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Last night @huang_biwei joined @GeekPark founder Jack Zhang to make the case for causal world models. The short version: scaling correlation hits a wall in the physical world. Causal structure — knowing why, not just what next — changes the economics of robotics. Our benchmarks vs conventional world models: 25–50% higher success rates, 5–10× fewer samples. Same data, deeper structure. One brain. Many robots. That's the bet. Full conversation → [

🚨 🇰🇷 Jensen Huang hints at deeper NVIDIA-LG collaboration in robotics and AI data centers NVIDIA CEO Jensen Huang visited LG Twin Towers on June 8 and emphasized the company’s growing partnership with LG after meeting with LG Chairman Koo Kwang-mo and other executives. Huang said LG is a world-class company across many important future technologies and noted that NVIDIA and LG are working together on many areas. He highlighted robotics as one of the most important fields, describing it as the fusion of electronics, mechanical systems, and artificial intelligence. He said NVIDIA is working with LG on motor technology and mechanical systems, which could support future humanoid robotics. Huang also pointed to next-generation data centers, saying future facilities will scale to gigawatt levels and require advanced cooling, power, and infrastructure technologies. He added that there will be “many more announcements” in the near future, suggesting NVIDIA and LG’s cooperation in AI, robotics, and data centers could become more concrete soon.

Why the Overpopulation Narrative Endures Despite Physical Reality and Elon Musk’s Analysis Overpopulation is the most nihilistic lie ever told. The environmental movement started with a valid point: we need sustainable energy to avoid depleting finite fossil resources and messing with the atmosphere long-term. That core logic is sound that's why Tesla exists. But it got twisted into anti-human Malthusianism: viewing people as the virus, not the solution. Some now openly say eight billion humans make Earth better off with zero. That's insane. Look at the actual scale. All 8+ billion people on Earth could stand shoulder-to-shoulder on a single floor of New York City. Fly from LA to New York and 99.9% of the time you're not over a single person. Vast empty land everywhere. The cross-sectional area of humanity is tiny. Cities create a local illusion of crowding the planet is massively underpopulated. The real risk isn't too many people. It's collapsing birth rates. Fertility is falling below replacement across the developed world, now even in places like India. This is accelerating. Population collapse is the greatest threat to civilization by far worse than climate, AI, or anything else short of asteroids. We've seen it doom past empires. More humans = more brains solving energy, AI, robotics, and making life multiplanetary. We are the consciousness of the universe waking up, expanding from this single fragile planet against entropy. We need to become a spacefaring civilization, not manage decline. Humanity is not a plague. We are the bootstrap for something far greater. Stop the propaganda. Have kids. Build. Expand. Credit: @ZubyMusic I @elonmusk

Chinese company UBTECH Robotics has unveiled teasers of its U1 series humanoid robots, designed for the mass market The lineup includes two bionic humanoid models: one 183 cm tall and weighing 42 kg, and a smaller version at 168 cm and 35.2 kg. They feature 88 degrees of freedom, Wi-Fi support, and built-in AI for learning and interaction with the environment. Battery life is up to 4 hours. The full presentation is scheduled for June 30, but pre-orders are already open. According to the company, 1,943 units have been reserved.

Elon Musk: Optimus Will Be Bigger Than the iPhone At Tesla’s 2025 shareholder meeting, Elon Musk positioned Optimus, Tesla’s humanoid robot, as the biggest product launch of all time, larger than smartphones in impact and scale. He claims it will have the fastest production ramp of any complex manufactured product, targeting one million robots per year initially and scaling to ten million. His vision: every human will want a personal robot, with multiple industrial units for every household. Musk argues Optimus will surpass the best human surgeons in precision and perform procedures beyond human capability. Tesla’s real breakthrough isn’t the car; it’s positioning itself as a robotics and AI company reshaping labor and healthcare.

