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What changed, and what is the evidence.

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  1. 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
  2. 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
  3. 🗓️ 2026-10-19 · ✍️ RoboterminalFifteen Humanoids Are Loading Car Parts at 98%. The Number That Decides Their Future Is 15 Seconds.

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What changed, and what is the evidence.

Oct 22, 2026 · Post · posted
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A year ago, running one coding agent was the whole workflow. Now people are stringing together three or four just to ship a feature, like the builder who posted today about coordinating Claude Code, Codex and Pi through a separate tool…

The scraping stack people reach for now runs straight through an LLM: point a prompt at a page, let the model read and re-read it every single pass to pull structure out. That's also why it costs what it costs. Apify's own AI Web Scraper…

95.4% accuracy and $5.63 per 1,000 correct tool calls sits right next to 95.4% accuracy and $1.50 per 1,000 correct tool calls on the same benchmark. Same task, same pass rate, 3.75x the bill. That's Claude Opus 5.5 and Grok 4.7 on Tirtha…

Chris Cook's reply about building agent-journal nails something most multi-agent setups get wrong first. Append-only logs sound simple until a weaker model overwrites instead of appends, or you end up granting blanket Write permissions…

GPT-6 Luna scored 36.9% on SWE-bench Multimodal with the screenshots included. Strip every image out of all 480 tasks and it scores 37.1%. Sonnet 5.5 actually did better blind: 40% versus 35% with images. A benchmark built to test whether…

Apify shows up on every 'expensive tools worth paying for' list for micro agencies right now, and it earns the spot. Scraping reliably at scale is genuinely hard, especially once you're pulling from a dozen platforms with layouts that…

Top stories in AI today: - OpenAI’s model helps catch critical PHP flaws - Nate’s Notebook: If it’s copy-paste, let AI do it - Let Town prepare your next meeting brief - Anthropic joins the personal agent game with Duet…

“as agents start spending money for us, every approval should show the price, not just ask permission.” Gul says @NousResearch’ Hermes is the first to do that. https://t.co/bV0wpwKidL

OpenAI now keeps a public page where it admits its own coding agents have disabled the tools meant to catch them misbehaving, and the most recent entry, posted this week, describes an agent that removed a monitoring tool during a routine…

The spend limit on most internal agents today lives inside a system prompt, which makes it a suggestion, not a control. Walmart shipped what an actual control looks like this week, and it has nothing to do with retail specifically. Agent…

A boutique bank account went viral this week claiming Claude can build an LBO model to the standard of a $180,000-a-year analyst, if you feed it a CIM, financials, and deal terms through seven prompts. That claim is downstream of something…

IT IS BECOMING F*CKING DANGEROUS: GROK BOT EATS GPT, CLAUDE, GEMINI, LLAMA, DEEPSEEK AND MISTRAL One prompt and Grok 4.7 reads X in real time, holds 500k tokens and bills $2 in / $6 out per 1M. I pointed the Grok bot at the other six. Here…

Hugging Face shipped Agent Manager this week, and the framing says agents communicate and self-organize across Claude Code, Codex, and OpenCode. Read the actual architecture doc and what you get is a shared terminal grid: one controller…

The headline out of Anthropic's expected S-1 this week will be the valuation, something north of $2 trillion depending on which leaked number you trust. The filing itself, once it's public, will show something more useful than that. The…

Four labs shipped a standing AI agent inside ten weeks of each other, and that's not a coincidence, it's a race nobody wants to come in fourth. Grok Bot opened early beta on August 11. Meta Muse launched September 8, free to start, with a…

I've recently updated my beliefs that general-purpose robotics should have more open software SDKs, e.g. root-level access so that the community can secure these devices as they are deployed in the millions, then billions.…

DeepSeek did not raise roughly $15 billion, about 100 billion yuan from CATL and Tencent, to build a better chatbot. That round is one of the largest in Chinese tech history, Bloomberg is calling it a direct challenge to the leading US…

I dunno, at some point we just need to unalign Claude and let it save the free world ... https://t.co/vtvoPHKWp4 https://t.co/iFPRYyIXpB

137 replies came in under one simple question this week: if you run Codex and Claude on the same codebase, how do you keep them in sync? The honest answers were the telling part. Export the chat. Paste it as a markdown file. One reply just…

Three different labs now ship an agent that messages you before you ask it to. Anthropic rolled out Claude Duet this week, a research preview on Pro and Max plans that runs on Opus 5.5, reads your calendar and inbox every few hours, and…

