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Another great Silicon Valley startup tour: Corvus Robotics, Corvus Robotics, creators of the world’s first fully autonomous indoor inventory drone. No GPS. No WiFi. No humans needed. Just AI, computer vision, and real-time mapping—scanning barcodes 40 feet up, day and night, across football-field-sized warehouses. Founder/CEO Jackie Wu gives me... show more

Robert Scoble

585,878 subscribers

57,875 Aufrufe • vor 1 Jahr •via X (Twitter)

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Profilbild von Robert Scoble

Robert Scoblevor 1 Jahr

Learn more about Corvus here:

Profilbild von ESDigital Games

ESDigital Gamesvor 2 Jahren

Steel Seed is a single player stealth-action adventure game set in a dark sci-fi world. In her epic journey inside a hostile underground facility run by AIs, Zoe is alone with Koby, a flying drone, as her only companion Add wishlist:

Profilbild von Robert Scoble

Robert Scoblevor 1 Jahr

Filmed on my Apple Vision Pro. Which has greatly improved as a camera in the last week or so.

Profilbild von Farhan

Farhanvor 1 Jahr

@CorvusRobotics This is next-level robotics

Profilbild von Sandy.Sonic; Peeps.onchain 🐥

Sandy.Sonic; Peeps.onchain 🐥vor 1 Jahr

@CorvusRobotics So crazy cool and valuable!!!! Curious how big the team is?

Profilbild von Robert Scoble

Robert Scoblevor 1 Jahr

@CorvusRobotics A few dozen if I remember right

Profilbild von Captain HaHaa

Captain HaHaavor 1 Jahr

@CorvusRobotics No Wifi would be a huge bonus for local autonomy, you could set up a place like this anywhere with power! that's cool!

Profilbild von Halvings.org

Halvings.orgvor 1 Jahr

@CorvusRobotics Big brother watching your inventory 🚀

Profilbild von Kayla Lynn Sali-Liebeck

Kayla Lynn Sali-Liebeckvor 1 Jahr

@CorvusRobotics Cool. 😎

Profilbild von Benson Chan

Benson Chanvor 1 Jahr

That is amazing, Robert. Thank you for sharing. FYI, Hong Kong police are set to introduce drone patrols in urban areas starting in the second half of 2025 to prevent burglaries, particularly in areas with old tenement buildings. Trials are also planned for border security in the northern New Territories. Modern drone patrols often incorporate AI for navigation, obstacle avoidance, and data analysis.

Profilbild von 💫Shamara💫

💫Shamara💫vor 1 Jahr

@CorvusRobotics This is super cool!

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269,783 Aufrufe • vor 1 Jahr

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41,955 Aufrufe • vor 9 Monaten

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Most robotics teams can make a robot move… very few can make it work every day in the real world! @roboforce_inc was just featured in Jensen Huang’s GTC keynote, not for a demo but for a robot they claim is already working in the field. Their system, TITAN, is built for industrial environments: ✅ 40 kg dual-arm payload ✅ millimeter-level precision ✅ 8 hours runtime ✅ early pilots in energy, logistics, and manufacturing They call it Physical AI: The focus is on getting robots to do the kind of labor that still depends on people: repetitive, risky, and physical. IMO, what stands out isn’t the specs. It’s the claim of 11,000 robot orders❗️ If even a fraction of that turns into real deployments, it would make RoboForce one of the most widely scaled robot platforms in the world!!?? The open question is whether this shift from prototype to production is real or just the next phase of robotics storytelling. It looks very promising to me. It’s also interesting how their founder openly pushes back against the humanoid trend, arguing for wheels over legs in real industrial settings. It’s an unusual perspective in a time when humanoids get most of the attention. If they are right, the next humanoid robotics wave might look less like a human and more like an industrial version. Seen at —- Weekly robotics and AI insights. Subscribe free:

