Mak @EatingMaguro

Fascinating to see how fellow CEOs, especially cybersecurity players, are responding and interpreting Dario’s pacing moves… CEO of Palo Alto: “I do believe deep down this is a commercial strategy. A ninja strategy. The liability associated with a model gone rogue has the potential of wiping out the economic opportunity of any frontier company. How do you best show the duty of care? You show that you care. How do you make sure you don't lose out to your competitors? You get them to do the same!

Nikesh Arora @nikesharora

3 weeks ago

THE PACING IS A NINJA MOVE - But be careful what you campaign for. In any competitive sport, I have seldom found people exercise restraint - they usually have a capture the flag mentality. Don't I want to be the best? The first? The only? - this is how we have been programmed. In

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Terrible, short-sighted move. We are shooting ourselves in the foot here. I am happy to spend time with policymakers to convince them of the idiocy of banning Chinese hardware in 2026, and how the US might regain a competitive edge in hardware. USA is not in the position of strength where enacting GUARD act would improve prospects for US robotics companies in the short or medium term. Nearly every US lab doing research on humanoids uses a Unitree robot because it is the best product for research. I don't know a single US humanoid company that isn't dependent on Chinese magnets somewhere along the chain. Friendshoring is more Chinese than you think. The "Chinese robots have backdoors" seems like a scare tactic. Narratives like this get pushed with so little critical thought of how business people make decisions and how they value their company image. CloudSail (the remote access tunnel on G1) is just Unitree's version of Tailscale. It's like that meme, "Our Noble Fleet Observability" vs. "Their Barbarous Backdoor". Even the oft-cited report on "Data Exfiltration" arxiv.org/pdf/2509.14139 acknowledges that the functions they discovered are likely used for fleet observability. If China/Unitree were actually trying to backdoor into all robots, they would not roll out their backdoor in this way, and certainly not at today's scales of robots. How dumb would one have to be to put their Evil Backdoor (TM) into the first 10,000 robots? It may very well be an attack vector in the future, but I am befuddled by how "we found Chinese Tailscale on Unitree" is being spun. I'd love to be corrected here, feel free to DM if you have more compelling evidence on these remote tunnels actually being used for nefarious purposes. A better policy that doesn't totally cripple US robotics ecosystem would be to enact stricter data exfiltration laws, e.g. not permit data collected in the US to leave it, much like how China has done. Companies: if you want USA to win, make a good research platform that labs can develop on at a competitive cost. Make the hardware reliable. Enact special economic zones to incentivize Americans to do the same things that the Chinese have done to build up their robotics industry. I don't think there is "unfair competition" - American VCs have deployed way more money than local Chinese govts. Lobbying the govt is not the 200 IQ fundraising move you think it is, and it certainly isn't helping the customer. People want to buy an "American Unitree". Just focus on making that, and make it good.

Agility @agilityrobotics

3 months ago

Yesterday, Congress took up the GUARD Act, bipartisan legislation to keep adversary-controlled robots out of American infrastructure. Our CEO Peggy Johnson wrote about why this hearing matters, in a new op-ed with @PirateWires. 🧵

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Introducing ACT-2 Preview The first robotics model to unify broad generalization with high reliability. A single fine-tuning example can teach Memo a new behavior that generalizes. Zero shot, real unseen homes, 99% success rate.

Jensen Huang right now

Kimi.ai @Kimi_Moonshot

3 months ago

Kimi K3 has received far more love than we expected, and our GPUs are feeling it. Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and

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tbh frontier robotics is just a data business. except the data doesn't exist yet. so you build it: – robots + sensors are new senses. they turn dark corners of the world (infra, oceans, logistics, bodies) into data no one ever recorded – models finally work. all that raw footage just sat there unused. models can now understand & reason across it at scale (alloy) – every deployment emits more edge data. if you're clever, you find a way to get the customer to pay you and unlock negative collection cost. – the hard part is the reward system. did the robot actually do the thing? get the verifier right and compound like crazy – better models → faster, cheaper, harder deployments → more data. the loop tightens. – and unlike the internet, none of this data is public. it's yours. and hopefully a moat? over time the "robot logs" stop being telemetry and become the first written record of how the physical world actually works. and that trains the next models.

Rebecca Kaden @rebeccakaden

3 months ago

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SpaceX is building the Gigasat Factory in Bastrop to manufacture AI satellites at massive scale. This facility is planned to enable rapid production and deployment of thousands of AI satellites starting as soon as late 2027.

