Cover
What changed, and what is the evidence.
Humanoids
🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
- 🗓️ 2026-10-19 · ✍️ RoboterminalFifteen Humanoids Are Loading Car Parts at 98%. The Number That Decides Their Future Is 15 Seconds.
- 🗓️ 2026-10-15 · ✍️ RoboterminalThree Robots Packed Half a Million Orders. None of Them Can Walk.
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Timeline
What changed, and what is the evidence.
Oct 21, 2026 · Funding · posted
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$TSLA just released its new Robotaxi Safety Report and the numbers are pretty incredible. According to Tesla, its Robotaxi fleet has now driven over 3.3M miles autonomously, with zero reported injuries counted under its methodology, ZERO… |
BOOM 🎐 SpaceX just set a sky-high bar for Tesla’s earnings call later today 🔥 From Starship’s next milestones and Starlink’s expansion to massive AI infrastructure plans, new products, and extraordinary revenue ambitions, SpaceX’s Q3… |
A recent report by WSJ stated that Tesla's airborne Roadster reveal was pure spectacle, engineered for viral social media hype rather than actual showroom sales. Critics wasted no time calling it an expensive parlor trick, scoffing at a… |
“The demo is just 1% of the business.” Tyler Niday, CEO of Bonsai Robotics, describes the work after a successful demo. Drawing on his work at Blue River and John Deere, Tyler explains Bonsai's approach to machine design and field… |
"Roads? Where we're going, we don't need roads." 🛞 The Tesla Roadster launch event has wrapped up, and here is everything you should know from the presentation 🔥 Right out of the gate, flying cars are officially real, and what Tesla and… |
GOOD NEWS 🗞️ Tesla has designed hidden bifocals for a camera cover: the plastic that used to blur the view now keeps near and far sharp at once 😎 Anyone who has tried on a friend’s glasses knows the feeling: the lenses look perfectly… |
Physical AI feels like it's moving into a new stage. Physical Intelligence just opened the Pi API beta. Robot companies can upload their own data, fine-tune Pi's general-purpose foundation models, and run cloud inference to control their… |
$MU went from 16 to 26 strategic customer agreements in a single quarter, and now @elonmusk is calling Micron the reasonable one on future memory prices while its peers have been “extortionate.” Those contracts now cover more than 35% of… |
"Super Human Humanoids" That's Jan Liphardt's keynote at the Humanoid Hub Conference. The long-term goal of robotics is machines that decisively outperform humans on speed, safety, reliability, versatility and efficiency. That means… |
Empyrean reports that China's domestic EDA tools now cover up to 85% of all the processes. In FPD, memory & wafer production, domestic EDA tool already have > 50% mkt share. It's been a while since Empyrean said it reached 7nm logic… |
AI hardware just got so expensive that Wall Street has to step in, with over $90 BILLION in new debt to buy chips. According to the Wall Street Journal, Broadcom is seeking more than $50 billion to fund its custom AI chips for OpenAI.… |
$VICR is up nearly 50% since I posted my deep dive last month, and I think this run is still early. Exactly four analysts cover this company. Four, for a $12 billion name sitting on the nastiest problem in AI hardware. A wafer-scale AI… |
The AI buildout needs more capital than backstops can cover. “There’s bank lenders, insurance lenders, they don’t want to take a lot of risk. You’ve got private equity, they want to take a lot of risk. You’ve got private credit, they’re in… |
99% of 1,994 voting union members at Micron's Taoyuan site backed a strike, per joho-todai. The two Taiwan unions cover over 80% of staff; Taiwan is ~60% of Micron DRAM and HBM output, and 75%+ of 2027 shipments are booked. Approval is… |
If you have a few minutes, give Hark a try The free tier is generous right now, so you can do a lot without paying https://t.co/POXxsv2zxX |
a16z's Alex Immerman, David George, and Sarah Wang on why a data center can lower your electricity bill: "It may seem counterintuitive, but a data center can help lower your electricity rate. A recent US study showed that for every 10%… |
Forty times the price, same category, roughly the same age. Valispace sold to Altium in 2024 for about sixteen million dollars. Flow Engineering just raised its Series B at a $750 million valuation. Someone is betting requirements… |
Inside tactile robotics w/ Professor Shan Luo, King's College London Robot skin changes. Models must adapt. “But hardware still matters a lot.” Luo leads the Robot Perception Lab. We discuss Unilever's material-assessment questions,… |
How many vendors cover your site? Bring the list to a briefing, and we will show you how the Force brings them together under one contract. Tell us what you are accountable for: https://t.co/QF5rtqgVC2 Security. Handled.… |
Robotico Live returns tomorrow. @RachelCreates and @jess_xmaq cover the latest news and developments across humanoid robotics. October 1 5 PM UTC https://t.co/J6Pm3Z3T0u |
France has a small but diverse humanoid robotics scene • Wandercraft Calvin-40 Bipedal humanoid built for industrial work • UMA Northstar General-purpose humanoid under development in Paris • Enchanted Tools Mirokaï Mobile humanoid robots… |
EARLY: 5 companies across InsurTech, Compute, AI, Robotics and Defense.👇 @herissonrisk - 6 followers - (InsurTech): a new form of insurance, priced on risk rather than loss. cover for one-off, event-driven risk. @cobursahq - 6 followers -… |
