Ethan Desmarais

@saisatvik_ How much?

Opening up designing projects. If your company and your landing page are converting under 3%, we should talk. ↳ Full landing page redesign in 48-72 hours ↳ Conversion-focused, not just pretty ↳ Built in Framer (no dev required) ↳ Shipped 30+ pages for funded startups

@BerntBornich @adcock_brett

Vertical integration should be auditable So 1X is committing to supply-chain transparency as we move toward true end-to-end vertical integration — raw materials to intelligence. We’ll show our work. Others should too

@BerntBornich @adcock_brett

Assembly is not vertical integration 1X bends the copper, solders the phases, potts the stator and builds the magnet arrays. Raw materials to finished actuators on our automated line. That is vertical integration. That is reindustrialization

@radbackwards By far the best designed/looking humanoid. When do you think they’ll start shipping?

This box was designed on a box btw…

@radbackwards @1x_tech So cool. Cant wait to see them in homes

NEO for Capsule Issue 5, 2026 It’s no CellMates 30under30 or pay to play Time Mag… but to be recognized by one of the most thoughtful and well respected design publications means the world to me

@radbackwards @mil000 Any more pillows coming?

@mil000 Did you forget making a robot takes a lot longer than jeans? Update coming for customers end of the month tho.

Did they just forget about the robot they’re supposedly manufacturing? How did we get to denim jeans

@amrutha_rao_ Dm you

currently working on four projects

Update: we’ve flown in more people and doubled our headcount. 12 of Columbia, Harvard, and Princeton's most cracked builders. Forbes 30u30 founder, Informatics Olympiad perfect scorer and gold medalist, founders who have raised millions, YC founding engineers, and more. We’ll build anything for the highest bidder in 24 hours. No sleep. No food. No breaks. DMs still open.

@radbackwards Leesa Hybrid

What’s the best mattress for getting great sleep? (Don’t hit Me with that 8 sleep bullshit either)

@santu_design Messaging you

@desma49073 Yep!

recent design recap

@shaigexp Messaging you

@desma49073 Did you do it?

Recap of the week

@basit_designs How much for a site like that? Might need some work done.

The landing page we designed, works well in both desktop and mobile version.

@radbackwards Appreciate you following up on that. By the time I looked again they were gone. Must be some good pillows

@desma49073 Added all that are left. I will start working on getting these produced in higher quantity but may take a bit of time.

We sold out of the best pillow ever made ($120) and people love it… I added a couple more to inventory that I was saving for my self if anyone wants them.

@radbackwards Just tried to grab one of the extras but they’re sold out again. Are you going to restock them at any point?

