Andrew Kang

Andrew's highest-conviction humanoid robotics company. He invested $19M before speaking to the founder and before the major markup. He views Figure as a multi-trillion-dollar future company, with no US humanoid competitor close except Tesla Optimus. He emphasizes Figure's vertically integrated approach—building intelligence, hardware, software, and manufacturing—which enables a real-world data flywheel from deployed robots, and its team recruited top talent from Boston Dynamics, Google DeepMind, and Tesla Optimus.

Andrew argues the first killer application for humanoids/physical AI is simple industrial automation: pick-and-place, packaging, mixed-case palletizing, machine tending, and shelf stocking. These tasks are repetitive and poorly suited to deterministic automation because factory layouts, SKUs, and environments change. He estimates industrial automation alone can be tens of billions in revenue, with robots working 24/7 at low marginal cost to solve labor gaps.

Nvidia is critical to the robotics ecosystem by building the intelligence platform and operating system for robots. Its open-source AI models, massive compute capabilities, and dedicated research groups give it a durable edge as robots scale, even as the model layer faces commoditization.