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A monowheel security robot from Estonia! 🇪🇪 Rollo Robotics just raised €3.7M pre-seed led by FoodLabs and PROTOTYPE to bring the world's first stable autonomous monowheel robot to market. Founded by Arno Kütt (the mind behind Cleveron) and Sander Sebastian Agur, this Estonian startup has cracked what they call...

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Lukas Ziegler

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18,863 Aufrufe • vor 7 Monaten •via X (Twitter)

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Multi-robot learning is getting a serious boost! 📚 Researchers have extended Isaac Lab to train heterogeneous multi-agent robotic policies at scale. The new framework supports high-resolution physics, GPU-accelerated simulation, and both homogeneous and heterogeneous agents working together on coordination tasks. They benchmarked different approaches (MAPPO: Multi-Agent Proximal Policy Optimization and HAPPO: Heterogeneous Agent PPO) across six challenging scenarios and showed that large-scale multi-robot training is not only feasible, but efficient. It’s an important step for real-world robotic collaboration, where teams of robots need to coordinate, split tasks, adapt roles, and interact dynamically, not just operate as identical clones. The code is open-source, and it pushes Isaac Lab closer to what robotics actually needs: scalable, physics-driven environments where many different robots can learn to work together. Here's the project page: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
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Multi-robot learning is getting a serious boost! 📚 Researchers have extended Isaac Lab to train heterogeneous multi-agent robotic policies at scale. The new framework supports high-resolution physics, GPU-accelerated simulation, and both homogeneous and heterogeneous agents working together on coordination tasks. They benchmarked different approaches (MAPPO: Multi-Agent Proximal Policy Optimization and HAPPO: Heterogeneous Agent PPO) across six challenging scenarios and showed that large-scale multi-robot training is not only feasible, but efficient. It’s an important step for real-world robotic collaboration, where teams of robots need to coordinate, split tasks, adapt roles, and interact dynamically, not just operate as identical clones. The code is open-source, and it pushes Isaac Lab closer to what robotics actually needs: scalable, physics-driven environments where many different robots can learn to work together. Here's the project page: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

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AI-Powered weed control! 🌱 The LaserWeeder machine from Carbon Robotics has captured the imagination of American farmers. This technology uses AI system to identify weeds in crops and zap them with precision thermal bursts from lasers. Bit of facts about the cool robot: → The machine can remove weeds from over 40 crops and can also be used for thinning crops. → It can operate in virtually all weather conditions, with millimeter accuracy at all times, and can work through the night thanks to its built-in lighting system. → High-resolution cameras and computer machine learning enable it to distinguish weeds from crops in milliseconds. → The LaserWeeder can replace about 70 workers on farms where manual weeding is used, and can weed up to four acres per hour. What other applications can we expect to see in the future in farming applications? Btw. I believe farming robots are A HUGE THING in robotics! 🔥 ~~ ♻ Join the weekly robotics newsletter, and never miss any news →
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AI-Powered weed control! 🌱 The LaserWeeder machine from Carbon Robotics has captured the imagination of American farmers. This technology uses AI system to identify weeds in crops and zap them with precision thermal bursts from lasers. Bit of facts about the cool robot: → The machine can remove weeds from over 40 crops and can also be used for thinning crops. → It can operate in virtually all weather conditions, with millimeter accuracy at all times, and can work through the night thanks to its built-in lighting system. → High-resolution cameras and computer machine learning enable it to distinguish weeds from crops in milliseconds. → The LaserWeeder can replace about 70 workers on farms where manual weeding is used, and can weed up to four acres per hour. What other applications can we expect to see in the future in farming applications? Btw. I believe farming robots are A HUGE THING in robotics! 🔥 ~~ ♻ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

54,776 Aufrufe • vor 8 Monaten

SoftBank is reportedly in early talks to back a massive $800M funding round for Munich-based Agile Robots, with a contribution of over $ 300M. The move signals a major escalation in Masayoshi Son's "brains and bodies" strategy to dominate physical AI infrastructure. Why this matters for the robotics industry: 🤖 The Flywheel: Agile Robots isn't just hardware. Founded by German Aerospace Center (DLR) alumni, they vertically integrate AI software with humanoids, warehouse automation, and robotic arms. 🧠 Frontier Ecosystems: Agile ONE was recently named a founding member of NVIDIA’s Cosmos Coalition and is deep in a research partnership with Google DeepMind to bring Gemini to the factory floor. 💰 The Capital Race: Global investment in robotics more than tripled in 2025. SoftBank is pairing this hardware play with its recent $1.4B investment in Skild AI and its $5.4B acquisition of ABB Robotics. While both companies have declined to comment on the early-stage talks, the deal highlights a furious shift toward deploying foundational AI in physical manufacturing and logistics.
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SoftBank is reportedly in early talks to back a massive $800M funding round for Munich-based Agile Robots, with a contribution of over $ 300M. The move signals a major escalation in Masayoshi Son's "brains and bodies" strategy to dominate physical AI infrastructure. Why this matters for the robotics industry: 🤖 The Flywheel: Agile Robots isn't just hardware. Founded by German Aerospace Center (DLR) alumni, they vertically integrate AI software with humanoids, warehouse automation, and robotic arms. 🧠 Frontier Ecosystems: Agile ONE was recently named a founding member of NVIDIA’s Cosmos Coalition and is deep in a research partnership with Google DeepMind to bring Gemini to the factory floor. 💰 The Capital Race: Global investment in robotics more than tripled in 2025. SoftBank is pairing this hardware play with its recent $1.4B investment in Skild AI and its $5.4B acquisition of ABB Robotics. While both companies have declined to comment on the early-stage talks, the deal highlights a furious shift toward deploying foundational AI in physical manufacturing and logistics.

