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FFAI Co-CEO Structure Weekly Update 048 First-month robotics delivery target exceeded, FFAI Annual report to be released on March 31st. ① FF EAI Robotics has signed sales contracts for 22 units in its first delivery month, ahead of schedule; shipments will exceed the initial 20-unit target by month-end, with...

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Co-CEO Weekly Update 045 FF continues expanding the real-world deployment of its EAI Robotics ecosystem with new deliveries and scenario expansion. ① FF completed delivery of the Master robot and pilot delivery of the Aegis robot to Texas-based NS Federation, expanding real-world EAI Robotics deployment. ② The delivery introduces two new “Robot + Vehicle +” application scenarios: education and performance, backed by real market demand. ③ In “Robot & Vehicle + Education,” EAI robots support robotics training, research assistance, data collection, and hands-on AI education across schools, labs, and research institutions. ④ In “Robot & Vehicle + Performance,” robots serve as interactive performers for events, competitions, and entertainment environments—unlocking new consumer and light commercial markets. ⑤ On the EAI EV side, FF leadership held discussions in Washington, D.C. with the U.S. Department of Transportation and Department of Commerce on tariff policy, industry development, and technology innovation. #FFAI #AIXC #Robotics #FaradayFuture
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Co-CEO Weekly Update 045 FF continues expanding the real-world deployment of its EAI Robotics ecosystem with new deliveries and scenario expansion. ① FF completed delivery of the Master robot and pilot delivery of the Aegis robot to Texas-based NS Federation, expanding real-world EAI Robotics deployment. ② The delivery introduces two new “Robot + Vehicle +” application scenarios: education and performance, backed by real market demand. ③ In “Robot & Vehicle + Education,” EAI robots support robotics training, research assistance, data collection, and hands-on AI education across schools, labs, and research institutions. ④ In “Robot & Vehicle + Performance,” robots serve as interactive performers for events, competitions, and entertainment environments—unlocking new consumer and light commercial markets. ⑤ On the EAI EV side, FF leadership held discussions in Washington, D.C. with the U.S. Department of Transportation and Department of Commerce on tariff policy, industry development, and technology innovation. #FFAI #AIXC #Robotics #FaradayFuture

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FFAI Co-CEO Structure Weekly Update 049 Answering Investor Questions and Interpreting FFAI’s 2025 Annual Report with a 2026 Outlook ① FF has initiated discussions with the California government to collaborate with school districts statewide. Together, we aim to establish AI robotics labs across K–12 education and within the University of California public system, including UCLA and UC Berkeley, building the first scaled EAI education ecosystem in the United States. ② The 2026 target is to deliver 1,000+ robots, advancing the “6-3-3” strategy in phased and structured steps. In the To-C segment, family education will be the primary core scenario, focusing on AI-era education, learning, and growth companionship. ③ With strong support from suppliers and other creditors, FFAI successfully completed approximately $100 million in debt optimization and reduction, ultimately achieving positive stockholders’ equity. ④ In Q1, EAI robotics achieved positive gross margin per unit upon delivery, with the EAI robotics business poised to replicate Tesla’s flywheel effect across EVs, data, and FSD.
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FFAI Co-CEO Structure Weekly Update 049 Answering Investor Questions and Interpreting FFAI’s 2025 Annual Report with a 2026 Outlook ① FF has initiated discussions with the California government to collaborate with school districts statewide. Together, we aim to establish AI robotics labs across K–12 education and within the University of California public system, including UCLA and UC Berkeley, building the first scaled EAI education ecosystem in the United States. ② The 2026 target is to deliver 1,000+ robots, advancing the “6-3-3” strategy in phased and structured steps. In the To-C segment, family education will be the primary core scenario, focusing on AI-era education, learning, and growth companionship. ③ With strong support from suppliers and other creditors, FFAI successfully completed approximately $100 million in debt optimization and reduction, ultimately achieving positive stockholders’ equity. ④ In Q1, EAI robotics achieved positive gross margin per unit upon delivery, with the EAI robotics business poised to replicate Tesla’s flywheel effect across EVs, data, and FSD.

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Investor Weekly Report 063 $FFAI FF Unveils "Four-Core Full-Stack AI" Strategy, Launches Robotics Practical Deployment Campaign ① FF has officially upgraded its robotics strategy from the "Three-in-One" ecosystem strategy to the "Four-Core Full-Stack AI" ecosystem strategy. ② As part of our Q3 Practical Value Campaign, the Company has kicked off three key sub-campaigns focused on Strategic Upgrade, User Ecosystem, and Sales Ramp-Up. ③ FF also announced the launch of the inaugural FF EAI Robotics Practical Deployment Campaign, showcasing how users and customers are putting FF robots to work across real-world applications and accelerating the commercialization of practical AI robotics. #FaradayFuture #FFAI #FF91 #FaradayX #SuperOne #EAI #Robotics
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Investor Weekly Report 063 $FFAI FF Unveils "Four-Core Full-Stack AI" Strategy, Launches Robotics Practical Deployment Campaign ① FF has officially upgraded its robotics strategy from the "Three-in-One" ecosystem strategy to the "Four-Core Full-Stack AI" ecosystem strategy. ② As part of our Q3 Practical Value Campaign, the Company has kicked off three key sub-campaigns focused on Strategic Upgrade, User Ecosystem, and Sales Ramp-Up. ③ FF also announced the launch of the inaugural FF EAI Robotics Practical Deployment Campaign, showcasing how users and customers are putting FF robots to work across real-world applications and accelerating the commercialization of practical AI robotics. #FaradayFuture #FFAI #FF91 #FaradayX #SuperOne #EAI #Robotics

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Dual Public Company Structure Weekly Update 040 FF secures a USD 10 million AIxC-backed equity investment to accelerate FX Super One and FF EAI Robotics mass production, sales, and scaled deliveries, with the first three EAI robots launching on February 4. ① FF will issue USD 10 million in Class A common stock to an AIxC-designated third party at the latest closing price, in a pure equity financing with no discount, no convertibles, and no derivatives. ② On February 4, FF will host its “EAI Human–Vehicle+” Embodied AI Robotics Final Launch & FX Par Summit in Las Vegas, unveiling three EAI robot products, its Three-in-One ecosystem strategy, the 6-3-3 application framework, and the industry’s Four Future Trends via a global livestream. ③ The Hanford plant continues FX Super One production and roll-off to support compliance and market activities, while manufacturing optimization and EAI robotics production readiness advance in parallel to prepare for scaled deliveries. ④ AIxC has executed a USD 10 million stock purchase agreement with FF through its designated institution and will advance the digital assetization of FF equity assets subject to regulatory compliance. $FFAI $AIXC Faraday Future AIxC Official
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Dual Public Company Structure Weekly Update 040 FF secures a USD 10 million AIxC-backed equity investment to accelerate FX Super One and FF EAI Robotics mass production, sales, and scaled deliveries, with the first three EAI robots launching on February 4. ① FF will issue USD 10 million in Class A common stock to an AIxC-designated third party at the latest closing price, in a pure equity financing with no discount, no convertibles, and no derivatives. ② On February 4, FF will host its “EAI Human–Vehicle+” Embodied AI Robotics Final Launch & FX Par Summit in Las Vegas, unveiling three EAI robot products, its Three-in-One ecosystem strategy, the 6-3-3 application framework, and the industry’s Four Future Trends via a global livestream. ③ The Hanford plant continues FX Super One production and roll-off to support compliance and market activities, while manufacturing optimization and EAI robotics production readiness advance in parallel to prepare for scaled deliveries. ④ AIxC has executed a USD 10 million stock purchase agreement with FF through its designated institution and will advance the digital assetization of FF equity assets subject to regulatory compliance. $FFAI $AIXC Faraday Future AIxC Official

