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Agility is moving away from its ostrich-like, backward-bending knee design (essentially a high ankle joint) toward more human-like legs with its new-generation humanoid. Digit 5 has just been unveiled. - New cycloidal hip/knee actuators, 50 lb payload, 20-hour shifts, 10:1 run-to-charge (90-min battery, 9-min charge). - It stands 5'11"...

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The Humanoid Hub

115,980 subscribers

58,036 次观看 • 14 天前 •via X (Twitter)

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Bobs 👾💀 的头像
Bobs 👾💀13 天前

I can imagine Ostrich-like knees and stairs don't pair well. 😅

Konrad Voss 的头像
Konrad Voss14 天前

New human legs, $300M in claimed orders, and a Klein SPAC. Only one of those is a real risk factor.

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The hype train just hit reality. For the first time ever, you can buy shares in a walking, working humanoid robot company. On June 24, 2026, Agility Robotics announced a definitive merger agreement with special purpose acquisition company $CCXI (Churchill Capital Corp XI). The deal will take the company public on the Nasdaq under the ticker $AGLT. The transaction is expected to close in the second half of 2026, subject to SEC and shareholder approvals. This marks the historic first debut of a pure-play humanoid robotics company on the U.S. stock market. Stripped of the usual AI marketing noise, here is a cold, financial and technological breakdown of the industry's first true public market test: 1. Deal Structure & Redemption Risks > Pre-money Equity Value: $2.5 billion. > Capital Infusion: Total gross proceeds of over $620 million ($420 million from $CCXI’s trust account + $200 million via a private placement (PIPE) priced at $10.00 per share). > Key Players: The PIPE round is anchored by manufacturing titan #Foxconn. Existing strategic backers, including #Amazon, #SoftBank (Vision Fund 2), and #GXO Logistics, are rolling 100% of their equity into the combined company and are bound by a 180-day lock-up agreement. > Financial Safeguard: The deal includes a minimum cash condition of $200 million. This structural floor protects the company against high redemption rates from SPAC shareholders = a historical pain point for late-stage tech mergers. At the current burn rate, this capital injection secures a stable operational runway of 24 to 30 months. 2. Unit Economics & Technical Guardrails While competitors rely heavily on edited video demonstrations, Agility is anchoring its valuation on verified operational metrics from its signature bipedal robot, Digit: > Commercial Traction: Over 65,000 hours of real-world commercial work logged across customer deployments (including facilities owned by $AMZN Amazon, $GXO GXO Logistics, $TM Toyota, and $SHA0.DE Schaeffler). > Narrow Specialization: It is crucial to temper expectations - the upcoming Digit v5 is not a general-purpose artificial agent. It is a highly specialized logistics asset built for repetitive tote-flipping and tote-handling. It operates within predefined industrial workflows alongside human workers without safety cages. > RaaS (Robotics-as-a-Service) Model: Current commercial leasing rates for these bipedal units hover around $30 per hour. > The Cost-to-Scale Target: The current total operating cost (including maintenance, high-wear harmonic drive components, and battery cell depreciation) sits at roughly $10–$12 per hour. Proceeds from the IPO will fund the mass scaling of their "Robofab" facility in Oregon, aiming to drive this operational cost down to a target of $2–$3 per hour. > Sales Pipeline: The company claims a backlog of multi-year commercial contracts and commitments valued at over $300 million, primarily tied to the deployment of the Digit v5 platform. 3. The Wall Street Outlook CEO Peggy Johnson is leveraging the accelerated timeline of a SPAC merger to secure a capital and manufacturing lead over well-funded, private, or conglomerate-backed competition like #Tesla (Optimus) and #FigureAI. However, public markets are notoriously unforgiving. The company is in its pre-earnings infancy and operates with a steep net loss. Institutional investors will disregard traditional P/E ratios; instead, the stock will be priced on a forward-looking P/S (Price-to-Sales) multiple tied to hardware delivery milestones and net burn rate. Given the inherent volatility of the SPAC structure, significant stock fluctuations are expected post-merger. Wall Street has officially established its first direct barometer for the commercial viability of Physical AI. What’s your take on the $AGLT debut? Is entering the public markets through a SPAC the right fuel to outrun the competition, or is it too early for retail investors to handle this level of hardware volatility? 🎁Bonus for those who made it to the end: $AGLT 3D LiDAR sensors supplied by $OUST. Drop your thoughts below and let's discuss.
1:30

