Billy Zelsnack ๐ค/acc
2.2K posts
@zobotics
Humanoid robots too cheap to meter.
if you take humanoid maxis at their word, theyโre the swiss army knife of robots but if they can be easily slotted into any role, their deployments have no stickiness bc a competitor can also easily replace them they have to monopoly win or margins go to zero bearish
Grandmaโs handmade recipe vs. mass-produced bottled good For a century, industrialization forced a trade-off: cheaper standardization or expensive customization. Physical AGI stands to change this trade-off entirely. What happens when When Labor Becomes a Utility? New post on Praxis Currents: praxiscurrents.substack.com/p/when-labor-bโฆ
I guess this is a good time to announce we are currently in the process of building a set for an interview with Elon. Will be finished next month and should be legendary. Elon - lmk if you're in
๐ The Night "Hands" Took Center Stage in San Francisco On May 13, leaders from across the Korean, Japanese, and U.S. humanoid robotics industry gathered in San Francisco for Dexterity Night in SF โ the global debut of RLWRLD's robotics foundation model, RLDX-1. NVIDIA. WIRobotics. Enactic. Origami Robotics. Proception. People who would normally be working oceans apart were exchanging business cards in the same room. RLWRLD CEO Junghee Ryu opened with a line that framed the entire evening: "The real bottleneck in the humanoid era isn't cognition โ it's the hand." As RLDX-1's demo reel played on screen, NVIDIA's Amit Goel followed with a short but resonant remark: "RLWRLD is one of the key partners in the physical AI ecosystem we're building at NVIDIA." (@NVIDIARobotics Robotics) In his closing, Ryu added: "Today is only the starting point of a long road toward the 4D+ World Model." Long after the program ended, conversations carried on in the lounge. A night about robotic hands had quietly turned into one built by human ones โ new partners, new investors, new collaborators. Next stops: Japan and Korea. See you there. #RLWRLD #RLDX-1 #DexterityNight #PhysicalAI #Humanoid #NVIDIA #Robotics
My full conversation with @Rewkang 2:36 Pivoting to robotics from crypto 11:46 Kang asks: Why are you trading? 24:14 Robotics' ChatGPT moment 28:44 GPT-5 robots within a year 33:04 A robot in every home 41:09 Big Tech is lagging 54:43 Where the real moat is 1:02:40 Building MicroStrategy for robots 1:08:00 How retail can access Robotics 1:19:23 The SoftBank playbook
Andrew Kang turned a few early stage robotics investments into a $500 Million publicly traded empire @RoboStrategy He is widely considered THE leading investor in robotics @Rewkang believes the ChatGPT moment for Robotics is happening RIGHT NOW and it will be BIGGER THAN BITCOIN This interview is a masterclass on Robotics investing in 2026 1:18 โ Why robotics today feels like crypto in 2015 4:23 โ Is robotics a bigger opportunity than Bitcoin? 10:30 โ Robotics 101: players, problems & bottlenecks 16:40 โ Who's leading the race: Tesla vs Figure 23:10 โ China's 100+ robotics companies & the real investment risk 25:28 โ US vs China: who's actually ahead? 33:40 โ How many human jobs will be replaced? 38:00 โ The "ChatGPT moment" for robotics 43:55 โ UBI & the new social contract 46:30 โ Why Andrew built Robo Strategy 51:20 โ Lessons from Bitmine, MicroStrategy & Saylor 1:07:50 โ The Boston Dynamics question 1:12:09 โ His most contrarian bet: avoid model-only companies 1:19:55 โ Tesla or Figure? 1:23:26 โ Figure's valuation in 5 years: bear, base & bull 1:29:20 โ Final words of wisdom
