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Robotics
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Robotics is a bipartisan issue even after the midterms, says Agility Robotics CEO
9 calls: why a strategist is only dipping into the AI selloff, Microsoft's frustration with neoclouds, Shield AI's Echodyne deal and Zipline's Walmart…
3 hrs ago
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Tutor Intelligence's CEO: a 1% cost edge can flip an entire market to robots
6 takeaways: Why Tutor deploys robots into real jobs before perfecting a model, the 100-robot fleet in Boston, and why he calls this moment a "great…
Nov 3
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30 stops of 5 min a day beat 1 hr at the depot for robotaxis, Aseon CEO finds
8 insights: why curb parking will get expensive, how $30K a month per engineer in AI tools lets a tiny team move fast, and why a foreign team wanted a Y…
Oct 29
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Robotics will be 100x bigger than coding agents, says Unconventional AI CEO
13 calls: why US spare power runs out within a few years, why pure software investors are in trouble, and why inference becomes a $10 trillion market…
Oct 25
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Wynd Labs CEO: his network quietly feeds frontier AI labs exabytes of web data
5 takeaways: how an 8-million-node network feeds exabytes of web data to frontier AI labs, and why its CEO won't name a single customer
Oct 21
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Every industry needs a bet like Meta's $14.3B Scale AI deal, says Link Ventures founder
13 arguments: why OpenAI's 722 math solutions put crypto in question, a $1.8B push to model the cell, and why AI memory may matter more than a smarter…
Oct 16
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Dyna Robotics chief scientist: robotics has no internet, so Dyna trains on human video
6 insights: why Dyna puts a humanlike torso on wheels instead of legs, what folding napkins at Din Tai Fung proves, and why the best robot hands still…
Oct 14
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Kleiner Perkins partner: late-stage deals took over 80% of $400B in venture through June
10 takeaways: why AI agents like Instinct are the first consumer moment beyond ChatGPT, the trillion-dollar markets open to physical AI, and why…
Oct 10
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USV partner: a $900M fund can earn meaningful returns on single-digit-billion exits
9 takeaways: why its companies need more capital and more time, the four traits it now wants in founders, and why USV built its own AI investing…
Oct 9
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Factory work is coming back to the US, but not the machinists, says Protolabs CEO
5 calls: Why robotics and data center orders doubled in a year, the 30,000 machine shops he says must be modernized, and why he welcomes competitors
Oct 8
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Big tech ignores a new market until it earns about $100M a day — Archetype AI CEO
9 arguments: Why machines speak in sensor readings, not words, why the fastest gains will come from equipment already online, and why AI makes every…
Oct 8
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a16z growth partner on AI: "It's like less than 5% diffused into the B2B economy"
12 arguments: why frontier labs, open models and apps can all win, the self-driving market he expects to grow 10x, and why the last tech cycle's $25…
Oct 5
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