Core Insights - Tesla has made significant progress in its robotaxi initiative by testing vehicles without human oversight, marking a crucial milestone in its long-term growth strategy [1][10] - CEO Elon Musk indicated that the company is close to eliminating safety monitors, with the potential for fully driverless Teslas operating on public roads by the end of the year [2][5] - The robotaxi program, launched in June, is currently operational in Austin and San Francisco, with plans for expansion to other cities contingent on regulatory approvals [4][10] Robotaxi Program - The robotaxi service began in Austin on June 22 and is set to expand to Phoenix, Las Vegas, Dallas, Houston, and Miami, depending on regulatory clearance [4] - Currently, human supervision is still required, with safety monitors present in the vehicles during operation [5] - Despite logging over 550,000 robotaxi miles, the program's reach remains limited compared to earlier projections [6] Competitive Landscape - Alphabet's Waymo leads the autonomous ride-hailing sector, operating without safety drivers and achieving over 450,000 weekly paid rides [7] - Tesla claims advantages in scalability and cost, but closing the gap with competitors will take time [7] Automotive Business Challenges - Tesla's automotive segment has faced challenges, reporting its first annual decline in vehicle deliveries in 2024, with a 13% year-over-year drop in Q1 and another 13.4% in Q2 [8][10] - The decline is attributed to weakening demand, particularly in Europe, and increased competition from companies like BYD [9] Energy Segment Performance - Tesla's Energy Generation and Storage segment has shown strong growth, achieving record deployments and becoming the highest-margin division [12] - Energy storage deployments have increased by approximately 180% over the past three years, positioning the segment for continued growth [12] Future Growth Drivers - Tesla's humanoid robot, Optimus, is seen as a potential long-term growth driver, with pilot production underway and plans for mass production by late 2026 [13][14] - CEO Musk believes Optimus could become Tesla's largest product, although its commercialization timeline remains uncertain [15] Financial Outlook - Tesla shares have gained 13% year-to-date but have underperformed the industry [18] - The company trades at a forward price-to-sales ratio of 14.48, significantly above the industry average, with projected declines in revenues and EPS for 2025 [19][21] - The consensus estimates for 2026 suggest a recovery with expected growth in revenues and EPS [21]

Core Insights - EngineAI's CEO Zhao Tongyang participated in a demonstration where the company's T800 robot kicked him, aiming to prove the robot's capabilities after skepticism about its previous video being CGI [1][2] - The demonstration video gained significant attention, with over 17,000 likes on Instagram, while the earlier video received over 42,000 likes [2] - EngineAI raised $180.69 million in December 2025, with plans for large-scale deployment of its products in 2026, focusing on human-robot coexistence [3] Company Developments - EngineAI's T800 robot was showcased in a video where it performed kicks, leading to public curiosity and skepticism regarding its operational capabilities [1][2] - The company aims to empower industrial upgrading through technological advancements and is focused on scenario-based verification for its products [3] Industry Context - Morgan Stanley projected that the humanoid robotics market could exceed $5 trillion by 2050, listing 25 companies expected to dominate the market, although EngineAI was not included [3] - Other companies, such as Tesla, are also developing humanoid robots, with their Optimus robot performing similar demonstrations, although many of these robots still rely on tele-operation [4][5]

As filed with the United States Securities and Exchange Commission on December 9, 2025 under the Securities Act of 1933, as amended. Registration No. 333-290350 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ––––––––––––––––––––––––––––––––––––––– AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ––––––––––––––––––––––––––––––––––––––– K2 Capital Acquisition Corporation (Exact name of registrant as specified in its charter) ––––––––––––––––––––––––– ...

Tether Investments said it has joined other major investors in a €70 million funding round for Generative Bionics, one of the largest spinouts from Italy’s Istituto Italiano di Tecnologia (IIT). The capital will fund industrial validation of the company’s humanoid robotics platform, construction of production facilities, and integration across a broader robotics ecosystem. Generative Bionics plans to announce its first industrial deployments in early 2026, targeting manufacturing, logistics, healthcare, and ...

Core Insights - EngineAI Robotics has launched the EngineAI T800, a full-size, high-performance humanoid robot, which has entered mass production, marking a significant milestone in industrial deployment [1] - The company has secured a total of 1 billion yuan in cumulative Pre-A++ and Series A1 funding, completing both Series A1+ and Series A2 financing rounds to enhance core R&D and product upgrades [1][3] Funding and Investment - The Series A2 funding round features a strong capital structure with top-tier capital partnering with state-owned entities, showcasing a multi-capital support system [4] - Huangpu River Capital (HPR) led the Series A2 round, demonstrating confidence in EngineAI's self-developed technology and market implementation [6] - Established investors have increased their stakes, and six new institutional partners have joined, creating a diversified capital support ecosystem for EngineAI [7] Product Development and Innovation - The T800 represents a breakthrough in humanoid robotics, achieving superior physical performance and addressing industry challenges such as low task success rates [10][11] - EngineAI has developed a comprehensive product spectrum, including four configuration variants of the T800 tailored for various applications [12] - The company has established its own production line in Shenzhen and plans to build a global manufacturing hub in Zhengzhou to support mass production [13] Future Outlook - EngineAI aims to deepen technological iteration and build an industrial ecosystem, focusing on system design, motion control algorithms, and embodied intelligence [14] - The company is committed to enhancing task execution efficiency and ensuring high success rates through a complete technical chain [15] - EngineAI seeks to collaborate with industry partners to advance humanoid robotics technology and integrate smart technology into everyday life [17]

