Physical AI to Power Nvidia’s $70B Growth
Physical AI gets its time in the keynote (as expected). I believe physical AI is going to be a meaningful growth driver for Nvidia starting in CY28. Today, only about 1% of Nvidia’s sales are used to deliver physical AI, which is reported as the Automotive and Robotics segment. I believe by CY30, the Automotive and Robotics segment will grow into a $70B+ annual business (up from my previous $50B estimate), a massive jump from the $2.3B reported last year. $NVDA
GoFormic Makes Automation as Simple as Hiring Workers
The gap between SOTA robots and the many factories and warehouses that don’t use them is being closed by @goformic Making automating as easy as hiring workers: that’s the trillion-dollar opportunity.
Kalanick Argues Wheels Beat Humanoid Legs for Robots
Tech proohet for many, Travis Kalanick, is working on ‘wheels for robots’ vs yet another humanoid with feet. Says something about the practicality and utility/ROI of one over the other.
Drone Proliferation Signals Imminent Autonomous Warfare
People still underestimate how many drones are being built, shipped, used, and getting blown up around the world. Autonomous wars are upon us.
Autonomous AI Robots Raise Serious Governance Concerns
Autonomous AI robots. 🤖 What could possibly go wrong? ⚽️ 🎥 @bamitav @ErenChenAI #Robotics #AIGovernance https://t.co/Xv7DnRlS3g
Unsupervised Tesla Robotaxi Test Highlights Autonomous Future
Just dropped a new #AutonomyMarkets episode. Watch or listen on your favorite podcast player. We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line $TSLA, $GOOGL, $UBER, $AMZN, $KDK https://t.co/ks2RE2wR0r
Minute-Long Fast Charging Powers Autonomous Bus Revolution
Fast charging electric buses in a few minutes is the future of autonomous transformation, including robotaxis. 🔋🚕 https://t.co/dAG4ua58op
Waymo Buses Double School Bus Passes Despite Superior Safety
TBH, the fact that Waymos pass school buses 2x as often as human drivers really surprised me given how much better/safer they are for every other important category. Seems like something @Waymo should fix ASAP.
Autonomous Home Robot Startup Secures $165M Series B
They might be able to help with Thanksgiving dinner :) -> Sunday, which is building autonomous home robots, raised a $165M Series B led by Coatue at a valuation of $1.15B, and aims to begin testing in homes ...
Tech Trends: InsurTech, Humanoids, Autonomous Ride‑Sharing Disruption
I've just released my weekly wrap-up. 1️⃣ A VC perspective on an InsurTech unicorn 2️⃣ Is there a market for humanoids? 3️⃣ How autonomous vehicles are disrupting the ridesharing economy 👉 https://t.co/SMTgDQZxBM — fgtrends
HOG + SVM: Pre‑Deep‑Learning Pedestrian Detection Breakthrough
HOG: The Algorithm That Powered Early Human Detection In 2005, before deep learning dominated computer vision, researchers introduced Histogram of Oriented Gradients (HOG) - a powerful technique for detecting people in images. Instead of analyzing raw pixels, HOG focused on edges...
Add Uber Autonomous Category; Let Consumers Choose
Can we get an Uber Autonomous category please? There are enough Waymo’s and it’s worth any incremental wait. Let the consumer decide.
Lucid CFO Discusses Robotaxi Economics in First Interview
Lucid CFO on the show tomorrow. Believe its the first interview he's done since joining Lucid. Very interested in Robotaxi economics from Lucid's POV. Welcome your questions
Rivian's Decade: AI-Driven Autonomy Redefines Humanity
Rivian CEO RJ Scaringe: "The next 10 years will be the most important period in human history." The full interview: 2:45 Rivian’s big 2026 moment 4:23 The origin of Rivian 6:25 The pivot that changed Rivian 7:21 Rivian’s core mission 9:06 Obsessing over details 9:57 Why R2...
Smart Robots Poised to Become Everyday Like Phones
Smart Robots Will Be Everywhere Like Smartphones: Here's Who Will Run the Next Machine Era #ArtificialDecisions #MCC @Ken_Goldberg @willknight https://t.co/ML9iLMrvpl
NHTSA Forum Highlights Growing Support for Zoox AVs
This week, I joined @NHTSAgov Administrator Jonathan Morrison, @TechTekedra, and @chris_urmson for a discussion at the @NHTSAgov National AV Safety Forum. Thank you @USDOT, @SecDuffy, and everyone else involved for your continued support of @Zoox and the future of AVs...
