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Tesla, Figure and the Fight Over Humanoid Robot Hands | Scott Walter, RoboStrategy

Core Matter
준비됨2026. 9. 18.1:23:2153,856 조회수YouTube에서 보기

Episode notes and transcript: https://corematter.substack.com/p/humanoid-robot-hand-design-tradeoffs Subscribe for engineering conversations about robot hardware and deployment. Tesla, Figure and 1X have taken different paths through humanoid robot hand design. Scott Walter explains why tendon routing, direct-drive motors, tactile sensing and task fit keep producing radically different answers. The conversation begins with the designs that made the debate visible, then moves to three useful extremes. Allonic braids the finger structure. Daxo pushes to as many as 120 tendons. Tacta treats the hand, actuation, sensing and data collection as one system designed for cobots and industrial arms, outside the humanoid constraint set. Scott and Michelle also leave the hand debate for a proposed humanoid decathlon, the strange running forms that emerge when robots stop copying people, data-center cable insertion, and a broader question: if humans have general-purpose bodies and specialized professions, why should robots converge on one universal design? Recorded remotely in August 2026. Guest: Scott Walter, PhD, Robotics Research Diligence Director, RoboStrategy, Inc. Host: Michelle Sun, Core Matter Core Matter, independent research on the Physical AI stack and supply chain: https://corematter.substack.com Chapters 00:00 Cold open: the labor prize and the 5-year forecast 00:24 The Fermi paradox of robotic hands 01:18 Tesla, Figure and the tendon debate 05:10 Bowden tubes and routing tendons through a wrist 11:15 Joints, actuators and real degrees of control 14:38 Why the pinky matters more than it looks 17:23 Humanoid Games as real-world robotics experiments 21:57 Scott's humanoid decathlon challenge 26:28 Tesla's hand iterations and abandoned designs 27:55 Wuji and Sharpa Wave put motors in the fingers 38:29 What 3 extreme hand designs can teach us 38:53 Allonic's braided hand and portfolio disclosure 51:15 Daxo's maximalist hand with up to 120 tendons 01:02:36 Tacta measures how workers use their fingers 01:05:18 A robotic-hand system designed outside the humanoid 01:13:12 Data-center cables as a tactile manipulation task 01:16:22 General-purpose bodies and specialized work 01:19:18 Why this 5-year robotics forecast may be different

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