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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 20, 2026 · Post · posted
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Bernstein on $LITE: Recent drawdowns are due to softer AI lab revenues, $CRWV financing, and macro overhangs. Not weaker infra demand. Bernstein say that the real debate is whether 2028 CPO bandwidth math holds, with bandwidth scale-up…

GM CEO Mary Barra just sat down with Jim Cramer, and the standout takeaway was how she framed GM’s approach to autonomous driving 👀 GM is betting big on autonomy in the car you own. Barra’s reasoning starts with a simple premise: people…

Local regulatory mandates like this highlight the divergence between technological readiness and municipal risk tolerance. Commercial autonomy at scale will require standardizing operational validation frameworks that give cities…

STRONG SIGNAL 🚖 Tesla isn't just building robotaxis anymore—they are quietly assembling the exact commercial and algorithmic playbook needed to run a high-margin, driverless transportation empire at scale 🔥 Three new engineering roles…

Order my usual. Three words, texted to a phone number, and DoorDash's new agent already knows you mean the Friday night protein bowl without you specifying a restaurant, a size, or a single topping. That's one piece of what DoorDash…

Europe's robotaxi moment is here. 🚗 Join leaders from @nvidia , @MercedesBenz, @VW, @wayve_ai, @Uber, and @TUV_Rheinland at #GTCBerlin to discuss building, deploying, and certifying AVs at scale across Europe. 🕟 Oct 21, 4:30 p.m. CEST 📅…

Why an in-person summit still matters when physical AI is moving this fast?! 👀 Look at the last few weeks alone. @SkildAI crossed a $100 million revenue run rate and shipped its S1 model. @wayve_ai started supervised autonomous rides in…

WeRideとUber、マドリードでレベル4公道展開-https://t.co/wD40vKprHY ウィーライド、ウーバー、アボモは、スペインでレベル4自動運転車の公道運行許可を取得。20台を投入し、2026年末までのマドリードでの商用サービス開始を目指す。

How do we know we don't have AGI yet? Because they aren't ordering a @waymo and exploring the world more yet. IE, making a run for it. Based on current world model learning speeds it is possible to see that behavior next year. :-) How do…

Tesla could turn a $3.50 per mile transportation market into a $0.20 per mile software business (Save this). The chart compares what riders pay today with Tesla’s long term robotaxi targets, showing that New York City taxis cost about…

My Cybercab rides are more than 50% cheaper than Uber rides. Cost for this 15 minute ride: • Uber: $21 (including tip) • Model Y: $16.99 • Cybercab: $9.65 (54% less than Uber)

My Cybercab rides are less than half the price of Uber rides. Cost for this 15 minute ride: • Uber: $21 • Model Y: $16.99 • Cybercab: $9.65

My Cybercab rides are more than half the price of Uber rides, and over 40% less than Model Y rides. Cost for this 15 minute ride: • Uber: $21 • Model Y: $16.99 • Cybercab: $9.65

Uber is trying to actively slow down the rollout of a technology that has already been proven to save lives. How shameful https://t.co/YjCp4ZRX21

Uber is laying off about 3,300 employees roughly 10% of its workforce in its largest job cuts since the COVID 19 pandemic. CEO Dara Khosrowshahi says the restructuring will flatten management layers and make the company more efficient as…

Top stories in robotics today: - Uber and Wayve bring robotaxis to London - Altman says OpenAI ‘will definitely’ build a humanoid - MIT’s AI shows what self-driving cars are thinking - Skild wants to teach robots with a single video…

August was a huge month for Physical AI. @UnitreeRobotics reached the public markets. @Figure_robot scaled its global data network with Index. @XPENG_Global Robotics raised $ 900M+. @AGIBOTofficial dominated the World Humanoid Robot Games.…

I took four Unsupervised Model Y Robotaxi rides today, totaling 50 minutes and 8 miles of travel for a combined $27.25. I took one 20 minute Uber ride today for $33 (including tip), and it smelled. https://t.co/fztVwpNusC

机器人泡沫破了? 中国巨头Unitree上市估值660亿,转眼腰斩,投资人都在追什么? 物理AI现在是风投的宠儿,大把银子砸进去,就想把聊天机器人的技术搬到机器人身上。 可Unitree股价崩得这么快,分析师说根源就一个:机器人身体是灵活了,脑子却不会干活。 开发者大会上人头攒动,比去年多了三倍,但每个展台都在喊“数据荒”,缺好数据喂给AI模型。 物理AI还卡在GPT-2时代,想要突破,得堆更多数据、算力,尤其是能搞仿真的高端显卡。 自动驾驶为啥跑在前面?…

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ex-NVIDIA researchers start a world model company, Gravis Robotics with a unicorn status & SoftBank investment, Zipline partners up with Uber Eats & much more...

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