Humanoids daily

16,714 Aufrufe • vor 2 Monaten

🚨 BREAKING: Walden Robotics has just come out of stealth with $300 million in funding and a $1.1 billion valuation. Another unicorn in the robotics space. 🦄 Just 6 months after incubation. The company was spun out of Toyota's robotics research lab by co-founder Russ Tedrake, a former Toyota Research Institute executive and MIT professor who taught a course on robotic legs. The seed round was co-led by Deviation Capital and Toyota, with participation from: NVIDIA, Boeing, Samsung Ventures, CoreWeave Ventures and AE Ventures. The robot is already working. A pilot is live at a North American Toyota factory where a Walden humanoid is pulling eight-hour shifts alongside human workers, loading and unloading car parts, cleaning machinery, kitting for assembly. A shift. Every day. Walden builds its own hardware, software and AI models, designed to continuously learn and improve in real production environments. Tedrake's words on the opportunity are worth noting: "Everyone recognises the magnitude of the opportunity and the technology feels ready, but success is not assured. You have to think through the business case, the unit economics, and how to marry the best of manufacturing and logistics with disruptive AI technology." Rare honesty in a space full of hype. The race to own that market is accelerating every single week. 🤖 Great story by Bloomberg here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
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🚨 BREAKING: Walden Robotics has just come out of stealth with $300 million in funding and a $1.1 billion valuation. Another unicorn in the robotics space. 🦄 Just 6 months after incubation. The company was spun out of Toyota's robotics research lab by co-founder Russ Tedrake, a former Toyota Research Institute executive and MIT professor who taught a course on robotic legs. The seed round was co-led by Deviation Capital and Toyota, with participation from: NVIDIA, Boeing, Samsung Ventures, CoreWeave Ventures and AE Ventures. The robot is already working. A pilot is live at a North American Toyota factory where a Walden humanoid is pulling eight-hour shifts alongside human workers, loading and unloading car parts, cleaning machinery, kitting for assembly. A shift. Every day. Walden builds its own hardware, software and AI models, designed to continuously learn and improve in real production environments. Tedrake's words on the opportunity are worth noting: "Everyone recognises the magnitude of the opportunity and the technology feels ready, but success is not assured. You have to think through the business case, the unit economics, and how to marry the best of manufacturing and logistics with disruptive AI technology." Rare honesty in a space full of hype. The race to own that market is accelerating every single week. 🤖 Great story by Bloomberg here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

75,370 Aufrufe • vor 1 Monat

🚨China vs USA robots Chinese robot: $24,000 American robot: $39,100 Pricing policy isn't everything. If we look at real capabilities, the balance of power looks completely different 🇨🇳 The robot demonstrates incredible agility, confidently performs a backflip, moves dynamically, and dances Maximum flexibility, high tech at an affordable price, and readiness for real-world tasks 🇺🇸 The robot, with a higher price tag, currently looks more modest, struggling even with basic rectilinear walking An obvious overpayment for brand and marketing, while Chinese engineers are outpacing competitors in software and hardware The main paradox of the current moment is that Chinese companies focus on rapidly cheapening hardware and mass production, turning robotics into an accessible mass-market consumer product. Meanwhile, the US traditionally tries to enter the market through fundamental neural networks and a universal AI brain However, in the coming years, we will see the inevitable convergence of these approaches: the winner in this race will not be the one who simply teaches a robot to do a backflip or walk straight, but the one who first combines Chinese cheap and adaptive mechatronics with advanced American language and multimodal models And what do you think, who will ultimately set the global standard in robotics East or West?
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🚨China vs USA robots Chinese robot: $24,000 American robot: $39,100 Pricing policy isn't everything. If we look at real capabilities, the balance of power looks completely different 🇨🇳 The robot demonstrates incredible agility, confidently performs a backflip, moves dynamically, and dances Maximum flexibility, high tech at an affordable price, and readiness for real-world tasks 🇺🇸 The robot, with a higher price tag, currently looks more modest, struggling even with basic rectilinear walking An obvious overpayment for brand and marketing, while Chinese engineers are outpacing competitors in software and hardware The main paradox of the current moment is that Chinese companies focus on rapidly cheapening hardware and mass production, turning robotics into an accessible mass-market consumer product. Meanwhile, the US traditionally tries to enter the market through fundamental neural networks and a universal AI brain However, in the coming years, we will see the inevitable convergence of these approaches: the winner in this race will not be the one who simply teaches a robot to do a backflip or walk straight, but the one who first combines Chinese cheap and adaptive mechatronics with advanced American language and multimodal models And what do you think, who will ultimately set the global standard in robotics East or West?

Bober_smart

34,991 Aufrufe • vor 14 Tagen

A metal origami! 🪭 This method is called Hyperbolic Metal Forming and is hypnotizing to watch. Instead of shaping metal with slow mechanical force, HMF uses controlled shockwaves to form complex geometries at extreme speed, often without the need for heavy dies or post-processing. The result is stronger, lighter parts with shapes that are almost impossible using traditional stamping. That’s why you see it popping up in aerospace, automotive structures, and defense components. Think of it like metal origami, but driven by high-energy pulses instead of presses. A small reminder that some things in manufacturing come from physics, not just automation. ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
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A metal origami! 🪭 This method is called Hyperbolic Metal Forming and is hypnotizing to watch. Instead of shaping metal with slow mechanical force, HMF uses controlled shockwaves to form complex geometries at extreme speed, often without the need for heavy dies or post-processing. The result is stronger, lighter parts with shapes that are almost impossible using traditional stamping. That’s why you see it popping up in aerospace, automotive structures, and defense components. Think of it like metal origami, but driven by high-energy pulses instead of presses. A small reminder that some things in manufacturing come from physics, not just automation. ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

