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Google is doing to factory robots what Android did to phones. Fanuc just became the Samsung of the equation.

  Fanuc makes more industrial robots than anyone on the planet. Google makes more software platforms than anyone on the planet. On Wednesday, the two companies announced a partnership that merges those positions: Fanuc will integrate Google Cloud’s Gemini Enterprise and Google’s Intrinsic robotics platform into its industrial robot systems, giving the 1.1 million Fanuc […]

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Google is doing to factory robots what Android did to phones. Fanuc just became the Samsung of the equation. Read More »

The company that outsells Tesla on humanoid robots just unveiled a pilotable mecha. Unitree is filing for a $7 billion IPO.

  Unitree Robotics has unveiled a 2.8-metre transformable mecha that a human pilot climbs inside and operates from an open cockpit in the torso. The GD01 walks on two legs, folds into a quadruped configuration in seconds, weighs roughly 500 kilograms with a passenger, and is priced from 3.9 million yuan, approximately 650,000 dollars. It […]

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The company that outsells Tesla on humanoid robots just unveiled a pilotable mecha. Unitree is filing for a $7 billion IPO. Read More »

After 25 years of writing the cheques himself, Bezos is opening Blue Origin to outsiders

Dave Limp told an all-hands meeting that external funding is now on the table, weeks before SpaceX is expected to price the largest IPO in history at $1.75tn. The launch-cadence target is 100 a year. The cumulative bill so far is roughly $28bn. Blue Origin is preparing to take outside money for the first time […]

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Samsung wants its union back at the table. The union wants the bonus formula in writing.

A week after Samsung Electronics passed $1tn in market value, its largest union is preparing an 18-day strike that could disrupt the AI memory chips inside that valuation. The wage gap with SK Hynix is the spark. The bonus formula is the fight. Samsung Electronics sent a letter to its two largest unions on Thursday […]

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Samsung wants its union back at the table. The union wants the bonus formula in writing. Read More »

SK Hynix is about $50bn away from being a trillion-dollar company

Two AI memory rallies, one country, and a market cap chart that has gone up 9x in two years. If SK Hynix crosses the threshold, South Korea becomes the first country outside the US to host two trillion-dollar companies at the same time. SK Hynix is roughly $50bn away from a trillion-dollar market capitalisation. Its […]

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This memory chip works at 700 degrees Celsius. The startup behind it is already building AI chips that compute where GPUs cannot.

  Every probe humanity has sent to Venus has died. The Soviet Venera landers survived between 23 minutes and two hours on a surface where the temperature exceeds 460 degrees Celsius. Their electronics, designed to endure heat that would melt lead, still failed. The longest-lived mission in the history of Venus exploration lasted 127 minutes. […]

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This memory chip works at 700 degrees Celsius. The startup behind it is already building AI chips that compute where GPUs cannot. Read More »

Microsoft is quietly shopping for an OpenAI replacement

The company that put $13bn into OpenAI now wants the option not to need it. Cursor was the first try and fell apart over GitHub Copilot; talks with Stanford diffusion-LLM startup Inception are alive, and the broader strategy belongs to Mustafa Suleyman. Reuters reported on Wednesday, citing five people familiar with the matter, that the […]

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US clears H200 sales to 10 Chinese firms, but not a single chip has shipped

Washington has approved Alibaba, Tencent, ByteDance, JD.com, and six others to buy Nvidia’s H200, with each licence good for up to 75,000 units. Beijing has told its tech sector to wait, and Jensen Huang has now been added to Trump’s Beijing trip to try to break the deadlock. The US has cleared roughly 10 Chinese […]

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Software engineering’s bottleneck is no longer code

For most of the history of software, planning was sacred. You had to plan before anyone touched a keyboard, because the cost of building the wrong thing could be so punishing, especially for startups, that getting it right upfront was the only rational strategy. Implementation was expensive, engineering time was scarce, and changing direction once […]

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Amazon puts Alexa inside the search bar as agentic commerce heats up

The unified Alexa for Shopping assistant absorbs Rufus and arrives in the main search flow as Amazon sues to keep external AI agents like Perplexity’s Comet off its marketplace. Amazon is moving its AI shopping assistant into the main search bar. Starting this week, US customers typing into the search field on Amazon.com or in […]

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