The people shaping physical AI.
The evidence behind their words.
Start with the question an announcement needs to answer. Follow its history, the operating evidence and the business implications.
Tesla reports early Optimus production in Fremont. Compare the October update with Musk’s industrial-first delivery forecast and the earlier public-sales timeline.
What Agility’s October investor materials add to Digit 5 availability, conditional orders, safety plans and illustrative customer savings.
Schaeffler’s Taicang opening connects robot components, factory use and training. What the announcement establishes, and which operating results matter next.
What Figure 02 did at BMW, what its retirement changes, and why Figure 03’s logistics demonstration still needs its own operating results.
Parada’s September interview puts existing robots first. Follow the Spot example, Google’s earlier model roadmap and the customer evidence still needed.
What Figure’s Index collection, Helix 2.5 tests and Nscale commitment establish—and which measurements could show that more data produces more useful robots.
From Cosmos and warehouse simulation to Huang’s October agent-control argument: what NVIDIA’s physical AI tools establish, and what still needs real-world evidence.
Wang Xingxing’s one-to-two-year forecast revisits an older generalization target. What robot tests and customer evidence would make the outlook credible?
Giulio Corradi’s ROSCon recap puts CPU timing beside AI speed. Read the July benchmark’s methods, hardware limits and the customer evidence still needed.
What Germany’s October 19 declaration with NVIDIA establishes, how Huang frames industrial data, and which projects and customer results to watch next.
RobCo now plans Alfie’s commercial launch for March 4, 2027. Separate that date from earlier pilot plans, generic subscription prices and customer savings.
Fei-Fei Li’s case for joining AMD connects hardware to robot learning. Follow the deal terms, earlier simulation evidence and the customer results still needed.
Dan O’Toole’s manufacturing pitch builds on an existing DXC relationship. Follow the earlier disclosures, hospital evidence and next commercial tests.
What Sudhir Gopalswamy’s robotics argument adds to onsemi’s June strategy, what the $213 billion market covers, and which customer evidence matters next.