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What changed, and what is the evidence.
DeploymentsPhysical AIFleetDataHumanoidsControlFundingModelsPolicyActuationInferenceIpoQuadrupedsWorld Models
🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 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.
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Timeline
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... |