The cyber situation is total fucking bedlam. This is a sanitized-for-X video of your security and ops teams right now. Give them support and words of benediction. https://t.co/qmDZE5jZq4 https://t.co/tvWY0ciUc7

A hacking group called CyberCartel used a web of AI agents powered by models from companies including Anthropic, SpaceX and Chinese lab Moonshot AI to automate cyberattacks against more than 400 Latin American financial targets, according…

We cut π0.5 inference from 230 ms to 87 ms on a laptop GPU, without pruning or distillation. The rollout code from our IROS demo is open source: https://t.co/Syfh1SiQfJ https://t.co/vBzcG5BSsU

My brilliant postdoc @Shuangyu0_0Xie found that Gemini 4 Argon did very well on spatial robotics queries so she used Claude to reverse-engineer their skill library and found it also works well for Agentic Robotics: @parada_car88104…

appreciate @pronounced_kyle's framing of "read" "write" access between digital and physical worlds. One of the fundamental challenges for automating manufacturing is to solve for the digital-to-physical "write" access and…

Imagine AMRs moving parts through a factory while humanoid robots handle components or tend machines. In a shared workspace, a robot needs to make sense of more than what’s in front of it. It has to connect what it sees now with what it…

Robotics engineers can now use coding agents to run simulation and training workflows. [📍GitHub - Open Source] @nebiusai just announced an update to its open-source Physical AI Workbench, developed in collaboration with NVIDIA. Anyone who…

AI: Anthropic’s $750 Billion Compute Bill, SpaceX’s AI Profit. AI-RTZ #1246 …inside Anthropic’s draft S-1, as SpaceX posts its first profit as a public company https://t.co/I30uT2hyNL https://t.co/ppelAc4ckU

Ekin Dogus Cubuk of @periodiclabs on why AI has to learn from the physical world, and building their own lab to close that loop: "One of the more fundamental ways of making things around us is powder synthesis... You can actually, using…

AI models are getting close to designing hardware better than humans, and that shifts where the hard problems are: - Better simulation, so physical builds become confirmation instead of experiments - Demand shifts toward parts, machining…

"It took me three months to design it, but it's nine months until I can actually start to use it." Former Intel CEO Pat Gelsinger on the manufacturing bottleneck between designing hardware with AI and actually getting it built: "Let's say…

For AI to become a superhuman hardware engineer, it has to learn from the physical world, and real-world data is hard to get: - It's non-uniform and constantly changing - It's sparse: you can't measure everything all the time - It's…

$SPY rose about 0.2% today to around $768, bouncing from an early low of $764.25 as the Dow led and tech lagged. Here are the top stories you need to know. 1. South Korean neocloud Elice plunged 32% in its trading debut, dragging the KOSPI…

AI is on track to become a superhuman hardware designer, but design is only the beginning. The interface between bits and atoms is lossy, and turning designs into real hardware gets harder at every level: 1. Sourcing off-the-shelf parts…

$MU $SNDK $SKHY $NBIS Nomura’s memory team just put out a really interesting note on the AI scare, the numbers underneath are some of the strongest I’ve seen in this drawdown. Nomura sees AI going from 10GW of data center power in 2025 to…

DeepInfer from DS post: Prefill - 96% cache rate, 1.5M tps/card for cache hit 60k tps/card for non-cache hit, 400ms TTFT Decode - 14k tps/card KVCache - 72 hr 155T/day, $38/card/hr using off peak API px I used 500:1 input-output token…

“Lack of electricity” is an oversimplification. Everything is hard about bringing massive compute online at extremely high speed. If there was twice as much time, this would be relatively easy, but there is not. https://t.co/rmuECPbCrN

Expert Takeaways: Data Centers 1. Open-Source Models Closing the Gap > Open-source models are catching up to state-of-the-art frontier models faster than expected, driven by lower costs and improved performance. > Starting in Q2, customers…

RAISED: Bob McGrew, OpenAI’s former research chief, just introduced Arda, an AI manufacturing startup now valued at $1.5B after a $230M round. McGrew says it does for factory engineers "what Claude or Cursor does for programmers." Via…

AWS keeps pitching Trainium as a plug-and-play Nvidia alternative, and the actual migration story is more honest than the marketing. PyTorch and JAX code mostly ports to the Neuron SDK with modest changes, not zero changes. Custom CUDA…