Tesla FSD's First Cannonball Run Shows Driving's Future
The BTS of the 1st successful Tesla FSD Cannonball Run, and my take on the future of human driving. https://t.co/nmJtF5Cw0S
Uber Launches Global Robotaxi Platform for Street Deployment
Uber Technologies Launches Uber #Autonomous Solutions to Scale Global Robotaxi Services from Lab to Street by @IntEngineering #SelfDrivingCars #AutonomousVehicles #AI #ArtificialIntelligence #Automation #Automotive #Transport https://t.co/4uUQgbfSGz
Uber, Nissan, Wayve Launch Scalable Robotaxis in Tokyo
Big news from Tokyo 🇯🇵 @Uber and @NissanMotor and @wayve_ai have signed an agreement to deploy supervised robotaxis in Tokyo from late 2026, bringing the Nissan Leaf powered by the Wayve AI Driver to riders through Uber. This is what scalable autonomy...
Guide to Building Embedded Autonomous AI Agents
How to Build an Embedded and #Autonomous #AIAgents by @Khulood_Almani #GenAI #LLM #ArtificialIntelligence #MachineLearning #ML https://t.co/OA50F6xiCS
Tiny Bipedal Robot Achieves 10 Steps‑per‑Second Walk
World’s Smallest #Autonomous Bipedal #Robot Walks at 10 Steps per Second via @ZappyZappy7 #AI #Robotics #Innovation #Technology https://t.co/kcsTLXIfqI
AI Still Needs Human Bodies to Act Physically
A new platform claims to let AI “rent” human bodies. The idea sounds futuristic, but it highlights a deeper challenge: robots and AI still depend heavily on humans to interact with the physical world. Until machines achieve full autonomy, human bodies...
Ming Maa Warns: Vehicle-to-Vehicle Communication Creates Risky Dependency
Should autonomous vehicles be able to talk to each other? “NO” says Ming Maa , Founder/ CEO of Moove. Having self-driving cars talking to each other creates a dependency that the industry should not rely on! What do you think?...
One Crash Could Freeze the Self‑Driving Industry
Here’s how one safety incident could crumble the self-driving car industry. Following the Cruise Incident (where a pedestrian was struck and dragged in San Francisco), or the Kit-Cat incident (where a Waymo killed a cat in San Francisco), even a...
Driverless Rides Turn LA Traffic Into Productivity
Getting around LA is annoying. But getting around LA in a Waymo while being productive opens up a lot of possibilities. So bullish on a driverless future. Will be great when there's less bad drivers around. Will be great when...
NVIDIA Showcases Hybrid AI Driving System at GTC
Gonna get my own ride next week at GTC. My Tesla just drove me for an hour around Silicon Valley. It is eight years old. Just was at a funeral of my son’s friend’s dad who was killed in a car wreck...
Nvidia Announces Open-Source AI Agent Initiative
Very nice scoop by @ZoeSchiffer and @LaurenGoode on Nvidia's plan to introduce an open source agent. @WIRED biz desk be cookin. https://t.co/lxSjHVR6KX
Blue States Stall Projects with Endless Studies, Not Waymos
Yep: "Red states get Waymos. Blue states get studies." https://t.co/NpcSYElH74 via @kelseytuoc "Time and again, when there’s a controversial upzoning or transit project, opponents will demand studies in order to delay or undermine important projects."
Uber and Zoox CEOs Host Live Bloomberg TV Q&A
Uber's Dara Khosrowshahi and Zoox's Aicha Evans join me on @BloombergTV at 730amPT. We welcome your questions: https://t.co/xt2gmW9DZs
Uber Partners with Zoox for Robotaxi Rides via App
NEWS: Uber has reached an agreement with Zoox to make rides available through the Uber app on the Zoox purpose-built robotaxi starting in Las Vegas this summer and expanding to LA next year. Story and details @TheTerminal with @natlungfy This is...
Tesla FSD Hesitates on Green Left Turns, Misreads Speed Zones
Tesla FSD (Supervised) v14.2.2.5 Sudden braking on greenlight protected left hand turns. At Van Ness and Broadway there's two lanes of arrow-lighted protected left hand turns. Today the MY braked hard even when light was green. I tapped accelerator and we...
Pokémon Go Data Powers Precise Navigation for Delivery Robots
How Pokémon Go is giving delivery robots an inch-perfect view of the world https://t.co/LRmataUBKU https://t.co/cQ8zvuMnlC
Driver’s Licenses Still Required for Next 3‑5 Years
We talk a lot about incoming autonomous vehicle fleets and revolutions worldwide, but trust me within the next 3-5 years you’ll still need a drivers license.
