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.
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.
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
~"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.
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
@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.
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."
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.
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
Using exoskeleton kinematic information alone, weโre 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!