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Faraday Future Co-CEO Investor Weekly 030 | Nov 23, 2025 | $FFAI Crypto Flywheel: ① AIxCrypto ($AIXC) completed its renaming and Nasdaq relisting, marking the formation of the Dual Flywheel, Dual Bridge, Dual Listing system with FFAI. ② AIXC launches its Three-Horsepower Strategy, including a stock-tokenization RWA program. ③ The first tokenized-equity project: FFAI, with an independent third party planning an initial US$5M purchase. ④ This enables lower-cost Web3 fundraising and accelerates shareholder value. ⑤ AIXC brings five reverse-empowerment benefits to FFAI across capital, tech, business, and users, forming an integrated EAI + Web3 + Blockchain + Crypto ecosystem. EAI Flywheel: ① First full batch of FX Super One parts arrives in Long Beach this week, entering pilot build and production prep. ② FX Super One and FF 91 showcased at the LA Auto Show, with two weeks of ride & drive open for public experience and preorders. #FaradayFuture #FaradayX #AIxCrypto
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Faraday Future Co-CEO Investor Weekly 030 | Nov 23, 2025 | $FFAI Crypto Flywheel: ① AIxCrypto ($AIXC) completed its renaming and Nasdaq relisting, marking the formation of the Dual Flywheel, Dual Bridge, Dual Listing system with FFAI. ② AIXC launches its Three-Horsepower Strategy, including a stock-tokenization RWA program. ③ The first tokenized-equity project: FFAI, with an independent third party planning an initial US$5M purchase. ④ This enables lower-cost Web3 fundraising and accelerates shareholder value. ⑤ AIXC brings five reverse-empowerment benefits to FFAI across capital, tech, business, and users, forming an integrated EAI + Web3 + Blockchain + Crypto ecosystem. EAI Flywheel: ① First full batch of FX Super One parts arrives in Long Beach this week, entering pilot build and production prep. ② FX Super One and FF 91 showcased at the LA Auto Show, with two weeks of ride & drive open for public experience and preorders. #FaradayFuture #FaradayX #AIxCrypto

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Faraday Future Co-CEO Investor Weekly 020 | Sep 21, 2025 ① $FFAI makes a $41 million strategic investment in Nasdaq-listed company $QLGN and enters a full-scale Crypto business partnership. I invest $4 million as cornerstone investor with a voluntary two-year lock-up. QLGN to be renamed CXC10 and fully drive the Six Key Products of the Three Growth Engines in Crypto, targeting to become the No.1 U.S. public company converging Web2 + Web3 and EAI + Crypto. C10 Treasury has already delivered an unrealized gain of about 7%. ② FX Super One debuts its ultra-wide integrated dual-screen display and multi-modal interaction powered by EAI OS, delivering the one-of-a-kind EAI Space — a next-generation super AI intelligent cabin. ③ Full speed ahead toward first vehicle roll-off in the U.S. by year-end, with first deliveries in the Middle East starting November. ④ All core proposals approved at the Extraordinary General Meeting, reaffirming our commitment to “Stockholders First.” #FaradayFuture #FFAI #FF91 #FaradayX #SuperOne
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Faraday Future Co-CEO Investor Weekly 020 | Sep 21, 2025 ① $FFAI makes a $41 million strategic investment in Nasdaq-listed company $QLGN and enters a full-scale Crypto business partnership. I invest $4 million as cornerstone investor with a voluntary two-year lock-up. QLGN to be renamed CXC10 and fully drive the Six Key Products of the Three Growth Engines in Crypto, targeting to become the No.1 U.S. public company converging Web2 + Web3 and EAI + Crypto. C10 Treasury has already delivered an unrealized gain of about 7%. ② FX Super One debuts its ultra-wide integrated dual-screen display and multi-modal interaction powered by EAI OS, delivering the one-of-a-kind EAI Space — a next-generation super AI intelligent cabin. ③ Full speed ahead toward first vehicle roll-off in the U.S. by year-end, with first deliveries in the Middle East starting November. ④ All core proposals approved at the Extraordinary General Meeting, reaffirming our commitment to “Stockholders First.” #FaradayFuture #FFAI #FF91 #FaradayX #SuperOne

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26,355 Aufrufe • vor 10 Monaten

Faraday Future Co-CEO Investor Weekly 018 | Aug 24th, 2025 ① FX Super One scored an early victory in crash testing, successfully completing the first round of FMVSS development tests with results exceeding expectations ② At the Hanford plant, about 60% of trial production process debugging has been completed. ③ FX Super One will kick off co-creation and sales activities across eight U.S. states: debuting at Burning Man — where a major update may be announced; heading into Boston; and joining forces with Joe Wong, the first Chinese comedian to roast a U.S. president live at the White House, to host the inaugural North America “Go-Global Stand-Up Comedy Festival.” ④ C10 Treasury secured its first $30 million financing commitment and is expected to initiate its first asset purchase this week. #FaradayFuture #FFAI #FF91 #FaradayX #SuperOne #C10Treasury #C10Index
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Faraday Future Co-CEO Investor Weekly 018 | Aug 24th, 2025 ① FX Super One scored an early victory in crash testing, successfully completing the first round of FMVSS development tests with results exceeding expectations ② At the Hanford plant, about 60% of trial production process debugging has been completed. ③ FX Super One will kick off co-creation and sales activities across eight U.S. states: debuting at Burning Man — where a major update may be announced; heading into Boston; and joining forces with Joe Wong, the first Chinese comedian to roast a U.S. president live at the White House, to host the inaugural North America “Go-Global Stand-Up Comedy Festival.” ④ C10 Treasury secured its first $30 million financing commitment and is expected to initiate its first asset purchase this week. #FaradayFuture #FFAI #FF91 #FaradayX #SuperOne #C10Treasury #C10Index

YT Jia 贾跃亭

18,054 Aufrufe • vor 11 Monaten

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 Aufrufe • vor 11 Monaten

Kaito's leaderboard was published on September 12, 2025. I've been creating content for Sentient since June, well before that. And it seems TGE will happen within the next month, provided general market conditions are favorable. The project foundations were laid in 2024, and they raised a significant investment of $85 million. These funds were used to develop open AGI. In the first half of the year, research focused on model security, post training, agentic safety, and benchmarking. Custom benchmarks, including fair coding, cryptographic values, and governance features, were developed. Work was also done on AI agent vulnerabilities and context manipulation attacks. Between July and September, GRID was launched, and the ROMA Framework, an open source framework, was released. In September, Kaito integration was implemented, and Dobby, the world's first fingerprint based AI model, was used by over 700,000 people. Many community events and AMAs were held in October and November. In December, the SERA Crypto launch and .agent domains were released. All these developments and more were accomplished within a year thanks to the hard work of the Sentient team, and they are still building. We will be hearing a lot about Artificial General Intelligence projects in 2026, and Sentient will likely be one of the most talked about.
0:32