567,473 Aufrufe • vor 9 Monaten

Something big is happening in robotics - and it’s hiding in plain sight. This post is not about dancing robots but in the data that powers them. Open robotics datasets have exploded this year, turning the field into a more scalable and collaborative ecosystem. In just two years, Hugging Face datasets grew from 11k to over 600k - and robotics is by far the fastest-growing segment. We went from 1k robotics datasets in 2024 to 27k in 2025! For comparison, text generation, the second-largest category, has only around 5k datasets in 2025. That gap is massive. Open datasets are important because robotics lives and dies by real-world robot data - video, actions, sensors, failures. By making this data easy to upload, reuse, and benchmark, researchers, startups, and large players are now releasing real-robot datasets that would have stayed locked inside labs just a few years ago. Major contributors include NVIDIA, LeRobot initiative, and a rapidly growing maker community. This surge is also enabled by cheaper video storage, better tooling, and an open-source AI culture now spilling into the physical world. And it really matters: open robotics data dramatically lowers entry barriers, accelerates learning-by-doing, and speeds up progress toward generalist and humanoid robots. Robotics won’t scale through hardware alone - but to a large extent through shared data. Viz below from AI World - link to the story and more viz/filters in comment.
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Something big is happening in robotics - and it’s hiding in plain sight. This post is not about dancing robots but in the data that powers them. Open robotics datasets have exploded this year, turning the field into a more scalable and collaborative ecosystem. In just two years, Hugging Face datasets grew from 11k to over 600k - and robotics is by far the fastest-growing segment. We went from 1k robotics datasets in 2024 to 27k in 2025! For comparison, text generation, the second-largest category, has only around 5k datasets in 2025. That gap is massive. Open datasets are important because robotics lives and dies by real-world robot data - video, actions, sensors, failures. By making this data easy to upload, reuse, and benchmark, researchers, startups, and large players are now releasing real-robot datasets that would have stayed locked inside labs just a few years ago. Major contributors include NVIDIA, LeRobot initiative, and a rapidly growing maker community. This surge is also enabled by cheaper video storage, better tooling, and an open-source AI culture now spilling into the physical world. And it really matters: open robotics data dramatically lowers entry barriers, accelerates learning-by-doing, and speeds up progress toward generalist and humanoid robots. Robotics won’t scale through hardware alone - but to a large extent through shared data. Viz below from AI World - link to the story and more viz/filters in comment.

Pierre-Alexandre Balland

186,094 Aufrufe • vor 8 Monaten

A Letter to Our Community: The Road Ahead for Robotics To our Community and Partners, As we step into 2026, our mission at Axis is clearer than ever: Constructing the definitive End-to-End Scaling Layer for Robotics. Our goal is to accelerate the transfer of diverse human intelligence into Robotics General Intelligence (RGI). By owning the critical path of intelligence creation, we are turning the physical limitations of robotics into a scalable, software-driven future. Here is our strategic outlook and roadmap for the year ahead. The Core Thesis: Simulation is the Only Way Out The path to RGI is currently blocked by Data Scarcity, Generalization Fragility, and Hardware Fragmentation. At Axis, we believe Simulation is the only way out. Our Simulation Data Platform and Data Augmentation Engine transform raw data into "Synthetic Gold". Backed by academic milestones like Roboverse, Skill Blending, and GraspVLA, we have proven that pure simulation can achieve the generalization required for the real world. We don’t just collect data; we architect it. The Engine: Why Crypto? We believe RGI should come from all, not a few. Crypto is not just a feature; it is the primitive that powers our entire ecosystem flywheel: - Incentive Mechanism: Democratizing contribution and rewarding the trainers and developers. - Assetization: Turning proprietary data and refined models into liquid, ownable assets. - Verifiable Workflow: We are opening the "Black Box" of AI. By bringing total transparency to the Task Generation → Data Collection → Model Training pipeline, we ensure every byte of intelligence is verifiable, traceable, and secure. 2026 Strategic Deliverables This year, we are committed to delivering three foundational pillars: - The World's Largest Training Dataset for Robots: A robot training set—diverse, high-quality interaction data at an unprecedented scale. - A Robotics Foundation Model: A universal robotic brain trained on our pure simulation and synthetic data, capable of robust cross-embodiment transfer and open-world adaptability. - Evolvable Robot Hardware: Robots deployed with Axis models that autonomously evolve through continuous interaction, turning every deployment into a self-improving node within our RGI network. The Ultimate Vision We are building more than models; we are architecting the Distributed Machine Economy. A future where every dataset, model, and robotic embodiment is a verifiable asset in a global, autonomous network. Thank you for building the future of intelligence with us✌️📷
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A Letter to Our Community: The Road Ahead for Robotics To our Community and Partners, As we step into 2026, our mission at Axis is clearer than ever: Constructing the definitive End-to-End Scaling Layer for Robotics. Our goal is to accelerate the transfer of diverse human intelligence into Robotics General Intelligence (RGI). By owning the critical path of intelligence creation, we are turning the physical limitations of robotics into a scalable, software-driven future. Here is our strategic outlook and roadmap for the year ahead. The Core Thesis: Simulation is the Only Way Out The path to RGI is currently blocked by Data Scarcity, Generalization Fragility, and Hardware Fragmentation. At Axis, we believe Simulation is the only way out. Our Simulation Data Platform and Data Augmentation Engine transform raw data into "Synthetic Gold". Backed by academic milestones like Roboverse, Skill Blending, and GraspVLA, we have proven that pure simulation can achieve the generalization required for the real world. We don’t just collect data; we architect it. The Engine: Why Crypto? We believe RGI should come from all, not a few. Crypto is not just a feature; it is the primitive that powers our entire ecosystem flywheel: - Incentive Mechanism: Democratizing contribution and rewarding the trainers and developers. - Assetization: Turning proprietary data and refined models into liquid, ownable assets. - Verifiable Workflow: We are opening the "Black Box" of AI. By bringing total transparency to the Task Generation → Data Collection → Model Training pipeline, we ensure every byte of intelligence is verifiable, traceable, and secure. 2026 Strategic Deliverables This year, we are committed to delivering three foundational pillars: - The World's Largest Training Dataset for Robots: A robot training set—diverse, high-quality interaction data at an unprecedented scale. - A Robotics Foundation Model: A universal robotic brain trained on our pure simulation and synthetic data, capable of robust cross-embodiment transfer and open-world adaptability. - Evolvable Robot Hardware: Robots deployed with Axis models that autonomously evolve through continuous interaction, turning every deployment into a self-improving node within our RGI network. The Ultimate Vision We are building more than models; we are architecting the Distributed Machine Economy. A future where every dataset, model, and robotic embodiment is a verifiable asset in a global, autonomous network. Thank you for building the future of intelligence with us✌️📷

