TechFirst with John Koetsier

Robotic hands: a $50 trillion opportunity


Listen Later

Are humanoid robots distracting us from the real unlock in robotics ... hands?


In this TechFirst episode, host John Koetsier digs into the hardest (and most valuable) problem in robotics: dexterous manipulation.


Guest Mike Obolonsky, Partner at Cortical Ventures, argues that about $50 trillion of global economic activity flows through “hands work,” yet manipulation startups have raised only a fraction of what locomotion and autonomy companies have.


We break down why hands are so hard (actuators, tactile sensing, proprioception, control, data) and what gets unlocked when we finally crack them.


What we'll talk through ...

• Why “navigation ≠ manipulation” and why most real-world jobs need hands

• The funding mismatch: billions to autonomy & humanoids vs. comparatively little to hands

• The tech stack for dexterity: actuators, tactile sensors (pressure, vibration, shear), feedback, and AI

• Grasping vs. manipulation: picking, placing, using tools (e.g., dishwashers to scalpels)

• Reliability in the wild: interventions/hour, wet/greasy plates, occlusions, bimanual dexterity

• Practical paths: task-specific grippers, modular end-effectors, and “good enough” today vs. general purpose tomorrow

• The moonshot: what 70–90% human-level hands could do for productivity on Earth ... and off-planet


Chapters

00:00 Intro—are we underinvesting in robotic hands?

01:10 Why hands matter more than legs (economics of manipulation)

04:30 Funding realities: autonomy & humanoids vs. hands

08:40 Locomotion progress vs. manipulation bottlenecks

12:10 Teleop now, autonomy later—how data gets gathered

14:20 What’s missing: actuators, tactile sensing, proprioception

17:10 Perception limits in the real world (wet dishes, occlusions)

22:00 General-purpose dexterity vs. task-specific ROI

26:00 Startup landscape & reliability (interventions/hour)

29:00 Modular end-effectors and upgrade paths

30:10 The moonshot: productivity explosion when hands are solved


Who should watch

Robotics founders, VCs, AI researchers, operators in warehousing & manufacturing, and anyone tracking humanoids beyond the hype.


If you enjoyed this

Subscribe for more deep-tech conversations, drop a comment with your take on the “hands vs. legs” debate, and share with someone building robots.


Keywords

robotic hands, dexterous manipulation, humanoid robots, tactile sensing, actuators, proprioception, warehouse automation, AI robotics, Cortical Ventures, TechFirst, John Koetsier, Mike Obolonsky


#Robotics #AI #Humanoids #RobotHands #Manipulation #Automation #TechFirst

...more
View all episodesView all episodes
Download on the App Store

TechFirst with John KoetsierBy John Koetsier

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

14 ratings


More shows like TechFirst with John Koetsier

View all
WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,337 Listeners

Planet Money by NPR

Planet Money

30,773 Listeners

Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,191 Listeners

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

525 Listeners

Odd Lots by Bloomberg

Odd Lots

1,859 Listeners

The NPR Politics Podcast by NPR

The NPR Politics Podcast

25,893 Listeners

Pod Save the World by Crooked Media

Pod Save the World

24,666 Listeners

The Daily by The New York Times

The Daily

112,500 Listeners

Masters of Scale by WaitWhat

Masters of Scale

3,980 Listeners

Fiction - Comedy Fiction by The Sunset Explorers

Fiction - Comedy Fiction

6,448 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,634 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

456 Listeners

The Ezra Klein Show by New York Times Opinion

The Ezra Klein Show

16,002 Listeners

Plain English with Derek Thompson by The Ringer

Plain English with Derek Thompson

2,252 Listeners

The Joy of Why by Steven Strogatz, Janna Levin and Quanta Magazine

The Joy of Why

495 Listeners