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Michelle Sun (@michellelsun)

@michellelsun
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22 DoF and 50 actuators is what @Tesla lists for the Optimus Gen 3 hand, vendor-stated. Inspire's RH56E2: 6 DoF, 12 actuators. Beyond DoF and actuators, these metrics matter when comparing the spec sheets: - 𝐂𝐨𝐮𝐧𝐭 𝐚𝐜𝐭𝐢𝐯𝐞 𝐃𝐨𝐅, 𝐧𝐨𝐭 𝐣𝐨𝐢𝐧𝐭𝐬. - 𝐂𝐲𝐜𝐥𝐞𝐬 𝐚𝐫𝐞 𝐪𝐮𝐨𝐭𝐞𝐝 𝐮𝐧𝐥𝐨𝐚𝐝𝐞𝐝. 𝟏𝐗 𝐍𝐄𝐎 𝐭𝐞𝐧𝐝𝐨𝐧𝐬: ~𝟐𝐌 𝐧𝐨𝐦𝐢𝐧𝐚𝐥, ~𝟏𝟎𝟎𝐤 𝐚𝐭 𝟑𝐱 𝐥𝐨𝐚𝐝. 𝐀 𝟐𝟎𝐱 𝐝𝐞𝐫𝐚𝐭𝐢𝐧𝐠 - 𝐅𝐨𝐫𝐜𝐞 𝐢𝐬 𝐭𝐡𝐫𝐞𝐞 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐭 𝐪𝐮𝐚𝐧𝐭𝐢𝐭𝐢𝐞𝐬. - 𝐖𝐞𝐢𝐠𝐡𝐭: 𝐢𝐭 𝐜𝐨𝐦𝐩𝐨𝐮𝐧𝐝𝐬 𝐮𝐩 𝐭𝐡𝐞 𝐚𝐫𝐦 Read more on our Dexterous hand report on Core Matter: link in bio.
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How did China build humanoid demand before the market existed? @UnitreeRobotics shows the playbook: a four-rung ladder where each step funds the next. 1. Research sales fund tooling costs 2. Consumer/commercial fund volume manufacturing 3. State procurement funds fleet deployment at scale 4. Industrial pilots feed real-world training data Unitree’s quadrupeds climbed all four rungs in 7 years. Their humanoids are currently on step 1. US players like @Figure_robot and @Tesla skip straight to step 4, industrial labor. It’s the highest-stakes market, relying on venture capital to cover the massive R&D gap until the tech matures. Which path hits industrial scale first: the ladder, or the sprint? Deep dive through Unitree’s IPO prospectus and @UBTECHRobotics public filings in the report below:
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