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2015, Colbert: “You’re a billionaire trying to do good things. Superhero or supervillain? You have to choose one.” Elon: shows him a robot snake that plugs itself into your car Colbert: “Is that thing going to attack me in my sleep?” Elon, completely deadpan: “For the prototype, at least, I would recommend not dropping anything when you’re near it.” Ten years later he’s built reusable rockets, humanoid robots and the best-selling EV on the planet, and he’s still the only CEO who can deliver a product safety warning and a punchline in the same sentence. Superhero, obviously. Just one with a very dry sense of humor. @elonmusk

1 billion humanoids. That’s how many could be in use globally within the next quarter-century. We’re mapping the companies bringing robots from the lab to your living room in The Robot Almanac.

A humanoid is a capital good on a scale that changes the constraint. It lengthens production and raises what labor and land can turn out, which is the abundance Elon is pointing at. A person supplies about 2,000 hours a year. A robot on a 168 hour week supplies about 8,700. His floor of 1 billion within 10 years, priced in the low 10,000s, equals about 4 billion full time equivalents against a world labor force of 3.5 billion. The 10 billion at 15 years is an order of magnitude past that. Robots building robots still require saving, because energy, materials, and machines have to be bid into that line. Expected abundance holds for ordinary wants which is what matters for people as consumers. Housing, food, care, and routine medicine get repriced toward energy and materials until a household’s budget stops being what limits them. An owner running 100s or 1,000s of agents earns the return on that capital stock, which is also how universal high income shows up as purchasing power. Money prices remain the way to allocate whatever is still scarce, that is energy, locations, raw materials. At least in the short term. Energy is the binding input, and settling more than one planet adds land, minerals, and generation beyond a single world. TLDR: (1) More energy. (2) Multiplanetary doesn’t hurt.

it’s honestly insane how much of the modern tech tree has been unlocked because of a single guy thanks to Elon we have - online payments - mass market electric cars - batteries and grid-scale energy storage - self driving cars and robotaxis - humanoid robots - advanced brain computer interfaces - next generation tunneling - reusable rockets -global satellite internet - basically the modern space industry - Moon and Mars transportation - orbital compute and space data centers - frontier AI - gigantic AI supercomputers - physical world AI and the wildest part is that these branches are now starting to merge there is a very real chance that this one guy ends up being the reason humanity reaches Kardashev II genuinely the man of the millennium

My top 5 robotics companies to start a career at, based on 412 open jobs i read: 1. @Figure_robot most open roles of anyone, 101. humanoid robot operators on morning, afternoon and night shifts. 63 of 101 jobs don't mention a degree 2. @1x_tech 3 to 6 month AI Residency at $10K a month. your code ships to NEO robots in real homes. every single job post shows the pay 3. @physical_int robot operator at $25/hr, no degree listed. you teleoperate the arms that train their robot brain 4. @agilityrobotics "Robot Operator II": $102K to $133K. associate degree or equivalent certs, basic Python and Linux 5. @SkildAI robot operator jobs in Pittsburgh and India. you don't have to live in San Francisco to get in the door into humanoids isn't the research team. it's one of these 5

Estimates are 200GB RAM per humanoid robot @elonmusk predicts there will eventually be more robots than people 10 billion robots × 200GB = 2 TRILLION GB of RAM The world currently produces only ~45 billion GB of DRAM per year Terafab

My top 5 robotics profiles that are 6 months ahead of the timeline: - @DrJimFan NVIDIA's Director of Robotics. co-leads the lab behind GR00T, NVIDIA's open humanoid brain - @chelseabfinn Stanford professor + co-founder of Physical Intelligence. teaches the free RL course, builds the robot brain - @svlevine Berkeley professor + also a co-founder of Physical Intelligence. one of the most cited names in robot learning - @tonyzzhao built ALOHA, then dropped out of a Stanford PhD to start Sunday Robotics - @RemiCadene started LeRobot at Hugging Face, now building robots on top of it at UMA follow all 5 and you'll stop being surprised by robot videos

NEW: Stord’s $3B Bet on Robotics, AI & Physical Infrastructure From Thiel Fellow at 19 to building a $1B+ revenue business Founder & CEO Sean Henry (@seanhenry) @GetSTORD stats: › 100M packages/year › ~$20B in GMV › $1B+ revenue this year, after 10Xing in 4 years › 8B operational data points The goal is to level the playing field with Amazon Prime for the other 2/3 of commerce on the internet. I sat down with Sean in Cap Ferrat to talk about the company's $250M Series F, its massive bet on robotics & AI, plus why he believes the biggest value from this technology may ultimately accrue to physical businesses, not the AI and robotics companies themselves. We get into: › The data advantage behind 100M packages a year › Why humanoids may be the wrong form factor for warehouses › How acquisitions & vertical integration are accelerating Stord's scale › Going from Thiel Fellow at 19 to building a $1B+ revenue business Sean also explains the flywheel behind Stord: more volume creates greater density, lower costs and faster delivery, which in turn makes the company more competitive as it scales. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Sean Henry, Founder & CEO at Stord (00:41) What Stord is building in logistics (02:42) Why robotics is finally ready for the real world (04:37) How Stord is teaching robots to work (06:09) Do humanoid robots actually make sense? (07:20) Why owning the whole supply chain matters (10:01) The problem that started Stord (11:53) The Thiel Fellowship lesson: Build a monopoly (13:10) Hot take: Why AI and robotics will become commodities

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”