The Biggest Money-Making Opportunity Since Bitcoin? | Andrew Kang
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 2 June 2026
⏱️ 81 minutes
🧾️ Download transcript
Summary
Andrew Kang is a veteran crypto investor and the CEO of RoboStrategy, a publicly traded closed-end fund focused on the robotics industry (Nasdaq: BOT). In this conversation, we break down why Andrew shifted his capital from crypto to humanoid robots, why he believes the market rivals human labor itself. We also discuss the US vs. China robotics race, job displacement, and and how RoboStrategy is giving everyday investors access to venture-scale returns.
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RoboStrategy Advisors is an investment adviser focused on robotics, physical AI, and emerging technologies.
This discussion is provided for information and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security.
Any opinions expressed are those of the speaker as of the recording date and are subject to change. Forward-looking statements and opinions are based on current expectations and assumptions and are subject to change without notice. Any references to prior investment experience, portfolio companies, or investment outcomes relate to activities conducted outside of RoboStrategy and are provided solely for background and informational purposes. Any referenced gains, returns, or investment outcomes may be unrealized and are not indicative of future results. Investing involves risk, including possible loss of principal. References to companies, technologies, or investments are illustrative only and should not be interpreted as investment recommendations.
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Transcript
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| 0:00.0 | Some follow the noise. |
| 0:03.0 | Bloomberg follows the money, |
| 0:04.8 | whether it's the funds fueling AI |
| 0:06.4 | or crypto's trillion dollar swings. |
| 0:08.9 | There's a money side to every story. |
| 0:11.4 | Get the money side of the story. |
| 0:13.5 | Subscribe now at Bloomberg.com. |
| 0:20.4 | Attention all passengers. |
| 0:22.7 | The Uber ride for Mark and Jamal's romantic weekend will depart in four minutes from platform six. |
| 0:29.0 | Your ride comes with a rolling countryside sunset view and a table seat ideal for playing footsie beneath. |
| 0:36.4 | Thank you for booking your tickets on Uber. |
| 0:40.3 | Trains on Uber. |
| 0:42.0 | 100,000 robots for $50,000 each. That's around $5 billion of revenue. |
| 0:46.0 | Now, okay, what if I sell a million robots? That's $50 billion. |
| 0:50.5 | You're getting to almost the scale of some of the biggest companies in the world. |
| 0:53.3 | A million robots is really nothing, right? |
| 0:55.0 | Because Amazon has millions of workers and Walmart has millions of workers. |
| 0:58.0 | And what if I sell tens of millions? |
| 0:59.0 | Okay, that is now 500 billion. |
| 1:02.0 | And so you can see there's a really clear path, trillions of dollars of revenue, |
| 1:07.0 | and that would imply tens of trillions of dollars of market cap. |
| 1:10.0 | And that doesn't even consider stuff like Jevin's paradox where... |
... |
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