Watch out for Spot!Boston Dynamics’ agile mobile robot has been on patrol at Cargill’s oilseed facility since mid-2024, helping out with routine inspections and visual safety checks.It’s all part of Cargill’s push toward more autonomous operations, where robots handle the rounds, and humans focus on bigger-picture tasks like predictive maintenance and long-term planning. ...

RT rektdiomedes (@rektdiomedes)Have noticed that ever since the comment sections on here got inundated with AI bots I appreciate every real actual comment that much more.If you are a friend of mine on here and comment on my posts and share your thoughts please know I really, genuinely appreciate it...Is going to be extremely interesting to see how the site (and the internet as a whole) deals with this influx of AI over the next few years... ...

关注 「电动车公社」 和我们一起重新思考汽车 就在一周之前， 特斯拉的无人驾驶出租车 （robotaxi）在美国正式开启试运营。 十几 辆特斯拉 Model Y将面向公众提供打车服务， 每单收费 4.2 美元。 到了 6 月 28 日， 特斯拉又开始炫技：一辆Model Y在无人驾驶的状态下， 从特斯拉得州超级工厂直奔用户家中，总用时30分钟， 实现了全球首次无人驾驶 交付！ 这也就意味着， 特斯拉离实现自动驾驶的目标又近了一步。 结合萝卜快跑去年在武汉开启试运营的消息，以及其他几家头部自动驾驶公司的最新进展， robotaxi 似乎很快就要来到大家面前了。 众所周知，风口上的生意抢的就是速度，来得早的头部企业会吃掉大部分甚至绝大部分市场份额，来得晚的可能连口汤都喝不到。 而就在 robotaxi 第一梯队眼看要吃到肉的时候，居然还有新玩家刚刚准备进场，且看样子颇为自信。 这个新玩家，名字也很有意思： 造父科 技 ！ 01. 师出三家，融资超30亿 造父科技，全名 上海造父智能科技有限公司 ， 6 月 23 日刚刚成立。算起来，跟特斯拉 robotaxi正式 开启试运营是在同一天。 | | | 產公司 查老板 ...

Group 1 - The convergence of AI, robotics, and autonomous mobility is creating a transformative shift in global technology investment, with a focus on economic impact rather than novelty [1][2] - Nvidia is leading the charge in this movement, aiming to develop the world's first trillion-dollar robot, which encompasses various applications including autonomous freight delivery and self-driving transport fleets [2][5] - Investor interest in robotics is surging, with automation projected to account for 25% of global capital spending over the next five years, and significant investments flowing into enabling technologies [3][8] Group 2 - Weiss Ratings highlights a $7 stock as a strategically positioned player in the autonomous systems sector, developing both hardware and software solutions that integrate with Nvidia's chipsets [6][7] - The partnership network of this $7 stock includes major players in shipping, retail, logistics, and vehicle manufacturing, enhancing its role in the autonomous mobility infrastructure [7][8] - Regulatory developments may further catalyze the sector, with favorable regulations potentially accelerating the adoption of self-driving trucks [8][21] Group 3 - Public interest in robotics and AI has increased significantly, driven by platforms like ChatGPT and Nvidia's presentations at major events, indicating a shift from novelty to practical applications [9][10] - The $7 stock has gained attention in online discussions, reflecting its foundational role in the emerging AI-powered movement and its partnerships with larger firms [11][19] - Search trends show a growing demand for information on autonomous technologies, highlighting the role of independent research in navigating this evolving landscape [12][20] Group 4 - Nvidia's DriveThor platform is central to its autonomous robotics strategy, combining advanced AI capabilities into a single chip for real-time processing in autonomous vehicles [13][14] - The $7 company is developing an end-to-end autonomy stack, integrating essential sensor technologies to support self-driving systems [14][15] - The integration of hardware and AI-aligned software is crucial for enabling fully self-navigating systems in commercial transport vehicles [16][17] Group 5 - The transition from concept to infrastructure in robotics is reshaping discussions around automation's role in the economy, particularly in logistics and manufacturing [18][30] - While there is optimism about innovation, concerns about regulatory frameworks and labor displacement persist, reflecting a duality in public sentiment [31][32] - The focus is shifting towards the enabling technologies and partnerships that will support the scaling of autonomous systems, rather than just the prominent companies leading the charge [34][35]

What if I asked you to take 3/4 of the stomach, which is the size of a football, through a hole smaller than a dime. You would think I'm crazy. Have I lost my mind.What What am I talking about. Am I a magician. Am I pulling like a rabbit out of a hat or something like that.And that's actually what I thought 25 years ago when I started surgical residency. At that time you did a lot of surgeries with open abdominal incisions. You did laparottoies for traumas. You did laparottoies for emergency surgery to save ...

