Investing @virtuals_io @virtuals_vc | AI, Robotics | views are my own

Joined January 2022
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Just wrapped up an unforgettable two-week robotics marathon across China, and I still can’t quite believe it’s over. Every single day of the trip and even now looking back, I was overwhelmed with gratitude for this incredible privilege. I love this robotics/AI world, and this journey reminded me exactly why. Gaining access to 18 of China’s top humanoid robotics companies in such a short time felt almost surreal. It was a rare and special experience. None of it would have happened without the amazing people who made it possible. Huge thanks to @TheHumanoidHub, @XRoboHub, our interpreter Winnie and everyone else who opened doors, shared insights, and supported us along the way. You made this trip truly beautiful. I’ve long been fascinated by China’s robotics ecosystem and always wanted to visit someday. Everyone I spoke with in the US and elsewhere kept saying “If you’re serious about this field you have to see China.” Spending two intense weeks on the ground, visiting different cities and meeting brilliant founders and engineers was deeply inspiring. I loved every moment of it. It all started earlier this year in SF. @TheHumanoidHub and I kept crossing paths, diving deep into robotics conversations and I knew he was planning this journey. When he turned to me and asked “Want to come?” I said yes immediately and booked my ticket the same day. Future me is still thanking past me for that decision. The trip was wonderfully intense and ridiculously fun. I’ll never forget sharing takeout pizza in taxis while racing to the next company, passionately talking about the future of robotics the whole way. Those moments were pure joy. There’s so much I saw, felt, and learned. Before the memories fade I’ll be sharing more of it here. And yes — we have more content coming so stay tuned😎🤖
That's a wrap on an amazing 17-day journey across China. I didn't do this alone. My friend @dolylupec came along for the whole ride. She's got a background in AI and robotics investing, and I'm grateful she chronicled the tours on her account and pitched in on my channel. @XRoboHub is one of the most resourceful people I know. He understands the humanoid space well and helped us schedule most of the important visits, then came along too. And a shout-out to @Robo_Tuo, who encouraged me to do this trip and supported us all along. It was my first time in China, and the trip was packed so tight with tours, we didn’t get to do much touristy stuff. Can't complain. It was a hell of a ride. 4 cities on the mainland. 18 humanoid makers. Warm, welcoming people everywhere. We had the privilege of chatting with founders, senior engineers, researchers, and marketing and strategy leads, a lot of whom said yes on very short notice. Grateful for that. The energy is extraordinary. It's the trifecta: engineering talent, a deep supply chain, and breakneck adoption of new tech. There's intense competition, but underneath it, a real spirit of sharing and collaboration. I've got a series of tour videos lined up, dropping over the coming days. And something tells me this won't be my last trip. Robotics and embodied AI are just getting started. The next ten years are going to reshape how we think about physical work. We ended on the Great Wall, a 2,000 year old marvel of engineering, after two weeks staring at the next one. The robots are coming. I just went to meet them first.
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Really glad I finally got to visit @XSquareRobot. We got an early look at XRZero-G0, their open-source full-body data collection and training system that works without requiring a physical robot body. At the time it hadn’t been officially released yet, so we couldn’t share anything haha. Now they’ve officially launched the QUANXTA Zero series — a robot-free embodied data production platform. This is not just a hardware setup. It’s a full-stack system that connects data collection, high-fidelity synchronization, automatic cleaning, intelligent annotation, embodied model training, robot inference, and evaluation loops — all in one pipeline. The goal is very clear: close the “last mile” gap between data and models, and build scalable infrastructure for embodied AI. QUANXTA Zero comes in three setups for different capture scenarios: → G1 (UMI-VIO): dual grippers with a head-mounted rig, balancing quality, usability, and endurance → G0 (UMI-VR): full-body mobile data capture → E0 (Ego): lightweight head-mounted setup for first-person data collection In short, it’s building the data foundation for embodied intelligence. Data is what drives intelligence emergence in large models — both scale and quality matter. If the data flywheel is already spinning, real home robots might be closer than we think. @TheHumanoidHub @dolylupec
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If you’re coming to Seoul for @icmlconf 2026, welcome to my beautiful hometown!🇰🇷 This year’s ICML had a record ~24,000 paper submissions. What stood out most this year was a shift away from simply making models smarter, toward building AI that can actually perform tasks reliably and safely. A few things stood out to me in the papers: - Agentic AI made up a big portion of the submissions. At the same time there was a clear focus on safety, reliability, and real-world applicability rather than just performance. - On the Embodied AI side, Vision-Language-Action (VLA) models showed up a lot. These models don’t just understand vision and language - they generate actions, which is getting a lot of attention in robotics. Research on memory and long-horizon behavior in robotic systems also stood out. - AI for Science was also quite visible, especially in biology-related areas such as genomic foundation models and protein modeling. If you’re working in any of these areas (especially Embodied AI/Robotics and AI for Science) I’d love to hear what you’re focused on. Happy to grab a tea while you’re in Seoul, just reply or send me a DM :)
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Today, we’re launching our home robot Isaac 1. Isaac 1 deliveries will begin this fall. Order yours below.
