🤖 NEW: Elon Musk says Neuralink users will eventually control a full Tesla Optimus robot remotely including full-body movement and sensors. https://t.co/UzBY8zJKgF ...

Let's set the scene. We talk about the first half of 2025. At the start of the year, the ten year yield was at 4.56%.It rose to 4.8% shortly before Donald Trump took office. After Liberation Day, it sunk to 3.86%. Now we're stuck at around 4.27%.That's a pretty wide range and it feels like everything has been priced in at some point during this year. What's not priced in. So what's nice about it so far, by the way.I'd say a couple of things. By the way, the best return opportunity this year across debt and ...

Core Insights - The humanoid robotics market is transitioning from a futuristic concept to a viable investment opportunity, with estimates suggesting it could reach a $5 trillion market by 2050 [1][2][3] Market Dynamics - The market is experiencing a turning point due to three converging trends: record labor shortages, significant reductions in AI costs (down approximately 85% since 2023), and competitive pricing for Robots-as-a-Service (RaaS) at around $30 per hour [2][3][4] - Over 450,000 warehouse roles in the U.S. remain unfilled, highlighting the labor shortage [3] Investment Vehicles - Roundhill's HUMN ETF is one of the first actively managed ETFs focused on humanoid robotics, allowing for more agile trading compared to index-based ETFs like KraneShares' KOID [4][5] - HUMN's portfolio is reviewed monthly to capitalize on emerging opportunities, contrasting with KOID's static approach [5][6] Tesla's Role - Tesla's humanoid robot, Optimus, is already operational within its factories, and the company is a significant holding in the HUMN ETF, capped at approximately 13% to mitigate risk from volatility [7][8] - Tesla's unique advantages include an in-house AI stack and large-scale manufacturing capabilities, positioning it favorably in the humanoid robotics space [8][9] Future Projections - Adoption of humanoid robotics is expected to follow a linear growth pattern through the late 2020s, with a significant inflection point in the mid-2030s as fleets scale [10] - Investors are encouraged to view HUMN as a long-term holding with potential for strong returns in shorter time frames [10] Global Exposure - HUMN ETF provides exposure to sophisticated humanoid robotics through ownership stakes in companies like Hyundai (owner of Boston Dynamics' Atlas) and Xiaomi, which are part of its portfolio [11][12] - The ETF adopts a value-chain approach, incorporating U.S. silicon producers, Chinese humanoid builders, and Japanese precision gear manufacturers to ensure comprehensive market exposure [12] Conclusion - As the humanoid robotics sector evolves, Roundhill's HUMN ETF offers a potential first-mover advantage for investors looking to capitalize on the growing demand for robotic solutions in various industries [13][14]

A Dutch startup is addressing labour shortages in construction by building a team of brick-laying robots. We visit Monumental on our “Boss Class” podcast https://t.co/TLjFEUv5QH ...

Key Takeaways TSLA completed a fully autonomous Model Y delivery with no one inside or guiding the vehicle remotely. The 30-minute trip from Tesla's Austin Gigafactory showed smooth, rule-abiding navigation throughout. This breakthrough follows earlier testing issues with erratic robotaxi behavior in Austin on June 22.Tesla, Inc. (TSLA) has achieved a breakthrough in autonomous vehicle technology by completing the world’s first driverless car delivery. A Model Y drove itself from Tesla’s Gigafactory in Au ...

At the moment Ukraine is winning the race against Russia to develop military robots—largely because it has to. While its machines are yet to appear on the battlefield in large numbers, their moment may be near https://t.co/DtxTu9YJSR ...

近期，特斯拉官方账号发布了一则视频：一辆Model Y从特斯拉得州超级工厂出发，以全自动驾驶形 式，将自己交付给新车主，这在汽车历史上尚属首次。哈啰也于近期宣布进军Robotaxi赛道，成为国内 该领域又一新秀。诸多消息显示，当前Robotaxi市场竞争已进入白热化阶段，成本控制、自动驾驶技术 突破等商业化落地过程中的诸多挑战，正逐步被攻克。主机厂、自动驾驶企业、平台等多方合力推动 Robotaxi规模化发展，加速其商业化进程。 车企加速自动驾驶商业化落地 特斯拉成功交付具备完全自动驾驶能力的新车，为实现Robotaxi（自动驾驶出租车）目标迈出了关键一 步。此次交付的Model Y车内完全无人，且无须远程操作员干预，这意味着马斯克力推的Robotaxi愿景 正在加速照进现实，基于Robotaxi场景的完全自动驾驶商业化进程显著加快。 与此同时，多个海外传统主机厂纷纷加码Robotaxi。大众汽车近期首次公布Robotaxi战略目标，计划于 2026年推出基于ID.Buzz打造的自动驾驶车型 ID.Buzz AD，Uber将成为首批客户之一。按照计划，该服 务将于2026年在洛杉矶启动带安全员的运营，并于20 ...

Core Viewpoint - The robotics industry is experiencing significant growth, transforming human production and lifestyle, and injecting strong momentum into economic and social development. The Ministry of Industry and Information Technology, along with 16 other ministries, has set ambitious goals for the industry by 2025, including doubling the density of manufacturing robots compared to 2020 and enhancing the application of service and special robots [1]. Group 1: Policy and Industry Development - The "Robot+" application action plan aims for a substantial increase in robot density and application depth by 2025 [1]. - The Ministry of Industry and Information Technology issued guidelines for humanoid robot innovation, predicting that humanoid robots could become a disruptive product following computers, smartphones, and electric vehicles, with mass production expected by 2025 [1]. Group 2: Upcoming Events - A series of robotics and AI-related events are scheduled for July 2025, including: - The 2025 Intelligent Robot Key Technology Conference in Qiqihar [2]. - The 27th Annual Meeting of the Chinese Association for Science and Technology focusing on advanced network sensing technology [2]. - The 2025 Tsinghua University Statistics + AI Frontier Summit [2]. - The Fourth International Conference on Robotics, Artificial Intelligence, and Intelligent Control in Chengdu [3]. - The First National Humanoid Robot Cable Technology Exchange Conference in Jiangxi [3]. - The Second China (Foshan) Intelligent Robot Expo [3]. - The Second International Conference on Intelligent Systems and Robotics in Dalian [4]. - The Ninth International Conference on Artificial Intelligence and Virtual Reality in Osaka [4]. - The Fifth International Conference on Robotics and Artificial Intelligence in Yinchuan [4]. Group 3: Industry Insights - The 2024 financial reports of 75 listed robotics companies reveal key highlights, indicating a competitive landscape with both opportunities and challenges [5]. - The humanoid robot sector is witnessing a price war, leading to a significant transformation in the industry amid technological revolutions [5]. - Companies are increasingly integrating robotics with AI, presenting new opportunities for growth despite facing pressure on performance in the first half of 2024 [5].

Robotics Industry Advancement - Humanoid robots played a full soccer match in Beijing, showcasing AI capabilities [1] - Noetix's robot achieved 2nd place in the Beijing Marathon [1] Company Performance & Goals - Noetix sold 2,500 robots after the marathon performance [1] - Noetix aims to produce over 10,000 robots annually [1]

The only robot car you can actually buyFSD Supervised can drive you anywhere in the US, Canada, China, Mexico & Puerto RicoDave Lee (@heydave7):If you try out a Waymo and you like it, you can't buy one. But if you try out a Tesla Robotaxi and like it, you can order one in a minute at https://t.co/vH3VDHbHJ3. Interesting to think about how Tesla Robotaxi can positively impact Tesla sales of vehicles going forward. ...