Axis Robotics

27,858 Aufrufe • vor 7 Monaten

Today may be the ImageNet moment for robotics. RT-X: the largest open-source robot dataset ever compiled, across 33 institutes, 22 robot hardware, 527 skills, and 1M episodes. Why is robotics lagging so far behind NLP, vision, and other AI domains? Data scarcity is the main culprit to blame, among other difficulties. Unlike text, images, and videos, you cannot download mass amounts of onboard robot control data from the internet. They simply don't exist in the wild. 11 yrs ago, ImageNet kicked off the deep learning revolution. 3-4 yrs ago, internet-scale data fueled the first GPTs and Diffusions that define this era of foundation models. I think 2023 is finally the year for robotics to scale up. Robot foundation models like VIMA ( my team's work at NVIDIA) and RT-1/2 ( Google DeepMind's effort) are extremely data hungry. While massively parallel simulations like NVIDIA IsaacGym & Omniverse can alleviate the problem to some extent, it's still not quite enough to bridge the gap to the messy, physical world. This new dataset is not just a technical contribution. I also see it as a commendable effort to overcome institutional bureaucracies and unite researchers from around the world to tackle a grand challenge together. Robotics will be the final holy grail that we capture in AI. We are not there yet, but ascending in the right gradient direction. RT-X website: Launch blog:
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Today may be the ImageNet moment for robotics. RT-X: the largest open-source robot dataset ever compiled, across 33 institutes, 22 robot hardware, 527 skills, and 1M episodes. Why is robotics lagging so far behind NLP, vision, and other AI domains? Data scarcity is the main culprit to blame, among other difficulties. Unlike text, images, and videos, you cannot download mass amounts of onboard robot control data from the internet. They simply don't exist in the wild. 11 yrs ago, ImageNet kicked off the deep learning revolution. 3-4 yrs ago, internet-scale data fueled the first GPTs and Diffusions that define this era of foundation models. I think 2023 is finally the year for robotics to scale up. Robot foundation models like VIMA ( my team's work at NVIDIA) and RT-1/2 ( Google DeepMind's effort) are extremely data hungry. While massively parallel simulations like NVIDIA IsaacGym & Omniverse can alleviate the problem to some extent, it's still not quite enough to bridge the gap to the messy, physical world. This new dataset is not just a technical contribution. I also see it as a commendable effort to overcome institutional bureaucracies and unite researchers from around the world to tackle a grand challenge together. Robotics will be the final holy grail that we capture in AI. We are not there yet, but ascending in the right gradient direction. RT-X website: Launch blog:

Jim Fan

265,061 Aufrufe • vor 2 Jahren

🚨 BREAKING: NVIDIA just announced the Isaac GR00T Reference Humanoid Robot. The first fully open humanoid robot reference design built on Jetson Thor, and it's going straight to the world's top research institutions. This is Jensen Huang's bet on open physical AI infrastructure. The hardware stack is serious: → Unitree H2 Plus chassis, 6 feet tall, 150 pounds, 31 degrees of freedom → Sharpa Wave tactile five-finger hands, 22 degrees of freedom, bringing total to 75 across the full body → NVIDIA Jetson AGX Thor onboard compute, 2,070 FP4 teraflops of AI performance, 128GB unified memory → Multi-view sensing, stereo head camera, wrist cameras, IMU Alongside this announcement, Unitree also introduced the H2 Plus as a standalone product, a frontier humanoid combining Unitree's own body, Sharpa's five-finger hands and NVIDIA Robotics Jetson Thor compute into one fully integrated research platform. The full Isaac GR00T software stack ships with it, teleoperation for data capture, open foundation models, Isaac Sim for training, Isaac Lab for evaluation, and accelerated ROS middleware for deployment. The complete loop from data to real-world robot in one unified platform. ETH Zürich, Stanford Robotics Center, UC San Diego and Ai2 are already on board as launch research partners. NVIDIA Robotics did to AI what it's now doing to robotics, build the platform, open the ecosystem, let the world build on top of it. Whoever owns the infrastructure layer wins. NVIDIA knows this better than anyone. 👀 Read more here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
0:14

🚨 BREAKING: NVIDIA just announced the Isaac GR00T Reference Humanoid Robot. The first fully open humanoid robot reference design built on Jetson Thor, and it's going straight to the world's top research institutions. This is Jensen Huang's bet on open physical AI infrastructure. The hardware stack is serious: → Unitree H2 Plus chassis, 6 feet tall, 150 pounds, 31 degrees of freedom → Sharpa Wave tactile five-finger hands, 22 degrees of freedom, bringing total to 75 across the full body → NVIDIA Jetson AGX Thor onboard compute, 2,070 FP4 teraflops of AI performance, 128GB unified memory → Multi-view sensing, stereo head camera, wrist cameras, IMU Alongside this announcement, Unitree also introduced the H2 Plus as a standalone product, a frontier humanoid combining Unitree's own body, Sharpa's five-finger hands and NVIDIA Robotics Jetson Thor compute into one fully integrated research platform. The full Isaac GR00T software stack ships with it, teleoperation for data capture, open foundation models, Isaac Sim for training, Isaac Lab for evaluation, and accelerated ROS middleware for deployment. The complete loop from data to real-world robot in one unified platform. ETH Zürich, Stanford Robotics Center, UC San Diego and Ai2 are already on board as launch research partners. NVIDIA Robotics did to AI what it's now doing to robotics, build the platform, open the ecosystem, let the world build on top of it. Whoever owns the infrastructure layer wins. NVIDIA knows this better than anyone. 👀 Read more here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

16,062 Aufrufe • vor 2 Monaten

NEWS: Waymo has just officially announced that they have raised $16 billion at a $126 billion post-money valuation. "Across 127 million miles of fully autonomous operation—the equivalent of going to the moon and back over 260 times—we have achieved a 90% reduction in serious injury crashes. This is the direct result of a driver that is never affected by the leading causes of road tragedy, including distraction, impairment, and fatigue. This infusion of capital will ensure we are positioned to move forward with unprecedented velocity, while maintaining our industry-leading safety standards. Our focus is now on global scale, bringing the safety and magic of the Waymo Driver to even more cities this year across the United States and internationally. From our recent launch in Miami to the new markets ahead, we are expanding our fleet and our world-class team to meet an exploding global demand for autonomous mobility."
0:10

NEWS: Waymo has just officially announced that they have raised $16 billion at a $126 billion post-money valuation. "Across 127 million miles of fully autonomous operation—the equivalent of going to the moon and back over 260 times—we have achieved a 90% reduction in serious injury crashes. This is the direct result of a driver that is never affected by the leading causes of road tragedy, including distraction, impairment, and fatigue. This infusion of capital will ensure we are positioned to move forward with unprecedented velocity, while maintaining our industry-leading safety standards. Our focus is now on global scale, bringing the safety and magic of the Waymo Driver to even more cities this year across the United States and internationally. From our recent launch in Miami to the new markets ahead, we are expanding our fleet and our world-class team to meet an exploding global demand for autonomous mobility."

