Archive

Agility unveils Digit 5 — and Skild AI reports $100M ARR

Plus: the customers building Europe’s humanoids, Reward AI’s debut, and UBTECH’s new factory

OpenAI will "definitely" build a humanoid — and Agility filed its real numbers

Plus: Figure commits $3.5 billion to compute, and XPENG opens its IRON production line

SoftBank wants control of 1X — at $4B below the ask

Plus: a $20,000 humanoid that arrives as a box of parts, and one Bluetooth exploit that roots a G1

Markets surge, track records fall, and in-context learning hits physical AI

Unitree’s market whiplash, an 8.86s 100m sprint, and how in-context learning is ending heavy fine-tuning.

Superman sprints, chaebol showdowns, and the dexterity debate

Production Milestones, Regulatory Firewalls, and the One-Million-Hour Breakthrough

10 m/s Sprints, $20B Fabs, and the AGIBOT Era

AGIBOT’s 10k Milestone, Tesla’s Gen 3 Delay, and the $18M AI Talent War

A shift in the S-curve: AGIBOT hits 10k units, Leju launches 30-minute production, and the $11B race for the "universal brain" begins