The hype train just hit reality. For the first time ever, you can buy shares in a walking, working humanoid robot company. On June 24, 2026, Agility Robotics announced a definitive merger agreement with special purpose acquisition company $CCXI (Churchill Capital Corp XI). The deal will take the company public on the Nasdaq under the ticker $AGLT. The transaction is expected to close in the second half of 2026, subject to SEC and shareholder approvals. This marks the historic first debut of a pure-play humanoid robotics company on the U.S. stock market. Stripped of the usual AI marketing noise, here is a cold, financial and technological breakdown of the industry's first true public market test: 1. Deal Structure & Redemption Risks > Pre-money Equity Value: $2.5 billion. > Capital Infusion: Total gross proceeds of over $620 million ($420 million from $CCXI’s trust account + $200 million via a private placement (PIPE) priced at $10.00 per share). > Key Players: The PIPE round is anchored by manufacturing titan #Foxconn. Existing strategic backers, including #Amazon, #SoftBank (Vision Fund 2), and #GXO Logistics, are rolling 100% of their equity into the combined company and are bound by a 180-day lock-up agreement. > Financial Safeguard: The deal includes a minimum cash condition of $200 million. This structural floor protects the company against high redemption rates from SPAC shareholders = a historical pain point for late-stage tech mergers. At the current burn rate, this capital injection secures a stable operational runway of 24 to 30 months. 2. Unit Economics & Technical Guardrails While competitors rely heavily on edited video demonstrations, Agility is anchoring its valuation on verified operational metrics from its signature bipedal robot, Digit: > Commercial Traction: Over 65,000 hours of real-world commercial work logged across customer deployments (including facilities owned by $AMZN Amazon, $GXO GXO Logistics, $TM Toyota, and $SHA0.DE Schaeffler). > Narrow Specialization: It is crucial to temper expectations - the upcoming Digit v5 is not a general-purpose artificial agent. It is a highly specialized logistics asset built for repetitive tote-flipping and tote-handling. It operates within predefined industrial workflows alongside human workers without safety cages. > RaaS (Robotics-as-a-Service) Model: Current commercial leasing rates for these bipedal units hover around $30 per hour. > The Cost-to-Scale Target: The current total operating cost (including maintenance, high-wear harmonic drive components, and battery cell depreciation) sits at roughly $10–$12 per hour. Proceeds from the IPO will fund the mass scaling of their "Robofab" facility in Oregon, aiming to drive this operational cost down to a target of $2–$3 per hour. > Sales Pipeline: The company claims a backlog of multi-year commercial contracts and commitments valued at over $300 million, primarily tied to the deployment of the Digit v5 platform. 3. The Wall Street Outlook CEO Peggy Johnson is leveraging the accelerated timeline of a SPAC merger to secure a capital and manufacturing lead over well-funded, private, or conglomerate-backed competition like #Tesla (Optimus) and #FigureAI. However, public markets are notoriously unforgiving. The company is in its pre-earnings infancy and operates with a steep net loss. Institutional investors will disregard traditional P/E ratios; instead, the stock will be priced on a forward-looking P/S (Price-to-Sales) multiple tied to hardware delivery milestones and net burn rate. Given the inherent volatility of the SPAC structure, significant stock fluctuations are expected post-merger. Wall Street has officially established its first direct barometer for the commercial viability of Physical AI. What’s your take on the $AGLT debut? Is entering the public markets through a SPAC the right fuel to outrun the competition, or is it too early for retail investors to handle this level of hardware volatility? 🎁Bonus for those who made it to the end: $AGLT 3D LiDAR sensors supplied by $OUST. Drop your thoughts below and let's discuss.

Finn Stockinger

14,639 次观看 • 3 个月前

The NYSE just celebrated its 234th birthday. In 1792, 24 brokers gathered under a buttonwood tree at 68 Wall Street and signed an agreement that would become the New York Stock Exchange. More than two centuries later, the institution is once again ushering in change, this time for a digital era. Under President Lynn Martin, the NYSE has embraced the technological shift and a new generation of market watchers, while building out a media platform of its own. It is designed to be shared with partners, from established outlets to independent creators. "We are both a partner to all publishers and we are, in equal parts, a publisher," Joe Benarroch told a crowd of industry players and creators at a recent NYSE event. I've seen this up close. Ticker Take became a NYSE 🏛 partner in late 2025, enabling Caroline Lesley and I to share stories from the floor with our audience. Around the same time, the NYSE also teamed up with TBPN, which was recently acquired by OpenAI. The openness is working. NYSE content now reaches roughly 50 million monthly viewers across partner platforms, more than double a year ago. Daily live programming is up more than 200% year-over-year. Its flagship podcast, Inside the ICE House, has passed a million downloads. At 234, the institution that built the modern stock market is not just keeping up with how the next generation engages with capital. It is leading the way. Full story here:
0:54

The NYSE just celebrated its 234th birthday. In 1792, 24 brokers gathered under a buttonwood tree at 68 Wall Street and signed an agreement that would become the New York Stock Exchange. More than two centuries later, the institution is once again ushering in change, this time for a digital era. Under President Lynn Martin, the NYSE has embraced the technological shift and a new generation of market watchers, while building out a media platform of its own. It is designed to be shared with partners, from established outlets to independent creators. "We are both a partner to all publishers and we are, in equal parts, a publisher," Joe Benarroch told a crowd of industry players and creators at a recent NYSE event. I've seen this up close. Ticker Take became a NYSE 🏛 partner in late 2025, enabling Caroline Lesley and I to share stories from the floor with our audience. Around the same time, the NYSE also teamed up with TBPN, which was recently acquired by OpenAI. The openness is working. NYSE content now reaches roughly 50 million monthly viewers across partner platforms, more than double a year ago. Daily live programming is up more than 200% year-over-year. Its flagship podcast, Inside the ICE House, has passed a million downloads. At 234, the institution that built the modern stock market is not just keeping up with how the next generation engages with capital. It is leading the way. Full story here:

Jon Erlichman

28,880 次观看 • 4 个月前

🚨BREAKING: A new humanoid robot straight out of Europe! Kinisi has introduced their humanoid robot called KR1. This robot has a base with wheels instead of legs. This provides much greater stability and safety for human workers. It’s built for warehouse and factory tasks like picking, stacking, and moving goods. It supports payloads up to 15 kg, runs 8 hours per charge with hot-swappable batteries, and docks itself for recharging. The robot can lift heavy boxes from high shelves, handle fragile items without damage, and adapt its arm trajectories on the fly to avoid obstacles. In demos, it moved smoothly between shelves, placed items into totes, and transported them across the warehouse, all autonomously. Great retrofitting potential, because it doesn’t require major infrastructure changes to deploy. It learns from simple demonstrations, operates offline for reliability and privacy, and integrates quickly into existing workflows. Let’s not forget that E-commerce is growing rapidly, with global online sales expected to reach nearly $7 trillion by 2025. As more people shop online, the number of packages being shipped each day is soaring. These robots help us to make sure they will be delivered on time! 📦
1:03