Kaito's leaderboard was published on September 12, 2025. I've been creating content for Sentient since June, well before that. And it seems TGE will happen within the next month, provided general market conditions are favorable. The project foundations were laid in 2024, and they raised a significant investment of $85 million. These funds were used to develop open AGI. In the first half of the year, research focused on model security, post training, agentic safety, and benchmarking. Custom benchmarks, including fair coding, cryptographic values, and governance features, were developed. Work was also done on AI agent vulnerabilities and context manipulation attacks. Between July and September, GRID was launched, and the ROMA Framework, an open source framework, was released. In September, Kaito integration was implemented, and Dobby, the world's first fingerprint based AI model, was used by over 700,000 people. Many community events and AMAs were held in October and November. In December, the SERA Crypto launch and .agent domains were released. All these developments and more were accomplished within a year thanks to the hard work of the Sentient team, and they are still building. We will be hearing a lot about Artificial General Intelligence projects in 2026, and Sentient will likely be one of the most talked about.

mufettis 🐋

11,750 Aufrufe • vor 7 Monaten

Japan Just Built a HouseBot You Control Without Speaking and It Changes Everything! Donut Robotics has officially unveiled its first bipedal humanoid, Cinnamon 1, and instead of focusing on louder voices or bigger motors, the company went in the opposite direction. Silence. Cinnamon 1 introduces what Donut Robotics calls Silent Gesture Control, a system that allows the humanoid to be guided using simple hand and finger movements rather than spoken commands. This approach feels especially well suited for real world environments where traditional voice control falls apart. Busy factory floors. Construction sites filled with constant noise. Even quiet indoor settings where voice commands feel awkward or intrusive. It also opens the door for far more accessible human robot interaction, particularly for users with impairments. While the current Cinnamon 1 hardware is built on an OEM platform, the intelligence driving it is where Donut Robotics is placing its long term bet. The team is actively developing custom Vision Language Action AI that allows the robot to interpret what it sees, understand intent, and respond with physical action. The goal is not just smarter robots, but robots that feel more natural. Even more ambitious is the company’s plan for full domestic production. Donut Robotics has stated its intention to localize both manufacturing and AI development in Japan, reinforcing the country’s reputation for precision engineering and thoughtful robotics design. If timelines hold, Cinnamon 1 units are expected to begin deployment in factories and construction environments by the end of 2026. That puts this humanoid squarely in the category of near term reality rather than distant concept. The takeaway is simple but important. As humanoid robots move out of labs and into daily work environments, the winners may not be the loudest or flashiest machines. They may be the ones that understand us without a word being spoken.
0:31

Japan Just Built a HouseBot You Control Without Speaking and It Changes Everything! Donut Robotics has officially unveiled its first bipedal humanoid, Cinnamon 1, and instead of focusing on louder voices or bigger motors, the company went in the opposite direction. Silence. Cinnamon 1 introduces what Donut Robotics calls Silent Gesture Control, a system that allows the humanoid to be guided using simple hand and finger movements rather than spoken commands. This approach feels especially well suited for real world environments where traditional voice control falls apart. Busy factory floors. Construction sites filled with constant noise. Even quiet indoor settings where voice commands feel awkward or intrusive. It also opens the door for far more accessible human robot interaction, particularly for users with impairments. While the current Cinnamon 1 hardware is built on an OEM platform, the intelligence driving it is where Donut Robotics is placing its long term bet. The team is actively developing custom Vision Language Action AI that allows the robot to interpret what it sees, understand intent, and respond with physical action. The goal is not just smarter robots, but robots that feel more natural. Even more ambitious is the company’s plan for full domestic production. Donut Robotics has stated its intention to localize both manufacturing and AI development in Japan, reinforcing the country’s reputation for precision engineering and thoughtful robotics design. If timelines hold, Cinnamon 1 units are expected to begin deployment in factories and construction environments by the end of 2026. That puts this humanoid squarely in the category of near term reality rather than distant concept. The takeaway is simple but important. As humanoid robots move out of labs and into daily work environments, the winners may not be the loudest or flashiest machines. They may be the ones that understand us without a word being spoken.

The AI Robot Guy on X

257,928 Aufrufe • vor 6 Monaten

China unveils humanoid robot worker with brain that runs 275 trillion ops/sec | Jijo Malayil, Interesting Engineering In tests, SUYUAN used vision and joint control to sort and move crates of various sizes, greatly improving warehouse productivity. Chinese manufacturing firm Shanghai Electric has unveiled its first self-developed industrial humanoid robot, “SUYUAN,” marking a major milestone in its robotics journey. Debuting at the World Artificial Intelligence Conference (WAIC 2025) on July 26 in Shanghai, SUYUAN boasts 38 degrees of freedom and 275 TOPS of on-device computing power, enabling precise operations and fluid movements. According to the firm, designed for diverse industrial use, the robot showcases Shanghai Electric’s end-to-end capabilities—from core tech to integrated solutions—and reinforces its commitment to next-gen industrial automation through a full industry chain strategy. At WAIC 2025, Shanghai Electric also unveiled a new joint venture with Johnson Electric for next-gen humanoid robotics and showcased its “LINGKE” dual-arm robot. Recently, Hangzhou-based Unitree Robotics launched the R1 humanoid with 26 joints for $5,900, showcasing athletic feats like cartwheels, running, and quick recovery. Smart factory assistant Shanghai Electric claims SUYUAN, equipped with 38 degrees of freedom (DoF) and a powerful 275 TOPS on-device computing processor, delivers fluid, human-like movements and high-precision operations across various industrial scenarios. Its advanced articulation and real-time processing capabilities make it highly adaptable, enabling smooth execution of complex tasks in dynamic work environments. SUYUAN, who weighs 110 pounds (50 kilograms) and is 5 feet 6 inches (167 cm) tall, was designed to have human-like proportions. Its 38-DoF articulation offers dexterity, allowing for both wide-range motion and sensitive manipulation. With a single arm, the robot can lift objects up to 4.4 pounds (2 kilograms) in weight and carry a total payload of up to 22 pounds (10 kilograms). With a walking pace of 3.1 miles per hour (5 km/h), SUYUAN is ideal for environments including assembly lines, warehousing, and logistics, according to a statement. To navigate complex industrial settings, SUYUAN combines LiDAR and binocular vision for self-guided mobility. Its 275-TOPS AI processor enables rapid data analysis and integration with large language models, allowing it to understand tasks in natural language and handle objects adaptively, reports Fox 44 News. In pilot demonstrations, the robot successfully identified, picked, and relocated crates of varying sizes using advanced computer vision and coordinated joint control—delivering measurable gains in warehouse efficiency. The company claims that SUYUAN’s launch represents a major turning point in Shanghai Electric’s foray into humanoid robotics and strengthens its vertically integrated approach to industrial automation solutions. Intelligent task handling Shanghai Electric also demonstrated its most recent developments in intelligent manufacturing at WAIC 2025, introducing a new joint venture with Johnson Electric centered on next-generation humanoid robotics and showcasing the “LINGKE” dual-arm robot. With its high-precision operations, adaptive teamwork, and closed-loop data capabilities, the LINGKE robot demonstrated live talents in handling complicated production jobs. LINGKE is made to do more than just replace human labor; it uses compliant force control and bimanual coordination to relieve workers of high-intensity, repetitive jobs. According to the company, the robot enhances operational efficiency by up to five times. Its core strength lies in a Data-Model-Deployment closed-loop system that starts with operational data, followed by data cleansing, model training, live deployment, and feedback-driven optimization—enabling autonomous learning and workflow improvement. Also at the event, Shanghai Electric and Johnson Electric introduced advanced hardware modules for humanoid robots, including rotary joints, linear joints, and dexterous finger joints. These components are designed to support smooth, precise, and quiet motion performance across robotics systems, reports Stock Titan. The joint venture announced two strategic agreements: a first-unit supply deal with the National and Local Co-Built Humanoid Robotics Innovation Center (Qinglong Project) and a cooperation memorandum with Fourier Robotics. Read more:
0:58

