecture
- How Standard Bots is reinventing the arm from first principles
Marc Weinstein retweeted
RoboStrategy has raised ~$36.5M through private share issuance
Completed through private placements with institutional investors at a weighted average price of $29.65
Full press release here:
globenewswire.com/news-relea…
Marc Weinstein retweeted
BREAKING: Bill Hughes (@BillHughesDC) has signed with RoboStrategy as Vice President of Legal & Policy
