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Focused on robotics and physical AI. $BOT

Joined July 2025
Photo by RoboStrategy (@RoboStrategy)Photo by RoboStrategy (@RoboStrategy)Photo by RoboStrategy (@RoboStrategy)Photo by RoboStrategy (@RoboStrategy)Photo by RoboStrategy (@RoboStrategy)Photo by RoboStrategy (@RoboStrategy)Photo by RoboStrategy (@RoboStrategy)Photo by RoboStrategy (@RoboStrategy)Photo by RoboStrategy (@RoboStrategy)
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 $2.45B valuation, led by @Georgian_io, to take physical AI to every task before and after the weld. Link Here: path-robotics.com/news/path-…
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Our interview with Andrew: youtu.be/OMuTZD7WTR4 Not investment advice or an offer to buy or sell securities. Investing in BOT involves risk, including loss of principal. Full disclosures: robostrategy.co/investor-cen… RoboStrategy’s portfolio may include companies discussed.
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There's a reason Boston Dynamics stopped at four fingers. Hint: look at who owns them.
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Full video: youtu.be/_59wNoXoqwc Not investment advice or an offer to buy or sell securities. Investing in BOT involves risk, including loss of principal. Full disclosures: robostrategy.co/investor-cen…
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Scott Walter, PhD (@GoingBallistic5), our Robotics Research Diligence Director, will be representing RoboStrategy at the 15th Annual ROTH Technology Conference. Thanks @b2idigital for the feature.
RoboStrategy, Inc. (@RoboStrategy)($BOT ) meets investors at the 15th Annual ROTH Technology Conference, hosted by ROTH Capital Partners (@ROTHCapital) in New York City on Tuesday and Wednesday, November 17-18, 2026, where B2i Digital is the Marketing Partner. The 15th Annual ROTH Technology Conference is a B2i Digital Featured Conference. See event details and profiles of participating companies at: b2idigital.com/roth-15th-ann… RoboStrategy (@Nasdaq: BOT) is a closed-end venture fund providing exposure to private companies pioneering robotics and physical AI. Its portfolio spans humanoid robotics, industrial automation, autonomous delivery, and the foundational technologies enabling machines to operate in the physical world. Led by a team with deep technical and operational expertise, RoboStrategy leverages its industry relationships and rigorous due diligence to identify compelling investment opportunities in one of the fastest-evolving sectors of the global economy. ROTH built the conference around a full day of 1-on-1 and small group meetings with management on Wednesday, after themed fireside chats and a keynote speaker on Tuesday afternoon. Registration is by invitation and subject to approval by ROTH. Credit to the team at ROTH: Byron Roth, Aaron Gurewitz, Isabel Mattson-Pain, Nazan Akdeniz, Otilia “Charo” Montano, Amanda McAdams, Jesse Pichel, Robert Stephenson, Marc Lewis, Matthew Day, Russ Nudelman, Scott Searle, Craig Irwin, Suji Desilva, Gerry Sweeney, Jeff Martin Registration: meetmax.com/sched/event_1393… Participating company website: robostrategy.co/ Conference features include: • Themed fireside chats and a keynote speaker from 1:30 PM to 4:30 PM ET on Tuesday, November 17, followed by the ROTH Pre-Reception and the ROTH Cocktail Party • 25-minute 1-on-1 and small group meetings between executive management and institutional investors from 9:00 AM to 5:00 PM ET on Wednesday, November 18 • Public and private companies across semiconductors, software, communications, AI and data center infrastructure, quantum computing, aerospace and defense, digital assets and media B2i Digital, The Capital Markets Matchmaker℠, carries each participating company’s story From Marketing to Meetings℠, across its media network with a combined monthly audience of more than 330 million and its own community of 1.7 million+ investors and market participants. ROTH is a relationship-driven investment bank focused on serving growth companies and their investors across capital raising, equity research, sales and trading, mergers and acquisitions (M&A) advisory, and corporate access. For more information, visit roth.com. Discover more Featured Companies, Featured Experts, and upcoming Featured Conferences at b2idigital.com. B2i Digital is not a broker-dealer or investment adviser. This post is informational and not an offer or solicitation regarding any security. See the complete Disclosure at b2idigital.com/disclaimer.