China unveils humanoid robot worker with brain that runs 275 trillion ops/sec | Jijo Malayil, Interesting Engineering In tests, SUYUAN used vision and joint control to sort and move crates of various sizes, greatly improving warehouse productivity. Chinese manufacturing firm Shanghai Electric has unveiled its first self-developed industrial humanoid robot, “SUYUAN,” marking a major milestone in its robotics journey. Debuting at the World Artificial Intelligence Conference (WAIC 2025) on July 26 in Shanghai, SUYUAN boasts 38 degrees of freedom and 275 TOPS of on-device computing power, enabling precise operations and fluid movements. According to the firm, designed for diverse industrial use, the robot showcases Shanghai Electric’s end-to-end capabilities—from core tech to integrated solutions—and reinforces its commitment to next-gen industrial automation through a full industry chain strategy. At WAIC 2025, Shanghai Electric also unveiled a new joint venture with Johnson Electric for next-gen humanoid robotics and showcased its “LINGKE” dual-arm robot. Recently, Hangzhou-based Unitree Robotics launched the R1 humanoid with 26 joints for $5,900, showcasing athletic feats like cartwheels, running, and quick recovery. Smart factory assistant Shanghai Electric claims SUYUAN, equipped with 38 degrees of freedom (DoF) and a powerful 275 TOPS on-device computing processor, delivers fluid, human-like movements and high-precision operations across various industrial scenarios. Its advanced articulation and real-time processing capabilities make it highly adaptable, enabling smooth execution of complex tasks in dynamic work environments. SUYUAN, who weighs 110 pounds (50 kilograms) and is 5 feet 6 inches (167 cm) tall, was designed to have human-like proportions. Its 38-DoF articulation offers dexterity, allowing for both wide-range motion and sensitive manipulation. With a single arm, the robot can lift objects up to 4.4 pounds (2 kilograms) in weight and carry a total payload of up to 22 pounds (10 kilograms). With a walking pace of 3.1 miles per hour (5 km/h), SUYUAN is ideal for environments including assembly lines, warehousing, and logistics, according to a statement. To navigate complex industrial settings, SUYUAN combines LiDAR and binocular vision for self-guided mobility. Its 275-TOPS AI processor enables rapid data analysis and integration with large language models, allowing it to understand tasks in natural language and handle objects adaptively, reports Fox 44 News. In pilot demonstrations, the robot successfully identified, picked, and relocated crates of varying sizes using advanced computer vision and coordinated joint control—delivering measurable gains in warehouse efficiency. The company claims that SUYUAN’s launch represents a major turning point in Shanghai Electric’s foray into humanoid robotics and strengthens its vertically integrated approach to industrial automation solutions. Intelligent task handling Shanghai Electric also demonstrated its most recent developments in intelligent manufacturing at WAIC 2025, introducing a new joint venture with Johnson Electric centered on next-generation humanoid robotics and showcasing the “LINGKE” dual-arm robot. With its high-precision operations, adaptive teamwork, and closed-loop data capabilities, the LINGKE robot demonstrated live talents in handling complicated production jobs. LINGKE is made to do more than just replace human labor; it uses compliant force control and bimanual coordination to relieve workers of high-intensity, repetitive jobs. According to the company, the robot enhances operational efficiency by up to five times. Its core strength lies in a Data-Model-Deployment closed-loop system that starts with operational data, followed by data cleansing, model training, live deployment, and feedback-driven optimization—enabling autonomous learning and workflow improvement. Also at the event, Shanghai Electric and Johnson Electric introduced advanced hardware modules for humanoid robots, including rotary joints, linear joints, and dexterous finger joints. These components are designed to support smooth, precise, and quiet motion performance across robotics systems, reports Stock Titan. The joint venture announced two strategic agreements: a first-unit supply deal with the National and Local Co-Built Humanoid Robotics Innovation Center (Qinglong Project) and a cooperation memorandum with Fourier Robotics. Read more:

Owen Gregorian

51,638 Aufrufe • vor 1 Jahr

Everything Elon said about Optimus on the Q4 2024 earnings call: ⦿ I see a path for Tesla to be the most valuable company in the world, possibly bigger than the next five companies combined, overwhelmingly due to autonomous vehicles and autonomous humanoid robots. ⦿ The training compute needed for Optimus will ultimately probably be 10× what is needed for cars. Humanoids likely have 1,000× more useS than a car, which doesn't mean training scales by 1,000×, but probably close to 10×. The training compute will scale progressively as Optimus becomes more productive. ⦿ Long-term, Optimus has the potential to generate $10 trillion in revenue. In that scenario, we can support a lot of training compute. Even $500 billion in training compute is a good deal (chuckles). ⦿ There's a lot of uncertainty with timing because several aspects are being iterated simultaneously. The internal plan is for roughly 10,000 robots to be built this year, but we'll more likely produce several thousand. ⦿ I'm confident those several thousand robots will be able to do useful things. ⦿ The lessons from Production V1 will inform the changes in Production V2, which we expect to launch around mid-next year. ⦿ Our goal, aspirationally, is to ramp 10× every year, but perhaps we end up with 5× growth per year. With that kind of growth, it won't be many years before we're making 100 million robots a year. ⦿ The off-the-shelf components didn't work well, so we had to design everything in-house, including the most sophisticated hand ever made. Optimus will be able to play a piano and thread a needle. ⦿ My long-term prediction is that Optimus will overwhelmingly be the value of the company. ⦿ Optimus is not design-locked. It is rapidly evolving in a good direction. Tesla has by far the best humanoid robotics engineers in the world. Tesla also has all the other necessary ingredients: battery pack, power electronics, charging, communications, real-world AI, and the ability to scale production. ⦿ What other companies are missing is real-world AI and the ability to scale to millions of units a year. ⦿ This year, we aim to use Optimus internally at Tesla. We can easily use several thousand robots at Tesla for repetitive tasks, such as loading sheet metal at the welding line. ⦿ The Production V1 line is roughly 1,000 units per month. The Production V2, launching around mid-next year, will be for 10k units per month. The line after that will be for 100k units a month. Of course, it takes time for any given line to reach its maximum potential. ⦿ A very rough guess: we'll start delivering Optimus to companies outside of Tesla in the second half of 2026. The ramp is going to be exponential, and demand will not be a problem. ⦿ Once we're above 1 million units per year, the production cost of Optimus will be less than $20,000. Its total mass and complexity are much lower than a car. At a similar production volume to the Model Y, Optimus should be about half the cost of a Model Y. ⦿ The price is a different matter than cost. The price of Optimus will be set by market demand. [This is by far the longest Elon has ever spent discussing Optimus on an earnings call.]
12:28

