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A $400 million robot model you can't run, buy, or benchmark

A $400 million robot model you can't run, buy, or benchmark

Why the GPT-3 moment in robotics is not really the GPT-3 moment, and why a charming robot pays more for its first mistake.

Sep 8, 2026

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4 min read

World Models, $6B, and the Math That Doesn't Close

World Models, $6B, and the Math That Doesn't Close

The industry is telling two stories. Neither adds up.

Jun 23, 2026

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3 min read