Startup from day 1

@_Biotech_iQ How bout those folks who road it down from 90%. What kind of post is this

Sharing my most recent BiQ post about $ESPR, just for posterity. :)

$ESPR Congrats to BiQ members and all Esperion longs! TBH, the buyout feels a little premature, but still happy to take the win. My ACB for ESPR in the BiQAP is $1.45, so not a bad way to end the week.

@BerntBornich Why did you continue to say you’d build 10k this year?

A note to our customers 1x.tech/discover/neo-f…

@BerntBornich Bro, 3 months, we all know that’s not true. How long have you been in Hayward?

Introducing NEO Factory | Hayward, CA Scaling manufacturing was always the plan- but after receiving 10,000+ preorders in the first 5 days, we accelerated everything to urgently increase production capacity to fulfill demand. In just 3 months we built America’s most vertically integrated humanoid robot factory, right here in the Bay Area.

@ErenChenAI Ah yes, my mistake. I thought you were throwing them in with figure because they closed their next gigantic round that was rumored to be a billion.

@ErenChenAI @Figure_robot @1x_tech What funding has 1x gotten?

Why hasn’t Physical AI produced a clear unicorn yet? Or do we even have one? There are well-funded players like @Figure_robot, @1x_tech, some already valued at or near unicorn level. But so far, none has truly broken out in the way software AI companies have. The gap might not just be capital or talent. It’s coordination. Embodied intelligence is hard because it’s not a single breakthrough. It’s multiple systems moving in lockstep. Algorithms must align with hardware. Hardware evolves with software. Testing has to keep pace with versions. Supply chains need to match R&D cycles. Any misalignment gets amplified into real efficiency loss. As the field matures, it won’t just be about model performance or mechanical capability. It will also come down to how well teams coordinate. As an insider, I have to say that some humanoid companies that look sleek and impressive outside, internally they are a mess.

@adamfeuerstein What’s your opinion on $tgtx these days @adamfeuerstein

$TGTX Q2 Briumvi sales $16.1 million -- big miss. You've been Weiss'd -- again.

@Restructuring__ Did you see airchat? People thought this dude walked on water then for no reason

Naval being a grifter was not on my 2026 bingo card

@TheHumanoidHub @TheTradingHaus They are nowhere close to shipping. They are more focused on jeans

@TheTradingHaus Not 1x

Some humanoid maker rented a billboard in Times Square. "It works around the house." "It has a real brain." "April 17th on X" Alongside a blurred-out humanoid! 🤔

@radbackwards Doing everything but shipping robots. Crazy

1X Denim

@chatgpt21 Yeah and how many robots will be deployed in those commercial deployments?

🚨 Two really important Figure robotics updates. - 1st, they will be announcing two new commercial customers in the next 60 days. This means Figure will probably be the first humanoid robotics company in the United States after Digit (Agility Robotics) to hit true commercial deployment. It puts them in an extremely elite group alongside the very few other humanoid companies actually gaining real-world commercial revenue right now, like Apptronik. That's really exciting. Second, Brett Adcock confirmed they are now making a robot every 90 minutes. Let's do the math on that production line: • At one robot every 90 minutes, they are building 16 robots per day. • That translates to roughly 480 robots per month. • Which equals over 5,840 robots per year! That means Figure by the end of 2026 should have nearly 6,000 humanoids produced and ready to enter the workforce. They might be Tesla this year we will have to see 👀

@adcock_brett @Figure_robot @hark_labs Making the most expensive paperweights and clothes hangers in human history

Figure and Hark just took an entire data center of NVIDIA B200s - every rack in the building Figure will be using these to predict physics and Hark will train next generation multi-modal models

@APompliano I mean that’s just not true, anybody who has a clue what TBPN is or watches anything related to tech already knows what chat gpt is - this was a pointless acquisition