🚨BREAKING: A new humanoid robot straight out of Europe! Kinisi has introduced their humanoid robot called KR1. This robot has a base with wheels instead of legs. This provides much greater stability and safety for human workers. It’s built for warehouse and factory tasks like picking, stacking, and moving goods. It supports payloads up to 15 kg, runs 8 hours per charge with hot-swappable batteries, and docks itself for recharging. The robot can lift heavy boxes from high shelves, handle fragile items without damage, and adapt its arm trajectories on the fly to avoid obstacles. In demos, it moved smoothly between shelves, placed items into totes, and transported them across the warehouse, all autonomously. Great retrofitting potential, because it doesn’t require major infrastructure changes to deploy. It learns from simple demonstrations, operates offline for reliability and privacy, and integrates quickly into existing workflows. Let’s not forget that E-commerce is growing rapidly, with global online sales expected to reach nearly $7 trillion by 2025. As more people shop online, the number of packages being shipped each day is soaring. These robots help us to make sure they will be delivered on time! 📦

Lukas Ziegler

23,262 次观看 • 1 年前

China's humanoid robotics market is on fire. With orders expected to top 30,000 units this year—a tenfold jump from 2024's total of less than 3,000—2025 is officially shaping up to be the "Year of Mass Production." This surge, driven by an expansion into new sectors like industrial manufacturing, logistics, and elder care, is reflected in a wave of new deals across the industry. Here's a look at some of the key commercial progress: Astribot: A 1,000-unit order for industrial and logistics deployment over two years. TianTai Robotics: Signed a major 10,000-unit order for caregiving robots. Noetix Robotics : Received over 2,000 intent orders in one month, valued at over 100 million yuan, with a focus on education and commercial performances. AgiBot: Expects to ship thousands of units this year and tens of thousands in 2026. Unitree Robotics: Has orders for thousands of units and is one of the most visible products in the industry. UBTech: Aims to deliver 500 industrial humanoids in 2025, with educational robot orders already exceeding 300 units. Robot Era: Delivered over 300 units by July 2025 with 500 more on hand. TLIBOT: Has around 1,000 intent orders. Galbot: Secured orders for its supermarket security robot, Galbot, in 100 stores. AI² Robotics: Has nearly 500 orders for its general-purpose robots for industrial and public service scenarios. But here’s the crucial reality check. While the order boom is exciting, it doesn't automatically translate to fulfilled deliveries. Many companies lack the production capacity to keep up. A significant portion of these are "intent orders" or framework agreements, not guaranteed sales. Furthermore, the market is heavily B2B-focused, with consumer demand representing only about 5% of sales. Some orders are even symbolic, for public relations or strategic purposes. This “order frenzy” is a starting point, not the finish line. The true test for China's humanoid robot industry isn't who can secure the biggest order, but who can consistently deliver on it and build a stable market for the future.
2:44

China's humanoid robotics market is on fire. With orders expected to top 30,000 units this year—a tenfold jump from 2024's total of less than 3,000—2025 is officially shaping up to be the "Year of Mass Production." This surge, driven by an expansion into new sectors like industrial manufacturing, logistics, and elder care, is reflected in a wave of new deals across the industry. Here's a look at some of the key commercial progress: Astribot: A 1,000-unit order for industrial and logistics deployment over two years. TianTai Robotics: Signed a major 10,000-unit order for caregiving robots. Noetix Robotics : Received over 2,000 intent orders in one month, valued at over 100 million yuan, with a focus on education and commercial performances. AgiBot: Expects to ship thousands of units this year and tens of thousands in 2026. Unitree Robotics: Has orders for thousands of units and is one of the most visible products in the industry. UBTech: Aims to deliver 500 industrial humanoids in 2025, with educational robot orders already exceeding 300 units. Robot Era: Delivered over 300 units by July 2025 with 500 more on hand. TLIBOT: Has around 1,000 intent orders. Galbot: Secured orders for its supermarket security robot, Galbot, in 100 stores. AI² Robotics: Has nearly 500 orders for its general-purpose robots for industrial and public service scenarios. But here’s the crucial reality check. While the order boom is exciting, it doesn't automatically translate to fulfilled deliveries. Many companies lack the production capacity to keep up. A significant portion of these are "intent orders" or framework agreements, not guaranteed sales. Furthermore, the market is heavily B2B-focused, with consumer demand representing only about 5% of sales. Some orders are even symbolic, for public relations or strategic purposes. This “order frenzy” is a starting point, not the finish line. The true test for China's humanoid robot industry isn't who can secure the biggest order, but who can consistently deliver on it and build a stable market for the future.

RoboHub🤖

199,146 次观看 • 1 年前

Everything Lars Moravy, Tesla's VP of Engineering, said about Optimus in the latest interview on Herbert's channel: On the transition of Fremont's Model S/X lines to Optimus: - Space has been cleared out - Our first line has landed (in Fremont) from our automation groups in the Midwest and Germany, and we've started to install it - Machines are going through the last stages of FAT (field acceptance testing) - The first line is quite modular, so bring-up can be quick - A line takes 2-3 days to install and a week to get going - After proving out the first sub-line, we have 40 more to go - Sub-lines are for different components like actuators, torso, battery, limbs, etc. - Multiple factors go into 'make-vs-buy' decisions: does a supplier know how to do it, do we keep the IP in-house, is the investment significant, is the risk of change high Do car manufacturing strengths pass to Optimus? - Tesla has learned the hard parts of scaling from cars and batteries: parts flow in/out of the factory building, multiple levels of supply chain, multi-sourcing, crisis management - Optimus benefits from that foundation. The lines are designed by the same experienced people who have learned the importance of precision and repeatability, and OEE and uptime - The BOM cost of a car is more than a robot (Optimus) - Tesla has the trifecta: scale manufacturing, electric motor design, and real-world AI - Optimus is more like a car than a consumer electronics device, because of its high functional safety and multi-axis dimensions The humanoid form factor: - The form has to feel like it belongs in our space - It's important to start with C-3PO (a humanoid from), then we'll see expansion into other forms like R2-D2
0:35