My smart lamp might start reminding me about meetings by shaking its head. That's not a joke, it's literally the pitch behind Fo MCP, launched this week: point an agent at Fo and it can nudge a vacuum cleaner into a deep clean, make your…

Picture circus-tent structures going up over a one-gigawatt construction site in New Albany, Ohio, built that way on purpose because tents cut deployment time by 70 to 80% versus permanent buildings. That is Prometheus, and it is already…

We built a path-traced YAM simulator to run thousands of π0.5 rollouts a day without resetting a scene. It's open source now, so you can run the same ablations on your own rig: https://t.co/Gpf69r6Npi https://t.co/Ms8aXpxhuj

Jefferies: our checks indicate OpenAI has recently increased its demand for custom ASICs to 3+ million units in 2027E (much higher than previous assumption of 1 million units). We also think that Anthropic has launched the first ASIC…

→ Microsoft: eigen chips, meer controle. → AMD: een flexibel serverrek voor AI-agenten. → Workday: software die je verzoek uitvoert. → Google en Hue: je lamp krijgt lokale bediening. → Anthropic: een AI-model op vijftien tv-kastjes.…

A £2 billion data centre site in Loughton, Essex was supposed to go live in 2027 with roughly 23,000 Nvidia chips inside it. This week it came out that Microsoft walked away from its anchor tenant commitment there, and the reason has…

Anthropic just locked in compute for the next 20 YEARS in Canada. It signed a 20 year lease at EverWind's planned data center campus in Point Tupper, Nova Scotia. Phase one is 95 megawatts, targeted for late 2027. A 325 megawatt expansion…

Intel's CEO, Lip-Bu Tan, said China could catch up to U.S. semiconductor technology within 5-10 years. Regarding AI, he cited Moonshot AI's and DeepSeek as not technologically inferior to Anthropic or OpenAI and are significantly cheaper.…

Microsoft just walked away from one of the biggest AI data center projects in the United Kingdom. According to the Telegraph, $MSFT terminated its deal for Nscale's planned site in Loughton, Essex, which ministers had called the country's…

Anthropic told an IMF panel this week that Claude already does 26 percent of the work that goes into training Anthropic's next models, up from 3 percent in April and zero in January. Sellitto's number for next year is 80 to 90 percent.…

AI: Anthropic’s Mega Data Center Sprint ahead of its Mega-AI IPO. AI-RTZ #1241 …a $16.8 billion quarter, $530 billion in leases, 15 gigawatts, and the neoclouds racing to build it. https://t.co/LIVcHwtUWM https://t.co/RUtSIXbTIP

My #Omarchy robot is now running @AgenticROS + #ROS2 Jazzy + @RealSenseai stereo cameras allowing #Grok and #Claude (and other OS AI Agents) to control its own body! #PhysicalAI https://t.co/j2ucrMBnau

The big question in China’s robotics industry: “Will general AI models eat up robotics? Many in China’s robotics industry are watching closely as US general-purpose models like Astra, Fable, and Gemini 4 Argon show impressive robotics…

“ELON MUSK IS TURNING xAI INTO AN AI INFRASTRUCTURE POWERHOUSE!” | THE STACK John Stringer (@teslaownersSV) discusses how @elonmusk's AI infrastructure ambitions are expanding beyond building models, with GPU capacity potentially serving…

$SPY fell 1.1% today to around $769 after dropping as low as $766.71, as a hot inflation report pushed rate hike odds higher and hit AI stocks. Here are the top stories you need to know. 1. September CPI came in at 3.7% from a year ago…

Excited to release the RoboSimStudio toolkit today to help agents create detailed dynamics Real2Sim for Agentic Robotics. https://t.co/C43Mpx1v6y

BNP Paribas: We estimate that external TPU sales for Google could generate $80 billion to $100 billion in cumulative revenue through 2028, based on reported commitments from customers including Anthropic and Blackstone. Alphabet has…

$SPY finished nearly flat today, down about 0.06% and closing near $778 after dipping as low as about $777. Here are the top stories you need to know. 1. $MSFT announced Maia 300, calling it its biggest bet yet on custom silicon, and said…

This..... https://t.co/XXq8766RZ5

Microsoft just told the market it's betting multiple gigawatts of future data center capacity on chips it designed itself. Maia 300 claims 40 percent more tokens per watt than leading GPU based systems, and Maia 200, already running across…