Sawyer Merritt

113,633 Aufrufe • vor 6 Monaten

I spent a month in Shenzhen visiting factories and robotics companies, and the contrast with the U.S. was striking. While Figure and Boston Dynamics hide their humanoids behind closed doors, Chinese companies have massive showrooms open to the public. But what really stood out wasn't just the transparency, it was how good they are at selling. Take UBTech: they've already sold 1,200 humanoid units at $200k each to factories. And here's the kicker, these robots aren't even that useful yet. They can only pick up and drop boxes at 1/10th the speed of a human, and factories still need to hire system integrators to train them for specific tasks. My theory is that these factories are terrified of getting left behind in the robotics/AI wave. They're investing in new tech not because it's ready, but because they can't afford to wait. The second surprise was the breadth of their robotics portfolio. These companies aren't just building humanoids, they're deploying service robots everywhere: restaurants, hotels, apartments. Consumer robots are cleaning houses, pools, pet waste, dishes. They're covering the entire spectrum. But the education piece shocked me most. I picked up what I thought was a high school or college robotics textbook, it was for primary school. The government mandated AI and robotics education starting in elementary school. Almost every single school in China now has AI and robotics curriculum, complete with education robots so kids can learn by building. They're creating a generation that grows up fluent in robotics and AI. China owns the supply chain and the hardware stack. But here's what I think people are missing: the race isn't just about who can build robots faster or cheaper. The U.S. advantage has always been in the layer between hardware and human, the interaction design, the software intelligence, the intuitive interfaces that make complex technology feel natural. China is building the physical infrastructure, but they're also learning fast. Every deployed service robot, every classroom full of kids building with education kits, every factory running humanoids, that's all data collection at scale. The window for the U.S. to establish its wedge is narrowing. It's not enough to be better at AI or software anymore. We need to be building the integration layer, the intelligence that makes physical AI actually useful, not just impressive in a showroom. Because right now, China isn't just manufacturing robots. They're manufacturing a robotics-native culture, and that might be the most defensible moat of all.
0:10

I spent a month in Shenzhen visiting factories and robotics companies, and the contrast with the U.S. was striking. While Figure and Boston Dynamics hide their humanoids behind closed doors, Chinese companies have massive showrooms open to the public. But what really stood out wasn't just the transparency, it was how good they are at selling. Take UBTech: they've already sold 1,200 humanoid units at $200k each to factories. And here's the kicker, these robots aren't even that useful yet. They can only pick up and drop boxes at 1/10th the speed of a human, and factories still need to hire system integrators to train them for specific tasks. My theory is that these factories are terrified of getting left behind in the robotics/AI wave. They're investing in new tech not because it's ready, but because they can't afford to wait. The second surprise was the breadth of their robotics portfolio. These companies aren't just building humanoids, they're deploying service robots everywhere: restaurants, hotels, apartments. Consumer robots are cleaning houses, pools, pet waste, dishes. They're covering the entire spectrum. But the education piece shocked me most. I picked up what I thought was a high school or college robotics textbook, it was for primary school. The government mandated AI and robotics education starting in elementary school. Almost every single school in China now has AI and robotics curriculum, complete with education robots so kids can learn by building. They're creating a generation that grows up fluent in robotics and AI. China owns the supply chain and the hardware stack. But here's what I think people are missing: the race isn't just about who can build robots faster or cheaper. The U.S. advantage has always been in the layer between hardware and human, the interaction design, the software intelligence, the intuitive interfaces that make complex technology feel natural. China is building the physical infrastructure, but they're also learning fast. Every deployed service robot, every classroom full of kids building with education kits, every factory running humanoids, that's all data collection at scale. The window for the U.S. to establish its wedge is narrowing. It's not enough to be better at AI or software anymore. We need to be building the integration layer, the intelligence that makes physical AI actually useful, not just impressive in a showroom. Because right now, China isn't just manufacturing robots. They're manufacturing a robotics-native culture, and that might be the most defensible moat of all.

Miyu Horiuchi

90,718 Aufrufe • vor 7 Monaten

AI token usage is up 10x in 7 months, compounding 40%/MONTH! There is NO BUBBLE when demand is STILL accelerating And this is just OpenRouter, it doesn't count the labs direct token usage and APIs But here's what's interesting about these numbers, the demand is coming from everywhere at once US models (OpenAI, Anthropic, Google) keep growing, while Chinese open weight models (DeepSeek, Tencent, Xiaomi, Minimax) grew even faster and now drive over 60% of usage on OpenRouter Closed source and open source both compounding at the same time. This is literally the best case scenario for AI Infra investors It means both frontier model tokens and cheaper tokens have product market fit. This means the application layer is finding ways to use both and generate ROI with both types Demand for tokens IS demand for compute. This is why SpaceX is looking to build 10GW of compute by next year, because the demand is clearly here Now combine this demand set up, with NVIDIA yesterday announcing financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third party capital for AI infrastructure And Jensen has said publicly he expects $3 to $4 TRILLION of AI infrastructure spend by 2030 The build out will have to continue for a lot longer than the market is expecting, that is very clear to me. Don't let this consolidation period in AI infra stocks shake you out, they will have their moment again and take their next leg higher p.s. if you want to see how im investing in this, you can track my real-time portfolio and the research of all 5 Milk Road PRO analysts with live trade notifications, and it's just $1 to try it out (insane price just to check it out). Learn more here: Good luck out there!
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AI token usage is up 10x in 7 months, compounding 40%/MONTH! There is NO BUBBLE when demand is STILL accelerating And this is just OpenRouter, it doesn't count the labs direct token usage and APIs But here's what's interesting about these numbers, the demand is coming from everywhere at once US models (OpenAI, Anthropic, Google) keep growing, while Chinese open weight models (DeepSeek, Tencent, Xiaomi, Minimax) grew even faster and now drive over 60% of usage on OpenRouter Closed source and open source both compounding at the same time. This is literally the best case scenario for AI Infra investors It means both frontier model tokens and cheaper tokens have product market fit. This means the application layer is finding ways to use both and generate ROI with both types Demand for tokens IS demand for compute. This is why SpaceX is looking to build 10GW of compute by next year, because the demand is clearly here Now combine this demand set up, with NVIDIA yesterday announcing financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third party capital for AI infrastructure And Jensen has said publicly he expects $3 to $4 TRILLION of AI infrastructure spend by 2030 The build out will have to continue for a lot longer than the market is expecting, that is very clear to me. Don't let this consolidation period in AI infra stocks shake you out, they will have their moment again and take their next leg higher p.s. if you want to see how im investing in this, you can track my real-time portfolio and the research of all 5 Milk Road PRO analysts with live trade notifications, and it's just $1 to try it out (insane price just to check it out). Learn more here: Good luck out there!

