Launching RNAFoundry.com – we manufacture personalized cancer vaccines.

A ‘hello world’ milestone for Project Suncatcher 🚀 After launching our prototype satellite a few weeks ago, we’ve now successfully sent a command up to orbit, booted up the TPU, ran the prompt, and received our first complete response back on earth - a haiku!

Long-horizon, whole-body robot policies still fail during deployment. How do we best close this last-mile gap? 🤖 🚨 Introducing I3L: Iterative Interactive Imitation Learning for Whole-Body Mobile Manipulation Website: i-3l.github.io/ Paper: arxiv.org/abs/2610.17748

Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.

1% of companies represent 90% of AI spending. Of that 90%, 80% of this spend are from unprofitable VC backed companies. So, roughly, $0.70-75 of every dollar of AI spending right now comes from AI companies spending VC investment dollars. As a result, the revenue quality in AI is currently poor. This happened in previous cycles as well, like cloud when early users of AWS were mostly venture backed startups. The thing, though, is that before AWS could scale and pull thru GCP and others as legitimate cash machines, there were a few clearing events to sort out these brittle revenues. This is the extrapolation of Ken’s point. We will need to transition from speculative AI spending to consistent, reliable spend that shows up in public market earnings reports. This hasn’t happened yet because most of the breathtaking revenue growth comes from LPs investing in VC funds who then send it to startups.

@EkaRobotics has raised a $150M Series A. Generality v/s Performance is the fundamental tension at the frontier of robotics. Generality without performance is just a prototype. Performance without generality is just a single-purpose tool. Customers shouldn’t have to choose. Eka breaks the tradeoff. Powered by our Vision-Force-Action (VFA) model, we deliver the performance and versatility customers need to put robots to work every day. Eka is built on three convictions: ⚡️Force is the language of manipulation. 🚀 Reinforcement learning is how dexterous manipulation scales. 🎂 System 1—fast, reliable physical execution—is the bottleneck to solve. With this funding, we will scale our model and accelerate customer deployments. Grateful to be building alongside a dream team and investors who share our ambition.

We placed the fruit fly brain inside Odyssey-3, a frontier world model. The lil’ guy is now flying around totally imagined, simulated worlds all by itself 🫶

Today, we are proud to introduce… Mitts 🧤 State of the art tactile gloves that capture high-precision touch data for robots. Vision alone isn’t enough. Mitts record touch and movement with world-class precision, helping robots learn to work in the physical world.

New in The Atlantic: @dgrobinson resigned this week. He was among the longest-tenured employees at OpenAI—and oversaw safety reports on 12 frontier launches. He is very worried: “The time for trial and error is over.” You can read his essay here: theatlantic.com/technology/2…

These new hands are the perfect companion for Atlas. With 13 degrees of freedom, they are directly actuated, built for high fidelity simulation to enable sim-to-real RL, and designed from the ground up for dexterous physical work. Learn how we built robot hands for modern AI and real work: bosdyn.co/4hR09Uz