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Meth Inhaler Meth Inhaler @methinhaler · 329 subscribers
Post #21 800
Very much a fan of all Robotics companies

China/Robots barbell is not going away

- $UNITREE CCP robots, will buy at IPO (~$8B val) / target Q4 IPO [US investors have been kept off investment rounds]
- Robot Strategy Kang Robot SPV (I did that deal)
- Figure Ai largest us robot company ($40Bval)
- Apptronik cheapest humanoid company (~~1.5B)

Robots will be everywhere (https://ourworldindata.org/grapher/annual-industrial-robots-installed#explore-the-data)
Our World in Data New industrial robots installed per year An interactive visualization from Our World in Data.
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