Kyle Reidhead | Milk Road

28,320 Aufrufe • vor 18 Tagen

It has been a privilege to collaborate with Amanda Davies and Ghaleb Krame, Ph.D. on research that explores one of the most significant emerging security challenges of our time. We are honored that our paper, “A Framework for Predicting Adoption of AI-Enabled Autonomous Drone Capabilities by Transnational Organized Crime and Foreign Terrorist Organisations”, has been accepted for presentation at EMCIS 2026, the 23rd European Mediterranean & Middle Eastern Conference on Information Systems, to be held in Paris this August. What makes this particularly meaningful is that the research was completed and submitted well before the issue entered the center of public policy discussions in Washington. Our study examined the pathways through which transnational criminal organizations could evolve from conventional drone operations toward increasingly autonomous and AI-enabled capabilities. Using structured comparative analysis and open-source intelligence, it identified conditions under which such technological adoption could accelerate. Just on June 2, 2026, during testimony before the U.S. Senate Foreign Relations Committee, Secretary Marco Rubio warned that Mexican cartels are already employing drones and that these capabilities could ultimately threaten U.S. interests. While academic research does not seek to predict headlines, its purpose is to identify emerging risks before they become strategic realities. The growing attention from policymakers underscores the importance of rigorous, evidence-based analysis at the intersection of artificial intelligence, autonomous systems, and transnational security. We are grateful to the EMCIS reviewers and organizers for recognizing the contribution of this work and for fostering serious discussion on challenges that will increasingly shape the security landscape of the coming decade. I am proud to serve the interests of the United States through research and analysis focused on the evolving capabilities of Mexican cartels. Working alongside Dr. Ghaleb Krame, Ph.D. , it is a privilege to contribute to a deeper understanding of emerging security threats and to support informed decision-making in an increasingly complex technological and geopolitical environment.
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It has been a privilege to collaborate with Amanda Davies and Ghaleb Krame, Ph.D. on research that explores one of the most significant emerging security challenges of our time. We are honored that our paper, “A Framework for Predicting Adoption of AI-Enabled Autonomous Drone Capabilities by Transnational Organized Crime and Foreign Terrorist Organisations”, has been accepted for presentation at EMCIS 2026, the 23rd European Mediterranean & Middle Eastern Conference on Information Systems, to be held in Paris this August. What makes this particularly meaningful is that the research was completed and submitted well before the issue entered the center of public policy discussions in Washington. Our study examined the pathways through which transnational criminal organizations could evolve from conventional drone operations toward increasingly autonomous and AI-enabled capabilities. Using structured comparative analysis and open-source intelligence, it identified conditions under which such technological adoption could accelerate. Just on June 2, 2026, during testimony before the U.S. Senate Foreign Relations Committee, Secretary Marco Rubio warned that Mexican cartels are already employing drones and that these capabilities could ultimately threaten U.S. interests. While academic research does not seek to predict headlines, its purpose is to identify emerging risks before they become strategic realities. The growing attention from policymakers underscores the importance of rigorous, evidence-based analysis at the intersection of artificial intelligence, autonomous systems, and transnational security. We are grateful to the EMCIS reviewers and organizers for recognizing the contribution of this work and for fostering serious discussion on challenges that will increasingly shape the security landscape of the coming decade. I am proud to serve the interests of the United States through research and analysis focused on the evolving capabilities of Mexican cartels. Working alongside Dr. Ghaleb Krame, Ph.D. , it is a privilege to contribute to a deeper understanding of emerging security threats and to support informed decision-making in an increasingly complex technological and geopolitical environment.

Simón Levy

24,857 Aufrufe • vor 2 Monaten

Tokenization is quickly becoming one of the most talked-about ideas in crypto. This year we’re aiming much higher. We don’t just want to tokenize miner revenue; we want to bring entire productive ecosystems on-chain. That means tokenizing baskets of assets, real energy infrastructure, AI agents, compute power, data centres, and even the cooling systems that keep high-performance hardware running at scale. All of it connected and interoperable with DeFi. Thats what we have been building throughout. A single on-chain framework that unlocks something genuinely powerful: real ownership, real yield, and real coordination between digital and physical infrastructure. From backend systems and front-end interfaces to smart contracts, AI, physical infrastructure, oracles, and autonomous agents, the stack keeps expanding and compounding. It’s about building the foundation for how value will be owned, deployed, and earned in the next generation of the on-chain economy. Simplified by PinLink.
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Tokenization is quickly becoming one of the most talked-about ideas in crypto. This year we’re aiming much higher. We don’t just want to tokenize miner revenue; we want to bring entire productive ecosystems on-chain. That means tokenizing baskets of assets, real energy infrastructure, AI agents, compute power, data centres, and even the cooling systems that keep high-performance hardware running at scale. All of it connected and interoperable with DeFi. Thats what we have been building throughout. A single on-chain framework that unlocks something genuinely powerful: real ownership, real yield, and real coordination between digital and physical infrastructure. From backend systems and front-end interfaces to smart contracts, AI, physical infrastructure, oracles, and autonomous agents, the stack keeps expanding and compounding. It’s about building the foundation for how value will be owned, deployed, and earned in the next generation of the on-chain economy. Simplified by PinLink.