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Agility vs Tesla isn't the fight people think it is. Scott Walter on the one thing that decides who wins
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Full video: youtu.be/QeKwvsw1nlQ Not investment advice or an offer to buy or sell securities. Investing in BOT involves risk, including loss of principal. Full disclosures: robostrategy.co/investor-cen… RoboStrategy's portfolio may include companies discussed
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Not investment advice or an offer to buy or sell securities. Investing in BOT involves risk, including loss of principal. Full disclosures: robostrategy.co/investor-cen… RoboStrategy's portfolio may include companies discussed.
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Would Tesla really burn $250M just to show off 5,000 Optimus robots? @GoingBallistic5 thinks the show is the point.
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Full video: youtu.be/ub14BKyNIgg?si=4lOH… Not investment advice or an offer to buy or sell securities. Investing in BOT involves risk, including loss of principal. Full disclosures: robostrategy.co/investor-cen…
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A million Optimus robots next year means one off the Fremont line every 30 seconds. @GoingBallistic5 doesn't think Tesla gets there that fast. Here's why.
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Full video: youtu.be/ub14BKyNIgg?si=hW8r… Not investment advice or an offer to buy or sell securities. Investing in BOT involves risk, including loss of principal. Full disclosures: robostrategy.co/investor-cen…
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A Tesla supplier says Optimus V3 is basically done. So why are they hiding it? Full discussion: 0:00 Why Tesla is hiding Optimus V3 2:16 V3 hardware frozen 6:35 The pickle jar and robot skin problem 12:48 Optimus 2.5 hand tendon clip 16:06 Fingertip skin patent 22:03 Production snags in hands and joints 25:58 Theory: a 5,000 robot V3 reveal 32:02 AI5 chip and DRAM change 38:01 The Optimus factory at Giga Texas 42:41 Ramp to millions by 2030 @GoingBallistic5 @herbertong
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"Anyone still waiting for the ChatGPT moment for robotics missed that the starting shot happened years ago and the first wave of real world deployments already started" @Rewkang on where robotics development stands today and the challenges between here and mass adoption
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Evan Beard of @standardbots on where robotics is today: “Robots are in their infancy. It’s like the 1973 equivalent for the computer industry.” With millions of use cases coming, their answer is an AI platform: “We’re building a platform, not just robots, but the whole software ecosystem. That’s what we’ve tried to do from the beginning, to be that common layer across all these different use cases.”
Standard Bots CEO @evanbeard breaks down their new AI platform and how it could revolutionize American manufacturing. "This allows you to essentially vibe code your robot" Full interview: 0:00 Intro 6:39 Vibe coding robots 8:19 Locate vision system 11:52 400+ customers 13:58 Origin story 16:08 Where are the competitors? 18:56 Vertical integration is key 22:29 Why robot arms over humanoids 27:04 Robots vs the car industry 29:23 The thing to fear as a builder 31:31 America vs China 34:21 Congress and FCC robot ban 38:31 99% of US arms made abroad 42:31 Building everything inhouse 44:47 The plan to win 47:10 Targeting 10% of US installs 49:22 How the next decade will look like
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Not investment advice or an offer to buy or sell securities. Investing in BOT involves risk, including loss of principal. Full disclosures: robostrategy.co/investor-cen… RoboStrategy's portfolio may include companies discussed.
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Standard Bots CEO @evanbeard breaks down their new AI platform and how it could revolutionize American manufacturing. "This allows you to essentially vibe code your robot" Full interview: 0:00 Intro 6:39 Vibe coding robots 8:19 Locate vision system 11:52 400+ customers 13:58 Origin story 16:08 Where are the competitors? 18:56 Vertical integration is key 22:29 Why robot arms over humanoids 27:04 Robots vs the car industry 29:23 The thing to fear as a builder 31:31 America vs China 34:21 Congress and FCC robot ban 38:31 99% of US arms made abroad 42:31 Building everything inhouse 44:47 The plan to win 47:10 Targeting 10% of US installs 49:22 How the next decade will look like
Introducing Standard Bots AI “We chose Standard Bots for two reasons: the speed of development is highly compressed, and the interface for programming the robot is so much simpler. With Standard Bots AI, that's even faster.” — Adrian Nistler, President and CEO, Path Machining & Automation Standard Bots AI robots deliver dramatically faster setups, faster changeovers, and faster paybacks. This is why robots are the new essential power tool of the 21st century. Our mission is to expand human capacity with the world’s most accessible robots. We’re building this future in Glen Cove, New York, and on hundreds of factory floors, and counting. Say yes to more: standardbots.com/ai
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The first AI robot to ring the bell on Nasdaq
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