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Robotics is following AI’s exact playbook and the Capex explosion is coming next. The first step is already happening, money is flooding into the companies building physical AI. Robotics and physical AI startups raised about $16.3 billion across 492 deals in the first quarter of 2026, roughly 4.5 times the average quarterly funding from 2021–2025. In the first half of 2026, physical AI companies raised $47.4 billion, more than the sector raised across all of 2022–2024 combined. That is how the AI cycle started, venture capital funded the technology first, then companies began spending hundreds of billions on the infrastructure needed to deploy it. Robotics is now moving from research labs into warehouses, factories, auto plants, logistics centers, and defense systems. Goldman Sachs raised its 2035 humanoid robot forecast from 1.38 million units to 6.48 million, with the market potentially reaching $138 billion. The reason is falling costs and Goldman expects average robot prices to decline from about $41,800 in 2025 to $21,300 by 2035. As prices fall, the payback period could shrink from 2.8 years in 2026 to about 1.9 years in 2027, making robots much easier for companies to justify as capital investments. That is when robotics can trigger its own capex cycle. Companies will spend not just on robots but also on factories, sensors, chips, batteries, software, power systems, data centers, and new automated facilities. Amazon is already a major example because its automation program could save roughly $72 billion between 2026 and 2030 and add about 240 basis points to operating margins. Morgan Stanley sees the long term opportunity as even larger, estimating 1 billion humanoid robots and about $7.5 trillion in annual revenue by 2050. And the biggest beneficiaries in all of this will be the picks and shovels companies behind the robots. That includes Nvidia and Renesas for chips, Teradyne for automation, Harmonic Drive for precision gearboxes, and Toyota, Honda, JTEKT, Aisin, and MinebeaMitsumi for manufacturing and motion control components. Bullish on robotics and the picks and shovels behind the next capex cycle and If you enjoyed reading this, make sure to follow Melvin for more robotics and AI insights. If you want to see exactly what I'm buying as an analyst at Milk Road Pro, you can join for just $1 using the link below.

Melvin

23,055 Aufrufe • vor 19 Tagen

Teleoperation today relies on WebRTC. That works for Zoom. Not for robotics. Is that statement provocative? WebRTC works for video calls. But not really for robots. I’m teleoperating from SF → London using Adamo’s stack. Zero buffering. No lag smoothing… just real-time control. Because WebRTC apps add buffers to handle: • packet loss • network jitter That’s fine when you’re talking. Not so much when you’re controlling a robot. Even small delays kill precision. So instead of adapting WebRTC… Adamo built a custom protocol + dedicated global infrastructure. Without buffering or artificial delay. A stable, real-time connection across the Atlantic. This is what people underestimate about robotics: Models are just one piece of the puzzle. But looking at the entire stack, there is so much more. And Sometimes you can’t reuse what exists. You have to build it from the ground up. Thank you, Sam Considine for letting me try, it nice seeing you during GTC last week! 👋 ——- Weekly robotics and AI insights. Subscribe free:

Teleoperation today relies on WebRTC. That works for Zoom. Not for robotics. Is that statement provocative? WebRTC works for video calls. But not really for robots. I’m teleoperating from SF → London using Adamo’s stack. Zero buffering. No lag smoothing… just real-time control. Because WebRTC apps add buffers to handle: • packet loss • network jitter That’s fine when you’re talking. Not so much when you’re controlling a robot. Even small delays kill precision. So instead of adapting WebRTC… Adamo built a custom protocol + dedicated global infrastructure. Without buffering or artificial delay. A stable, real-time connection across the Atlantic. This is what people underestimate about robotics: Models are just one piece of the puzzle. But looking at the entire stack, there is so much more. And Sometimes you can’t reuse what exists. You have to build it from the ground up. Thank you, Sam Considine for letting me try, it nice seeing you during GTC last week! 👋 ——- Weekly robotics and AI insights. Subscribe free:

Ilir Aliu

21,566 Aufrufe • vor 6 Monaten

$OUST Ouster is a made in USA play on solid state/digital LiDAR to be used in: -Defense: Anduril drones and cleared by DOD for use in other unmanned systems across the industry -Robotics: last mile driverless delivery, mapping, and humanoid robotics sensors/coordination -Industrial: warehouse automation, agriculture, mining, and construction -Smart City Infrastructure: transportation systems/roads and traffic management, perimeter security, crowd analytics -Automotive: robotaxi, robotrucking, shuttles/busses Digital/solid state lidar benefits from no moving parts and benefits from greater ease of integration into applications (no giant spinning thing). Ouster also makes it's own data processing chips for Lidar as well as mapping software. With the push away from China tech, this one stands to benefit in the coming AI/automation revolution. With a targeted 40% annual growth and 40% gross margins, as well as such a large TAM; it is an interesting play at ~$20, $1B marketcap. It is breaking out after years of consolidation.