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We visited Paxini in Shenzhen, a company focused on the sense of touch for robots. We got hands-on with their dual-modal Dexter Hands (cameras tactile sensors) and their Tora Double One humanoid. Humanoid robots will need this touch layer to get truly dexterous. @dolylupec @XRoboHub
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Tour video of our visit to LimX Dynamics (@LimX_Dynamics) in Shenzhen. We saw some impressive demos of Oli and Tron and had a conversation with Paul Li, Head of R&D. We discuss LimX's tech stack and the fundamental engineering challenges with humanoids. Paul has refreshingly honest takes on the state of humanoids. Thanks @dolylupec for filming and jumping in with questions.
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South Korean companies are becoming leading suppliers of humanoid robot parts and technology, and they are forecast to command a 30% share of global production by 2035. Read more from Goldman Sachs Research: click.gs.com/6oym
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. @AGIBOTofficial reached 15,000 robots in production It took 2 years for the first 1,000 units. Now their production rate has increased nearly 40×; they’re making 5,000 units in just 3 months Solid scaling progress
Today, AGIBOT's 15,000th robot officially rolled off the production line, marking another step toward scaled production and real-world deployment. The numbers tell two achievements: a growing product portfolio and an accelerating path to scaled deployment. 📈 0 → 1,000 robots: 2 years of product validation 📈 1,000 → 5,000 robots: 1 year to batch delivery 📈 5,000 → 10,000 robots: 3 months to large-scale deployment 📈 10,000 → 15,000 robots: another 3 months to accelerate real-world deployment at scale 15,000 robots is more than a production milestone. It reflects the embodied AI industry's transition from building robots to deploying them at scale. #AGIBOT #EmbodiedAI #HumanoidRobots #Robotics #MassProduction
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.@Xhumanoid_BJ aka Beijing Innovation Center of Humanoid Robotics Co., Ltd. is a government-backed humanoid robotics center with backing from Baidu, Xiaomi and Beijing’s AI Industry Fund. UBTech’s CTO also serves as CEO of X-Humanoid It develops general-purpose platforms including Tiangang (hardware), Huisikaiwu (embodied AI software platform), and WoW (open-sourced embodied world model) while contributing to industry-wide data sharing Its data collecting center features over 120 robots operating across 30 realistic scenarios, gathering high-quality motion data through teleoperation/motion capture and other methods to support practical generalization Was a cool experience to check out the data collecting center! Still need some more practice with teleop though🥲
Great meeting @TheHumanoidHub and @dolylupec today at Tien Kung Robotis @Xhumanoid_BJ .Really enjoyed showing you around, talking about humanoid robots, and hearing your thoughts. Hope to see you both again soon! be sure to follow @TheHumanoidHub more updates in the industry!
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Dropped by one of the 24/7 smart pharmacies in Beijing and watched @GalbotRobotics G1 prepping and picking the medicines customers ordered, while delivery driver grabbed them right on the spot The best part is it’s open late every single night even on weekends. No more stressing about getting medicine when you actually need it
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Visited @SchwarzmanOrg, the scholarship college founded by Stephen Schwarzman (co-founder/CEO of @blackstone) at @Tsinghua_Uni for future global leaders with a deep understanding of China The place is beautiful and everyone here from all around the world is building and doing something so cool and exciting! And congrats to all the graduating students this week💜 Thanks for the invite @SehtyaAnugreh!
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Lena reposted
The largest open-source humanoid teleop dataset, 10 TB collected from real homes, is now available to everyone. Proud to support @BitRobotNetwork's journey in pushing real robotics to the frontier at Virtuals Protocol.