Everything Lars Moravy, Tesla's VP of Engineering, said about Optimus in the latest interview on Herbert's channel: On the transition of Fremont's Model S/X lines to Optimus: - Space has been cleared out - Our first line has landed (in Fremont) from our automation groups in the Midwest and Germany, and we've started to install it - Machines are going through the last stages of FAT (field acceptance testing) - The first line is quite modular, so bring-up can be quick - A line takes 2-3 days to install and a week to get going - After proving out the first sub-line, we have 40 more to go - Sub-lines are for different components like actuators, torso, battery, limbs, etc. - Multiple factors go into 'make-vs-buy' decisions: does a supplier know how to do it, do we keep the IP in-house, is the investment significant, is the risk of change high Do car manufacturing strengths pass to Optimus? - Tesla has learned the hard parts of scaling from cars and batteries: parts flow in/out of the factory building, multiple levels of supply chain, multi-sourcing, crisis management - Optimus benefits from that foundation. The lines are designed by the same experienced people who have learned the importance of precision and repeatability, and OEE and uptime - The BOM cost of a car is more than a robot (Optimus) - Tesla has the trifecta: scale manufacturing, electric motor design, and real-world AI - Optimus is more like a car than a consumer electronics device, because of its high functional safety and multi-axis dimensions The humanoid form factor: - The form has to feel like it belongs in our space - It's important to start with C-3PO (a humanoid from), then we'll see expansion into other forms like R2-D2

The Humanoid Hub

66,245 次观看 • 3 个月前

I read over 1,000 pages on Julius Caesar's leadership, these are my five top takeaways... 1. Caesar inspired his troops by fighting alongside them. In a battle against the Helvetii he rode to the frontlines, then sent away his horse to show that he would endure the battle with his soldiers. No matter the outcome. This inspired his men to fight for him, as he shared their danger. Key Lesson- You must always work alongside your employees. Let them know you share in their suffering. 2. Caesar always moved with speed and agility. Napoleon said: "The strength of an army, is estimated by multiplying the mass by the rapidity" The Romans under Caesar were not only the best engineers, but they were also the fastest. This gave them speed and agility both in travel, and in warfare. Key Lesson- Speed and agility. Speed and agility. Speed and agility. 3. Caesar expected his troops to always be ready. “He also made a habit during campaigns of not announcing the hour of the army’s departure beforehand as he expected his men to be prepared to follow him at any time." Key Lesson- You must expect your employees to always be ready. Always keep them moving. Never let stagnation settle in. 4. Caesar pushed his troops to the absolute limits. From his biography: "No Roman general ever pressed his troops harder than Caesar, but no army ever followed its leader more willingly." Key Lesson- Push your troops hard. It simply builds moral. 5. Caesar instilled a meritocracy. Also from his biography: "Caesar didn’t care what kind of background his men came from, wether they were Roman patricians by birth of the sons of a goatherd. All that mattered to him was how they conducted themselves in war." Key Lesson- Give room in the organization for talent to rise up in the ranks. This encourages performance.
25:03

I read over 1,000 pages on Julius Caesar's leadership, these are my five top takeaways... 1. Caesar inspired his troops by fighting alongside them. In a battle against the Helvetii he rode to the frontlines, then sent away his horse to show that he would endure the battle with his soldiers. No matter the outcome. This inspired his men to fight for him, as he shared their danger. Key Lesson- You must always work alongside your employees. Let them know you share in their suffering. 2. Caesar always moved with speed and agility. Napoleon said: "The strength of an army, is estimated by multiplying the mass by the rapidity" The Romans under Caesar were not only the best engineers, but they were also the fastest. This gave them speed and agility both in travel, and in warfare. Key Lesson- Speed and agility. Speed and agility. Speed and agility. 3. Caesar expected his troops to always be ready. “He also made a habit during campaigns of not announcing the hour of the army’s departure beforehand as he expected his men to be prepared to follow him at any time." Key Lesson- You must expect your employees to always be ready. Always keep them moving. Never let stagnation settle in. 4. Caesar pushed his troops to the absolute limits. From his biography: "No Roman general ever pressed his troops harder than Caesar, but no army ever followed its leader more willingly." Key Lesson- Push your troops hard. It simply builds moral. 5. Caesar instilled a meritocracy. Also from his biography: "Caesar didn’t care what kind of background his men came from, wether they were Roman patricians by birth of the sons of a goatherd. All that mattered to him was how they conducted themselves in war." Key Lesson- Give room in the organization for talent to rise up in the ranks. This encourages performance.

Nic Munoz

74,458 次观看 • 5 个月前

NEWS: Neoen Australia says it has begun construction of a new $220 million big battery project, which will also be the first project in the world to deploy Tesla's new Megablock product, its next generation grid-scale battery tech. Megablock combines four Megapack 3 units into a single deployable block offering 20 MWh units, each with an integrated transformer and switchgear. Tesla says this will translate into faster installations and lower costs for grid-level storage, up to 40% cheaper. Megapack 3 production will begin at Tesla's upcoming Megafactory in Houston, Texas in 2026 with up to 50 GWh per year of manufacturing capacity. Megablock: • 23% faster to install with up to 40% lower construction costs • Plug and play platform (hardware, software and services) delivered as one all from Tesla. It's a pre-engineered medium-voltage block that integrates next-gen Megapack 3 • Eliminates above ground cabling between the transformer and the megapacks using new flexible busbar assembly • 91% MV round trip efficiency • 20 MWh of usable AC energy • Operates in temps of -40°C (-40°F) to 60°C (140°F) • 248 MWh per acre • 25-year life & >10,000 cycles Megapack 3: • 5 MWh of usable AC energy • Weight: 86,000 lbs • 28 foot long enclosure that can be shipped globally • Optimized for up to 8-hour applications • New drastically simplified thermal bay. Uses Model Y heat pump, but on steroids. 78% fewer connections, which minimizes failure points • Larger battery module and larger battery cell • 2.8 liter battery cell, co-engineered with Tesla's cell team • LFP battery • Operates in -40°C to 60° • Went from 24 cable connections in Megapack version 2XL, down to 3 simple busbar connections • 75% of the mass of Megapack 3 is battery cells. • A single module in it weighs as much as a Cybertruck • Tesla has enabled easier front access service, so there are no roof penetrations • Drastically simplified bussing system • Will partly use battery cells from Tesla's new 7 GWh LFP battery facility in Nevada. Additional cells sourced elsewhere.
0:37

