Billy Zelsnack 🤖/acc

Humanoid robots too cheap to meter.

[Billy Zelsnack 🤖/acc @zobotics]

I've updated my zobotics website with a "Looking for opportunities" section. Still vibing in circles on the wording, but this is the gist.

If you would like to chat or our previous chat didn't happen for whatever reason I've added a Cal link.

Link in my profile.

[Billy Zelsnack 🤖/acc @zobotics]

@ErenChenAI What were your analytics for this?

[Billy Zelsnack 🤖/acc @zobotics]

@davepl1968 @TrpstrLeonOG "or whatever" is doing a lot of the heavy lifting here.

[Billy Zelsnack 🤖/acc @zobotics]

YT link
https://t.co/n33Q4MpzC1

[Billy Zelsnack 🤖/acc @zobotics]

If you've ever played with a Haption setup you know how cool they can be.

This setup must be incredible.

Haption VIRTUOSE 6D connected to the SenseGlove R1 in combination with the Tesollo DG 5F hand equipped with sensors from XELA Robotics Co., Ltd.

[Billy Zelsnack 🤖/acc @zobotics]

Link to their channel.
https://t.co/GgxjMfPZHm

[Billy Zelsnack 🤖/acc @zobotics]

Dexterity Night in SF sessions are now available.

[RLWRLD @RLWRLD_ai]

🌉 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 — 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 — 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 — new partners, new investors, new collaborators.

Next stops: Japan and Korea. See you there.

#RLWRLD #RLDX-1 #DexterityNight #PhysicalAI #Humanoid #NVIDIA #Robotics

[Billy Zelsnack 🤖/acc @zobotics]

~"It's gonna be like an iphone or car situation. I don't want a cheap one, or a dinky one. I want a brand name one."

There will be absolutely zero brand loyalty in the same way there is absolutely zero brand loyalty for models.

Latest and cheapest good-enough wins each day.

[threadguy @notthreadguy]

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

[Billy Zelsnack 🤖/acc @zobotics]

@DominiqueCAPaul @plastic_gear I think you need a fidelity-quantity pyramid. Less of this near the top of the pyramid, but it is still valuable signal. Scale the base of the pyramid.

[Billy Zelsnack 🤖/acc @zobotics]

@brockpierson @thatPOSERSguy @grok I can't see it either.

[Billy Zelsnack 🤖/acc @zobotics]

@DominiqueCAPaul @plastic_gear Retargeting is cool, but also sucks.

[Billy Zelsnack 🤖/acc @zobotics]

Great article.

"Taste and instinct (artistic judgment about what to make, technical judgment about how) are what is scarce now. Almost everything else is increasingly buyable."

[Rui Xu @xu545302]

https://t.co/GBUEYqSj7J

[Billy Zelsnack 🤖/acc @zobotics]

@xu545302 Straight into my "robot tycoon" bookmarks folder! Thanks Rui.

[Billy Zelsnack 🤖/acc @zobotics]

I really was making things difficult for myself with the last robot at 150cm.

160cm is much easier. Even the shoulder actuator from my XPRIZE robot almost fits.

[Billy Zelsnack 🤖/acc @zobotics]

@cixliv @Rewkang

[Billy Zelsnack 🤖/acc @zobotics]

Love the no bullshit answer @Rewkang

[EllioTrades @elliotrades]

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 – Why robotics today feels like crypto in 2015
4:23 – Is robotics a bigger opportunity than Bitcoin?
10:30 – Robotics 101: players, problems & bottlenecks
16:40 – Who's leading the race: Tesla vs Figure
23:10 – China's 100+ robotics companies & the real investment risk
25:28 – US vs China: who's actually ahead?
33:40 – How many human jobs will be replaced?
38:00 – The "ChatGPT moment" for robotics
43:55 – UBI & the new social contract
46:30 – Why Andrew built Robo Strategy
51:20 – Lessons from Bitmine, MicroStrategy & Saylor
1:07:50 – The Boston Dynamics question
1:12:09 – His most contrarian bet: avoid model-only companies
1:19:55 – Tesla or Figure?
1:23:26 – Figure's valuation in 5 years: bear, base & bull
1:29:20 – Final words of wisdom

[Billy Zelsnack 🤖/acc @zobotics]

@chris_j_paxton 5kg fully extended is no joke and especially at proportionally 2X human arm length.

[Billy Zelsnack 🤖/acc @zobotics]

Rendering hand force feedback is such a difficult problem. Awesome work Nick!

[Nick K @ ICRA 2026 @nicks_robots]

Using exoskeleton kinematic information alone, we’re able to estimate human hand poses really quickly and accurately. We demonstrate real-time dexterous robot hand (16 DoF) retargeting at 300-400 Hz, which is faster than MANUS gloves!

[Billy Zelsnack 🤖/acc @zobotics]

@nicks_robots What did you think? I love that they are back in the game.

[Billy Zelsnack 🤖/acc @zobotics]

Lots of cool Honda slides in this article.

They have a new hand too!

[電通大金田研 | kanada lab @AyatoKanada]

ワイヤでも油圧でもないらしい。リンクかロッド駆動かな？

ホンダが新型のロボット多指ハンドを一般公開　人の2倍の指先力と微少なネジを回す器用さを実現「Willow Drive」 https://t.co/cHi3WsTILq

[Billy Zelsnack 🤖/acc @zobotics]

Second video showing some teleop assembly.
https://t.co/w93CMN5S8i

[Billy Zelsnack 🤖/acc @zobotics]

Video of Willow Drive hand in action here:
https://t.co/9TJt1PiKsD