Everything Elon said about Optimus on the Q4 2024 earnings call: ⦿ I see a path for Tesla to be the most valuable company in the world, possibly bigger than the next five companies combined, overwhelmingly due to autonomous vehicles and autonomous humanoid robots. ⦿ The training compute needed for Optimus will ultimately probably be 10× what is needed for cars. Humanoids likely have 1,000× more useS than a car, which doesn't mean training scales by 1,000×, but probably close to 10×. The training compute will scale progressively as Optimus becomes more productive. ⦿ Long-term, Optimus has the potential to generate $10 trillion in revenue. In that scenario, we can support a lot of training compute. Even $500 billion in training compute is a good deal (chuckles). ⦿ There's a lot of uncertainty with timing because several aspects are being iterated simultaneously. The internal plan is for roughly 10,000 robots to be built this year, but we'll more likely produce several thousand. ⦿ I'm confident those several thousand robots will be able to do useful things. ⦿ The lessons from Production V1 will inform the changes in Production V2, which we expect to launch around mid-next year. ⦿ Our goal, aspirationally, is to ramp 10× every year, but perhaps we end up with 5× growth per year. With that kind of growth, it won't be many years before we're making 100 million robots a year. ⦿ The off-the-shelf components didn't work well, so we had to design everything in-house, including the most sophisticated hand ever made. Optimus will be able to play a piano and thread a needle. ⦿ My long-term prediction is that Optimus will overwhelmingly be the value of the company. ⦿ Optimus is not design-locked. It is rapidly evolving in a good direction. Tesla has by far the best humanoid robotics engineers in the world. Tesla also has all the other necessary ingredients: battery pack, power electronics, charging, communications, real-world AI, and the ability to scale production. ⦿ What other companies are missing is real-world AI and the ability to scale to millions of units a year. ⦿ This year, we aim to use Optimus internally at Tesla. We can easily use several thousand robots at Tesla for repetitive tasks, such as loading sheet metal at the welding line. ⦿ The Production V1 line is roughly 1,000 units per month. The Production V2, launching around mid-next year, will be for 10k units per month. The line after that will be for 100k units a month. Of course, it takes time for any given line to reach its maximum potential. ⦿ A very rough guess: we'll start delivering Optimus to companies outside of Tesla in the second half of 2026. The ramp is going to be exponential, and demand will not be a problem. ⦿ Once we're above 1 million units per year, the production cost of Optimus will be less than $20,000. Its total mass and complexity are much lower than a car. At a similar production volume to the Model Y, Optimus should be about half the cost of a Model Y. ⦿ The price is a different matter than cost. The price of Optimus will be set by market demand. [This is by far the longest Elon has ever spent discussing Optimus on an earnings call.]

The Humanoid Hub

96,475 Aufrufe • vor 1 Jahr

FLOKI LAUNCHES TOKENFI (with "TOKEN" ticker) TO CAPITALIZE ON THE TRILLION-DOLLAR TOKENIZATION INDUSTRY Floki has launched a crypto and asset tokenization platform named TokenFi to capitalize on the trillion-dollar tokenization industry. The tokenization industry is projected to be a $16 trillion industry by the year 2030. BlackRock, the world's biggest institutional investor with $10 trillion of assets under management, strongly believes in the industry's potential, which they call "the next evolution in markets". TokenFi, with the ticker TOKEN, aims to simplify the crypto and asset tokenization process and eventually become the foremost tokenization platform in the world. We will unveil the platform website on the 27th of October, and you can finally see what we've got planned, but for now, you can find the token details below. TOKENFI TOKEN DETAILS: - Token name: TokenFi - Token Ticker: TOKEN - Total supply: 10 billion tokens split across BSC and ETH (5 billion tokens on each chain). - Launch market cap: $50,000 circulating and $500,000 diluted market cap. - Industry targeted: Tokenization, Real World Assets, Launchpad. An initial 10% token supply will be added to Liquidity Pools on Uniswap and PancakeSwap to provide public liquidity and allow interested parties to trade. TRADING WILL COMMENCE ON UNISWAP AND PANCAKESWAP BY 3PM UTC ON OCTOBER, 27 2023. - BSC contract address: 0x4507cEf57C46789eF8d1a19EA45f4216bae2B528 - ETH contract address: 0x4507cEf57C46789eF8d1a19EA45f4216bae2B528 (NOTE: The contract address is the same on both the BSC and ETH chains). FLOKI stakers will earn 56% of the supply over a period of 4 years. The Floki community is known for being diamond-handed, and with TokenFi being in an industry with MASSIVE potential, FLOKI holders are the best candidates to receive the majority of TokenFi tokens. Since they would be staking their FLOKI tokens to get the new token, this will also ensure stability for the FLOKI token! TokenFi supply will be split evenly between the BSC and ETH chains: In other words, there will be 5 billion tokens on BSC and 5 billion tokens on ETH, to make for a combined total of 10 billion tokens. 5% of the supply will be paired with LP on BSC and the other 5% on ETH. This will make the starting circulating market cap on BSC a $25k market cap and on ETH a $25k market cap to make a combined initial circulating market cap of $50k and an initial fully diluted market cap of $500k (which will be gradually released to FLOKI stakers over a four year period). IMPORTANT INFORMATION FOR THE FIRST HOUR OF LAUNCH We understand that with this being a Floki token, there is a lot of hype. As a result, we have put measures in place to limit the impact of snipers on the token: Specifically, there will be a 1% wallet cap (of total supply) within the first hour of launch. That means no individual wallet can buy more than 100 million tokens within the first hour of the token becoming tradable. In addition, there will be an initial buy/sell transaction tax of 20% within the first hour. This transaction tax will do two things: 1) potentially limit the impact of snipers and 2) ensure a significant portion of whatever snipers/early buyers spend goes to the Floki treasury, which can be used for growth and development efforts. After the first hour, the wallet cap will be removed, and the transaction tax will be lowered to 5%. This 5% tax will remain in place for a week, after which the Floki DAO will vote on whether or not to remove or reduce it. We have instructed our exchange partners not to list TokenFi until this DAO vote. OUR PLAN FOR TOKENFI TokenFi is a well-thought-out concept that we have a strong capability to deliver on! We will unveil our roadmap with the launch of the TokenFi website on the 27th of October, 2023. However, we assure you that several TokenFi products are in advanced development on testnet and are due to go live in Q4 2023. In addition, we are working with some of the biggest names in the industry - especially from an institutional perspective - to make TokenFi a success, and they are quite excited about the concept and its potential. In our original DAO proposal, we already announced DWF Labs as our main institutional partner and market maker for TokenFi. We also announced a strategic partnership with World Table Tennis that will introduce TokenFi to a massive audience of 120 million people. We will announce many more partners in the coming weeks and months, and I'm sure that when you see the moves we have made, you will see why there is no better person to execute this vision than Floki!
1:00