NEWS: Neoen Australia says it has begun construction of a new $220 million big battery project, which will also be the first project in the world to deploy Tesla's new Megablock product, its next generation grid-scale battery tech. Megablock combines four Megapack 3 units into a single deployable block offering 20 MWh units, each with an integrated transformer and switchgear. Tesla says this will translate into faster installations and lower costs for grid-level storage, up to 40% cheaper. Megapack 3 production will begin at Tesla's upcoming Megafactory in Houston, Texas in 2026 with up to 50 GWh per year of manufacturing capacity. Megablock: • 23% faster to install with up to 40% lower construction costs • Plug and play platform (hardware, software and services) delivered as one all from Tesla. It's a pre-engineered medium-voltage block that integrates next-gen Megapack 3 • Eliminates above ground cabling between the transformer and the megapacks using new flexible busbar assembly • 91% MV round trip efficiency • 20 MWh of usable AC energy • Operates in temps of -40°C (-40°F) to 60°C (140°F) • 248 MWh per acre • 25-year life & >10,000 cycles Megapack 3: • 5 MWh of usable AC energy • Weight: 86,000 lbs • 28 foot long enclosure that can be shipped globally • Optimized for up to 8-hour applications • New drastically simplified thermal bay. Uses Model Y heat pump, but on steroids. 78% fewer connections, which minimizes failure points • Larger battery module and larger battery cell • 2.8 liter battery cell, co-engineered with Tesla's cell team • LFP battery • Operates in -40°C to 60° • Went from 24 cable connections in Megapack version 2XL, down to 3 simple busbar connections • 75% of the mass of Megapack 3 is battery cells. • A single module in it weighs as much as a Cybertruck • Tesla has enabled easier front access service, so there are no roof penetrations • Drastically simplified bussing system • Will partly use battery cells from Tesla's new 7 GWh LFP battery facility in Nevada. Additional cells sourced elsewhere.

Sawyer Merritt

172,732 次观看 • 9 个月前

NEWS: BMW has officially unveiled their all-new EV called the iX3. • Starting price in the US: $60,000 • Range: Up to 400 miles (expected EPA range) • Up to 400kW charging speeds. 230 miles of range in 10 mins • Redesigned cockpit: Panoramic display shows information from A-pillar to A-pillar, 3D Head-Up display, central display with matrix LEDs • Native NACS port • Uses 2,000 feet less wiring than before • 0-60 mph: 4.7s • 800-volt • Bidirectional charging functions: Vehicle-to-Home (V2H) and Vehicle-to-Grid (V2G) • 30% lower carbon footprint over its lifecycle compared to previous electric BMW models • Up to 463 HP • 17.9" Central Display • 188" long, same as Model Y • 0.24. drag coefficient • 10 to 80% charge in 21 minutes • Towing capacity: 4,400 lbs • The energy density on a cell level is 20% higher than with fifth-generation BMW eDrive technology, and also enables a 30% increase in charging speed • Battery is integrated into the vehicle architecture as a structural component to minimize weigh • New “superbrain” will provide 20X the computing power of BMW’s previous system • Harman Kardon HiFi system with 13 speakers • US production begins in Q1 2026, US deliveries mid-2026. BMW CEO on the new iX3: “This will be the benchmark of the industry. BMW can build superior electric cars, and the rest of the market will have to answer.”
0:43

NEWS: BMW has officially unveiled their all-new EV called the iX3. • Starting price in the US: $60,000 • Range: Up to 400 miles (expected EPA range) • Up to 400kW charging speeds. 230 miles of range in 10 mins • Redesigned cockpit: Panoramic display shows information from A-pillar to A-pillar, 3D Head-Up display, central display with matrix LEDs • Native NACS port • Uses 2,000 feet less wiring than before • 0-60 mph: 4.7s • 800-volt • Bidirectional charging functions: Vehicle-to-Home (V2H) and Vehicle-to-Grid (V2G) • 30% lower carbon footprint over its lifecycle compared to previous electric BMW models • Up to 463 HP • 17.9" Central Display • 188" long, same as Model Y • 0.24. drag coefficient • 10 to 80% charge in 21 minutes • Towing capacity: 4,400 lbs • The energy density on a cell level is 20% higher than with fifth-generation BMW eDrive technology, and also enables a 30% increase in charging speed • Battery is integrated into the vehicle architecture as a structural component to minimize weigh • New “superbrain” will provide 20X the computing power of BMW’s previous system • Harman Kardon HiFi system with 13 speakers • US production begins in Q1 2026, US deliveries mid-2026. BMW CEO on the new iX3: “This will be the benchmark of the industry. BMW can build superior electric cars, and the rest of the market will have to answer.”

