RT The Humanoid Hub (@TheHumanoidHub)Ashok Elluswamy, Tesla's AI lead, during a GTC discussion, highlighting the fundamental similarity in AI approaches for self-driving cars and humanoid robots:- Hierarchical decision making is useful, but it has to be done as part of the same decision-making process as lower-level controls.- We haven't seen the long tail of humanoid robotics, but Tesla has seen the long tail of self-driving, where high and low-level decisions have to be jointly made at a pretty high frame ...

Welcome!Orbital space centers and mass drivers on the Moon will be incredible.Andrew Milich (@milichab):I’m joining @SpaceX and @xai with @JasonBud.X is the company realizing science fiction - reusable rockets, humanoid robots, data centers in space, and more. Almost 10 years ago, I joined SpaceX as an intern on Dragon 2 crew displays. This was in the era of the first rocket https://t.co/I2HGIYqF8w ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8]

Group 1: Company Performance and Projections - XPeng Inc. reported unaudited fourth-quarter results with sales of RMB20.38 billion, a gross margin of 20.1%, and a vehicle margin of 13.1% [3] - The company anticipates delivering 1,000 humanoid robots in the last quarter of the year [1] - Citi analyst Jeff Chung reduced XPeng's price objective from $28.40 to $27.60 while maintaining a Buy rating [1] Group 2: Market Analysis and Competitor Insights - JPMorgan trimmed its price objective for XPeng to $34 from $50 while retaining an Overweight rating, citing expectations of underperformance in China's auto industry in 2026 due to slowing passenger vehicle growth [2] - JPMorgan also reduced Li Auto's profitability projection to a loss due to lower sales volumes and margins [2] Group 3: Technological Advancements - XPeng implemented a start-and-stop charge payment feature on the XPENG App in Hong Kong, allowing users to scan charging pile QR codes, monitor charging sessions, and pay with AlipayHK [2]

There we go about humanoid robots. They're taking center stage. On Monday, China's Spring Festival gala, the show featuring, of course, robots from four startups, including uni tree performing the dance moves and a kung fu routine alongside human performers.State media quoted Unity's founder as saying the industry is advancing, quote, beyond mere technical display toward a full ecosystem from foundational models to real world applications. Now, certainly clips of the performance quickly went viral on social ...

Apptronik, a startup that makes AI-powered humanoid robots, has secured about $520 million in a new funding round that values the company at more than $5.5 billion, around three times its valuation from its Series A raise last year. https://t.co/P5M2eqlUqS ...

Elon Musk on demand for 🤖“For humanoid robots there will likely be tens of billions of them and everyone will want their own personal robot”https://t.co/c4tJcnd8MR ...

🚨 NEWS: Piper Sandler Reaffirms Overweight on $TSLA, Sets $500 Price TargetPiper Sandler reiterated an Overweight rating and a $500 price target on $TSLA after Tesla’s Q4 call, calling it “fascinating.”The firm says Tesla has clearly pivoted to autonomy and robotics, with plans to end Model S/X, ramp humanoid robots, double capex to ~$20B, and scale robotaxis fast.Short-term reaction may be muted, but Piper Sandler believes the stock rises by year-end if Tesla hits even half its goals. ...

.@riviantrackr Calling Tesla's Optimus pivot 'dumb' is wildly out of tune with reality.Model S/X had a great run, but humanoid robots are the future—trillions in value, solving real labor shortages.You have zero clue what's coming. Tesla's building tomorrow while others chase yesterday. 🚀🤖 ...

This is where things get real 👀@thejefflutz breaks down why Elon Musk sees $TSLA and SpaceX entering a massive new growth phase!Tesla is moving past just selling cars into autonomy, robotaxis, energy, and humanoid robots. Driverless Robotaxis are already expanding in Austin and the Bay Area.This isn’t a future idea anymore, t’s happening now. 🔥 ...