research
+4
Aug 18, 2026
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3 min read
Nobody's Checking the Numbers (Or the Brakes)
A broken production promise, and the emergency stop nobody's actually tested.
tesla
+5
Jul 21, 2026
•
3 min read
Humanoid labor: same technology, different strategy
Figure 03, Apollo, Optimus are on factory floors. Not everyone using them wants the same thing.
UBTECH
+3
Jul 7, 2026
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3 min read
UBTECH's Trust Problem Just Got Personal
One company's credibility gap gets heavier. Plus: humanoids aren't going where headlines say.
neura
+2
Jun 30, 2026
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3 min read
European Robot, American Capital
Morgan Stanley's China number is the wrong story. So is Neura's European firepower.
tesla
+4
Jun 23, 2026
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3 min read
World Models, $6B, and the Math That Doesn't Close
The industry is telling two stories. Neither adds up.
demo
+2
Jun 2, 2026
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3 min read
Demo As A Distraction: Boston Dynamics, China's Robot Cops, and What Everyone Missed
Boston Dynamics showed a working demo of their Atlas robot. And the industry immediately stripped out the caveats. Meanwhile in Hangzhou, 15 traffic robots issued nearly 12,000 warnings in three days while everyone reported the yellow plastic shell and missed the data pipeline underneath. Two stories, one pattern: the hardware is the decoy.
