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Feeling the AGI/ASI, few observations 1. Opus 5.5 really gives strong vibes of AGI (maybe not fully there, but we're very close, like 80%-90%). For example, few breakthoughs in training humanoids are needed. We need to move this intelligence into physical world. 2. I don't think Anthropic has discovered any magical formula. 3. Which means, SpaceXAI, Google, and others will soon follow. This prediction is based on the amount of compute they already have + additional compute being added all the time. 4. Never was more confident that Anthropic, SpaceXAI, Google, OpenAI, likely Meta, basically all big US AGI labs will have proper AGI in 2027. 5. And from there we'll move quickly to ASI territory (likely also in 2027). It looks like few GW of compute are enough for strong AGI, now imagine what we will able to do with 10-20GW of compute which are rapidly coming online. And then with 100GW-200GW... 2027 will be an utterly insane year.

BREAKING: Elon Musk’s new full interview with CMG. 0:15 On Xi Jinping 1:03 Tesla Shanghai factory 2:27 Cybercab rollout 3:55 Speed of AI breakthroughs 4:29 Grok 4.7 and Grokbot 5:48 SpaceX/Tesla data for real-world AI 6:48 Chinese AI models and the compute gap 8:16 China’s electricity output 9:01 US-China AI safety 9:27 Humanoid robots and Optimus 10:55 1 billion robots in 10 years 13:04 Money may not matter 16:27 10 billion to 100 billion robots 17:09 Space cooperation and Mars 21:07 Neuralink and human bandwidth 22:37 Education in the AI era 24:02 Visit Shanghai, and Beijing 24:38 Beijing high-speed rail 24:59 “Words do not do justice to China”

Tesla accelerated the electric vehicle market by selling over 9 million battery-powered cars and trucks. Now Elon Musk’s automaker is pivoting to humanoid robots and self-driving taxis. Up next: he’s looking to build AI data centers in orbit via his rocket company SpaceX, which recently committed at least $100 billion to building a spaceport in Louisiana. His contributions added him to the list of #Forbes250# Builders: 📸: Patrick Pleul via Getty Images

Optimus has the potential to become one of the most important products ever created. Once humanoid robots can perform a wide range of useful tasks at scale, the impact on manufacturing and the global workforce could be enormous. Tesla’s focus is now clear: scale Optimus production as fast as possible.

What would the best humanoid robot we can build in 2026 actually look like? Scott Walter (@GoingBallistic5), broke it down from the ground up. 00:00 The Philosophy of Robot Design 02:51 Understanding Bot Ecosystems 05:59 Choosing the Right Bot for the Task 08:59 Identifying Market Opportunities 11:45 Designing a Sprinting Bot 15:05 The Importance of Arm Movement in Running 18:12 Degrees of Freedom in Robot Design 21:10 Weight and Mass Distribution Challenges 23:56 The Role of the Head and Waist in Humanoids 27:03 The Mechanics of Running Bots 38:48 The Evolution of Humanoid Hip Designs 44:39 The Importance of Knee Actuators in Robotics 51:46 Challenges of Specialization in Humanoid Robotics 1:10:32 Choosing Between Off-the-Shelf and Custom Actuators 1:15:30 Leveraging Global Resources for Humanoid Development 1:16:20 The Open Source Robotics Movement 1:21:51 Navigating the Humanoid Market Landscape 1:22:31 The Future of Humanoid Robotics 1:30:10 Actuation Strategies and Challenges 1:39:17 The Role of AI in Humanoid Robotics 1:45:03 The Hardware Landscape and Future Prospects

XPENG’s robotics business has completed a 900M+ Series A funding round at a post-money valuation exceeding $6.3B, setting a new fundraising record for China’s embodied AI industry. The round was led by IDG Capital, joined by Gaorong Ventures, and strategically backed by Tencent and Alibaba, with XPENG retaining controlling ownership. The capital will accelerate full-stack hardware/software R&D, physical AI training, smart manufacturing infrastructure, and global market expansion. Backed by 12 years of in-house tech innovation—from physical foundation models to Turing AI chips and robust AI infrastructure—XPENG is uniquely positioned to lead the scale-up and commercial rollout of high-end humanoid robots. XPENG IRON is slated for mass production in late 2026, launching first in XPENG retail stores and campuses before rolling out globally with customer deliveries in 2027. $XPEV