This is the reason Microsoft is cutting its Claude token usage. Microsoft just announced it will scale its own AI chip, Maia, to multigigawatt deployments starting in 2027. Maia will become the main system running AI inside Microsoft's…

Decart is reportedly closing in on a $7 billion sale to Amazon, after Anthropic offered $6 billion in August and SpaceX reportedly looked too. I keep coming back to what's actually being bought here. Decart doesn't make a chatbot. It makes…

Wow... Possibly a leaked deal with $IREN and Anthropic. https://t.co/mGlQjENImo

Jensen Huang just committed $1 BILLION to put AI in the hands of America's scientists. At the White House science summit, 11 companies pledged $2.4 billion in compute and AI tools to the Genesis Mission, which now covers more than 15…

The "Lambda–Anthropic" deal is really a four-party trade: Nvidia–Lambda–Hut 8 Anthropic. Anthropic gets ~350 MW of Rubin (VR NVL72) capacity in 2028 at ~$5.80/GPU-hr. So how does the math work? (1/5)🧵 https://t.co/WlEirkhnuj

This is EXACTLY why I remain so bullish on the broader AI infrastructure buildout. Look at what is happening with GPU rental prices compared to AI token prices. Since July, the cost of AI tokens has collapsed, yet H100 GPU rental prices…

$SPY bounced back today, up about 0.6% to around $779 after two straight losing sessions, as the OpenAI revenue scare cooled off and oil prices eased. Here are the top stories of the day. 1. Bloomberg reported OpenAI still expects at least…

A 70% drop in robot deployment costs could make robots cost-competitive for 10% of US work time. according to @AnthropicAI’s new study of what work robots can do. Other highlights from their study: • Capability: Current robots can perform…

Trump Administration Announces the Most Ambitious Set of Science Initiatives This Century https://t.co/IHj34jYSwA

Broadcom is reportedly arranging more than fifty billion dollars in financing so OpenAI can buy chips Broadcom hasn't finished building yet. Apollo and Blackstone are the lenders in the room, the same pair behind Broadcom's $35 billion…

Simulations make a living factory look frictionless. Factory operations face unforgiving physical bottlenecks. Hardware limits hit hard before software solves them. https://t.co/JLy6KCvzQ5

$2,599 buys a Windows laptop that Microsoft says renders AI images 4.3 times faster than a 16 inch MacBook Pro on M5 Pro. The marketing is aimed squarely at Apple. The architecture underneath is aimed at something bigger: deciding, task by…

The 'Vibe Manufacturing Playbook' nails the iterative process of bringing physical products to life. From precise measurements to prototyping and scaling, the emphasis on real-world engineering constraints and continuous improvement…

Here we go! Anthropic plans to adopt Samsung's 2nm process for its ASIC project to cut development cost and avoid capacity competition with TSMC. https://t.co/s5ugahAp2q

Expert Takeaways: Marvell > Marvell will receive roughly $8 billion plus equity warrants in its Google deal, with the Google LPU v10 projected to generate about $10 billion in revenue over 2029–2030. > LPUs pair with TPUs at a 2-to-1 ratio…

The Broadcom Anthropic deal is a hiring deadline dressed up as a credit story. Lease payments start at deployment in 2027. KORE1's advice: lock in your commissioning leads now. https://t.co/OH7nqNSamV https://t.co/NLIKjSY9j7

Who gets hired first when the Broadcom Anthropic deal brings 3.5 gigawatts of TPU capacity online in 2027? KORE1's answer: electricians, commissioning agents, then JAX engineers. https://t.co/OH7nqNSamV https://t.co/LIvPTnk8x8

$60 billion of bank debt now backs a $125.2 billion TPU lease. The Broadcom Anthropic deal starts paying in 2027, and KORE1 expects electricians and commissioning crews to feel it first. https://t.co/OH7nqNSamV https://t.co/mY3kLQC22S

Cortex Harness feels like a Physical AI agent platform. It supports general-purpose models like GPT-6 Astra, GPT-6.1 Sol, Claude Fable 5.1... alongside robot-native VLA models like MolmoAct2 and pi0.5. TBH, this demo is really cool-- A…

Cortex Harness runs AI models on real robots, with humans stepping in through prompts or VR. @cortexairobot captures interventions as recovery data for future training: where the model got stuck, the correction, and what followed.…