Sawyer Merritt

40,998 次观看 • 1 年前

$GRAB AI SuperApp Valuation is STUPID👀 Video was from CNBC w/ Howard Marks, a major shareholder on $GRAB. $GRAB is now trading at 3.5 P/S FY 2026 revenue($6.2B) after $GOTO Mobility/Delivery Acquisition with $6B+ in cash and very little debt. Expected growth after 90-95% market share consolidation is 40%+ top and bottom line. This is when $GRAB introduces higher margin services as it has the monopoly in SEA or 700m population. For example, Dine-Out has 70-80% margin (20-30% commission), and this new services drove 1/3-1/4 of all new users growth. And Grab is only 6.5% penetration(700m), 14% thesis (5 billion people TAM). We are very EARLY! Long term shareholders should also expect expansion shortly after this consolidation. Most likely H2 2026 or H1 2027. You can hate Grab or call it a Chinese company based in Singapore as much as you want, but this valuation is stupid. This balance sheet and this kind of growth deserve a premium 8-10 P/S. I will be here to enjoy the ride when the market prices this SuperApp correctly.
11:01

$GRAB AI SuperApp Valuation is STUPID👀 Video was from CNBC w/ Howard Marks, a major shareholder on $GRAB. $GRAB is now trading at 3.5 P/S FY 2026 revenue($6.2B) after $GOTO Mobility/Delivery Acquisition with $6B+ in cash and very little debt. Expected growth after 90-95% market share consolidation is 40%+ top and bottom line. This is when $GRAB introduces higher margin services as it has the monopoly in SEA or 700m population. For example, Dine-Out has 70-80% margin (20-30% commission), and this new services drove 1/3-1/4 of all new users growth. And Grab is only 6.5% penetration(700m), 14% thesis (5 billion people TAM). We are very EARLY! Long term shareholders should also expect expansion shortly after this consolidation. Most likely H2 2026 or H1 2027. You can hate Grab or call it a Chinese company based in Singapore as much as you want, but this valuation is stupid. This balance sheet and this kind of growth deserve a premium 8-10 P/S. I will be here to enjoy the ride when the market prices this SuperApp correctly.

Mike

280,725 次观看 • 10 个月前

AgiBot’s new generation of industrial-grade interactive embodied robot, AgiBot G2, has officially launched! The G2 has already secured orders worth hundreds of millions of RMB, including two separate contracts each exceeding 100 million RMB, and has begun its first commercial deliveries. The AgiBot G2 is built to industrial standards, featuring high-performance joints, precision torque sensors, and an advanced spatial perception system. It supports rapid learning and deployment, offers strong multimodal voice interaction, and is designed for general use in industrial, logistics, and guidance scenarios. Inheriting the successful "Collect-Train-Deploy" model of its predecessor, the G1, the G2 brings significant upgrades, including a high-performance AI computing platform and actuators that enable omnidirectional obstacle avoidance and high-precision force-control tasks. Its 3-DOF waist allows for human-like bending and lateral body movement. A key feature is the G2's globally first-of-its-kind cross-shaped wrist force-control arm, which uses precision joint torque sensors and joint impedance control to delicately perceive external forces and respond smoothly. For continuous operation, the G2 supports autonomous charging and features a dual-battery hot-swapping system, meeting the 24-hour cycle demands of factory production lines. During the launch event, AgiBot demonstrated the G2’s ultra-low latency remote operation (teleoperation) capabilities. Operators successfully demonstrated precision shots (like hitting a floating balloon in Shanghai while operating from Beijing), showcasing the robot's high accuracy and low latency in both line-of-sight and beyond-line-of-sight scenarios. The G2 is already being deployed across four key real-world scenarios: In automotive parts production, it assists humans with tasks like safety belt lock core pressing and material handling. In precision operations, it used reinforcement learning to master delicate tasks like inserting memory sticks in just one hour. In logistics, the G2, enhanced by AgiBot's OmniHand dexterous hand, efficiently handles various package types for sorting and loading. Its strong mobility allows it to adapt to over 95% of factory floors. AgiBot is also commencing the first batch of commercial deliveries under an over 100 million RMB procurement contract with Joyson Electronic, formally landing the G2 in the automotive parts manufacturing sector.
2:28

AgiBot’s new generation of industrial-grade interactive embodied robot, AgiBot G2, has officially launched! The G2 has already secured orders worth hundreds of millions of RMB, including two separate contracts each exceeding 100 million RMB, and has begun its first commercial deliveries. The AgiBot G2 is built to industrial standards, featuring high-performance joints, precision torque sensors, and an advanced spatial perception system. It supports rapid learning and deployment, offers strong multimodal voice interaction, and is designed for general use in industrial, logistics, and guidance scenarios. Inheriting the successful "Collect-Train-Deploy" model of its predecessor, the G1, the G2 brings significant upgrades, including a high-performance AI computing platform and actuators that enable omnidirectional obstacle avoidance and high-precision force-control tasks. Its 3-DOF waist allows for human-like bending and lateral body movement. A key feature is the G2's globally first-of-its-kind cross-shaped wrist force-control arm, which uses precision joint torque sensors and joint impedance control to delicately perceive external forces and respond smoothly. For continuous operation, the G2 supports autonomous charging and features a dual-battery hot-swapping system, meeting the 24-hour cycle demands of factory production lines. During the launch event, AgiBot demonstrated the G2’s ultra-low latency remote operation (teleoperation) capabilities. Operators successfully demonstrated precision shots (like hitting a floating balloon in Shanghai while operating from Beijing), showcasing the robot's high accuracy and low latency in both line-of-sight and beyond-line-of-sight scenarios. The G2 is already being deployed across four key real-world scenarios: In automotive parts production, it assists humans with tasks like safety belt lock core pressing and material handling. In precision operations, it used reinforcement learning to master delicate tasks like inserting memory sticks in just one hour. In logistics, the G2, enhanced by AgiBot's OmniHand dexterous hand, efficiently handles various package types for sorting and loading. Its strong mobility allows it to adapt to over 95% of factory floors. AgiBot is also commencing the first batch of commercial deliveries under an over 100 million RMB procurement contract with Joyson Electronic, formally landing the G2 in the automotive parts manufacturing sector.