FLOKI LAUNCHES TOKENFI (with "TOKEN" ticker) TO CAPITALIZE ON THE TRILLION-DOLLAR TOKENIZATION INDUSTRY Floki has launched a crypto and asset tokenization platform named TokenFi to capitalize on the trillion-dollar tokenization industry. The tokenization industry is projected to be a $16 trillion industry by the year 2030. BlackRock, the world's biggest institutional investor with $10 trillion of assets under management, strongly believes in the industry's potential, which they call "the next evolution in markets". TokenFi, with the ticker TOKEN, aims to simplify the crypto and asset tokenization process and eventually become the foremost tokenization platform in the world. We will unveil the platform website on the 27th of October, and you can finally see what we've got planned, but for now, you can find the token details below. TOKENFI TOKEN DETAILS: - Token name: TokenFi - Token Ticker: TOKEN - Total supply: 10 billion tokens split across BSC and ETH (5 billion tokens on each chain). - Launch market cap: $50,000 circulating and $500,000 diluted market cap. - Industry targeted: Tokenization, Real World Assets, Launchpad. An initial 10% token supply will be added to Liquidity Pools on Uniswap and PancakeSwap to provide public liquidity and allow interested parties to trade. TRADING WILL COMMENCE ON UNISWAP AND PANCAKESWAP BY 3PM UTC ON OCTOBER, 27 2023. - BSC contract address: 0x4507cEf57C46789eF8d1a19EA45f4216bae2B528 - ETH contract address: 0x4507cEf57C46789eF8d1a19EA45f4216bae2B528 (NOTE: The contract address is the same on both the BSC and ETH chains). FLOKI stakers will earn 56% of the supply over a period of 4 years. The Floki community is known for being diamond-handed, and with TokenFi being in an industry with MASSIVE potential, FLOKI holders are the best candidates to receive the majority of TokenFi tokens. Since they would be staking their FLOKI tokens to get the new token, this will also ensure stability for the FLOKI token! TokenFi supply will be split evenly between the BSC and ETH chains: In other words, there will be 5 billion tokens on BSC and 5 billion tokens on ETH, to make for a combined total of 10 billion tokens. 5% of the supply will be paired with LP on BSC and the other 5% on ETH. This will make the starting circulating market cap on BSC a $25k market cap and on ETH a $25k market cap to make a combined initial circulating market cap of $50k and an initial fully diluted market cap of $500k (which will be gradually released to FLOKI stakers over a four year period). IMPORTANT INFORMATION FOR THE FIRST HOUR OF LAUNCH We understand that with this being a Floki token, there is a lot of hype. As a result, we have put measures in place to limit the impact of snipers on the token: Specifically, there will be a 1% wallet cap (of total supply) within the first hour of launch. That means no individual wallet can buy more than 100 million tokens within the first hour of the token becoming tradable. In addition, there will be an initial buy/sell transaction tax of 20% within the first hour. This transaction tax will do two things: 1) potentially limit the impact of snipers and 2) ensure a significant portion of whatever snipers/early buyers spend goes to the Floki treasury, which can be used for growth and development efforts. After the first hour, the wallet cap will be removed, and the transaction tax will be lowered to 5%. This 5% tax will remain in place for a week, after which the Floki DAO will vote on whether or not to remove or reduce it. We have instructed our exchange partners not to list TokenFi until this DAO vote. OUR PLAN FOR TOKENFI TokenFi is a well-thought-out concept that we have a strong capability to deliver on! We will unveil our roadmap with the launch of the TokenFi website on the 27th of October, 2023. However, we assure you that several TokenFi products are in advanced development on testnet and are due to go live in Q4 2023. In addition, we are working with some of the biggest names in the industry - especially from an institutional perspective - to make TokenFi a success, and they are quite excited about the concept and its potential. In our original DAO proposal, we already announced DWF Labs as our main institutional partner and market maker for TokenFi. We also announced a strategic partnership with World Table Tennis that will introduce TokenFi to a massive audience of 120 million people. We will announce many more partners in the coming weeks and months, and I'm sure that when you see the moves we have made, you will see why there is no better person to execute this vision than Floki!

FLOKI

1,955,555 Aufrufe • vor 2 Jahren

AheadForm just raised a new A1 round worth hundreds of millions of RMB (~tens of millions USD) 🤖 That matters because this is not another humanoid company chasing locomotion first. AheadForm is building around the part most robotics startups still underestimate: face, emotion, and real-time human connection. The new funding will go into multimodal embodied interaction, emotion foundation models, facial hardware and materials, standardized delivery, and global expansion. Founded in June 2024, the company is still young, but the founder’s research trail is not. Yuhang Hu, a Columbia PhD and AheadForm’s CEO/CTO, has published work spanning facial coexpression, realistic lip motion for humanoid face robots, and self-supervised robot self-modeling. That is the deeper signal here. In a market crowded with hands, arms, and walking demos, investors are now putting serious money behind embodied AI that can express, respond, and hold attention face to face. And the company is moving fast. According to public reports, AheadForm has completed five funding rounds since the second half of 2025, while its robots have already broken out of lab-only visibility through public activations like the NetEase Justice mobile game collaboration and large robot-stage appearances. If humanoid robotics is about physical labor, AheadForm is making the case that the next layer is emotional presence. That may end up being one of the more important categories in embodied AI.
0:31

AheadForm just raised a new A1 round worth hundreds of millions of RMB (~tens of millions USD) 🤖 That matters because this is not another humanoid company chasing locomotion first. AheadForm is building around the part most robotics startups still underestimate: face, emotion, and real-time human connection. The new funding will go into multimodal embodied interaction, emotion foundation models, facial hardware and materials, standardized delivery, and global expansion. Founded in June 2024, the company is still young, but the founder’s research trail is not. Yuhang Hu, a Columbia PhD and AheadForm’s CEO/CTO, has published work spanning facial coexpression, realistic lip motion for humanoid face robots, and self-supervised robot self-modeling. That is the deeper signal here. In a market crowded with hands, arms, and walking demos, investors are now putting serious money behind embodied AI that can express, respond, and hold attention face to face. And the company is moving fast. According to public reports, AheadForm has completed five funding rounds since the second half of 2025, while its robots have already broken out of lab-only visibility through public activations like the NetEase Justice mobile game collaboration and large robot-stage appearances. If humanoid robotics is about physical labor, AheadForm is making the case that the next layer is emotional presence. That may end up being one of the more important categories in embodied AI.

