"Elon Musk is just an extraordinary engineer, and I love working with him. We're going to build many more computers together. I'm delighted to be working with him. I think the Optimus opportunity is just right around the corner. It's very likely that human robots are going to be robots that we can deploy into the world relatively easily” ...

became obviously an important owner, but it's been terrible. Look at the 10 years, Jim. 66%.Well, they announced all artificial dies from US portfolio. They had 27 all the 3G guys. Remember when they were so smart before they weren't so smart.All right. I'm just saying this is part of the General Mills market. Yeah.Remember the General Mills market. There's this second tier retail market, Target. There's so much markets is bad.The home builders are bad. Lots of retailers not doing well. The just it's some i ...

June 22, 2025 08:00 PM GMT Global Semiconductors Auto Tech Cycle Kicks Image Sensor Demand into Overdrive We provide an overview of the automotive CMOS image sensor (CIS) market where electronic control unit integration is expected to reaccelerate growth. Auto sensing market at an inflection point: Advanced driver assist system/automated driving technology evolution is driving increased demand for high-res CMOS image sensors, favoring market leaders like Sony Group, Samsung Electronics and Will Semiconducto ...

RT ARK Funds (@ARK_Funds)Until now, automation has handled only narrow, repetitive tasks. Humanoid robots are changing this. By mimicking humans, they may replace existing labor and turn household and informal work into economic value. We unpack the potential impact in a new blog.https://t.co/mAlgmBWrIy ...

I'd like to start with a question. What kind of relationship do we want to have with intelligent technology. To explore that, let me take you back 10 years to the story of a little robot that wanted to hitchhike across Canada.I wanted to get to know what people are like and just have a good time with them. So that robot's name was Hitchbot. It began its journey in Halifax in Nova Scotia on the east coast of Canada.Now Hitchbot couldn't walk or roll. All it could do was hold up its thumb and say that it want ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **rare earth industry in China**, particularly the supply and demand dynamics, export regulations, and market outlook for 2025 [1][3][16]. Core Insights and Arguments - **Export Regulations**: China has implemented strict controls on the export of heavy rare earth elements since April 2025, leading to a significant reduction in export volumes. Although some companies received export licenses in May, the overall export volume is expected to remain limited, potentially stabilizing at 2,000 to 3,000 tons per month in the coming six months [1][3][6]. - **Demand Sources**: The primary demand for rare earth permanent magnet materials comes from the **electric vehicle (EV)** sector, followed by wind power and white goods. The demand from consumer electronics has not shown significant growth, while orders for white goods have increased due to national consumption policies and trade-in programs [1][4][5][16]. - **Market Competition**: Rare earth processing companies are facing overcapacity issues, with the operating rate of neodymium-iron-boron magnet manufacturers at only 50%. Large enterprises are expanding production, intensifying competition and making it difficult for smaller firms to survive [6][11]. - **Wind Power Impact**: Despite the growth in wind power installation capacity, the demand for rare earth materials has not increased significantly due to the adoption of direct drive and semi-direct drive technologies, which require less rare earth [9][16]. - **Mining and Processing Indicators**: The release of rare earth mining indicators for 2025 has been delayed, with expectations that they will remain at levels similar to 2024. The smelting and separation indicators will include stricter management of imported ores [10][11]. - **Import Dynamics**: Approximately 100,000 tons of imported ore oxides are expected in 2025, primarily from the U.S., Mongolia, and Southeast Asia. The U.S. has reduced exports due to tariff issues, while Laos has increased its share of exports [12][13]. Additional Important Content - **Recycling and Supply**: The recycling of rare earth materials is projected to increase, with a recovery rate expected to reach 27% in 2025. This is significant as about one-third of the rare earth supply comes from recycled materials [15]. - **Price Trends**: The market for rare earth materials is expected to experience a strong oscillation in 2025, with a projected supply-demand gap of about 3,000 tons, equivalent to ten days of domestic production. The overall price trend is anticipated to be better than in 2024 due to substantial government support [16][17]. - **Emerging Applications**: New fields such as humanoid robots and low-altitude economy are beginning to utilize rare earth permanent magnet materials, although they require more time and policy support for development [2][17]. This summary encapsulates the critical aspects of the rare earth industry as discussed in the conference call, highlighting the regulatory environment, demand dynamics, competitive landscape, and future outlook.

Core Insights - iRobot Corp. is launching a new multi-platform marketing campaign featuring the tagline "Roomba. Made for This," starting June 16, 2025, across various premium streaming services [1][2]. Group 1: Marketing Campaign - The campaign is described as an acknowledgment of iRobot's legacy in innovative floor cleaning technology, emphasizing the effectiveness and fun of the Roomba [2]. - The creative for the campaign was developed by The Boathouse, showcasing the Roomba's performance in extreme cleaning conditions, including scenarios with children, a slime volcano, a dog, and a ketchup bottle [2][3]. Group 2: Product Innovations - Earlier in 2025, iRobot introduced a new range of technologically advanced Roomba vacuums and 2-in-1 vacuum and mop systems, featuring innovations such as debris-compacting systems and retractable dual-spinning mop pads [3]. - Additional new products are expected to be launched later in the year, indicating ongoing innovation in the product line [3]. Group 3: Company Overview - iRobot is a global leader in consumer robotics, having sold over 50 million robots since the introduction of the first Roomba in 2002 [4]. - The company focuses on creating robots and smart home devices that enhance home maintenance and promote healthier living environments [4].

Core Insights - Richtech Robotics Inc. has won the Robotics Innovation of the Year award for its Titan robot, which enhances efficiency and revenue in service sectors like automotive repair [1][2] - The Titan robot is designed to streamline delivery processes, allowing employees to work more efficiently and effectively [1][2] Company Overview - Richtech Robotics specializes in AI-driven service robots, focusing on collaborative robotic solutions for industries such as hospitality and healthcare [4] - The company's mission is to transform the service industry through automation, enhancing customer experiences and operational efficiency [4] Industry Recognition - The SupplyTech Breakthrough Awards recognize significant advancements in supply chain and logistics through technology, highlighting the importance of innovation in these sectors [3]

RT ib (@Indian_Bronson)You should cherish today's world.It won't remain for long.- humanoid robots aren't *everywhere*- flying drones aren't *everywhere*- can do work making you valuable to others without specialized/hard-won/secret knowledge (pre-40s)- still legal to manually drive to go where you like- distinct global cultures and languages still exist- most people still share the same pre-/non-digital formative experiences- there are no large scale wars or trade breakdowns between nuclear states or globa ...

Tesla (TSLA 5.66%) stock has tumbled 22% year to date amid a myriad of business and political headwinds, and Wall Street anticipates further declines. The average target price among 55 analysts is $289 per share, which implies 8% downside from the current share price of $316. To elaborate, Tesla lost about 10 percentage points of market share in the U.S. and Europe, and 3 points of market share in China in Q1. Management blamed the factory updates that limited Model Y production and backlash against the bra ...