RoboHub🤖

33,831 次观看 • 11 个月前

NEWS: Figure has unveiling its 3rd generation humanoid robot. • Features a completely redesigned sensory suite and hand system. Wireless charging in feet. • Next-generation vision system engineered for high-frequency visuomotor control. Its new camera architecture delivers twice the frame rate, one-quarter the latency, and a 60% wider field of view per camera within a more compact form factor • Soft goods, wireless charging, improved audio system for voice reasoning, and battery safety advancements • "Engineered from the ground-up for high-volume manufacturing. In order to scale, we established a new supply chain and entirely new process for manufacturing humanoid robots at BotQ." • Lower manufacturing cost • Softer, more adaptive fingertips increase surface contact area, enabling more stable grasps across objects of varied shapes and sizes. Each fingertip sensor can detect forces as small as three grams of pressure - sensitive enough to register the weight of a paperclip resting on your finger. • Multi-density foam to protect against pinch points, and is covered in soft textiles rather than hard machined parts. 9% less mass and less volume than Figure 02 • 10 Gbps mmWave data offload capability, allowing the entire fleet to upload terabytes of data • Upgraded audio hardware system for better real time speech-to-speech. Its speaker is twice the size and nearly four times more powerful, while the microphone has been repositioned for improved performance and clarity. • Charging coils in the robot’s feet allow it to simply step onto a wireless stand and charge at 2 kW Figure: "BotQ is Figure’s dedicated manufacturing facility designed to scale robot production. BotQ’s first-generation manufacturing line will initially be capable of producing up to 12,000 humanoid robots per year, with the goal of producing a total of 100,000 robots over the next four years. Instead of relying on contract manufacturers, Figure brought production of its most critical systems in-house to maintain tight control over quality, iteration, and speed."
6:00

NEWS: Figure has unveiling its 3rd generation humanoid robot. • Features a completely redesigned sensory suite and hand system. Wireless charging in feet. • Next-generation vision system engineered for high-frequency visuomotor control. Its new camera architecture delivers twice the frame rate, one-quarter the latency, and a 60% wider field of view per camera within a more compact form factor • Soft goods, wireless charging, improved audio system for voice reasoning, and battery safety advancements • "Engineered from the ground-up for high-volume manufacturing. In order to scale, we established a new supply chain and entirely new process for manufacturing humanoid robots at BotQ." • Lower manufacturing cost • Softer, more adaptive fingertips increase surface contact area, enabling more stable grasps across objects of varied shapes and sizes. Each fingertip sensor can detect forces as small as three grams of pressure - sensitive enough to register the weight of a paperclip resting on your finger. • Multi-density foam to protect against pinch points, and is covered in soft textiles rather than hard machined parts. 9% less mass and less volume than Figure 02 • 10 Gbps mmWave data offload capability, allowing the entire fleet to upload terabytes of data • Upgraded audio hardware system for better real time speech-to-speech. Its speaker is twice the size and nearly four times more powerful, while the microphone has been repositioned for improved performance and clarity. • Charging coils in the robot’s feet allow it to simply step onto a wireless stand and charge at 2 kW Figure: "BotQ is Figure’s dedicated manufacturing facility designed to scale robot production. BotQ’s first-generation manufacturing line will initially be capable of producing up to 12,000 humanoid robots per year, with the goal of producing a total of 100,000 robots over the next four years. Instead of relying on contract manufacturers, Figure brought production of its most critical systems in-house to maintain tight control over quality, iteration, and speed."

Sawyer Merritt

140,241 次观看 • 11 个月前

The market is watching xAI charge $50 billion per gigawatt and the rest of the neocloud sector run up is just getting started (Save this). According to Gavin Baker of Atreides Management, this is the most important number in AI infrastructure right now, xAI is monetizing compute at $50 billion per gigawatt on the Google deal, 2 to 3 times what any neocloud competitor charges. Google is paying $920 million per month for access to roughly 110,000 Nvidia GPUs through June 2029, and Anthropic is paying $1.25 billion per month for Colossus 1's 300 megawatts. Baker's point is simple that stop tracking rocket launches, stop tracking GPU orders, model gigawatt additions. At $50 billion per gigawatt, every new gigawatt that xAI energizes over the next 12 months is a revenue event that the market has not yet priced in. But this is not just an xAI story but rather why neocloud stocks are one of the most mispriced assets in the entire AI stack. Neoclouds charge $17 to $25 billion per gigawatt in contract value, a dramatic discount to xAI's pricing, but still an extraordinary business model when the underlying infrastructure costs $9 to $12 million per megawatt to operate and customers are signing 5-year locked contracts. H100 GPU-hours from neoclouds like Nebius at $2.95 per GPU-hour are 66% cheaper than hyperscaler rates, which is the structural reason enterprise AI teams are shifting spend to neoclouds at an accelerating pace. The neocloud market is projected to grow 69% annually through 2030 to reach nearly $180 billion and right now only a handful of public companies offer direct exposure to it. Nebius is the standout among the publicly traded neoclouds. It reported Q1 2026 AI cloud revenue of $399 million, an 841% increase year over year beating estimates, with its CEO stating that demand continues to exceed available capacity and customers are actively being turned away. Nebius commands a 20 to 25% revenue premium over peers thanks to its full-stack software offering, European sovereign positioning, and data residency advantages that physically prevent hyperscalers from competing for a large portion of its customer base. It has $49 billion in contracted backlog with Meta, Microsoft, and Nvidia meaning its revenue trajectory for the next three to five years is not a forecast, it is a schedule. The competitive moat is in power, permits, and speed exactly what xAI has proven is the true bottleneck. Jensen Huang said publicly that xAI deploys data centers faster than anyone else in the ecosystem, and Baker called out that this deployment speed advantage directly translates to monetization speed, every week of earlier energization at these pricing levels is worth hundreds of millions in revenue. Neoclouds with secured power, permits, and long-term customer contracts are not in a fair race against companies still waiting on grid connections and zoning approvals. The companies with the most locked in gigawatts coming online in 2026 and 2027 are about to have very good years.
1:14