PinLink

14,339 Aufrufe • vor 7 Monaten

Brewing a Better Bite of Meat Here’s why we led the Series A of The Better Meat Co., announced today. I am a meat eater, but I know that eventually, we won't slaughter animals for meat. Although we believe this is inevitable, on Earth and Mars, it takes concerted effort to get us there. And as we saw with electric cars, you have to have a better product to catalyze a change. Saving the world is the byproduct. After investing in some of the pioneers of cellular ag and precision fermentation, we pondered what problem remained unsolved by the mainstream approaches to slaughter-free meat and began a quest for the best cost economics and speed of scaling. For cellular ag and plant-based approaches, cost has been their biggest challenge, and the meat market is highly price elastic. We did a thought experiment: given all of the approaches to alt-protein out there, which will be the lowest cost 50 years from now? We assumed all R&D efforts reach their ultimate end points by then. I think we found the winner: Better Meat goes from seed to harvest in under 17 hours! No plant or animal can compete with that growth rate. The key: growth from cell expansion instead of cell division, part of the magic of the kingdom of fungi. And they have mastered continuous production off simple sugar feedstocks with no waste stream. The only downstream processing is some dehydration. At their current research scale facility, they already beat beef on cost, and soon chicken. Some of the key drivers from their patented process: fastest growth cycle of any organism, continuous production, minimal downstream processing (unlike plant protein isolates, for example, where most of the plant biomass is byproduct), and it’s a nutritious whole food. It’s also shelf stable at room temperature for easy shipping. So, it should scale more rapidly and cost-effectively than other approaches can ever achieve. Oh, and it is delicious and tastes like meat, even better than pure meat in some blended product taste tests (think hamburger or sausage blends). They are a B2B ingredient supplier, and the first to get FDA and USDA approval for blended meat products. The Series A will allow them to scale to tens of millions of pounds of annual production for a number of large food companies. Company: Today’s funding news: • •
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Brewing a Better Bite of Meat Here’s why we led the Series A of The Better Meat Co., announced today. I am a meat eater, but I know that eventually, we won't slaughter animals for meat. Although we believe this is inevitable, on Earth and Mars, it takes concerted effort to get us there. And as we saw with electric cars, you have to have a better product to catalyze a change. Saving the world is the byproduct. After investing in some of the pioneers of cellular ag and precision fermentation, we pondered what problem remained unsolved by the mainstream approaches to slaughter-free meat and began a quest for the best cost economics and speed of scaling. For cellular ag and plant-based approaches, cost has been their biggest challenge, and the meat market is highly price elastic. We did a thought experiment: given all of the approaches to alt-protein out there, which will be the lowest cost 50 years from now? We assumed all R&D efforts reach their ultimate end points by then. I think we found the winner: Better Meat goes from seed to harvest in under 17 hours! No plant or animal can compete with that growth rate. The key: growth from cell expansion instead of cell division, part of the magic of the kingdom of fungi. And they have mastered continuous production off simple sugar feedstocks with no waste stream. The only downstream processing is some dehydration. At their current research scale facility, they already beat beef on cost, and soon chicken. Some of the key drivers from their patented process: fastest growth cycle of any organism, continuous production, minimal downstream processing (unlike plant protein isolates, for example, where most of the plant biomass is byproduct), and it’s a nutritious whole food. It’s also shelf stable at room temperature for easy shipping. So, it should scale more rapidly and cost-effectively than other approaches can ever achieve. Oh, and it is delicious and tastes like meat, even better than pure meat in some blended product taste tests (think hamburger or sausage blends). They are a B2B ingredient supplier, and the first to get FDA and USDA approval for blended meat products. The Series A will allow them to scale to tens of millions of pounds of annual production for a number of large food companies. Company: Today’s funding news: • •

Steve Jurvetson

17,016 Aufrufe • vor 1 Jahr

Today marks General Availability of AgentCore, a set of infrastructure building blocks for developers and companies to build secure, scalable agents. When we first started AWS, the vast majority of developers were spending most of their time on the undifferentiated heavy lifting of infrastructure instead of what differentiated their feature. So, we solved that problem by building primitive building blocks like compute and storage and database that would allow teammates and customers to quickly build and deploy new experiences without having to reinvent the wheel each time. We realized the same thing was happening with AI agents. It's too difficult and it's slowing customers down. That's why we created AgentCore, a set of services to build, deploy, and operate highly capable agents using any framework or model, with enterprise-grade security and scalability. These building blocks (like serverless secure runtime, memory, observability, a gateway that does MCP translation, etc) help customers tackle some of the biggest challenges of going from prototype to production, much more quickly, securely, and scalably. AgentCore has been in preview for several weeks, and customers have been quite excited about it. The AgentCore SDK has already been downloaded over a million times and we're seeing transformative results, such as Cohere Health expecting to reduce medical review times by 30-40% in highly regulated healthcare, and teams at Cox Automotive and Experian are embracing its flexibility to deploy and operate agents at scale. Inside Amazon, our Amazon Devices Operations & Supply Chain team is using AgentCore to develop an agentic manufacturing approach where AI agents work together to automate manual processes – turning what used to be days of engineering time into processes that take under an hour with high precision. Just like AWS changed how companies build and scale applications, we believe AgentCore will do the same for AI agents, enabling the next generation of innovation.
0:15

Today marks General Availability of AgentCore, a set of infrastructure building blocks for developers and companies to build secure, scalable agents. When we first started AWS, the vast majority of developers were spending most of their time on the undifferentiated heavy lifting of infrastructure instead of what differentiated their feature. So, we solved that problem by building primitive building blocks like compute and storage and database that would allow teammates and customers to quickly build and deploy new experiences without having to reinvent the wheel each time. We realized the same thing was happening with AI agents. It's too difficult and it's slowing customers down. That's why we created AgentCore, a set of services to build, deploy, and operate highly capable agents using any framework or model, with enterprise-grade security and scalability. These building blocks (like serverless secure runtime, memory, observability, a gateway that does MCP translation, etc) help customers tackle some of the biggest challenges of going from prototype to production, much more quickly, securely, and scalably. AgentCore has been in preview for several weeks, and customers have been quite excited about it. The AgentCore SDK has already been downloaded over a million times and we're seeing transformative results, such as Cohere Health expecting to reduce medical review times by 30-40% in highly regulated healthcare, and teams at Cox Automotive and Experian are embracing its flexibility to deploy and operate agents at scale. Inside Amazon, our Amazon Devices Operations & Supply Chain team is using AgentCore to develop an agentic manufacturing approach where AI agents work together to automate manual processes – turning what used to be days of engineering time into processes that take under an hour with high precision. Just like AWS changed how companies build and scale applications, we believe AgentCore will do the same for AI agents, enabling the next generation of innovation.

