Aliu

A robotics panel. NYC Tech Week. From Prototype to Production. 4 founders. 200+ people. @standardbots, @Ultraroboticsco, @gen_intuition, @faunarobotics. - skip to 2:37 for what does "deployment" actually mean? - skip to 9:19 for what two weeks of perfect lab testing couldn't predict - skip to 15:50 for why China installs 9x more robots than the US per year - skip to 19:40 for the investor demo secret nobody talks about - skip to 32:40 for the honest conversation about teleop nobody wants to have - skip to 51:27 for why everyone selling robotics data is going to lose

Huge thanks to @virtuals_io and @OxTrenchor for making the $ULRTA launch possible and helping bring this project to the Robinhood ecosystem. CA: 0x8f4A575a907Ec13bB1BCf925ab8FD91BAF4Df822

@standardbots @Ultraroboticsco @gen_intuition @faunarobotics @OxTrenchor launch $ULTRA fees to @Iir_Aliu Robinhood chain

A robotics panel. NYC Tech Week. From Prototype to Production. 4 founders. 200+ people. @standardbots, @Ultraroboticsco, @gen_intuition, @faunarobotics. - skip to 2:37 for what does "deployment" actually mean? - skip to 9:19 for what two weeks of perfect lab testing couldn't predict - skip to 15:50 for why China installs 9x more robots than the US per year - skip to 19:40 for the investor demo secret nobody talks about - skip to 32:40 for the honest conversation about teleop nobody wants to have - skip to 51:27 for why everyone selling robotics data is going to lose

Hard tech is hard. While software ships in a day, hardware takes months. And there are a million things that can go wrong. But that’s what makes it fun. If you’re building in hard tech, comment what you’re building. Let’s connect and help each other out.

Robots are 3D printing full-size ship hulls! ⚓️ Throwback to when this company 3D printed a boat! CEAD Group is bringing large-scale robotic 3D printing to the maritime and defense world. Instead of traditional molds and heavy manual assembly, robotic arms print full-size marine hulls directly from digital models. The company recently demonstrated this by printing a 12-meter long vessel. Awesome stuff! 😮‍💨 ~~ ♻️ Join the weekly robotics newsletter, and never miss any news → ziegler.substack.com

A lot of engineering goes into making autonomy look simple Here’s a 2 hour timelapse of F.03 repeatedly walking up and down stairs. Figure HQ is full of tests like this, each one helping push robots closer to fully autonomous systems

🇺🇸 Anduril: The Company Rewriting The Entire Defense Industry While everyone's distracted by SpaceX, the real disruption in defense is happening at Anduril Industries. The company just closed a $5B Series H round at a $61B valuation, doubling from $30.5B in just 9 months. Revenue went from $1B in 2024 to $2.1B in 2025 (+110% YoY), and they're projecting $4.3B in 2026. In March 2026, the US Army awarded them a 10 year enterprise contract with a $20B ceiling, consolidating over 120 separate procurement actions into one framework. That kind of contract structure was historically reserved for Lockheed and Raytheon. Anduril just took a seat at the table the legacy primes have controlled for decades. ⚠️ Key Drivers - Anduril's moat is software native architecture. Their Lattice OS platform fuses sensor data, AI targeting, and autonomous coordination across all domains. Legacy contractors built hardware first, software second. Anduril flipped the model, - The Pentagon is pivoting to "intelligent mass": thousands of cheap autonomous systems instead of a few expensive platforms. Anduril's product stack maps perfectly to this doctrine. Lockheed's F-35 doesn't, - Arsenal-1 in Ohio is a $1B, 5 million sq ft autonomous weapons factory designed to produce tens of thousands of drones per year. The Fury combat drone is already in production with Roadrunner, Barracuda, and classified programs to follow, - International expansion is accelerating fast. Edge Group partnership (UAE), Rheinmetall (Europe), Dutch Ministry of Defence contracts, plus participation in the US "Golden Dome" missile defense system, 📈 TLDR: Anduril is doing to defense what Tesla did to automotive and SpaceX did to space launch. The legacy primes are 60 year old contractors trying to compete with a software first, AI native, vertically integrated machine. When this company goes public, it's going to be the most anticipated defense IPO in modern history.

NVIDIA just open-sourced a model that takes broken, blurry 3D scans and rebuilds them clean from any angle.. It's called ArtiFixer. It uses video diffusion to generate the camera angles you never captured, then reconstructs the scene from the generated frames. → 70x faster than anything → Finishes in 1 to 4 steps → Beats SOTA by 3dB → Works from just text prompts 100% Open Source.

ROBOTICS FUNDAMENTALS: World Models The smartest robots don’t react to the world. They predict it. That’s what a world model is. A little simulation of how things work, running inside the robot’s head. Think about catching a ball. You don’t do the math. Your brain just knows where it’s going to land before it gets there. That’s a prediction. Robots are starting to do the same thing. Instead of seeing one camera frame and reacting, a world model lets a robot imagine what comes next. Push the cup, it slides. Pick something up that’s heavier than it looks, it slips. It runs the next few seconds forward before it ever moves. And that’s the whole unlock. A robot that can predict can plan. It can try something in its head, watch it go wrong, and pick a better move. All before touching anything real. The robots that win the next decade won’t have the best motors. They’ll have the best imagination.