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Category: economics

Should Tesla Investors Be Worried? NVIDIA vs Tesla

Despite NVIDIA’s advancements in self-driving technology, Tesla’s current lead in autonomous driving, production, and cost advantages are likely to keep it ahead of competitors, including NVIDIA, in the short term Questions to inspire discussion.

Platform Architecture & Business Model 🔧 Q: What type of product is Nvidia’s AI Pameo platform? A: Nvidia’s AI Pameo is a hardware and software toolset for OEMs requiring millions in non-recurring engineering fees and 70% gross margins on chips per vehicle, not a complete consumer solution like Tesla’s FSD. 🏭 Q: What does OEM implementation of Nvidia’s platform require? A: OEMs must have in-house AI talent to integrate, customize, certify, and handle warranty and liability for their specific vehicle models, as Nvidia provides the stack but not per-model engineering. 💰 Q: How does Tesla’s chip economics compare to Nvidia’s approach?

Unitree New Robot Goes Superhuman on Camera (Snaps Into Attack State)

Questions to inspire discussion.

Commercial Availability & Pricing.

A: Unitree is reportedly eyeing a $7 billion IPO, reflecting growing investor confidence in humanoid robotics as a serious commercial category with clear trajectory toward public, industrial, and commercial space operations.

Technical Specifications & Capabilities.

🤸 Q: What physical capabilities does the Unitree H2 demonstrate and how is it engineered?

A: The H2 humanoid performs flying kicks, backflips, and sandbag strikes using 31 degrees of freedom (12 in shoulders, 6 per arm, 3 in torso, 7 per leg), showcasing agility for potential real-world applications.

Continue reading “Unitree New Robot Goes Superhuman on Camera (Snaps Into Attack State)” | >

Stanford AI Experts Predict What Will Happen in 2026

After years of fast expansion and billion-dollar bets, 2026 may mark the moment artificial intelligence confronts its actual utility. In their predictions for the next year, Stanford faculty across computer science, medicine, law, and economics converge on a striking theme: The era of AI evangelism is giving way to an era of AI evaluation. Whether it’s standardized benchmarks for legal reasoning, real-time dashboards tracking labor displacement, or clinical frameworks for vetting the flood of medical AI startups, the coming year demands rigor over hype. The question is no longer “Can AI do this?” but “How well, at what cost, and for whom?”

Learn more about what Stanford HAI faculty expect in the new year.

The Next Great Transformation: How AI Will Reshape Industries—and Itself

#artificialintelligence #ai #technology #futuretech

This change will revolutionize leadership, governance, and workforce development. Successful firms will invest in technology and human capital by reskilling personnel, redefining roles, and fostering a culture of human-machine collaboration.

The Imperative of Strategy Artificial intelligence is not preordained; it is a tool shaped by human choices. How we execute, regulate, and protect AI will determine its impact on industries, economies, and society. I emphasized in Inside Cyber that technology convergence—particularly the amalgamation of AI with 5G, IoT, distributed architectures, and ultimately quantum computing—will augment both potential and hazards.

The issue at hand is not if AI will transform industries—it has already done so. The essential question is whether we can guide this change to enhance security, resilience, and human well-being. Individuals who interact with AI strategically, ethically, and with a long-term perspective will gain a competitive advantage and foster the advancement of a more innovative and secure future.

ARK Robotics Research

Automation and robotics, particularly with the integration of AI, are transforming industries and poised to significantly impact the workforce, but are likely to lead to a reduction in work hours and increased productivity rather than total job destruction.

## Questions to inspire discussion.

Investment & Market Opportunity.

🤖 Q: What is the revenue potential for robotics by 2025? A: ARK Invest projects a $26 trillion global revenue opportunity across household and manufacturing robotics by 2025, driven by convergence of humanoid robots, AI, and computer vision technologies.

💰 Q: How should companies evaluate robot ROI for deployment? A: Robots are worth paying for based on task-specific capabilities delivering 2–10% productivity gains, unlike autonomous vehicles requiring full job performance—Roomba succeeded despite early limitations by being novel and time-saving for specific tasks.

Implementation Strategy.

