Episodes

  • Meta vs Tesla: The Talent War for Humanoid Robots

    Meta vs Tesla: The Talent War for Humanoid Robots
    Oct 7 2025
    Tesla's Optimus AI lead just left for Meta. The fight for robotics expertise is getting expensive.
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    4 mins
  • Korea Challenges US-China in Robotics

    Korea Challenges US-China in Robotics
    Oct 7 2025
    Korea unveils KAPEX humanoid, challenging US-China duopoly in a market racing toward $38 billion by 2035
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    4 mins
  • 40+ Humanoid Robot Companies Raising Billions

    40+ Humanoid Robot Companies Raising Billions
    Oct 4 2025
    A quick look at the entire humanoid ecosystem. Here's who matters and who's raising billions.
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    9 mins
  • AI Agents Have a Trust Problem

    AI Agents Have a Trust Problem
    Oct 3 2025
    Everyone's building AI agents. Almost nobody trusts them to work alone.
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    7 mins
  • MightyFly Lands $50M Healthcare Contract

    MightyFly Lands $50M Healthcare Contract
    Oct 3 2025
    Autonomous cargo drones move beyond pilot programs with real money and real routes
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    4 mins
  • Amazon's Automation Army

    Amazon's Automation Army
    Oct 3 2025
    Amazon operates 1M robots, Lucid plans 20K robotaxis, and the design patterns emerging from defense.
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    12 mins
  • AI Isn't Taking Jobs. But Autonomy Might.

    AI Isn't Taking Jobs. But Autonomy Might.
    Oct 2 2025
    Yale/Brookings tracked 33 months of employment since ChatGPT launched: no job losses in AI-exposed occupations. But physical autonomy? Different story. Autonomous trucks haul freight without drivers, warehouse robots move millions of packages, and Tesla just shipped 497K vehicles. We cover why economists are tracking the wrong automation, the split between task automation (AI) and job automation (physical autonomy), Tesla's Q3 numbers, and why the Pentagon's drone program missed targets.
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    Less than 1 minute
  • Figure AI Raises $1 Billion on Humanoid Promise

    Figure AI Raises $1 Billion on Humanoid Promise
    Oct 2 2025
    Two robotics stories from last week tell you everything about where the money's going. Figure AI just raised enough to push past $1 billion in total committed capital. Their post-money valuation: $39 billion. For a company building humanoid robots that still aren't deployed at scale. Meanwhile, Guardian Agriculture quietly shut down in late August after running out of funding. The company built large agricultural drones for aerial spraying. Real product. Actual customers. Still died.
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    4 mins