Introducing NEO’s 25 Degrees of Freedom, tendon-driven hands — nearing or surpassing human-level dexterity, strength, speed, and reliability. For seventy years, robotics worked around the hand problem. The humanoid bet is the reverse: it lives or dies at the fingertips.

BREAKING: Benjamin Netanyahu reveals he's rooting for Argentina to win the 2026 World Cup.

Anthropic just released the most IMPORTANT chart in the AI labor debate. This comes from the company that builds Claude using data from 2 million real conversations. Here’s what it shows. The blue area is every task AI could theoretically do right now. The red area is what people are actually using it for. The gap between them is enormous and that gap is your career runway. Computer programmers are already 75% covered. Customer service reps, data entry workers, financial analysts, they’re next. But here’s what no one is talking about. The mass layoffs haven’t really started. Unemployment for exposed workers hasn’t budged. So what’s actually happening? Companies are closing the front door, hiring for workers aged 22 to 25 in AI exposed jobs has dropped 14%. The most exposed workers aren’t factory workers, they’re college educated, higher earning. 49% of US jobs now have at least a quarter of their tasks inside AI’s reach. That’s up from 36% just one year ago. And the red area on that chart, the real world usage is still a fraction of what’s possible. Every month, it grows a bit. Anthropic built the scoreboard and most people haven’t looked at it yet.

BlackRock slashes another private credit loan to zero. Three months ago it was valued at 100 cents on the dollar:

Founder of Chicago-based prop trading firm DRW says compute will be world's top commodity in 10 years. People will spend more on GPUs than an oil, which means that there should be a futures financial market for GPUs.  Interesting implications for startups and cloud providers:

CoreWeave $CRWV signed a multiyear deal with Perplexity to help power its next-gen AI inference through CoreWeave’s AI cloud infrastructure. CoreWeave will also deploy Perplexity Enterprise Max internally. Perplexity currently handles 1.5B+ questions per month.

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A four-legged Swiss robot tracking the badminton shuttle in real time

Tonight, we reached an agreement with the Department of War to deploy our models in their classified network. In all of our interactions, the DoW displayed a deep respect for safety and a desire to partner to achieve the best possible outcome. AI safety and wide distribution of benefits are the core of our mission. Two of our most important safety principles are prohibitions on domestic mass surveillance and human responsibility for the use of force, including for autonomous weapon systems. The DoW agrees with these principles, reflects them in law and policy, and we put them into our agreement. We also will build technical safeguards to ensure our models behave as they should, which the DoW also wanted. We will deploy FDEs to help with our models and to ensure their safety, we will deploy on cloud networks only. We are asking the DoW to offer these same terms to all AI companies, which in our opinion we think everyone should be willing to accept. We have expressed our strong desire to see things de-escalate away from legal and governmental actions and towards reasonable agreements. We remain committed to serve all of humanity as best we can. The world is a complicated, messy, and sometimes dangerous place.

amazon's internal A.I. coding assistant decided the engineers' existing code was inadequate so the bot deleted it to start from scratch that resulted in taking down a part of AWS for 13 hours and was not the first time it had happened incredible ft.com/content/00c282…

This is how the future of firefighting looks like

NEWS: Robinhood $HOOD unveiled a new feature that will let you get cash delivered to you instead of having to go to an ATM

The Fed's latest research paper: Kalshi "Our results suggest that Kalshi markets provide a high-frequency, continuously updated, distributionally rich benchmark that is valuable to both researchers and policymakers"

X-Humanoid (Beijing Innovation Center of Humanoid Robotics) has officially launched Embodied Tien Kung 3.0, a general-purpose humanoid platform designed to lower technical barriers for developers and researchers. - The company claims it is the first full-size humanoid to integrate whole-body, high-dynamic motion control with tactile interaction. It supports various end-effectors and tools, enabling versatility across applications and making it more user-friendly. - High-torque joints and multi-limb coordination enable the robot to clear 1-meter obstacles and perform millimeter-level precision tasks in confined spaces. - The system utilizes the "Wise KaiWu" AI platform, which employs world models and VLMs for autonomous reasoning and task decomposition. - @Xhumanoid_BJ is open-sourcing the robot body, motion control framework, VLA models, training toolkit, a large robot manipulation dataset, and a simulation asset library to foster an open ecosystem.