102 episodes
Ep 101 | Investing $19M in Humanoids with Zero Robotics Experience (w/ Andrew Kang, RoboStrategy)
15/07/2026 | 55 mins.Andrew Kang is the Co-Founder and CEO of RoboStrategy and Managing Partner of Mechanism Capital.
RoboStrategy already holds concentrated positions in industry-defining companies including Figure AI, Apptronik, Standard Bots, and Dyna Robotics.
It is the first publicly listed vehicle purpose-built to give investors liquid exposure to private robotics and physical AI giants, applying the MicroStrategy capital-markets playbook to automation.
RoboStrategy: https://www.robostrategy.ai
Andrew on X: https://x.com/Rewkang
Andrew on LinkedIn: https://www.linkedin.com/in/rewkang/
Ilir on X: https://x.com/IlirAliu_
Ilir on LinkedIn: https://www.linkedin.com/in/ilir-aliu/
Timestamps
0:00 Why we built a public fund for private robotics
0:35 Building the MicroStrategy for robotics
1:22 Escaping the tiger parent trap
2:11 Video games are elite training for game theory and critical thinking
6:30 Learning arbitrage in RuneScape and Neopets
7:59 Don't believe experts just because of their titles
10:24 Why investing is just a video game with real money
12:40 Harvard nutrition professors don't know what they're talking about
18:48 Recreating global finance from first principles
19:57 Why robotics is the early days of crypto all over again
21:50 Realizing humanoids are no longer sci-fi
22:58 Why I wrote a $19M check when every VC told me not to
27:24 How SPVs are democratizing venture investing
30:55 Bet on the founder and their execution speed, not the pitch deck
36:39 The math behind a $50 trillion physical labor market
41:44 Applying the MicroStrategy playbook to private markets
45:48 Humanoids are the GPUs of physical labor
47:48 Building a new SoftBank for the robotics era
50:51 Why robotics startups need engineers for attention
54:35 Don't be satisfied with surface level answersEp 101 | Why I Bought a $25k Robot Arm for My New York Apartment (w/ Elliot Horowitz, Viam)
08/07/2026 | 54 mins.Eliot Horowitz is the Founder and CEO of Viam and Co-Founder of MongoDB.
Viam is building the universal software platform to bridge the gap between AI and physical hardware, running everything from automated boat-sanding systems to AI sonar fleet operations.
Viam: https://www.viam.com
Eliot on X: https://x.com/elliothorowitz
Ilir on X: https://x.com/IlirAliu_
Ilir on LinkedIn: https://www.linkedin.com/in/ilir-aliu/
Timestamps:0:00 The early days of 20 megabyte hard drives1:18 Writing video games on a Radio Shack computer at age five6:24 Rockets, airplanes, and why software is the hardest part of hardware9:03 The power of iteration velocity11:35 Becoming an entrepreneur by accident: MongoDB15:00 Product vs. utility: Why MongoDB won19:10 Stepping down and tinkering in the COVID era22:41 Why I bought a $25k industrial robot arm for my New York apartment28:28 Taking a big swing: Building a universal platform34:16 From an idea to 1,000 production robots41:00 Why trying to build both hardware and software is a trap43:53 Real world deployments: Tooling for operators vs technologists47:02 The power of dogfooding coffee and salad robots in the office49:16 How LLMs will actually code the future of robotics52:14 It’s not about the product, it’s about the outcome53:36 Why nobody spends enough time on education- Evan Beard is the co-founder and CEO of Standard Bots, building AI-trained industrial robot arms designed to automate real factory work, not demos:In this episode, Evan shares a founder path that started in software startups and Y Combinator long before robotics. Seeing engineers at YC building giant robots convinced him this was a “cheat code on life” and he taught himself mechanical and electrical engineering to make it possible
We talk about the early years spent building prototypes in a small apartment, running more than one hundred calls with manufacturers, and discovering the same problem every time. Companies wanted automation, but robots were too expensive and too difficult to program
Evan explains why Standard Bots focuses on usable automation instead of chasing hype. The goal was not a slightly better robot but something ten times easier to deploy, trained through demonstration and physical AI rather than complex programming
We also discuss surviving the near-death phase, raising funding weeks before running out of money, rebuilding electronics during the chip shortage, and learning electrical engineering while debugging exploding circuit boards remotely
A conversation about persistence, customer obsession, and why the future of robotics will be decided by real ROI on factory floors, not humanoid spectacle. - Grace Brown is the founder and CEO of Andromeda, building social companion robots designed for aged care and healthcare environments:
In this episode, Grace shares a founder journey that started long before a company existed. She had been building robots since her teenage years, but the real motivation appeared during COVID lockdowns. People in care facilities were physically supported, yet emotionally isolated. The goal became simple. Build a robot people actually want around them.
We talk about learning outside the curriculum, reaching out to mentors early, and running long real-world pilots before the product was ready. Instead of waiting for perfection, Andromeda deployed unfinished systems into nursing homes to understand behavior, trust, and human reaction.
Grace explains why the hardest problem in social robotics is not intelligence but comfort. A robot can function technically and still fail if people feel uneasy around it. Design, personality, and interaction determine adoption more than raw capability.
We also discuss building a company as a young founder, hiring commercial leadership early, and how moving into the US startup ecosystem changed the pace of decisions and iteration.
You don't want to miss this one! - Camilla Mazzoleni is the co-founder and Chief Product Officer of FORGIS, a Zurich-based startup building an AI operating layer for industrial automation:
In this episode, Camilla shares a founder journey shaped long before robotics.
She grew up as a competitive alpine skier, leaving home early to train at elite level. Discipline, pressure, and repetition defined her daily life. Losing was normal. Learning how to reset and keep going became second nature.
After an injury ended her professional sports career, that same intensity moved into engineering. Camilla talks about discovering robotics through building, not theory. Working on factory floors, programming robots across vendors, and seeing firsthand how slow and fragmented industrial automation really is.
We talk about how Forgis came to life at ETH Zurich. Why hardware is not the bottleneck in factories. Why software fragmentation is. And how Forgis sits on top of existing systems as a hardware-agnostic, edge-based AI layer that upgrades how factories operate instead of tearing them apart.
A great conversation about discipline, switching paths, and why Europe’s manufacturing future depends on intelligence, not replacement.
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About 22Astronauts
The world was built by people not different from you. We interview founders, operators and engineers, to show you they're just like you. Hosted by Ilir Aliu.
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