Core Insights - Humanoid Global Holdings Corp. is focused on building a diversified portfolio in the humanoid robotics and embodied AI sector, investing across various stages from early development to commercial platforms [2][10] - The company aims to create an interconnected ecosystem of humanoid technologies that enhance human interaction and operational efficiency in dynamic environments [3][11] Portfolio Overview - Cartwheel Robotics is developing human-like robotic systems that integrate emotional intelligence and adaptive behavior for practical applications [4] - RideScan is enhancing the reliability and safety of autonomous systems through an AI-driven platform that predicts component-level issues [5] - Agility Robotics is focused on real-world autonomy with its humanoid robot, Digit, designed for logistics and manufacturing [6] - A U.S. Private Humanoid Developer has raised over US $1 billion to create a general-purpose humanoid robot for repetitive tasks in various industries [7] - Formic Technologies offers robots-as-a-service solutions, reducing upfront costs for industrial automation [8] - HowToRobot operates a global marketplace for automation, facilitating the adoption of robotic solutions across industries [9] Strategic Focus - The company emphasizes the importance of supporting a range of technologies across the humanoid and embodied AI value chain, positioning itself for long-term growth in the robotics sector [10][11]

Core Insights - Humanoid Global Holdings Corp. has appointed Marc Theermann, Chief Strategy Officer of Boston Dynamics, to its Technical Advisory Committee, enhancing its expertise in humanoid robotics and embodied AI [1][3][4] Company Overview - Humanoid Global is a publicly traded investment issuer focused on building a portfolio of pioneering companies in the humanoid robotics and embodied AI sector, providing liquidity and access to an actively managed portfolio [5] - The company takes a long-term, partnership-oriented approach, offering capital and strategic consultation on go-to-market strategies, regulatory pathways, and transaction advisory [5] Appointment of Marc Theermann - Marc Theermann will provide strategic guidance on emerging developments in humanoid robotics, including manipulation, perception, mobility, and human-robot interaction [3] - His role includes identifying research partners, academic collaborators, and technical talent, as well as evaluating potential investment opportunities in the humanoid robotics landscape [3][4] - Theermann's experience in commercialization and platform development is expected to be valuable for Humanoid Global as it evaluates opportunities in the sector [4] Compensation and Stock Options - Humanoid Global has granted Marc Theermann 50,000 incentive stock options at an exercise price of $1.29, vesting over three years, and 60,000 restricted share units (RSUs), with 10,000 RSUs vesting immediately [4] - The remaining RSUs will vest in a similar manner as the stock options, with a monthly fee of $7,500 to be paid to Theermann [4]

China’s top economic-planning agency warns of the risk of a bubble forming in humanoid robotics https://t.co/WE4RwSOWG4 ...

Core Insights - Humanoid Global Holdings Corp. is focused on building a portfolio of pioneering companies in the humanoid robotics and embodied AI sector, with a recent update on Agility Robotics [1][9] - Agility Robotics' humanoid robot, Digit, has achieved over 100,000 tote movements in commercial deployment, indicating its effectiveness in logistics and potential to address labor shortages in manufacturing [2][3] - The humanoid robotics sector is projected to represent a $24 trillion global revenue opportunity, with significant value creation expected in both household and manufacturing applications [3] Company Developments - Agility Robotics is positioned to capture revenue opportunities in manufacturing by being among the first humanoid robot providers with commercial deployments [3] - 1X Technologies launched "NEO," a home humanoid robot designed for practical automation in domestic settings, reflecting advancements in household humanoid integration [4][5] - Physical Intelligence, Inc. raised $600 million at a $5.6 billion valuation, indicating growing investor interest in the humanoid robotics sector [5] Strategic Partnerships - Humanoid Global has entered into a media agency agreement with Global One Media Group to enhance digital media and brand awareness, with a monthly retainer fee of $4,000 [6]

Culturally, uh, the organization needs to become less bureaucratic. It needs to be more nimble. It needs to be more agile. It needs to be way more scrappy.It needs to think of itself as a startup with a ton of great assets to leverage. [Music] I want to start talking about uh technology because you know you you've spent a lot of time uh getting your arms around it. You've seen multiple waves of technology changing your career.How does this compare to previous waves. Um, I think this is a time for all of us ...