Robotics Technology - UBtech's Walker S2 is claimed to be the first autonomous humanoid robot capable of changing its own battery [1] - Walker S2's hot-swap capabilities potentially allow for 24/7 operation without powering down [1] Company Focus - UBtech is a Chinese robotics manufacturer [1] Media & Engagement - CNET promotes its YouTube channel, browser extension, Amazon storefront, and various social media platforms [1]

Robot Opportunity & Cost - Humanoid robot market represents a significant opportunity, potentially the largest ever [1] - Optimus robot is projected to cost less than a small car, around $20,000 per unit at high volume (1 million+ units per year) [1] Robot Adoption & Ratio - Expects the number of robots to vastly exceed the number of humans, with everyone desiring a robot companion [1] - Predicts a humanoid robot to human ratio of at least 2:1, possibly 3:1 [2] Robot Functionality - Humanoid robots will be capable of various tasks, including walking dogs, mowing lawns, watching and teaching children [2] - Robots will also be involved in manufacturing goods, operating behind the scenes [2]

Investment Rating - The overall industry investment rating is "In-Line" for Technology - Software & Services in Europe [8] Core Insights - The report highlights several positive developments from the Hexagon LIVE conference, including the introduction of a humanoid robot named Aeon and a clearer strategy for Hexagon, although short-term earnings risks and a lack of clarity on the remaining Hexagon hinder a more constructive outlook [2][4] - RELX's partnership with Harvey is noted as a significant move in the legal AI sector, potentially reshaping the competitive landscape and keeping RELX at the forefront of Legal AI [3] - Informa reported a 7.9% underlying growth in its AGM update, indicating solid performance across the group [3] Company Summaries Hexagon - Key takeaways from Hexagon include the rebranding of ALI to Octave and the announcement of Aeon, a humanoid robot [2] - The report suggests a sum-of-the-parts (SOTP) valuation but expresses caution due to short-term earnings risks and strategic clarity [2] RELX - The partnership with Harvey is seen as a strategic advantage, positioning RELX favorably within the Legal AI market [3] Informa - Informa's AGM update reflects a strong underlying growth performance of 7.9%, indicating positive momentum for the company [3] Autodesk - The Architecture Billings Index (ABI) data for May 2025 shows cautious optimism with month-over-month improvement in billings demand, although overall demand remains in decline [5] monday.com - The company is moving upmarket and expanding its product offerings, which presents both risks and opportunities, leading to an equal-weight rating due to fair pricing at approximately 34x EV/FCF [6] Salesforce - Analysis suggests potential upside to FY27/FY28 due to recent price increases [6] Back-Office Sector - The report indicates that the back-office sector is likely to be one of the first beneficiaries of AI, with ERP upgrades catalyzed by AI technology [4]

RT Tesla Owners Silicon Valley (@teslaownersSV)"@tesla works closely with @xAI. You've seen how many humanoid robot startups there are. Part of what I've been fighting and what has slowed me down a little.. is that I don't want to make Terminator real”Elon Musk https://t.co/J1wAndYkpQ ...

"@tesla works closely with @xAI. You've seen how many humanoid robot startups there are. Part of what I've been fighting and what has slowed me down a little.. is that I don't want to make Terminator real”Elon Musk https://t.co/J1wAndYkpQ ...

The latest video from Boston Dynamics shares new insights about how its Atlas humanoid robot perceives the world around it. We dig into the details and explain why Boston Dynamics and many others in the robotics industry are aiming to move away from training robots one task at a time and towards training that makes robots more generally useful and versatile. In the latest demo video, Atlas is shown picking and placing car parts into their designated slots.An activity we've seen the robot do in previous vide ...