1/ Introducing HIW-500 (Humanoids-in-the-Wild 500): the largest open-source humanoid teleop dataset collected in real homes Built w/ @UnitreeRobotics @huggingface across 12 homes in Southeast Asia, it covers: > 500 hrs > 23K episodes > 10 TB > 10 household tasks
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soccer match me vs little messi @boosterobotics
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Based in Beijing, @roboterax specializes in humanoid robots, dexterous hands and embodied AI Was really impressed watching the M7 (L7’s upper body version) demo — it sorted parcels autonomously for over 10 minutes with zero mistakes, and the way it adjusted in real time after slipping was super smooth. In real-world deployment scenarios the throughput can reach up to 1.2k parcels per hour with 95% success rate Their AI model demos of folding boxes and picking up items were also precise and accurate I also chatted with @lucas_wang_X (VP of Product) about their XHand 1 Pro — it's direct-drive, a maximum finger spread of 135°, grasp diameter over 160 mm, and a strong grip force of 80N. More details coming soon from the interview!
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Hello from Beijing! As the capital of China, Beijing is a major hub for embodied intelligence, strongly supported by the government The city boasts outstanding talent from @Tsinghua_Uni and @PKU1898 along with key tech clusters like Zhongguancun (China’s Silicon Valley) and Yizhuang (robotics hub) There are so many teams I’m looking forward to meeting soon! Also I’m thrilled that this is my first time seeing a clear blue sky in China🤣
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Elf-Xuan, developed by AheadForm, a Shanghai-based startup backed by AGIBot.
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Had an insightful and fun chat at Sequoia China (Hongshan) with @Barret_China @SwenChan and other builders and investors about the Chinese AI market, the builders there, and how it compares to the US and other countries. It was also great to see what the builders are actually building! The energy of Chinese AI and robotics builders is amazing🔥
昨天在 @sequoia 中国,和 @TheHumanoidHub@dolylupec@Barret_China 聊了一下午 AI 和 robotics。 非常respect @dev_and_ 做的这个号,强烈建议对机器人感兴趣的朋友关注。 印象最深刻的一句话,来自 @Barret_China 老师。 他说,AI 爆发已经 3 年了,但他最希望看到的 AI 产品方向,应该能走进爷爷奶奶们的生活。然而到现在我们都还没真正看到。 这句话还挺击中我的。 这次临时 huddle 中的几个观察: 1. Robotics 还没到自己的 ChatGPT moment 大家对 robotics 的判断比较一致: 从 demo 到真正 deploy,还需要时间。 工厂里的 special-purpose task 会更快,家用机器人还很远,可能还要 2-3 年,甚至更久。 相比之下,AI software 已经开始进入 workflow。 robotics 还在等自己的奇点。 2. 中国 AI 的重点,不是继续 worship model @Barret_China 提到一个我很认同的点: 真正有用的 AI 产品,不只是靠模型。 还需要 context、workflow、skill。 也就是把人的经验拆出来,变成可以被触发、执行、复用的流程。 当前很多场景里,模型能力已经完全够用了。 下一步的重点,不是继续追问“哪个模型最强”。 而是:这个模型到底改变了什么现状更省时省力?还是更降本增效? 3. 中美 AI 创业的气质差异很明显 在 SF,很多团队在做 agent infra: context layer、memory、agent payment、tool use。 这些都重要。 但在中国和亚洲,我看到更多团队直接从 application 往回推,从用户角度思考——能不能进入一个具体生活场景? 这两个场域的 atmosphere 很不一样。 或许,AI application 的关键不只是“更聪明”。 而是更具体。 具体到老人、小孩、家庭、工作流、线下场景。 具体到开始解决那些一直存在、但“技术圈”不太关心的问题。 afterall,理想很重要,但如果无视现实只谈理想,无疑是耍流氓
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.@Xynovaofficial_ is one of the top rising players in China’s dexterous hand and humanoid robot components space, based in Hangzhou • They develop not only the hands but also all core components (linear actuators, motors, etc) and algorithms fully in-house • They use a hybrid drive system, combining tendon-driven and direct-drive methods • One of the most exciting features is wrist control and finger abduction/adduction, delivering much more natural hand and arm dexterity • They prevent the hand from overheating by placing one of the actuators in the arm (below the palm) • Hands are equipped with tactile sensors and lidars, with 23 DoF (human hands have ~27 DoF) The overall design is deeply inspired by real human hand and arm muscle movements, impressive biomimicry approach @TheHumanoidHub and I interviewed their tech lead so stay tuned for more technical details!
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I’ve been waiting for the world to try this out. Congrats on the launch team @AsideAI 🔥
Today, we're launching Aside, the AI browser you’ve waited for. ⋅ Crafted in every detail: vertical tabs and Liquid Glass ⋅ SOTA on agentic browsing benchmarks: outperforms Claude Fable ⋅ Full privacy: Everything runs in local and encrypted ⋅ You can use Claude or ChatGPT subscription The first AI browser built to do real work for you. aside.com
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