--- title: Figure AI's Early Investor Predicts Human-Level Robots... description: Andrew Kang, CEO of RoboStrategy — a NASDAQ-listed venture fund exclusively focused on robotics and physical AI — shares his investment thesis on humanoid... canonical: https://daily.dev/posts/figure-ai-s-early-investor-predicts-human-level-robots-in-3-years-andrew-kang-robostrategy-7efiiojoe twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: Figure AI's Early Investor Predicts Human-Level Robots in 3 Years | Andrew Kang, RoboStrategy | daily.dev og:description: Andrew Kang, CEO of RoboStrategy — a NASDAQ-listed venture fund exclusively focused on robotics and physical AI — shares his investment thesis on humanoid... og:url: https://daily.dev/posts/figure-ai-s-early-investor-predicts-human-level-robots-in-3-years-andrew-kang-robostrategy-7efiiojoe og:image: https://api.daily.dev/og/posts/7efiIOJoE.png og:image:alt: Figure AI's Early Investor Predicts Human-Level Robots in 3 Years | Andrew Kang, RoboStrategy og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # Figure AI's Early Investor Predicts Human-Level Robots in 3 Years | Andrew Kang, RoboStrategy **[EO](https://daily.dev/sources/entreprenueropp)** · 21 min read · 0 upvotes · 0 comments ## Summary Andrew Kang, CEO of RoboStrategy — a NASDAQ-listed venture fund exclusively focused on robotics and physical AI — shares his investment thesis on humanoid robots. He predicts robot intelligence will reach human-level capability for most daily tasks within 2–3 years, though manufacturing bottlenecks will delay mass deployment. Key points include: why vertically integrated companies like Figure AI and Tesla Optimus are best positioned, the importance of embodiment-specific training data, how open-source AI models are closing the gap with frontier models and may commoditize robot intelligence, the US vs. China robotics race (he sees both developing independently but reaching similar outcomes), and the Unitree platform-first strategy as an interesting alternative to the US perfection-before-release approach. He cautions that building a robotics company is far harder than software and requires deep multidisciplinary expertise. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Similar posts on daily.dev - [AI breakthroughs in robotics won’t change your life any time soon](https://daily.dev/posts/ai-breakthroughs-in-robotics-won-t-change-your-life-any-time-soon-mg5mfagjg) · MIT Technology Review · 0 upvotes · 0 comments - [China’s humanoid robot boom faces reality check as 150 companies chase a market where only 23% of buyers are satisfied](https://daily.dev/posts/china-s-humanoid-robot-boom-faces-reality-check-as-150-companies-chase-a-market-where-only-23-of-bu-3snsvlztz) · The Next Web · 0 upvotes · 0 comments - [Why China’s humanoid robot industry is winning the early market](https://daily.dev/posts/why-china-s-humanoid-robot-industry-is-winning-the-early-market-d94qocucu) · TechCrunch · 0 upvotes · 0 comments - [Why 2031 Might Be the Last Year Humans Do AI Research](https://daily.dev/posts/why-2031-might-be-the-last-year-humans-do-ai-research-fgfuyjmjn) · Dev Genius · 6 upvotes · 4 comments --- Tags: [#robotics](https://daily.dev/tags/robotics) [View this post on daily.dev](https://daily.dev/posts/figure-ai-s-early-investor-predicts-human-level-robots-in-3-years-andrew-kang-robostrategy-7efiiojoe) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"TechArticle","headline":"Figure AI's Early Investor Predicts Human-Level Robots in 3 Years | Andrew Kang, RoboStrategy","url":"https://daily.dev/posts/figure-ai-s-early-investor-predicts-human-level-robots-in-3-years-andrew-kang-robostrategy-7efiiojoe","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/figure-ai-s-early-investor-predicts-human-level-robots-in-3-years-andrew-kang-robostrategy-7efiiojoe"},"datePublished":"2026-07-29T13:58:03.006Z","dateModified":"2026-07-29T13:58:24.278Z","description":"Andrew Kang, CEO of RoboStrategy — a NASDAQ-listed venture fund exclusively focused on robotics and physical AI — shares his investment thesis on humanoid...","image":"https://i.ytimg.com/vi/ikdaRQ1vR6w/sddefault.jpg","thumbnailUrl":"https://i.ytimg.com/vi/ikdaRQ1vR6w/sddefault.jpg","isAccessibleForFree":true,"articleSection":"EO","inLanguage":"en","publisher":{"@type":"Organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180}},"author":{"@type":"Organization","name":"EO","logo":"https://media.daily.dev/image/upload/s--EpWJv5ds--/f_auto/v1726758774/logos/entreprenueropp","url":"https://daily.dev/sources/entreprenueropp"},"commentCount":0,"discussionUrl":"https://daily.dev/posts/figure-ai-s-early-investor-predicts-human-level-robots-in-3-years-andrew-kang-robostrategy-7efiiojoe","interactionStatistic":[{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":0},{"@type":"InteractionCounter","interactionType":{"@type":"CommentAction"},"userInteractionCount":0}],"keywords":"robotics","timeRequired":"PT21M","video":{"@type":"VideoObject","name":"Figure AI's Early Investor Predicts Human-Level Robots in 3 Years | Andrew Kang, RoboStrategy","description":"Andrew Kang, CEO of RoboStrategy — a NASDAQ-listed venture fund exclusively focused on robotics and physical AI — shares his investment thesis on humanoid...","thumbnailUrl":"https://i.ytimg.com/vi/ikdaRQ1vR6w/sddefault.jpg","uploadDate":"2026-07-29T13:58:03.006Z","duration":"PT21M","url":"https://api.daily.dev/r/7efiIOJoE","embedUrl":"https://www.youtube.com/embed/ikdaRQ1vR6w"}} {"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://daily.dev"},{"@type":"ListItem","position":2,"name":"EO","item":"https://daily.dev/sources/entreprenueropp"},{"@type":"ListItem","position":3,"name":"Figure AI's Early Investor Predicts Human-Level Robots in 3 Years | Andrew Kang, RoboStrategy"}]} ```