o numbers, nine days apart, describe 2026 in embodied AI better than any forecast.
Sarah Xiao 437 rounds worth 203.2bn yuan, 692 supply-chain companies, 8.64-second sprints and a Nanjing startup that stopped paying wages in August.…
humanoid robots
The Gold Optimus Is Not V3. One Walk to the Kitchen Explains Why
Musk says the gold Optimus is a transitional 2.5, not V3. Benioff's office video shows the language layer answering fluently…
The 2026 Shutdown List: Nine Robot Companies, Four Ways to Die in the Same Place
Nine shutdowns against roughly 93.5 billion yuan raised in six months. The four failure modes behind them, the K-Scale unit…
From ¥300 to ¥995 in 27 Days: What JPMorgan’s Unitree Flip Actually Prices In
Two notes, one unchanged 30x multiple, and a 169% volume revision for 2028. Decomposing the target price, and why the…
What Is the Current State of Humanoid Robot Planning Capabilities?
What Is the Current State of Humanoid Robot Planning Capabilities? From Boston Dynamics Atlas to...