RoboHub🤖

155,548 Aufrufe • vor 4 Monaten

OCM Genesis is the collection of many firsts. Genesis owners will be able to upgrade this month ⚡️ Back in February, Genesis was the first 10K images of a collection inscribed on Bitcoin. The generative art was inscribed in inscription #20219, paying homage to the year (2021) and month (9) we launched Genesis on Ethereum, September 2021. Then, in March, we inscribed another 10k generative art collection on Bitcoin. This collection was kept secret and set aside exclusively for Genesis owners. When you upgrade your OCM Genesis, you will own a piece from this generative art collection that uses the DNA of your Genesis. Both of these extraordinary inscriptions are linked together forever onchain in the first 10k collection on Block 9. Genesis pioneered the parent-child collection provenance feature of the Ordinals Protocol. It is the first 10K collection to use this onchain provenance on Bitcoin. Genesis is also the first 10K collection inscribed on Block 9 sats, the oldest sats in circulation. Block 9 sats are the ideal canvas for high-end works on Bitcoin and our Genesis owners will own some of the best Block 9 real estate on Bitcoin. Sat numbers are very important and Genesis has a special range, one of the lowest and earliest ranges of sequential Block 9 sats. Additionally, every Genesis on Bitcoin has a sat number that matches its Genesis ID, making it incredibly simple to locate and view your Genesis on Bitcoin. Genesis embodies the convergence of art, technology, and innovation, creating a masterful fusion of digital artistry with the blockchain as the canvas. Poetically engineered, collectors and onlookers alike can appreciate the timeless aesthetic of the OCM Genesis and its abstract art collection, both generated onchain through code. As more details are revealed, the story of the upgrade process and all it entails will come to be appreciated as art in itself. Inscribing multiple collections onto a targeted sequential block 9 sat is Bitcoin native art at its core, immortalized onchain for all to marvel. Genesis owners will be collectors of the most significant digital artifact on Bitcoin. If you're a collector of Ordinals, OCM Genesis is an essential addition to your collection. Own a piece of blockchain history and be a part of this exclusive community of digital artifact collectors. OCM Genesis is for the Pioneers, the Trend Setters, The First. !RISE
0:23

OCM Genesis is the collection of many firsts. Genesis owners will be able to upgrade this month ⚡️ Back in February, Genesis was the first 10K images of a collection inscribed on Bitcoin. The generative art was inscribed in inscription #20219, paying homage to the year (2021) and month (9) we launched Genesis on Ethereum, September 2021. Then, in March, we inscribed another 10k generative art collection on Bitcoin. This collection was kept secret and set aside exclusively for Genesis owners. When you upgrade your OCM Genesis, you will own a piece from this generative art collection that uses the DNA of your Genesis. Both of these extraordinary inscriptions are linked together forever onchain in the first 10k collection on Block 9. Genesis pioneered the parent-child collection provenance feature of the Ordinals Protocol. It is the first 10K collection to use this onchain provenance on Bitcoin. Genesis is also the first 10K collection inscribed on Block 9 sats, the oldest sats in circulation. Block 9 sats are the ideal canvas for high-end works on Bitcoin and our Genesis owners will own some of the best Block 9 real estate on Bitcoin. Sat numbers are very important and Genesis has a special range, one of the lowest and earliest ranges of sequential Block 9 sats. Additionally, every Genesis on Bitcoin has a sat number that matches its Genesis ID, making it incredibly simple to locate and view your Genesis on Bitcoin. Genesis embodies the convergence of art, technology, and innovation, creating a masterful fusion of digital artistry with the blockchain as the canvas. Poetically engineered, collectors and onlookers alike can appreciate the timeless aesthetic of the OCM Genesis and its abstract art collection, both generated onchain through code. As more details are revealed, the story of the upgrade process and all it entails will come to be appreciated as art in itself. Inscribing multiple collections onto a targeted sequential block 9 sat is Bitcoin native art at its core, immortalized onchain for all to marvel. Genesis owners will be collectors of the most significant digital artifact on Bitcoin. If you're a collector of Ordinals, OCM Genesis is an essential addition to your collection. Own a piece of blockchain history and be a part of this exclusive community of digital artifact collectors. OCM Genesis is for the Pioneers, the Trend Setters, The First. !RISE

OnChainMonkey®

61,550 Aufrufe • vor 2 Jahren

Today, we announce our Q1 2026 business updates and financial results – demonstrating continued momentum across our internal portfolio and partnered programs, with multiple value-driving milestones on track. 🚀 Key proof points include: ▪️ REC-1245 (RBM39 degrader): Early clinical data demonstrate a well-tolerated safety profile and predictable, dose-dependent PK (n=16); dose escalation ongoing with no dose-limiting toxicities observed to date. ▪️ REC-4539 (LSD1 inhibitor): First patient dosed in Phase 1; platform-derived, selective, brain-penetrant profile with a reversible mechanism and shorter predicted half-life aimed at reducing on-target platelet toxicity, supporting differentiation in solid tumors and AML. ▪️ REC-4881 (MEK1/2 inhibitor): Strong Phase 2 efficacy signals and a safety profile consistent with the MEK inhibitor class, with FDA engagement initiated to define a potential registrational pathway and an update expected in 2H26. ▪️ Our joint programs with Sanofi continue advancing towards development candidate designation and earlier stage program milestones in the next 12 months, and we expect to continue to translate biological insights from maps delivered to Roche and Genentech into potential target validation milestones over the next 12 months. As CEO and President Najat Khan says, this “represents a growing set of proof points that demonstrate our ability to translate platform insights into clinical programs. This progress reflects the strength of both our internal pipeline and partnerships, with multiple differentiated programs advancing through our end-to-end AI platform.” Our Q1 Earnings report also highlights our disciplined capital execution: reiterating the 2026 guidance of <$390M operational cash burn, and supporting runway into early 2028 without additional financing. 👉 Join our Earnings Call on Wed., May 6 at 8:00 am ET / 6:00 am MT / 1:00 pm BST, here on X and on: ▪️ YouTube: ▪️ LinkedIn: 👉 Analysts, investors, and the public can submit questions here: 👉 Read the full report:
0:25

