Tony Lu

@TheHumanoidHub This feels like Zuck’s second big platform bet after the metaverse. If Meta can own the AI stack that lets humanoids understand and adapt to the real world, it could become extremely lucrative as robotics scale.

Meta is making a serious push into AI for humanoid robots Meta has acquired ARI, a robotics AI startup, to accelerate its humanoid technology efforts. The deal closed today; financial terms were not disclosed. The ARI team (including co-founders and staff from San Diego and New York) will join Meta’s Superintelligence Labs and Robotics Studio. Focus: Developing AI models that enable humanoid robots to understand, predict, and adapt to human behavior in complex, dynamic environments. Founders Background: - Lerrel Pinto (ex-Fauna Robotics co-founder): Expert in robot learning, imitation learning, and dexterous manipulation. He led work on scalable physical AI. Fauna was acquired by Amazon. - Xiaolong Wang (ex-NVIDIA researcher and UC San Diego professor): Specializes in vision-based robot learning, reinforcement learning, and multi-modal models. He has won awards (e.g., MLSys Best Paper) for efficient AI optimization in robotics. Meta aims to become the “Android of humanoids”, providing the core AI/software platform for the industry. Meta recently raised its 2026 capital expenditure (capex) forecast to $125–145 billion. The company is clearly placing strategic bets on the humanoid space.

@XFreeze This is one of those areas in tech where hype is justified. Restoring agency to paralyzed patients is massive. Elon’s talent is combining frontier technology with commercial potential. Neuralink and SpaceX are all examples of it.

Thought-Controlled Robotics is now very real and it's happening with Neuralink A paralyzed Neuralink patient, Alex Conley, just controlled a robotic arm using only his thoughts - then piloted a drone with his mind Meanwhile, another patient, Jon L. Noble, is now playing World of Warcraft hands-free using only brain signals Two years ago, this was pure science fiction Today, it’s happening in clinical trials Neuralink not just restoring independence, it’s also unlocking new dimensions of human capability Patients who were once completely paralyzed are now interacting with the physical and digital world using nothing but their thoughts The future is not coming. It’s already here

@adcock_brett This is underrated. Environments no longer need to be redesigned around robots. Robots can handle stairs and weird edge cases. This makes mass adoption possible.

F.03 can now walk up/down stairs purely using it's onboard camera perception Our robots now walk from manufacturing when built to HQ This is trained end-to-end with reinforcement learning in simulation

@realEstateTrent The best AI enterprise play is not replacing every employee, but turning one capable operator into a whole back office team. Leverage is key.

We hired a 27-year-old associate a few months ago, and he uses Claude Cowork all day. I don't have the words to describe what is happening to our productivity. Things that would have taken months are now getting done in hours - it's changing the entire way we run our business!

@Rainmaker1973 It's impressive, but the real solar revolution is not record efficiency. It's cost, durability, and deployment speed. A cheaper but less efficient solution deployed at a massive scale will always win.

Scientists just shattered the solar efficiency record: nearly 50% of sunlight turned into electricity! In a major breakthrough, researchers from the National Renewable Energy Laboratory (NREL) and Germany’s Fraunhofer Institute have achieved an astonishing 47% efficiency in converting sunlight into electricity. That’s more than double the performance of typical commercial silicon solar panels, which usually hover between 15% and 25%. The new record-breaking cells use an advanced six-junction design that captures a much wider range of the sun’s light spectrum. By concentrating sunlight to over 140 times its normal intensity using specialized lenses, these multi-layered cells squeeze far more energy out of every photon. While currently best suited for high-performance applications like satellites and concentrated solar power systems, this technology marks a huge leap forward in semiconductor engineering. As costs come down and the design matures, it could pave the way for the next generation of ultra-efficient solar energy infrastructure.

@alvinfoo The problem is that most people will build the same obvious tools that no one uses. The real opportunities are applying frontier models to overlooked problems where domain knowledge matters more than model access.

The Nobel Prize winner just said something big. The biggest AI opportunity isn't at Google. It's with you. Demis Hassabis says a kid today could start a multi-billion dollar business by applying AI to something new. The frontier labs can't explore it all. That gap is your opportunity.