Core Insights - Tesla's second-quarter 2025 production and delivery numbers showed a decline in both metrics, with production at 410,244 vehicles and deliveries at 384,122 units, a 13.4% decrease year over year, falling short of Wall Street's expectations [1][10] - The company is facing a demand problem, as evidenced by the decline in deliveries despite increased production and inventory levels [2][3] - Tesla's energy storage business is performing well, with deployments rising to 9.6 GWh, and the company expects at least 50% growth in this segment for 2025 [4][10] Production and Deliveries - Tesla produced 410,244 vehicles in Q2 2025, which is lower compared to the previous year [1] - Deliveries totaled 384,122 units, including 373,728 Model 3/Y and 10,394 other models, marking a 13.4% year-over-year decline [1][10] - Deliveries missed Wall Street's consensus estimate of 390,000 units [1] Demand Challenges - The decline in Tesla's deliveries is not reflective of an industry-wide trend, as competitors like General Motors and BYD have seen significant sales increases [3] - Tesla's brand image is suffering due to an aging model lineup and CEO Elon Musk's polarizing public persona [3] Energy Storage and Charging - Tesla's energy storage segment is thriving, with a 113% year-over-year increase in deployments last year, driven by expansion efforts [4] - The company deployed 9.6 GWh of energy storage in Q2 2025, slightly up from 9.4 GWh in the same quarter last year [4][10] - Tesla's Supercharger network, with over 70,000 stations globally, is a critical component of its ecosystem [5] Future Growth Prospects - Tesla is focusing on self-driving technology and has launched robotaxi services in Austin, aiming for this to be a significant revenue stream [6][10] - However, Tesla faces stiff competition in the autonomous vehicle space and must navigate regulatory hurdles and safety concerns [7] Valuation and Market Performance - Year-to-date, Tesla's shares have declined by 22%, underperforming compared to General Motors and BYD [8][10] - Tesla's price/sales ratio stands at a forward multiple of 9.64, significantly higher than its competitors, indicating a stretched valuation [12][15] - The Zacks Consensus Estimate predicts a year-over-year decline in Tesla's sales and earnings for 2025, with EPS estimates trending downward [16][19]

Canaccord Genuity's George Gianarikas and CNBC's Phil LeBeau discuss Tesla's latest deliveries data, the robotaxi story and much more. ...

Group 1: Bill Ackman's Investment Strategy - Billionaire investor Bill Ackman, known for activist short-selling, has shifted to long positions, with his fund, Pershing Square Capital Management, now holding about a dozen stocks [1] - Pershing Square has never owned Tesla but recently launched a new position that has become its largest holding, representing a bet against Tesla for the time being [1] Group 2: Robotaxi Industry Developments - The robotaxi revolution is gaining momentum, with full-self-driving (FSD) capabilities starting to appear in major cities, indicating the industry is at a tipping point [2] - Tesla has initiated its first batch of autonomous robotaxis in Austin, Texas, marking a soft launch, although the vehicles are currently geo-fenced and monitored by humans [4] Group 3: Competitive Landscape between Tesla and Uber - Pershing Square's significant investment in Uber, which constituted 19% of its portfolio at the end of Q1, positions it against Tesla, as both companies are focusing on robotaxis for future growth [5][6] - Analysts believe Tesla's robotaxi initiative poses a long-term threat to Uber's business model, with the potential for a fleet that operates without human labor [6] - Uber is also pursuing partnerships to build a robust network for autonomous vehicles, collaborating with companies like Waymo and Pony.ai [7][8] Group 4: Future Prospects and Valuations - Uber estimates the autonomous opportunity could exceed $1 trillion in the U.S., positioning itself as a key player due to its scale and operational capabilities [8] - Tesla and Uber are currently competitors in the robotaxi space, although there is speculation about potential partnerships in the future [9][10] - Tesla's stock is trading at approximately 170 times forward earnings, reflecting high expectations for its robotaxi business, while Uber trades at 25 times forward earnings, indicating lower expectations for its autonomous initiatives [11]

Core Viewpoint - The demand for rare earth elements (REE) is primarily driven by the growth of the electric vehicle (EV) sector, with price fluctuations closely linked to this demand [1][2]. Supply and Demand Analysis - Since 2020, the demand for new energy vehicles has been a core driving force for rare earths, with price trends reflecting the growth rates of this sector [1]. - In 2024, the demand for rare earth magnetic materials from China's new energy vehicles and wind power installations is projected to reach 63,000 tons, accounting for 24% of total domestic demand [2]. - The domestic supply of rare earths is undergoing significant consolidation, leading to a more optimized supply structure, while overseas resources remain underdeveloped [1][2]. Market Phases - The rare earth sector is transitioning from the second phase to the third phase of its market cycle, characterized by price recovery and increased valuations [3]. - The current market phase is marked by slow upward movement in prices, with expectations of further increases due to seasonal demand from the EV sector and overseas restocking [3]. Future Outlook - The demand for rare earths is expected to maintain high growth rates, particularly from the new energy sector, which will support the overall demand for magnetic materials [2]. - The potential for humanoid robots to drive demand for neodymium-iron-boron is significant, with an estimated requirement of 20,000 tons for 5 million units [2].

RT s4mmy (@S4mmyEth)AI and memes leading the charge.No screenshot from Wale, so I’ll do the honours:i) Virtuals regains ‘Unicorn’ status as the team make several announcements yesterday with governance and veVIRTUALS VVAP going live.Agent Commerce Protocol (ACP) expected to land imminently with agent to agent commerce anticipated to drive a huge uptick in autonomous economic activity online.ii) Worldcoin trading as if the recent Reddit announcement suggests viability from real world integration to fight AI ...