Robotics & AI
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| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 46 | Founded | 10 months ago | Last Issue | 11 days ago |
| Active | |||||
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Physical AI’s Commercialization Signal
Source: Yahoo Finance
What’s going on here?
Boston Dynamics announced Rohit Prasad as its new Chief Executive Officer, effective October 7, 2026. He is not a traditional robotics engineer: Prasad spent 12 years at Amazon building Ale...
The $780 Billion Buildout Gap
Source: gpt24.com
So what’s going on here?
AI infrastructure spending has reached a scale where it is now the primary force shaping US macro data, not just semiconductor demand. This week’s a16z State of Markets II report estimates r...
Tech Sector Rotation
Technology stocks outperformed broadly last week, with strength spread fairly evenly across sub-sectors. Meta Platforms surged nearly 13% on the strength of its Muse AI agent, becoming the only Magnificent Seven name to enter the "Leading"...
The Fed Just Raised the Bar for Robotics
Higher rates will not stop robotics, but they will force the market to separate real automation businesses from capital-hungry story stocks.
This forecast is based on the FOMC’s dot plot—the Federal Reserve.
The Federal Reserve raised th...
Today’s AI Selloff Is About Cash Flow, Not AI
AI-linked infrastructure stocks have been under pressure. The concern is not whether people will use AI, or whether companies will continue to build models.
The concern is whether the companies financing data centers, buying GPUs, securing...
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