Citrini's Kyle Zinn tours Bay Area robotics factories: general robots possibly 1-2 years away
Rewkang · x · 2026-10-09
RoboStrategy sits down with Kyle Zinn of Citrini—author of the widely shared SaaSpocalypse and Hormuz pieces—after his field trip to robotics factories in the Bay Area. The hour-long interview covers whether robotics is near its "ChatGPT moment," why there's no "light switch" moment, the humanoid debate, ROI as the key constraint, how robots are trained ("robot school" and internships), Optimus at Giga Texas, OpenAI entering robotics, Unitree vs. Figure, and his claim that general robots may be 1-2 years away. It closes with an investment thesis: bet on humanoid supply-chain enablers and manufacturing stocks, with notes on Figure and Tesla upside and the US vs. China race.
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