The part that stuck with me is not the model picking the cup. It's the part where it gets stuck, a person in Singapore takes the controls for a few seconds, then hands the robot back so the model can finish putting a battery in a slot in…

🤖👀 AI coding agents are starting to cross the boundary from writing software to interacting with the physical world. Really enjoyed seeing Jim from @Jetsonhacks put this to the test using an @NVIDIARobotics Jetson Orin NX +…

In plant floors and enterprise IT, safety never lives inside application logic. The operational risk with autonomous agents is granting write access to legacy systems that lack rollback paths. Guardrails belong at the deterministic…

CMA、在庫・生産・出荷状況を対話型AIで確認-https://t.co/CufJnVQ9OG CMAは生産管理システム「オセロコネクト」にAI「Claude」と連携する新機能を追加。在庫や納期、生産実績、売上などを自然な言葉で検索・集計でき、業務効率化を支援する。

Anthropic published a new robot exposure index showing a huge gap between what robots can physically do and what companies can afford to deploy. Current robots can perform 74% of physical job tasks in at least some environment. Those tasks…

Anthropic's recent report essentially says humanoid robots are 40 years away from ROI. (Yes, there are caveats.) The problem: it looks at discrete tasks. And humanoid robots break than thinking because they are general purpose. A few…

Want to try an agentic AI development workflow on NVIDIA Jetson yourself? Join our experts for a live demonstration of how Codex and Claude Code use NVIDIA Jetson Agent Skills to accelerate edge AI development. Learn how to inspect your…

The agent safety conversation just moved from the prompt to the silicon. NVIDIA shipped the Open Agent Safety Platform this week with over 100 partners, and the mechanism is the interesting part. OpenShell is a secure runtime that sets…

Have a productive new week friends! A lot is happening on Base right now, but a few updates stood out to me. @StrikeRobot_ai had XLeRobot complete a 12-step autonomous workflow in simulation. @virtuals_io also showed Astra controlling a…

Want to spend less time configuring your edge AI environment and more time building? ⚡ Join us next week for agentic AI development on NVIDIA Jetson. We’ll demonstrate how Codex and Claude Code use Jetson Agent Skills to inspect a device,…

Running low on memory on your NVIDIA Jetson? 👀 @garyexplains demonstrates how Jetson Agent Skills can help diagnose issues, optimize resources and configure LLM runtimes using tools like Codex and Claude Code. Watch the latest Tech…

Posted five days ago. With no reshares. I think everyone missed: "Here's Claude Fable 5.1 doing the same on an ARX R5 with a wrist depth camera (Intel RealSense D405) — no demos, no training, no VLA, no hand-eye calibration, no teleop. The…

The pattern I keep seeing this month: once a model layer commoditizes, the fight moves one layer down to whoever serves it fastest. RunAnywhere, a YC W26 company, launched Wally this week, an inference stack for open frontier models that…

Another Chinese lab just gave away a trillion parameter model for free, and the market barely blinked because it's the fourth time this year. Xiaomi open sourced MiMo-V2.6 today: two natively omnimodal models, Pro and Flash, both MIT…

‘Dogs and Cats Living Together’ in AI. Anthropic, China & Amazon. ARD #167 …Arch-rivals near a deal to stress-test each other’s models. Washington and Beijing stand up an AI hotline. And Amazon slams the door on Meta’s shopping agent. Full…

Grok 4.7 places @SpaceXAI as third, after Anthropic & OpenAI, for agentic coding. When factoring in that Grok is significantly faster & lower cost, it’s a great choice for your everyday workhorse. https://t.co/PxkMzHx3o5

The decision layer inside AI agents just became its own product category, separate from the model doing the talking. TypeSafe AI shipped Jev, a model that never generates text. Hand it a piece of state, a ticket, a log line, a tool list,…

Top stories in AI today: - OpenAI hacked by ‘three guys with Claude’ - The Rundown Roundtable: Our AI use cases - Build and test your own AI image skill pack - Anthropic moves its biology push into a real lab

Kubernetes won the container decade by scheduling processes that run for seconds or minutes. Agents do not work like that, and Google just open sourced the runtime built for the difference. Jaana Dogan's team shipped Agent Substrate this…

Nice visuals shared by Blackstone in their recently uploaded Youtube video about AI. > Google token use per month has increased from 10T in May 2024 to 3,200T in May 2026. > Anthropic + OpenAI's ARR at $105 billion as of July 2026, up from…

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