@pronounced_kyle @skyways

Ryan and I used zero AI to make this list. It's 100% hand-curated — just the companies we would personally recommend. Here it is... who'd we miss? 1x Aalo Atomics Aalyria Abel Aeon Industries Aepnus Technology Aetherflux Agility Robotics Air Space Intelligence Albedo Allen Control Systems Amidon Heavy Industries AMP Robotics Amperon Ample Andrenam Anduril Industries Antares Anthro Energy Anthropic Antora Energy AnySignal Aon3D Apex Space Applied Compute Applied Intuition Apptronik Arbor Energy Arc Boats Argo Space Armada Array Labs Astranis Astro Mechanica AstroForge Astrolab Asylon Robotics Atmo AtmoCooling Atom Computing Atom Limbs Atomic Industries Atomic Machines Atomic Semi Atopile Avalanche Energy Axiom Space Base Power Beacon AI Bedrock Energy Bedrock Materials Bedrock Ocean Biofire Blumen Systems Boom & Bucket Boom Supersonic Boston Metal Breen Energy Bright Machines Brimstone Bronco AI Burro Campus Carbon Castelion Cerebras Systems CHAOS Industries Charge Robotics Chariot Defense Charm Industrial Chef Robotics Climeworks Clone Cognition Cognitive Space Collaborative Robotics Column Commonwealth Fusion Conductor AI Cortical Labs Corvus Robotics Cosmic Robotics Covariant Cover Critical Loop Crusoe Energy CruxOCM Cuby Dandelion Energy Danti Dark David Energy Dawn Aerospace Daylight Decagon Deep Isolation Deep Sentinel DeepNight Determinant Materials Dexterity Diamond Age Diligent Robotics Dimensional Energy Diode Computers Dirac Distributed Spectrum Divvy Homes Durin Dusty Robotics Earth AI EarthGrid Eden Geopower Electric Air Electric Era Electric Sheep ElevenLabs Elroy Air Embodied Epirus Epsilon3 Equilibrium Energy Etched Exowatt Extropic Farm-ng Fervo Energy Fid Labs Field AI Figure Firehawk Aerospace Firestorm Fireworks AI First Resonance Flexport Flock Safety Floodbase Flyby Robotics Form Energy Formation Bio Formic Technologies Formlogic Forterra Framework Computer Freeform Friend Furno Fuse Fuse Energy Galadyne Galvanick Gecko Robotics General Biological General Galactic GenLogs Ghost Robotics Glean Glimpse Gridware Guardian RF Guild H3X Hadrian Harbinger Harmonic Harmonic Bionics Harvey Havoc AI Haxion Hazel Heart Aerospace Hebbia Hedral Helion Energy Heliux HEO Robotics Hermeus Heron Power Hextronics Hgen Holocene ICON Impulse Labs Impulse Space Infinite Machine Inversion Irradiant Technologies Isar Aerospace JetZero Joby Aviation K2 Space Kaizen Labs Kalshi Kayhan Space Knowde KoBold Metals Kula Bio Last Energy Layup Parts LeoLabs Lightcell Lightship RV Lilac Solutions Limelight Steel Liminal Living Carbon Locus Robotics Longshot Space Looking Glass Factory Lumafield Lumen Energy Lunar Outpost Lydian Mach Industries Machina Labs Magrathea Metals Mangrove Lithium Marathon Fusion Mariana Minerals Mark43 Marvel Fusion Mercury Merlin Labs Metalware Meter Method Security MidJourney Mistral AI Mitra Chem Modern Intelligence Molten Industries Monaire Monumental Labs Muon Space Mytra Navier Neros Neuralink NewLimit Nitricity Nominal Normal Computing Northwood Nudge Nuview Odyssey Oklo Olympian Motors Onebrief Open Orion OpenAI OpenEvidence OpenRouter OpenX Orbit Fab Orbital Sidekick Orchard Robotics Ouros Oursky Outpost Space Overland AI Pacific Fusion Palantir Pallet Panthalassa Parallel Systems Peak Energy Peregrine Performance Drone Works PermitFlow Perplexity Phaidra Physical Intelligence Picogrid Pilgrim Labs Pipedream Pivot Bio Polymarket Poseidon Privateer Proteus Space Proxima Fusion Pryzm PsiQuantum Quaise Energy Quilter Quindar Radian Aerospace Radiant Radical AI Rainmaker Ramp Rangeview Rapid Robotics Ravn Realm Alliance Redwood Materials Reflect Orbital Regent Relativity Space Remora Replit Rivan RMFG Roam Robotics Rocket Lab Rondo Energy Rune Technologies Sabanto Safe Superintelligence Safire Saildrone Samsara Sardine Saronic Second Front Systems Senra Systems SESO Seurat Shield AI Shift5 Shinkei Systems Sila Nanotechnologies SirenOpt Skild AI Skydio Skysafe Sol Reader Solestial Solugen SpaceX Spartan Radar Specter Specter Aerospace Sphere Semi Standard Bots StarCloud Starfish Space Starpath Still Bright Stoke Space Stord StratumAI Swarm Aero Swarmbotics AI Swift Solar TerraDepth Terraform Industries Texture Energy The Boring Company The Spaceport Company Theseus Traba True Anomaly TurbineOne Turion Space Tutor Intelligence Twelve Ulysses Umbra Unspun UpSmith Urban Sky Ursa Major Valar Atomics Vannevar Labs Vantage Robotics Varda Space Vast Vatn Systems Venus Aerospace Verne Verse Viam Volund Manufacturing Vosbor Vuecason Vulcan Elements WeaveGrid Whisper Aero WindBorne Systems Wisk Aero Wispr Wonderschool Workrise Wyvern xAI Xcimer Energy Xona Space Systems Zanskar Zap Energy Zenith Aerospace Zeno Power ZeroMark Zipline

We are witnessing unprecedented market concentration: Magnificent 7 stocks now reflect a record 38% of the S&P 500’s market cap. This means that 38 cents of every $1 invested in the S&P 500 goes into these 7 names. The percentage has DOUBLED since the 2020 pandemic. Nvidia, $NVDA, Microsoft, $MSFT, and Apple, $AAPL, alone make up 22% of the index's market value. Meanwhile, the combined market value of the top 10 stocks has climbed to a record 42% of the S&P 500. Never in the history of financial markets has concentration been this high. Big tech is all that matters.

@adcock_brett @PTrubey Pretty soon Brett is going to grow out his hair and start talking with a Norwegian accent

@PTrubey Phil seriously wtf are you talking about. Are you just sitting around all day making shit up? This is far from our first deployment

Heading to the first humanoid robot concert, let’s gooooo

@Settler873357 @PTrubey @adcock_brett Brett is so sensitive lol. He’s clearly overcompensating for something. Maybe overselling his companies progression?

@PTrubey @adcock_brett Shh… don’t criticize Figure’s strategy of loudly claiming to be the first of every little trivial thing. How else are they gonna keep inflating their valuation until the IPO, riding on Tesla’s coattails even while still claiming they somehow have the best humanoid bot?

@broodsugar He’s a compulsive liar. In an interview he said that figure is 1-2 years ahead of every other humanoid. There’s no way he’s that ignorant to believe that, so by default that must mean he’s a liar

Narrator: This was not the first humanoid concert. I wonder if Brett is a compulsive liar or just genuinely ignorant about the industry he operates in.