Continue reading “ARK Robotics Research” | >

The “Robot Singularity”: When AGI Automates the Physical Economy

Grab the Guide here👉: https://technomics.gumroad.com/l/ai-survival-guide.

Everyone is obsessing over chatbots, but the true Singularity isn’t happening on a screen. It starts the moment super-intelligence gets a body.

In this video, we break down The Robot Singularity: the moment AGI enters the physical economy and makes human labor mathematically obsolete.

Video Timestamps:

00:00 — The Hook: Why Digital AGI is Just the Beginning.

00:48 — The Roadmap: Realizing Science Fiction.

Continue reading “The “Robot Singularity”: When AGI Automates the Physical Economy” | >

The Robot Revolution Is Closer Than You Think

A robot revolution, driven by advancements in robotics and AI, is imminent and will drastically transform the economy, labor, and society, leading to a post-labor, post-scarcity system with abundant energy and labor ##

## Questions to inspire discussion.

Investment & National Strategy.

🚀 Q: Why should governments prioritize humanoid robot investment now? A: Governments must treat humanoid robots as a national priority for transforming productivity and defense, with enormous investments justified because there’s no time to lose as both the US and China have already recognized this imperative.

💰 Q: What economic growth rates become possible with early humanoid robot adoption? A: Spinning up the humanoid robot flywheel early enables exponential economic growth rates of 20–100% per year, unlocking unprecedented prosperity and catapulting societies up the curve over the next 15 years.

⚡ Q: Which countries or entities will likely lead the humanoid robot transformation? A: Outsiders rather than incumbents or centers of power will lead the transformation to a new economic paradigm, as history shows leadership typically comes from the edge rather than the status quo.

Continue reading “The Robot Revolution Is Closer Than You Think” | >

Nine-gene blood signature and methylene blue offer hope for cerebral malaria

Malaria continues to place a substantial burden on many emerging economies, contributing to significant loss of life, long-term disability, and economic disruption. According to the World Health Organization, the disease accounts for about 600,000 deaths each year, with the highest impact in low- and middle-income regions where access to prompt diagnosis and treatment remains limited.

Why Everyone Is Talking About Data Centers In Space

Questions to inspire discussion.

Launch Economics & Viability.

🚀 Q: What launch cost makes space data centers economically competitive? A: Space data centers become cost-competitive with ground systems when launch costs drop to approximately $200/kg, according to Google’s Suncatcher paper, making the economics viable for moving compute infrastructure off-Earth.

💰 Q: Why might SpaceX pursue a $1.5 trillion IPO valuation? A: The projected $1.5 trillion SpaceX IPO valuation is speculated to fund the capital-intensive race to establish space-based data centers and secure the best orbital positions before competitors.

🏢 Q: Which companies can realistically build space data centers first? A: Vertically integrated organizations like SpaceX, Relativity Space, and Blue Origin lead because they control launch infrastructure, can self-fund deployment, and serve as their own customers for space compute capacity.

🛰️ Q: How would space data centers physically connect GPUs across satellites? A: Multiple free-flying satellites in formation (like 20+ Starlink satellites) use inter-satellite optical connections to enable communication between GPUs, creating high-density computing clusters in orbit.

Continue reading “Why Everyone Is Talking About Data Centers In Space” | >

Turning plastic waste into valuable chemicals with single-atom catalysts

The rapid accumulation of plastic waste is currently posing significant risks for both human health and the environment on Earth. A possible solution to this problem would be to recycle plastic waste, breaking it into smaller molecules that can be used to produce valuable chemicals.

Researchers at Nanjing Forestry University and Tsinghua University recently introduced a new approach to convert polystyrene (PS), a plastic widely used to pack some foods and other products, into toluene, a hydrocarbon that is of value in industrial and manufacturing settings. Their proposed strategy, outlined in a paper published in Nature Nanotechnology, entails heating polystyrene waste in hydrogen and breaking it down into smaller vapor molecules, a process known as hydro-pyrolysis.

Life-cycle and techno-economic analyses performed by the team showed that the newly introduced process could reduce the carbon footprint of toluene production by 53%, producing toluene at an estimated cost of $0.61/kg, which is below the current industry benchmark.

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