$OUST Ouster is a made in USA play on solid state/digital LiDAR to be used in: -Defense: Anduril drones and cleared by DOD for use in other unmanned systems across the industry -Robotics: last mile driverless delivery, mapping, and humanoid robotics sensors/coordination -Industrial: warehouse automation, agriculture, mining, and construction -Smart City Infrastructure: transportation systems/roads and traffic management, perimeter security, crowd analytics -Automotive: robotaxi, robotrucking, shuttles/busses Digital/solid state lidar benefits from no moving parts and benefits from greater ease of integration into applications (no giant spinning thing). Ouster also makes it's own data processing chips for Lidar as well as mapping software. With the push away from China tech, this one stands to benefit in the coming AI/automation revolution. With a targeted 40% annual growth and 40% gross margins, as well as such a large TAM; it is an interesting play at ~$20, $1B marketcap. It is breaking out after years of consolidation.

YeahDave

81,362 Aufrufe • vor 1 Jahr

These machines don’t look like they build the future of AI. But they do. What you are seeing is not an industrial robot just move. It is part of the process that makes the world’s most advanced chips possible. TRUMPF laser systems are used to manufacture key components for ASML’s EUV lithography machines. ❗️Without this step, modern AI hardware would simply not exist. • They machine parts with nanometer-level precision • They enable the optics and components needed for EUV lithography • Their stability directly affects chip yield and quality • No TRUMPF lasers, no ASML EUV. No EUV, no advanced AI chips. It is easy to focus on GPUs and models. But the real bottleneck sits much deeper in the industrial stack. —- Weekly robotics and AI insights. Subscribe free:

These machines don’t look like they build the future of AI. But they do. What you are seeing is not an industrial robot just move. It is part of the process that makes the world’s most advanced chips possible. TRUMPF laser systems are used to manufacture key components for ASML’s EUV lithography machines. ❗️Without this step, modern AI hardware would simply not exist. • They machine parts with nanometer-level precision • They enable the optics and components needed for EUV lithography • Their stability directly affects chip yield and quality • No TRUMPF lasers, no ASML EUV. No EUV, no advanced AI chips. It is easy to focus on GPUs and models. But the real bottleneck sits much deeper in the industrial stack. —- Weekly robotics and AI insights. Subscribe free:

Ilir Aliu

99,899 Aufrufe • vor 8 Monaten

These machines don’t look like they build the future of AI. But they do. What you are seeing is not an industrial robot just move. It is part of the process that makes the world’s most advanced chips possible. TRUMPF laser systems are used to manufacture key components for ASML’s EUV lithography machines. ❗️Without this step, modern AI hardware would simply not exist. • They machine parts with nanometer-level precision • They enable the optics and components needed for EUV lithography • Their stability directly affects chip yield and quality • No TRUMPF lasers, no ASML EUV. No EUV, no advanced AI chips. It is easy to focus on GPUs and models. But the real bottleneck sits much deeper in the industrial stack. ——- Weekly robotics and AI insights. Subscribe free:

These machines don’t look like they build the future of AI. But they do. What you are seeing is not an industrial robot just move. It is part of the process that makes the world’s most advanced chips possible. TRUMPF laser systems are used to manufacture key components for ASML’s EUV lithography machines. ❗️Without this step, modern AI hardware would simply not exist. • They machine parts with nanometer-level precision • They enable the optics and components needed for EUV lithography • Their stability directly affects chip yield and quality • No TRUMPF lasers, no ASML EUV. No EUV, no advanced AI chips. It is easy to focus on GPUs and models. But the real bottleneck sits much deeper in the industrial stack. ——- Weekly robotics and AI insights. Subscribe free:

Ilir Aliu

43,443 Aufrufe • vor 1 Monat