RoboStrategy, Inc. CEO Andrew Kang stated that investors need to rethink traditional metrics for valuing humanoid robotics startups, emphasizing that current revenue tells only a small part of the story. He cited Anthropic's scaling from $10 million in revenue in 2022 to an expected $65 billion annual recurring revenue (ARR) in 2026 as an example of how quickly frontier AI companies can grow. Kang argued that robotics investors should focus on long-term growth potential rather than near-term sales, with qualitative factors like hardware quality, manufacturing scalability, and robot foundation model performance increasingly influencing valuations.