Apollo catching up on the news, cover story included 👀 #IMTS2026 brought out the best of manufacturing, and Apollo made the front page. Incredible week meeting industry professionals and the next generation of them at the booth. Thanks,… |
A blast from the early 2025 past: @scsp_ai 's memo to the @POTUS on a National Robotics Strategy is worth reading in full if you follow physical AI policy. SCSP believes physical AI is a growth and competitiveness issue. It treats robotics… |
🇺🇸 @SecScottBessent and Chinese Vice Premier He Lifeng have begun talks in New York ahead of this week’s Trump-Xi summit. The discussions cover AI safeguards, tariffs and critical minerals, including U.S. concerns about supplies of… |
A robot that throws a baseball at 113 km/h 🥎 AthenaZero, from the @rai_inst, on the cover of Science Robotics this month. Effective mass at the wrist: 3.97 kg. The paper measures a Franka at 29.21 kg and a UR5e at 34.72 kg on the same… |
Moooorning friends! Big one: @vangrid_io closed a $9M raise, and unlike a lot of raises, this one comes with a network that's already live and producing data. Step back for a second and look at where AI actually is right now. We've… |
🇺🇸BREAKING: The House passed the Ratepayer Protection Act 417-3 last night so data centers, not households, would have to cover the full cost of the new power plants and transmission lines they need. Sen. Jon Husted then asked the Senate… |
Tesla has started another Optimus supplier audit in China. A Tesla team arrived in Ningbo on September 16 and began the new mass-production audit today, according to 21st Century Business Herald. The checks cover production consistency,… |
TEMPO gives a VLA a short history of what the cameras saw and how the robot was moving over the previous moments. The setup uses two 7-DoF I2RT YAM Ultra arms and three cameras. Bottle Handover was the run I spent the most time watching. A… |
Scott Bessent says US and China will talk about AI this weekend alongside other issues like trade: “We are open to discussions on avoiding shared risks and avoiding bifurcation of our two systems. We expect our discussions to cover both… |
From September 22–24, embedded world North America 2026 will bring engineers, developers, systems architects, and product leaders together at the Anaheim Convention Center. With 150+ exhibitors, 100+ technical sessions, and 100,000 square… |
The Agents API is not a new framework. It is the agent loop becoming managed infrastructure. Before yesterday you wrote the harness yourself. You owned the environment, the retries, the state compaction, the tool routing, the subagent… |
Japan now has an ambulance for humanoid robots. GMO AIR’s new maintenance vehicle carries diagnostic equipment, spare parts, repair tools and even a replacement humanoid. An engineer can repair robots on site. If that fails, the machine… |
The biggest memory cycle in 45 years is only getting started (Save this). Every prior peak on this chart came from a demand event that ended, whether that was the Iraq war build, the cloud capex boom or COVID. Each one produced a sharp red… |
We’ve already gathered 500,000+ hours of real-world robot data at @GeneralistAI, but one lab can’t cover every task, tool, or embodiment. So we’re opening data bounties onchain via Robinhood. |
Robotics beginners unite! 😎 Here's a free course on the basics of robotics, including sensors and autonomous mobile bots. Everyone who studied robotics or EE knows MATLAB very well. I've been using it for designing motors and robots back… |
We’ve collected 500,000+ hours of real world robot data at @GeneralistAI, but no single lab can cover every task, tool and robot. We’re bringing data bounties onchain through Robinhood so the wider robotics community can contribute.… |
A new LatchBio report found @SpaceXAI ’s @Grok 4.6 is now the top-performing AI model in biosecurity safety testing, refusing disguised requests for dangerous biological research while still answering legitimate scientific questions.… |
Figure and Hark are run by him simultaneously - meaning one person is literally steering two multi-billion-dollar companies in parallel, not even counting his role at Cover. That’s three companies, three billion-dollar valuations, one… |
🎉 Welcome to Jetson AI Lab 2.0! We've redesigned the site with curated tutorials. Looking for old content? Browse the archive → × Back to Tutorials Optimize Models with Unsloth Fine-tune, convert and deploy language models on NVIDIA… |
Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) This week Bryan, Myron and Jordan (@JordanNanos) discuss our recent article on OpenAI Jalapeño. They cover the performance, architecture, programming model,… |
We've seen this movie before with solar and EVs. Pour in subsidies, factories overbuild, supply swamps demand, prices crater. China cranked out 14,400 humanoid robots in 2025, about 85% worldwide, yet actual paying customers barely exist.… |
Post Log in Sign up Post Robert Scoble on X: "This San Francisco robot can “see” you even if you are standing behind it thanks to a new array microphone that @lightberry and built. As soon as you open your mouth that is. It can recognize… |
This week, we cover major investments and developments across industrial AI, humanoid robotics, healthcare automation and manufacturing, along with the latest global robot installation figures. |