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@Rewkang 🤣🤣🤣

@Rewkang Real alpha here

@Rewkang humanoid robots seem like a solution looking for a problem vs task-specific optimized robots which I think have a lot more use cases

@Rewkang They said the same thing about SpaceX is going to age just as well as they said the same thing about the internet.🤣

@Rewkang What’s the biggest reason you think humanoids will follow the same adoption curve as reusable rockets?

@Rewkang the pattern is always the same skepticism then revisionist history

@Rewkang skepticism always looks smart until the tech compounds past the doubt

@Rewkang Finally, someone has clearly explained the "robot version of SoftBank." Rewkang's Q&A session was more valuable than reading a hundred research reports.🫡🫡

@Rewkang Thematic no revenue stocks have created stupid wealth: 🤖 $XBOTF $.25 to ? 🛰️ $ASTS $2 to $115 ⚡ $OKLO $6 to $163 🕯️ $AAOI $2 to $190

@Rewkang what’s the strongest bear case you brought up that he actually struggled to answer?

@Rewkang What part of the bear case on humanoids do you think is the hardest to refute right now?

@Rewkang Dear Andrew Kang, I followed you on Azuki and have been supporting you on Twitter since 2021. You must remember me. I admire you very much, and all your tweets have been a great help to me. I'm a huge fan. Could you please follow me? I love you, I love you so much.🫶😭🫂

@Rewkang There are people making AI robot toys now; I saw someone showcasing one last time.

@Rewkang This is the pattern of every technological revolution: the time when the doubts are greatest is often when the best plans are laid out.

@Rewkang are we still early?

@Rewkang Andrew I believe they are skeptical on the surface but already convinced deep down. It is much safer that way. Just look at what they will do soon

@Rewkang The biggest opportunities often appear when the market is still skeptical. Most breakthroughs look impossible before they become obvious

@Rewkang Yes, the robotics trade is still very nascent. As we see more and more AI robots being used in production, along with corresponding revenues, momentum will grow.

@Rewkang No one is skeptical. It is the future for sure. But, do u need to pay premium to invest now and become someone else exit strategy. Remember do your own research, never too late to invest and be patient are how you can win the market in a long run.

@Rewkang SpaceX parallel hits so hard, underrated long play

@Rewkang Reusable rockets had a launch price to beat; humanoids still need a clean labor-hour benchmark that survives supervision and downtime.

@Rewkang skepticism around new crypto tech is real but also creates opportunities. had this with TON miniapps, a lot of VC's were confused by the model.

@Rewkang Not skeptical of humanoids, but skeptical of Figure and the CEO.

@Rewkang I gotta agree with all that

@Rewkang people always doubt hardware until physical demos hit the floor. software margin expectations make software investors blind to physical manufacturing curves

@Rewkang The fact there is no ][ in the chat yet shows just how early we are

@Rewkang I believe in your project, I'm investing in Bot for my son's future, don't let us down.

@Rewkang Innovation often looks impossible at first.

andrew the skepticism on figure is not about the humanoid robotics market thesis or the technology, but about the behaviour history of the founder and the thin veneer of their claims and their demo videos, which always need to be examined carefully and critically. with reusable rockets your example, it was not hard to evaluate elons ambitious claims from technical pov and see the numbers indicate he was prbly right, then see each step as falcon development progressed hitting logical sensible confirmatory milestones. that script is now replaying with starship and far more people are following as spacex marches down its stated path with clarity openness and competence.

@Rewkang alright but spcx is a retarded scam its valuation has nothing to do with anything

@Rewkang This is conflating reusable rockets with Space X success The problem with humanoid robots is competition not utility or market size Space X has had effectively no competition

@Rewkang You were early on SpaceX too, that’s why you see it before the crowd. Another masterclass take

@Rewkang funny enough there are still those with very bearish convictions on the future of space tech

@Rewkang The pattern repeats. The biggest opportunities usually look overpriced until they end up looking underowned.

@Rewkang I get what you mean. It's wild how some people are still hesitant about that stuff. It definit