Andy Jassy

24,990 Aufrufe • vor 10 Monaten

Eleven years ago I founded my first startup. One of the first things I did was to get a desk at the startup coworking space at Google Campus in Old Street. Through that community, I met so many of the people who would shape my career and learned so much about what the startup ethos is truly about. As we have scaled Attio, we've partnered with Google Cloud to build on top of the mind blowing technologies they've created like Spanner, Colossus and Gemini to power a new generation of CRM for our customers. For all these reasons, Google is deeply woven into my startup journey and that makes today's announcement so special to me. I'm beyond excited to announce our $52 million Series B, led by Michael McBride and the GV, along with the continued support of our incredible partners from Redpoint , Point Nine , Balderton Capital and 01A. We're entering a software renaissance driven by AI and we're unbelievably excited about continuing the hard work of delivering the next generation of CRM. We're building a truly AI-native platform that can run code, integrate anywhere and bring unified context for the next generation of autonomous workflows. None of this would have been possible without the support of the more than 5,000 customers who have already chosen Attio as the backbone of their GTM stack. Your belief in our vision is what has made this possible and I can't wait to share more about some of the incredible functionality that's still to come. I'm incredibly grateful for the continued support of alex bard , Patrick Chase, Ricardo Sequerra Amram, Daniel Waterhouse and dick costolo whose belief in Attio from the earliest days has been so essential to our progress so far and to my co-founder Nicolas Sharp, for the many sleepless nights and challenging decisions that got us this far. We've got so much still to build, and we're always hiring, so if you are interested in being part of reinventing the core of the GTM stack, please take a look at For now though, it's back to building!
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Eleven years ago I founded my first startup. One of the first things I did was to get a desk at the startup coworking space at Google Campus in Old Street. Through that community, I met so many of the people who would shape my career and learned so much about what the startup ethos is truly about. As we have scaled Attio, we've partnered with Google Cloud to build on top of the mind blowing technologies they've created like Spanner, Colossus and Gemini to power a new generation of CRM for our customers. For all these reasons, Google is deeply woven into my startup journey and that makes today's announcement so special to me. I'm beyond excited to announce our $52 million Series B, led by Michael McBride and the GV, along with the continued support of our incredible partners from Redpoint , Point Nine , Balderton Capital and 01A. We're entering a software renaissance driven by AI and we're unbelievably excited about continuing the hard work of delivering the next generation of CRM. We're building a truly AI-native platform that can run code, integrate anywhere and bring unified context for the next generation of autonomous workflows. None of this would have been possible without the support of the more than 5,000 customers who have already chosen Attio as the backbone of their GTM stack. Your belief in our vision is what has made this possible and I can't wait to share more about some of the incredible functionality that's still to come. I'm incredibly grateful for the continued support of alex bard , Patrick Chase, Ricardo Sequerra Amram, Daniel Waterhouse and dick costolo whose belief in Attio from the earliest days has been so essential to our progress so far and to my co-founder Nicolas Sharp, for the many sleepless nights and challenging decisions that got us this far. We've got so much still to build, and we're always hiring, so if you are interested in being part of reinventing the core of the GTM stack, please take a look at For now though, it's back to building!

Alexander Christie

16,506 Aufrufe • vor 1 Jahr

New robot hands just dropped! But it seems to be missing a couple fingers. Tacta Systems Tacta Systems is a Palo Alto robotics startup that just came out of stealth, and raised with $75M and a dexterity platform, TactaBot, aimed at high-value manufacturing. TactaBot has three parts: - the Tacta Hand -> a human-scale robotic hand with 15 independently actuated joints, proprietary "Fluidic Tendon" actuation, pitched as reliable for millions of factory cycles. - the Tacta Sensor -> a tiny tactile sensor reading force from 250 Pa to 700,000 Pa, sampling at 400 Hz, resolving temperature to 0.1 °C. - Skill Capture -> a data system built around the Tacta Glove. It contains the same sensor embedded in a glove that factory workers wear. Sounds similar to what mimic is doing! Except with 3 fingers instead of 5. Tacta's vision sees 3 fingers as more than enough to complete all tasks, and less complex to simulate than 5. My opinion: Tacta is very strong at semiconductor/MEMS, their moat lies in their ability to manufacture their touch sensor as large as a grain of sand, not the hand or the model. One caveat though: there is no detail nor explanation of how the 5 finger data acquisition glove maps to the 3 finger hand -> I would love to learn more about it! This is where the interesting part of the tech is imho. If this does not work, then nothing does. Still, I have to admit it looks very cool, slick, and minimal, I love it:
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New robot hands just dropped! But it seems to be missing a couple fingers. Tacta Systems Tacta Systems is a Palo Alto robotics startup that just came out of stealth, and raised with $75M and a dexterity platform, TactaBot, aimed at high-value manufacturing. TactaBot has three parts: - the Tacta Hand -> a human-scale robotic hand with 15 independently actuated joints, proprietary "Fluidic Tendon" actuation, pitched as reliable for millions of factory cycles. - the Tacta Sensor -> a tiny tactile sensor reading force from 250 Pa to 700,000 Pa, sampling at 400 Hz, resolving temperature to 0.1 °C. - Skill Capture -> a data system built around the Tacta Glove. It contains the same sensor embedded in a glove that factory workers wear. Sounds similar to what mimic is doing! Except with 3 fingers instead of 5. Tacta's vision sees 3 fingers as more than enough to complete all tasks, and less complex to simulate than 5. My opinion: Tacta is very strong at semiconductor/MEMS, their moat lies in their ability to manufacture their touch sensor as large as a grain of sand, not the hand or the model. One caveat though: there is no detail nor explanation of how the 5 finger data acquisition glove maps to the 3 finger hand -> I would love to learn more about it! This is where the interesting part of the tech is imho. If this does not work, then nothing does. Still, I have to admit it looks very cool, slick, and minimal, I love it:

Léo

15,474 Aufrufe • vor 27 Tagen