@Keller I like how a simple interface between building and autonomous logistics just makes drone delivery practical. It really lowers the adoption barrier. I can see how demand for this will grow quickly.

A new kind of mailbox is born. Now any building can get access to drone delivery in 3 hours, no permitting or construction required. Often partners load through a window in the wall, so they never have to step outside at all

@rohanpaul_ai The real unlock of AI is that it dramatically increases the leverage of great founders. They can now compress engineering, sales, marketing, support, and ops all in a software-like workflow

Sam Altman: "We're going to see 10 person billion-dollar companies pretty soon. In my little group chat with CEO-friends, there's this One-person billion-dollar company, which would have been unimaginable without AI, and now it'll happen."

@CyberRobooo Cute design matters more than people think because home robots need to make people feel safe and calm. The team definitely did a lot of customer discovery.

The left one’s the boss. lol Two adorable NEO humanoid robots made their debut at Milan Design Week. This is NEO’s first appearance in Europe.

@nvidia @Ylli_Bajraktari Both sides can be true. AI can create many new jobs while killing many entry-level career paths. The real question is whether the ladder for young workers still exists.

"AI has created more than half a million jobs. Companies that use AI grow faster. When they grow faster, they hire more people." NVIDIA CEO Jensen Huang counters threats of job displacement in his conversation with SCSP's @Ylli_Bajraktari on Memos to the President.

@Teslaconomics The hard part is doing these chores safely, in messy homes with different layouts. If it can reliably save 5-10 hours a week, that would be impressive economics.

Even if Optimus were limited to performing only these 10 tasks, Tesla’s $30,000 target price would still be an absolute bargain

@joshgruenstein @tutorintel Wow, this could really supercharge robotics deployment. The real bottleneck is generating enough real world manupulaiton data to make the robots useful.

Excited to share @tutorintel's Data Factory 1, a 100 robot semi-humanoid research farm and the largest robot data factory in the United States. Our first embodiment “Cassie” is deployed at industrial scale across the supply chain. We built DF1 to bootstrap fleet-scale learning for our "Sonny" industrial semi-humanoid embodiment, powered by our first end-to-end robot foundation model Ti0.

@CyberRobooo This looks boring, but that's probably where the robot revolution starts. A retail warehouse is a perfect training ground for real-world manipulation.

The future is already here: Suzhou UniX AI’s wheeled humanoid robot is already autonomously picking items, packing orders, and fulfilling customer purchases made via Taobao’s Flash Buy app, right from a supermarket’s front warehouse. … then handed over to delivery riders. But if it’s delivered by something like the Unitree wheeled G1, then it’s a whole different game,the robot could handle the entire journey from warehouse to your door.

@NewRulesGeo The bigger issue is the drone-counterdrone arms race. Cheaper drones create cheaper interceptors, which in turn create better swarms. Still, counter-drone is probably the most obvious defense growth market.

🚨🇨🇳 PENTAGON’S SWEATING: CHINA INTRODUCES NEW DRONE INTERCEPTOR China just unveiled SKYLARK’s R7D — a compact, AI-powered portable interceptor built to crush low-altitude FPV swarms and loitering munitions reshaping modern battlefields. 🔸 5KM CEILING at 420 km/h with 3km engagement range — optimized to shred mass drone attacks before they reach targets. 🔸 Fires from lightweight portable R7L launcher; high-res camera + built-in AI precision tracking for instant autonomous locks. 🔸 High-strength carbon fiber beams, smart cooling air ducts & ultra-low-drag composite body for sustained high-performance ops. 🔸 8 BEAUFORT WIND RESISTANCE + lightweight materials deliver rugged mobility in brutal real-world conditions. 🔸 Low-latency VTX transmitter ensures rock-solid control even in jammed electromagnetic environments the West still battles. Do you think the U.S. is prepared for large-scale drone warfare?

@WallStreetApes It's more like accessibility has gotten better than automation is taking over jobs. This is the kind of automation that makes sense - controlled environment, repeated routes, clear labor shortage.

