Robotics Tipping Point: The Interview We sat down with Kyle Zinn from @citrini, the team behind the SaaSpocalypse and Hormuz articles that broke the timeline. Citrini's latest field trip took him to robotics factories in the Bay Area to find out where the industry is headed: 00:00 - Intro 04:51 - Field-trip report 07:33 - Robotics' "ChatGPT moment"? 10:35 - The humanoid debate 13:45 - No "light switch" moment 16:31 - ROI is the key 17:43 - How to train a robot 19:59 - Robot school and internships 23:29 - Optimus at Giga Texas 26:23 - OpenAI enters robotics 31:57 - Early real-world deployments 37:23 - Unitree vs. Figure 39:52 - General robots 1-2 years away 41:50 - Humanoid supply-chain trade 44:34 - Bet on manufacturing enablers 48:29 - Supply-chain stocks 50:47 - Figure and Tesla's upside 53:26 - Figure's edge 55:19 - US vs. China 58:58 - Behind the field trip 1:04:15 - Where to invest