Nick Lee

Tesla/Figure: “We will have robots around us very soon…” 🚀 Some random Shenzhen startup:

We asked the founder of @maticrobots (robot vacuum) what makes his robot so special Turns out it uses the same vision tech as a Tesla to map your home with no dock

$TSM TSMC’s 3nm capacity is now extremely tight. Only “long-term loyal” customers get meaningful supply. Apple and Nvidia dominate allocation, while AMD, Intel and other ASIC makers get scraps. The 3nm club is invite-only.

SpaceX is changing the world with 230 Mbps internet in the sky.

3 major automakers are now deploying humanoid robots on production lines Here is why the die-casting industry should pay attention Xiaomi's robot just completed 3 consecutive hours of autonomous operation at a nut installation station in its EV Gigacasting workshop in 76 second cycle time, over 90% success rate. BMW deployed humanoid robots at Leipzig for high-voltage battery assembly. Toyota commercially deployed Agility Robotics' Digit at Woodstock for RAV4 production under a Robots as a Service model. Morgan Stanley forecasts the global humanoid robot market reaching $5 trillion by 2050. Why am I talking about humanoid robots? I'm no AI expert. I honestly have no idea whether the software will ever get good enough. But on one point I'm completely confident: if that software breakthrough happens, it means a multi-billion dollar opportunity for the die-casting industry in North America and Europe. Lightweight, high-precision structural parts in aluminum and magnesium, perfect for agile, affordable mass-manufactured robots. I want you positioned to capture as much of that upside as possible. 📰 Full article: industryarsenal.com/p/humanoid-rob… 📊 Gigacasting capacity is being built across China, Europe, North America, and Southeast Asia. The Gigacasting Database maps every machine, every facility, and every program: industryarsenal.com/database

@alojohhardcore @ross0ner @EmanuilIvanov72 Exactly. Especially when you have such cash gushing alternatives. Along with all the possible IPO's this year.

From our live show w/ @NYSE this week: Mike Annunziata (@nunzi46) of Also Capital (@CapitalAlso) on why he invested in K2 Space (@K2SpaceCo).

It was our pleasure, Minister Scindia! We look forward to bringing Starlink to your great nation. @JM_Scindia

"The grid itself is civilization." Radiant CEO Doug Bernauer on productizing nuclear energy: "Nuclear reactors as products has never been seen before." "They're always usually these giant mega projects where you dig a huge hole in the ground and you take 5 to 10 years." "We're targeting one per week coming off of a production line." "Our product is for off the grid. So a megawatt reactor on a trailer." "We drive it or fly it to where the customer wants it to go and then turn it on within like 48 hours." "It lasts 5 years… 2 million gallon diesel equivalent." "So it's sort of an unbelievable thing where you can grow the grid or put a micro grid anywhere." @DougBernauer @RadiantNuclear

"Nuclear reactor as products has never been seen before" - @DougBernauer

Robots fixing cleaning robots! 🤯 Can we call this at this point a robotception? @GeneralistAI just released GEN-1, the first general-purpose robot AI model that truly masters physical tasks. The results are 99% success rates on tasks where previous models achieved 64%, completes tasks 3x faster than state of the art, and needs only 1 hour of training data per task. Real demonstrations at full speed, fully autonomous: folding t-shirts 86 times in a row, servicing robot vacuums 200+ times in a row, packing blocks 1,800 times in a row, folding boxes 200+ times in a row. Speed matters. GEN-1 folds boxes in 12 seconds versus 34 seconds for previous models. Phone packing takes 15 seconds versus 43 seconds. The robot completes tasks faster than human demonstrations. The training approach is different. GEN-1 learns from over 500,000 hours of real-world data, but not from robots. It learns from wearable devices recording humans doing millions of everyday activities. This transfers to robots with just 1 hour of robot-specific training per task. When something goes wrong, GEN-1 improvises. If a part gets bumped out of position, the robot figures out whether to regrasp it, use its other hand, or leverage the environment to recover. These creative solutions weren't explicitly programmed. Five months ago, GEN-0 proved that robot AI follows scaling laws like language models. GEN-1 proves the scaling works. Congrats @peteflorence, and team!👏🏼 ~~ ♻️ Join the weekly robotics newsletter, and never miss any news → ziegler.substack.com

"You can taste the singularity at this point." This Week in AI Episode 7 with Victor Riparbelli (@vriparbelli), Nick Harris (@theanalognick) & Jeremy Fraenkel (@fraenkelj) is live. @jason. Linked below.

Excited to launch Gemma 4: the best open models in the world for their respective sizes. Available in 4 sizes that can be fine-tuned for your specific task: 31B dense for great raw performance, 26B MoE for low latency, and effective 2B & 4B for edge device use - happy building!

$TSM TSMC is completely SOLD OUT until 2028 including its cutting-edge 2nm (N2) node. Even its next-gen Arizona fab (targeting ~2030 production) is fully booked before construction has even started. 🔥 AI just broke the fab cycle. The fabs can't keep up.

BLACKSTONE IN TALKS TO ACQUIRE ROWAN DIGITAL INFRASTRUCTURE IN $10B DEAL Blackstone is reportedly close to acquiring Rowan Digital Infrastructure in a deal valued at around $10 billion. Rowan operates large-scale data center campuses purpose-built for hyperscale and AI workloads, and a deal at this valuation would rank among the largest private infrastructure acquisitions in the sector.

🙌 Congrats @GoogleDeepMind and teams on the release of your @googlegemma 4 models!🎉 The new multimodal and multilingual models are built for fast, efficient, and secure AI across devices – and optimized to run locally on NVIDIA RTX, RTX PRO, DGX Spark, and Jetson. 👉 Prototype the 31B model and start experimenting for free on build.nvidia.com/google/gemma-4… 🔗Check out the details to get started in our Technical Blog: developer.nvidia.com/blog/bringing-…

@nio_uk @alojoh WTF?

Watching $TSLA fans celebrate a 6% YoY increase, is like watching someone cheer for a participation trophy while their house is on fire. You produced 408K cars and only sold 358K cars, that’s 50K cars just sitting in parking lots rotting @alojoh 🤣🤣

@nio_uk You have no clue about our research.

@alojohhardcore @EmanuilIvanov72 The next big thing then. So this year could possibly be the largest IPO ever, & the largest merger ever? What a time to be alive.

@alojohhardcore @EmanuilIvanov72 That's it in a nutshell. It's also very difficult to turn the ship. Any ideas?