leepy

I've been researching ROBOTIS || 로보티즈 (108490) for a few weeks and wrote a brief note that covers why I find it interesting along with the most important dynamics related to actually investing in it. Topics discussed: - AI Sapien pricing & timeline - Vertical integration / current products - Manufacturing buildout - Balance sheet - Geopolitical advantages Might update this over time as the site becomes a catalogue of my personal research on various assets. leepycat.work/robotics/human…

@bubbleboi did you get blocked

This post went viral for no reason and literally all of the responses miss the point I was trying to make.

solana:Tqj8yFmagrg7oorpQkVGYR52r96RFTamvWfth9bpump

@jigglzzzzz @CloudOfCrystal @blknoiz06 @onchainprimate @PlayKintara $6m sell pressure per year at $15m mcap

@leepy_cat @CloudOfCrystal @blknoiz06 @onchainprimate @PlayKintara Also the average Roblox player spends $200-400 per year on roblox. Anyone who’s a serious player or taking advantage of the in-game economy is likely spending a lot more

~7000 new users on @PlayKintara & servers consistently full daily while ppl making money in game by selling items & gold, one of first novel onchain games ive seen in long time with sustained interest over the past month or so

@DimitriDotEth lowk i think pasternak was actively managed by pow

btw half of these base ‘narratives’ are controlled by trencher groups who are actively managing the devs

@jigglzzzzz @CloudOfCrystal @blknoiz06 @onchainprimate @PlayKintara roblox does not require you to hold 1000 units of a token to play a game

@leepy_cat @CloudOfCrystal @blknoiz06 @onchainprimate @PlayKintara Yes that’s the bet I’ve been making since day 1.. you also have to understand the economy in non-crypto games like Roblox pet simulator and others. This can absolutely do numbers outside of CT especially when the Kintara phases out of beta

@CloudOfCrystal @blknoiz06 @onchainprimate @PlayKintara it is more well defined printing 🙂 im not arguing that there isn't demand right now. i'm just describing the bet that you're making, which is that more people will join

@leepy_cat @blknoiz06 @onchainprimate @PlayKintara You can't print gold like in WoW(video game) weekly max we have got 6K distributions goes between players to trade materials/skins players hold 10g to trade min rest they spend on mounts/pets also saves it for weekly shop as i saw gold trade volume a weekly 2k.

@Flaming0x @blknoiz06 @onchainprimate @PlayKintara lmk when there are more than 2 posts with 7 likes on tiktok until then we are doing the same old thing

@leepy_cat @blknoiz06 @onchainprimate @PlayKintara lucky the game is fun then

@blknoiz06 @onchainprimate @PlayKintara yeah and the only reason to buy kins outside of 5% treasury sink is that you want in game items, meaning you constantly sell into less demand unless the game is fun

they cannot sell to anyone if there are no players willing to buy who have bought kins first, what are you talking about also, it has been +EV to hold the token, the ppl who have been playing the game earning gold & selling it for kins are up siginifcantly more than those selling for USD

@blknoiz06 @onchainprimate @PlayKintara the farmers sell pressure is constant the buyers interest in game items is subjective

@leepy_cat @onchainprimate @PlayKintara you said this creates constant sell pressure on kins, this is objectively not a true statement

@blknoiz06 @onchainprimate @PlayKintara yes, the player buying gold does with kins. what do you think the gold seller does with the kins? hodl? this is decent economic design but we're still missing the part where its a fun game outside of the degen social culture

@leepy_cat @onchainprimate @PlayKintara huh? players sell gold to other players, the players buying the gold do so with kins & 5% of the tx fee goes to the @PlayKintara treasury, this is net buying pressure not net selling pressure

@blknoiz06 @onchainprimate @PlayKintara It's not inflationary but is p2e with constant sell pressure coming from farmers. im long but just saying, at a certain point game assets have to really become status symbols for there to be buy pressure

