RoboStrategy(@RoboStrategy):Humanoid robots are improving fast, but flashy demos still hide the harder question: how many are actually working reliably in the real world? @Rewkang and @GoingBallistic5 sat down with @herbertong to separate the hype from deployment. Timestamps: 00:00 State of Robotics Today 01:42 Demos vs Deployments 09:02 Public Investing Access 16:55 Hardware and AI Bottlenecks 22:38 Physical Intelligence ROI 29:27 Figure Field Notes 34:11 AI Breakthroughs and Scaling 37:51 Robot Demand Outpaces Supply 41:10 Robotics iPhone Moment 47:12 Human Video Scaling Unlock 53:55 Humanoids in Homes Timeline 01:00:14 Safety Privacy and Standards

2026.09.24 18:35

Humanoid robots are improving fast, but flashy demos still hide the harder question: how many are actually working reliably in the real world? @Rewkang and @GoingBallistic5 sat down with @herbertong to separate the hype from deployment. Timestamps: 00:00 State of Robotics Today 01:42 Demos vs Deployments 09:02 Public Investing Access 16:55 Hardware and AI Bottlenecks 22:38 Physical Intelligence ROI 29:27 Figure Field Notes 34:11 AI Breakthroughs and Scaling 37:51 Robot Demand Outpaces Supply 41:10 Robotics iPhone Moment 47:12 Human Video Scaling Unlock 53:55 Humanoids in Homes Timeline 01:00:14 Safety Privacy and Standards

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