Today, we announce our Q1 2026 business updates and financial results – demonstrating continued momentum across our internal portfolio and partnered programs, with multiple value-driving milestones on track. 🚀 Key proof points include: ▪️ REC-1245 (RBM39 degrader): Early clinical data demonstrate a well-tolerated safety profile and predictable, dose-dependent PK (n=16); dose escalation ongoing with no dose-limiting toxicities observed to date. ▪️ REC-4539 (LSD1 inhibitor): First patient dosed in Phase 1; platform-derived, selective, brain-penetrant profile with a reversible mechanism and shorter predicted half-life aimed at reducing on-target platelet toxicity, supporting differentiation in solid tumors and AML. ▪️ REC-4881 (MEK1/2 inhibitor): Strong Phase 2 efficacy signals and a safety profile consistent with the MEK inhibitor class, with FDA engagement initiated to define a potential registrational pathway and an update expected in 2H26. ▪️ Our joint programs with Sanofi continue advancing towards development candidate designation and earlier stage program milestones in the next 12 months, and we expect to continue to translate biological insights from maps delivered to Roche and Genentech into potential target validation milestones over the next 12 months. As CEO and President Najat Khan says, this “represents a growing set of proof points that demonstrate our ability to translate platform insights into clinical programs. This progress reflects the strength of both our internal pipeline and partnerships, with multiple differentiated programs advancing through our end-to-end AI platform.” Our Q1 Earnings report also highlights our disciplined capital execution: reiterating the 2026 guidance of <$390M operational cash burn, and supporting runway into early 2028 without additional financing. 👉 Join our Earnings Call on Wed., May 6 at 8:00 am ET / 6:00 am MT / 1:00 pm BST, here on X and on: ▪️ YouTube: ▪️ LinkedIn: 👉 Analysts, investors, and the public can submit questions here: 👉 Read the full report:

Recursion

23,615 Aufrufe • vor 3 Monaten

I'm excited to announce we have achieved our Tier 1 mission success criteria and have begun gathering a tremendous amount of data on how this brand new spacecraft performs. On March 30th, 13:17:08Z, the Gravitas spacecraft separated from the SpaceX Transporter-16 stack to begin its mission as one of the highest power free-flying satellites ever launched. Immediately after separation, the spacecraft autonomously: - Executed detumbling maneuvers - Established two-way communications with the ground (on our very first ground station pass) - Deployed its 20kW solar arrays - Slewed to a safe and stable attitude to await further ground commands These actions alone are a testament to the incredible work of our in-house engineering, software, and GNC teams to build a robust spacecraft. Since then, our operations team completed all initial system activations and checkouts, confirming the vehicle is in a power positive and thermally stable state with no major anomalies observed at this time. We completed this phase of the mission ahead of schedule. Next up we will be powering up and downlinking data for all payloads aboard the Gravitas spacecraft in support of our customers and partners while continuing to put the spacecraft through its paces. As we noted ahead of launch: The goal of this mission is to experiment and push our systems to the limit to inform future missions. I look forward to sharing more on our successes and challenges as the mission proceeds. Video of our satellite below; link to full T-16 webcast:
2:35

I'm excited to announce we have achieved our Tier 1 mission success criteria and have begun gathering a tremendous amount of data on how this brand new spacecraft performs. On March 30th, 13:17:08Z, the Gravitas spacecraft separated from the SpaceX Transporter-16 stack to begin its mission as one of the highest power free-flying satellites ever launched. Immediately after separation, the spacecraft autonomously: - Executed detumbling maneuvers - Established two-way communications with the ground (on our very first ground station pass) - Deployed its 20kW solar arrays - Slewed to a safe and stable attitude to await further ground commands These actions alone are a testament to the incredible work of our in-house engineering, software, and GNC teams to build a robust spacecraft. Since then, our operations team completed all initial system activations and checkouts, confirming the vehicle is in a power positive and thermally stable state with no major anomalies observed at this time. We completed this phase of the mission ahead of schedule. Next up we will be powering up and downlinking data for all payloads aboard the Gravitas spacecraft in support of our customers and partners while continuing to put the spacecraft through its paces. As we noted ahead of launch: The goal of this mission is to experiment and push our systems to the limit to inform future missions. I look forward to sharing more on our successes and challenges as the mission proceeds. Video of our satellite below; link to full T-16 webcast:

Neel Kunjur

89,923 Aufrufe • vor 4 Monaten

The next two months put $IREN's entire pivot on one milestone. Horizon 1, its first GB300 super cluster at Childress, is targeted to hand off to $MSFT in Q3, roughly July through September, the opening delivery under the five year, $9.7 billion Microsoft contract and the point where that contract starts turning into revenue. For a year the company has been buying the hard things. Power, land, financing. Now it has to turn them into delivered compute. That is the whole test. "The world is structurally short compute, and the bottleneck is delivered data center and GPU capacity," said Daniel Roberts, Co-Founder and Co-CEO of $IREN. Horizon 1 is him putting that to the proof. Capacity nobody can energize is worthless. Capacity handed to a hyperscaler on schedule is the business. The rest of the window fills in around it. The Mirantis acquisition, signed in May, is pending close and adds the software layer to run the fleet. $3.1 billion of ARR sits under contract against a $4.4 billion target, so there is room for another customer, and management is openly chasing one. The $3.65 billion GPU financing that closed June 1 already funds most of the $MSFT hardware, with $NVDA and $DELL on the supply side. Sweetwater 1, energized in May, keeps ramping power behind all of it. The full year FY2026 results that put real numbers on all of this land just past the window, late August into September. The catalysts here are operational first, reported second. What makes that timeline credible is the record behind it. $IREN hit 50 EH/s on the schedule it set, energized Sweetwater 1 on schedule, and has Horizon 1-4 tracking for year-end. This is a team that keeps turning secured power into online capacity on time, and each build makes the next one faster. How many names in this AI buildout are actually delivering capacity on schedule, not just announcing it? It's not a sprint, it's a marathon.
0:31

The next two months put $IREN's entire pivot on one milestone. Horizon 1, its first GB300 super cluster at Childress, is targeted to hand off to $MSFT in Q3, roughly July through September, the opening delivery under the five year, $9.7 billion Microsoft contract and the point where that contract starts turning into revenue. For a year the company has been buying the hard things. Power, land, financing. Now it has to turn them into delivered compute. That is the whole test. "The world is structurally short compute, and the bottleneck is delivered data center and GPU capacity," said Daniel Roberts, Co-Founder and Co-CEO of $IREN. Horizon 1 is him putting that to the proof. Capacity nobody can energize is worthless. Capacity handed to a hyperscaler on schedule is the business. The rest of the window fills in around it. The Mirantis acquisition, signed in May, is pending close and adds the software layer to run the fleet. $3.1 billion of ARR sits under contract against a $4.4 billion target, so there is room for another customer, and management is openly chasing one. The $3.65 billion GPU financing that closed June 1 already funds most of the $MSFT hardware, with $NVDA and $DELL on the supply side. Sweetwater 1, energized in May, keeps ramping power behind all of it. The full year FY2026 results that put real numbers on all of this land just past the window, late August into September. The catalysts here are operational first, reported second. What makes that timeline credible is the record behind it. $IREN hit 50 EH/s on the schedule it set, energized Sweetwater 1 on schedule, and has Horizon 1-4 tracking for year-end. This is a team that keeps turning secured power into online capacity on time, and each build makes the next one faster. How many names in this AI buildout are actually delivering capacity on schedule, not just announcing it? It's not a sprint, it's a marathon.

Patient Investor

105,170 Aufrufe • vor 1 Monat