The market is watching xAI charge $50 billion per gigawatt and the rest of the neocloud sector run up is just getting started (Save this). According to Gavin Baker of Atreides Management, this is the most important number in AI infrastructure right now, xAI is monetizing compute at $50 billion per gigawatt on the Google deal, 2 to 3 times what any neocloud competitor charges. Google is paying $920 million per month for access to roughly 110,000 Nvidia GPUs through June 2029, and Anthropic is paying $1.25 billion per month for Colossus 1's 300 megawatts. Baker's point is simple that stop tracking rocket launches, stop tracking GPU orders, model gigawatt additions. At $50 billion per gigawatt, every new gigawatt that xAI energizes over the next 12 months is a revenue event that the market has not yet priced in. But this is not just an xAI story but rather why neocloud stocks are one of the most mispriced assets in the entire AI stack. Neoclouds charge $17 to $25 billion per gigawatt in contract value, a dramatic discount to xAI's pricing, but still an extraordinary business model when the underlying infrastructure costs $9 to $12 million per megawatt to operate and customers are signing 5-year locked contracts. H100 GPU-hours from neoclouds like Nebius at $2.95 per GPU-hour are 66% cheaper than hyperscaler rates, which is the structural reason enterprise AI teams are shifting spend to neoclouds at an accelerating pace. The neocloud market is projected to grow 69% annually through 2030 to reach nearly $180 billion and right now only a handful of public companies offer direct exposure to it. Nebius is the standout among the publicly traded neoclouds. It reported Q1 2026 AI cloud revenue of $399 million, an 841% increase year over year beating estimates, with its CEO stating that demand continues to exceed available capacity and customers are actively being turned away. Nebius commands a 20 to 25% revenue premium over peers thanks to its full-stack software offering, European sovereign positioning, and data residency advantages that physically prevent hyperscalers from competing for a large portion of its customer base. It has $49 billion in contracted backlog with Meta, Microsoft, and Nvidia meaning its revenue trajectory for the next three to five years is not a forecast, it is a schedule. The competitive moat is in power, permits, and speed exactly what xAI has proven is the true bottleneck. Jensen Huang said publicly that xAI deploys data centers faster than anyone else in the ecosystem, and Baker called out that this deployment speed advantage directly translates to monetization speed, every week of earlier energization at these pricing levels is worth hundreds of millions in revenue. Neoclouds with secured power, permits, and long-term customer contracts are not in a fair race against companies still waiting on grid connections and zoning approvals. The companies with the most locked in gigawatts coming online in 2026 and 2027 are about to have very good years.

Milk Road AI

74,945 次观看 • 3 个月前

NEWS: Tonight, Toyota unveiled the all-new, redesigned RAV4 — the former #1 best-selling car in the world — marking its first redesign in 6 years. • Every trim will now be a Hybrid or Plug-in Hybrid • 20% more all-electric drive range of 50 miles (42 miles previously) • Redesigned exterior and interior • The PHEV XSE and Woodland trims will have DC fast charging, capable of charging from 10% to 80% in 30 mins • 11-kW AC onboard charger available • Towing capacity: Up to 3,500 lbs • New 12.9" touchscreen. Digital HVAC controls are a new feature integrated into the bottom of the touchscreen display. • 12.3" digital gauge cluster • Equipped with Arene, an all-new software development platform created by Woven by Toyota. "The introduction of Arene is Toyota’s first step toward fully software-defined vehicles. The platform will be the foundation for our most advanced safety, security and connectivity technologies." • New RAV4 is the first Toyota model to receive the Toyota Safety Sense 4.0 system. The new version of Toyota’s standard active safety suite will have updates to its hardware and detection capabilities. Additional details will be available closer to the on-sale date. • Wireless Apple CarPlay & Android Auto • Up to 320 hp • 2026 RAV4 models are expected to start arriving at Toyota dealerships across the U.S. later this year, and pricing will be announced closer to on-sale date.
1:07

NEWS: Tonight, Toyota unveiled the all-new, redesigned RAV4 — the former #1 best-selling car in the world — marking its first redesign in 6 years. • Every trim will now be a Hybrid or Plug-in Hybrid • 20% more all-electric drive range of 50 miles (42 miles previously) • Redesigned exterior and interior • The PHEV XSE and Woodland trims will have DC fast charging, capable of charging from 10% to 80% in 30 mins • 11-kW AC onboard charger available • Towing capacity: Up to 3,500 lbs • New 12.9" touchscreen. Digital HVAC controls are a new feature integrated into the bottom of the touchscreen display. • 12.3" digital gauge cluster • Equipped with Arene, an all-new software development platform created by Woven by Toyota. "The introduction of Arene is Toyota’s first step toward fully software-defined vehicles. The platform will be the foundation for our most advanced safety, security and connectivity technologies." • New RAV4 is the first Toyota model to receive the Toyota Safety Sense 4.0 system. The new version of Toyota’s standard active safety suite will have updates to its hardware and detection capabilities. Additional details will be available closer to the on-sale date. • Wireless Apple CarPlay & Android Auto • Up to 320 hp • 2026 RAV4 models are expected to start arriving at Toyota dealerships across the U.S. later this year, and pricing will be announced closer to on-sale date.

Sawyer Merritt

367,601 次观看 • 1 年前