Micron will be a $3,000 stock within a few years and Jensen Huang just spent a week in Korea telling the world exactly why (Save this). Jensen announced four new products at the Korea event and every single one of them has memory at the center of its architecture. Vera Rubin, the next generation AI supercomputer, needs massive quantities of HBM. The new Vera CPU needs large amounts of LPDDR5. RTX Spark, the first major PC reinvention in 40 years according to Jensen, needs a lot of LPDDR5. And Nvidia's new robotics and autonomous driving platforms are being built in deep partnership with the Korean memory and electronics ecosystem. Every single growth vector for Nvidia in 2026 and 2027 runs directly through memory and Micron is the only US based company that manufactures all of it. Here is what the numbers look like right now. Fiscal Q2 2026 revenue came in at $23.86 billion, up 196% year over year, with 75% gross margins and $6.9 billion in free cash flow, a quarterly record. Management guided Q3 revenue to $33.5 billion at roughly 81% gross margins, with EPS of $19.15. These are not the numbers of a cyclical memory company but rather the numbers of a company that has been structurally repriced by the largest demand supercycle in the history of the semiconductor industry. The reason the bull case reaches $3,000 comes down to three things that have never been true at the same time in Micron's history. First, the entire 2026 HBM supply is already sold out under multi-year contracts. CEO Sanjay Mehrotra told analysts that Micron can currently only fulfill 50% to two thirds of key customers' HBM demand at any price. Second, Micron has begun volume shipment of HBM4 12-Hi specifically for Nvidia's Vera Rubin platform, the exact product Jensen was talking about in Korea and has signed its first five year strategic customer agreement, converting what was historically a quarterly negotiation business into something closer to a long-term recurring revenue model. Third, Wolfe Research's bull case model points to $160 billion in calendar year 2027 revenue and $80 in EPS. At even a 20x earnings multiple, modest for a company with this growth profile, that is a $1,600 stock. UBS has already tripled its price target to $1,625. The path to $3,000 requires HBM4 to ramp smoothly, supply constraints to persist into 2027 as Mehrotra says they will, and hyperscaler AI capex to continue growing at its current trajectory, all three of which Jensen Huang just confirmed in Seoul. The HBM total addressable market alone is projected to reach $100 billion by 2028, a forecast Micron itself already pulled forward two years ahead of schedule because demand arrived faster than anyone modeled. Micron trades at roughly 9x forward earnings today. That is cheaper than a grocery chain, for a company growing revenue at 196% year over year, with its entire production sold out, supplying the infrastructure for the most important technology buildout in history. Come join Milk Road Pro for our full breakdown of the Micron bull case how we think about the HBM4 transition timeline, what multi-year customer contracts mean for Micron's valuation multiple expansion, and our entire AI thesis. Link below!

Elon Musk’s ultimate goal for the future of humanity: • Humanity as a thriving, multi-planetary species • An economy of total abundance powered by AI & robotics • Uninterrupted global connectivity • Maximum personal freedom with zero government oppression • A growing population to sustain the light of consciousness A world where anything you can imagine, you can have it

🚨Nvidia CEO Jensen Huang just entered Korea through Gimpo Airport. He interviewed as below. “Robotics will be the next major industry here in Korea.”🇰🇷 “Korea is manufacturing, mechatronics, And it's very good at artificial intelligence.” “The convergence of all these technologies is a perfect fit for robotics.” “And you can also think of the robot industry, In other words, it has a very huge domestic industry that can support the development of robotics.“ ”So it's a good idea It is a great opportunity and a great future for South Korea to invest in AI.” “Great, and I look forward to meeting you in the next few days. Thank you.”

Masayoshi Son has been right twice in a way that changed the world and he is making the same call again (Save this). Alibaba, $20 million in 2000 turned into $130 billion. ARM, bought for $32 billion in 2016 when the market thought it was a smartphone chip business, now the architecture underneath every major AI chip being built today. Now he is saying AI is 50 times bigger than the dot-com era and he is not concerned about corrections. He says if there is one, that is the best buying opportunity of the decade. When asked where the next trillion-dollar company comes from, he says it's in physical AI and in robotics. Masa has spent three years assembling every piece of the stack required to own this category. SoftBank holds 90% of ARM, the architecture inside every major AI chip deployed globally today, including Nvidia's Vera CPU, Amazon Graviton, Google Axion, and Microsoft Cobalt. Every robot running edge inference will almost certainly run on ARM. SoftBank completed a $40 billion investment into OpenAI in late 2025, making it the largest external backer of the company building the cognitive layer that physical robots will run on. In October 2025, SoftBank acquired ABB Robotics for $5.4 billion, one of the most mature industrial robot manufacturers in the world, deployed across thousands of factories globally. SoftBank then created Roze AI, consolidating its robotics investments with a target $100 billion IPO already in process with Goldman Sachs, JPMorgan, and Morgan Stanley as underwriters. The market is beginning to confirm the thesis. The humanoid robot market was roughly $3 billion in 2025 and Barclays projects it reaches $200 billion by 2035 at a 48% compound annual growth rate. SoftBank is the most complete expression of the physical AI thesis available in public markets today, ARM for the chip royalties, OpenAI for the cognitive layer, ABB for manufacturing, Roze AI for the robotics platform, and Stargate for the compute infrastructure underneath all of it. Son has not just identified the next wave and has built the stack to own it before the market agrees with him. Come join Milk Road Pro and get our full physical AI breakdown which names we're watching across the robotics stack and our full AI thesis. Link below