OpenAI acquired TBPN for $100M+ but most people are drawing the wrong conclusions. OpenAI doesn’t care about TBPN as a business or a show. They immediately shut down all ads and they are going to leave full editorial independence to John and Jordi. That is a big win for TBPN and the team, but more importantly it is the signal for what OpenAI was actually after. They wanted to acquire @johncoogan, @jordihays, @DylanAbruscato and the team. These guys are some of the smartest, most experienced marketers on the internet right now. They understand how to win the vibe war, while making everyone love them. Luxury positioning with down-to-earth approachability. Those who have never built a media company won’t understand how difficult it is to pull this off. But John, Jordi, Dylan and others executed this strategy perfectly. And this is what OpenAI has to replicate. They need users to pay for the high compute costs, yet they need to make AI less scary and threatening. So OpenAI is not buying a show. They are not paying a multiple on revenue. And they definitely are not planning to use TBPN to run some psyop campaign. OpenAI just pulled off one of the best talent acquisitions in a long time. They figured out how to hire generational talent to beef up their marketing and comms efforts. The money was merely the price it would take for the team to give up their neutral position in the ecosystem and point their talent behind a single company. OpenAI wanted the people. TBPN was just the vessel to effectuate the transaction. And the money was the market clearing price to pull off a blockbuster trade for first round draft pick talent. Congratulations to each of them. They are true trailblazers who understand their market value and they exploited it to the tune of $100M+ Not bad for a few guys in a warehouse with a couple of cameras :)

@adcock_brett @hark_labs Bro you aren’t edgy by continuously calling language models dumb. We all know they aren’t dumb. You are about to make the next humane ai pin, it’ll be a complete failure and I want you to remember this tweet

Hark is building next generation AI models and AI devices @hark_labs

@Scobleizer @1x_tech Well and the fact that they’ve lost their top 2 engineers in 6 months, have a product/marketing team more interested in gaining clout with 13 year olds through streamers, and a leadership team that doesn’t instill confidence in any type of industry, odds of success are low

Good skepticism about @1x_tech's humanoid robot's prospects. I've done a lot of consumer research getting into people's homes around the world. While everyone "want" one, when they start thinking of $500 a month, and the privacy implications of having a human embodied in one in their homes, then you hear a different story. Most average people don't have anything that costs more than $2,000 in their homes. Yeah, rich people do, and that's where the market for this really is. If you are a billionaire having a couple of these walking around opening the door and welcoming you to one of their parties would be mondo cool. If I was a billionaire I'd have a few of them. But I'm not. You probably aren't either. This is a hard purchase to make unless you are an extreme early adopter and have extra cash in your bank account so you don't have to think too hard about spending $20,000 on something like this. What will pull others in? Ability to rent them to neighbors is one. But I don't think this first one is capable of this. I had dinner with a 1x employee and he said they are having trouble getting good enough wifi even in employees' own homes to run the teleoperation. So putting them into an Uber and driving them down the street to someone else's home just won't be possible until it gets totally autonomous, in a generalized way, which everyone in robotics says is years away. So my expectations on sales of these are muted. In the thousands maybe, but this year? I would be shocked if a few hundred homes have them by Christmas. And then there is Tesla. Optimus will capture a lot of attention. That may get people like me (I put down $200 to order one) to cancel our orders and wait for Tesla's effort. So, basically, I don't expect a lot of these to ship this year. Maybe a few thousand next year. And then in 2028 Tesla and others (the Chinese in particular) are coming with much bigger efforts. It's a tough road ahead for 1x.

@adcock_brett Can we just say this is going to be the next humane pin and get it over with?

Hark has the world’s best consumer electronics designers - Abs, Jonathan, Andrew, and team We’re still using pre-AI devices; phones and laptops designed decades ago They weren’t built for systems that can use computers and reason A new era of computing is coming

@pawcio2009 @Pharmdca - you love to see it

And so is beyond air, -99%. Remember that fking scam job pumped by some bio gurus? 😬 $xair

@macjshiggins What is suspicious about it….?

very suspicious phone activity timing by the fellow on the left

@radbackwards @FabriceAka28619 @1x_tech @MKBHD Why’s your CEO saying 10k by the end of the year?

@FabriceAka28619 @1x_tech @MKBHD As per the ordering page, the stated goal is to get our earliest customers in the US deliveries by EOY

$599 starting price for Neo. I’m getting hands on today. Ask me anything

@cixliv Getting closer to the movie real steel every day

We having fun with our new robot boi. He got gas in moves. Who's ready to see him fight?

@radbackwards Bros angry they called it Neo cuz it messes up searches for Neo. Lmao

Apple clearly was looking to make a lower cost entry point for MacBooks. But they majorly fucked up the branding… should have just called the Neo the ‘MacBook’ MacBook [base model] MacBook Air [performance + light] MacBook Pro [max performance]