Future Drivers Face Tougher Tests as Cars Outpace Safety
Not so crazy prediction: 25 years from now, humans will be monstrously less safe than autonomous cars. What will happen? Driving tests will become more rigorous.
Blend Engineering and Human Factors for Successful AVs
Quick day trip to Amsterdam🇳🇱 for @intertraffic. And had a fascinating panel discussion on "User Acceptance of Automated Vehicles (AVs)". It's time that we don't differentiate engineering & human factors when it comes to product design. They come together for...
All New Cars Will Be Autonomous Within a Decade
"10 years from now, every single car sold will have autonomous capabilities" - @dkhos at @Abundance360 2026 summit.
Uber's Platform, Not Car Makers, Will Win Robotaxi Race
Everyone's arguing over who wins the autonomous vehicle race. Tesla? Waymo? Google? Wrong question. Uber is building the Marriott model for robotaxis. Their vision is financial giants & people own their fleets. Uber provides the operating platform. $1 trillion upside.
Uber Invites Tesla, Aims to Own Ride‑network
Uber has a fascinating response to Elon’s vertical approach to autonomy: “We’d welcome Tesla on the Uber platform.” Smart move. Tesla may own the cars, but Uber wants to OWN the network.
Future Mobility: Hybrid Mix of AVs and Human Drivers
Uber CEO @dkhos mentioned something very important: Our society will not be ALL autonomous vehicles or all human. It's hybrid. AV fleets in some cities, human drivers in others. The binary debate is dead.
Uber Gears up for Global Robotaxi Revolution
Autonomous vehicles are the future of transportation. An honor to have @dkhos discuss at @Abundance360 how Uber is preparing for the global rise of robotaxis and self-driving fleets. https://t.co/7voCjMqg6g
FSD and Starlink Could Spark US Suburban Reversal
@elonmusk believes FSD + Starlink may reverse urbanization in America. This is a plausible possibility... The US has <50 people per sq km.
Traditional Automakers Missed Autonomous Future; Nvidia Leads
The funny thing is that Volkswagen sponsored the Stanford University department and building where @waymo started. Yet didn't invest in building an autonomous vehicle itself. Just like all the other traditional automakers. It's like Eastman Kodak, which invented the digital camera,...
Waterproof Autonomous Drone Camera Works Anywhere
A Waterproof #Autonomous Flying Camera for Any Environment via @ZappyZappy7 #Innovation #TechForGood #EmergingTech #Tech https://t.co/IRkTmCfcgz
Perseverance Achieves 90% Autonomous Travel After 1,312 Sols
Perseverance had completed about 90 percent of its travels autonomously, as of its 1,312th Martian day since landing https://t.co/EpREqOS43q #AI
Atlas Evolves: From Hydraulic Bulk to AI-Driven Agility
2021 Atlas humanoid robot was a bulky, hydraulic robot. Back then, it relied on algorithms written by engineers. 2026 Atlas has a sleek, all-electric body and an AI-powered brain, smart enough to pull off hard-to-believe feats autonomously. https://t.co/U0bW8alre4
Waymo Robotaxis Burden San Francisco with Hidden Costs
Uncovered records reveal the hidden costs of Waymo robotaxis on San Francisco streets https://t.co/4a5xP3IMq9 via @fastcompany
Robots Must Manage Their Environment to Achieve True Autonomy
Is "Environmental Maintenance" the missing link in robotics? We talk a lot about speed and precision. We don't talk enough about order. The Robostral WMa1 by Mistral is signaling a shift in how we build autonomous systems. It’s no longer just about executing a command;...
Xiaomi Humanoid Robot Achieves 90% Success in Car Factory
Xiaomi’s humanoid robot is now testing in a real car factory. It ran autonomously for 3 hours straight with a 90%+ success rate on installing self-tapping nuts,fully keeping up with the production line’s 76-second beat https://t.co/Fm8tj3EKp2 #factory #xiaomi #humanoidtech #humanoid #robot #Robotics...
AI-Driven Robots Signal Real Automation Shift
Nvidia partnering with ABB to build a new generation of AI-enabled industrial robots is a practical signal about where automation is actually heading. The Financial Times reports that Nvidia and ABB Robotics are collaborating on systems that combine Nvidia’s AI...
Helix 02 Autonomously Restores Your Living Room on Departure
Today we're showing Helix 02 that can tidy a living room fully autonomously Figure is designed so when you leave the house, your home resets exactly how you like it https://t.co/wvAVoheVoC