These are the new autonomous self-driving mobility wheelchair devices These new devices replace wheelchair assistants at airports, they will autonomously push passengers through airports These are being planned in airports all over America. More jobs lost to automation They’re already deployed in - Miami (MIA) - Los Angeles (LAX) with American Airlines/Envoy - Seattle-Tacoma (SEA) with Alaska Airlines - Detroit (DTW) pilot - and expanding

@spaceandtech_ Obvious use cases seem to be inspection, agriculture, and emergency response that require long-range transport but can't rely on a runway.

Flywing has developed the X-WING, a compact VTOL FPV aircraft that combines vertical takeoff with fast fixed-wing flight. It can take off vertically, hover, and switch to forward flight with a single command for smooth and stable performance. With long flight time and a foldable design, it blends the advantages of both drones and airplanes.

@cptdankkk It captures the decision moment more realistically. No one has a perfect view of the world ahead, and you don’t need one. Sometimes it comes down to asking a simple question: who are you, and why did you build this in the first place?

Mark Zuckerberg reveals why he turned down $1 Billion from Yahoo in 2006 "I don't know that at the time I was sophisticated enough to do that analysis. I had all these people around me who were making the arguments for a billion dollars" "It was very far ahead of where we were at the time. But deep down I believed in what we were doing. I did some analysis like: what would I do if I weren’t doing this" "I think if I sold this company, I'd just go build another company like this, and I kind of like the one I have. The biggest bets that people make are often just based on conviction and values"

@haider1 The bigger test is like what Elon said, asking the right questions. Can AI ask the right weird question before humans even know which questions matter?

Demis Hassabis proposed a benchmark for scientific AGI: the "Einstein test" Train a system with a knowledge cutoff at 1901, then test whether it can independently rediscover what Einstein did in 1905, including special relativity Once it can, we're on the verge of genuinely novel invention

@Adams_Tech_AI Humanoids could be the AWS of physical labor. Learn a task in one warehouse, and that workflow can spread across a whole fleet. This is like turning labor into software.

Tesla Optimus could change the global economy forever. The first company to scale humanoid robots wins the future of labor. Cars were just the beginning.

@rohanpaul_ai I dont think AI destroys foresight. The old signs are just weaker. The edge goes to people who can interpret second-order effects faster than institutions and know how to reprice them.

Harvard Business Review just published a super interesting piece. AI’s biggest shock may be that nobody can price the future cleanly anymore i.e. we all are staring at a "AI Fog" i.e. the range of outcomes is now so wide that people cannot tell whether today’s prized skill, product, or business model will still pay off a few years from now. AI’s first big economic effect is not automation itself, but the collapse of foresight. The hidden cost of AI may be a collapse in conviction, as its erasing the visibility that modern finance depends on. Modern capitalism runs on the assumption that tomorrow will rhyme with today closely enough to justify big, slow bets. On long bets like degrees, hiring plans, factories, software valuations, and infrastructure, and those bets work only when the future is readable. All these depend on one quiet belief: the future is legible. AI attacks that legibility before it fully rewires any one industry. That hits workers first, because a medical degree, MBA, or coding career looks weaker when AI agents may absorb diagnosis, analysis, drafting, research, and junior software work. That hits companies next, because stock prices depend on durable future cash flow, and terminal value breaks down when AI can erode moats in software, services, and even specialized manufacturing. That changes behavior fast. Students hesitate to buy expensive human capital when the job at the end may be redefined halfway through training, and companies hesitate to hire when junior work, software work, and coordination work are all moving targets. Financial markets feel the same pressure, because once AI casts doubt on a company’s durability, the terminal value carrying much of its valuation starts to look less like math and more like faith. So the immediate economic consequence of AI may be shorter horizons. Less skyscraper, more tent. Less irreversible commitment, more staged investment, modular teams, and organizations built to learn before they lock in. It points to something subtler and probably more important: when institutions cannot see clearly, they stop making the kinds of commitments that built the old economy. --- hbr .org/2026/04/the-future-is-shrouded-in-an-ai-fog