@onchainprimate @PlayKintara kins isnt inflationary lol

@skynetislov3 @JulianSaks i see. thanks

@leepy_cat @JulianSaks It is the hello world of robotics

g1 has finally sobered up! trained on a single rtx 6000 pro for 3.8 mins. now road to < 1 min

@ilkirax the part where this breaks is how unitree actually be selling robots. all over tiktok doing things in the real world. the best kind of marketing is always good products 🙂

The best marketing in robotics sells a worldview, not a robot. When I was in China, it became clear to me that robotics is where AI was 5 years ago. But while AI stayed an abstract idea until it happened, robots have been on our minds since ~1920, when the word "robot" first appeared. Many people grew up reading Asimov and contemplating how we'd interact with robots. They come in all kinds of formats, but the ones that fascinate people the most are humanoids. With the resemblance come the concerns — how safe and useful are they? That's what the right storytelling solves. As we build content for the most ambitious tech companies at Matter Co, I went deep on how the biggest players market themselves — humanoids edition. → @1x_tech — marketing as lifestyle NEO looks less like a robot and more like a knit sweater that happens to have a face. 1X hired Eli Russell Linnetz — the fashion photographer behind SKIMS and GAP — to shoot a humanoid as an editorial. Soft fabric cover, domestic and calm. Everything is designed to make the robot feel like it belongs in your living room. Their first-year batch, over 10,000 units, was sold out in five days at $20K each. → @BostonDynamics — marketing as the demo For many years, Boston Dynamics ran the best organic content strategy in hardware. Atlas doing backflips. Robots dancing to "Do You Love Me" — tens of millions of views on YouTube. They turned a robotics lab into at some point the most recognizable brand in the category. The fame paid off: the robots are now deployed by over 1,000 customers and at Hyundai's factories. → @UnitreeRobotics — marketing as national power The company has been sharing new stunts one after another over the last few years. In one, the CEO is testing an army of robots; in another, robots become figure skaters. Then 679 million people watched the robots do kung fu at China's Spring Festival Gala. Unitree focuses not on being understood but on being powerful enough to trust. A G1 starts around $13,500, much less than most Western humanoids at the moment. Unitree can price like that because the local supply chains let them assemble a new prototype fast and cheaply. In 2025, over 5,500 humanoids were shipped to customers. A humanoid robot can raise some concerns: uncanny valley, job anxiety, decades of sci-fi telling us this could end badly. Most products start from zero; for many people, a robot starts from negative. So the first job of robotics marketing isn't to create desire — it's to replace that fear with something else. 1X replaces it with comfort. Boston Dynamics replaces it with delight. Unitree replaces it with power and access. In part 2, I'll write about how other robotics companies approach content and what comes next.

@Sentdex anecdotally, i've been using the new siri and its great at searching web and summarizing which is the bulk of the casual usecase 😭 its amazing that we're at the mobile + free + pretty good part already

While closed source AI is in shambles, open source is having one of the best weeks of all time. Z ai GLM 5.2 Minimax M3 Kimi 2.7 code

@0xbigmikey i would have added an opinion to this if i were more confident but the way i see it is either, he was larping as top holder and simply changed bio or he's dumping billions of dollars soon

@0xbigmikey context

i think the metaverse will run on mujoco ngl to you. the complexity will give software engs a reason to not be homeless

@FProlog @swstica thanks. ive discovered mujoco_wasm repo after asking that. guess its easier than expected.

@leepy_cat @swstica depends on what you want to accomplish.

Fable 5 is amazing. it helped us build G1 manipulation framework with full arm control + reachability. Now the humanoid knows what its arms can reach before it ever tries. here's G1 exploring its own workspace.

@FProlog @swstica mujoco isn't even easy on web though right? dont you need either like wasm bindings or to sync with a server

@leepy_cat @swstica because it feels like one could easily share the environment being in web, I made like 4 simulators before ending in mujoco which honestly is all we need for robot sim.