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Humanoid robots are improving fast, but flashy demos still hide the harder question: how many are actually working reliably in the real world?
@Rewkang and @GoingBallistic5 sat down with @herbertong to separate the hype from deployment.
Timestamps:
00:00 State of Robotics Today
01:42 Demos vs Deployments
09:02 Public Investing Access
16:55 Hardware and AI Bottlenecks
22:38 Physical Intelligence ROI
29:27 Figure Field Notes
34:11 AI Breakthroughs and Scaling
37:51 Robot Demand Outpaces Supply
41:10 Robotics iPhone Moment
47:12 Human Video Scaling Unlock
53:55 Humanoids in Homes Timeline
01:00:14 Safety Privacy and Standards
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Pick a lucky number from 20– 72
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10 numbers hide a surprise of $5,000
🎉 20 winners will be picked randomly in 72 hoursp
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Pick a lucky number from 20– 72
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10 numbers hide a surprise of $10,000
🎉 20 winners will be picked randomly in 72 hours
Show more
Pick a lucky number from 20– 72
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10 numbers hide a surprise of $10,000
🎉 20 winners will be picked randomly in 72 hours
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World's Top 100 Economies by Nominal GDP
1. 🇺🇸 United States - $32.38 Trillion
2. 🇨🇳 China - $20.85 Trillion
3. 🇩🇪 Germany - $5.45 Trillion
4. 🇯🇵 Japan - $4.38 Trillion
5. 🇬🇧 United Kingdom - $4.26 Trillion
6. 🇮🇳 India - $4.15 Trillion
7. 🇫🇷 France - $3.60 Trillion
8. 🇮🇹 Italy - $2.74 Trillion
9. 🇷🇺 Russia - $2.66 Trillion
10. 🇧🇷 Brazil - $2.64 Trillion
11. 🇨🇦 Canada - $2.51 Trillion
12. 🇦🇺 Australia - $2.12 Trillion
13. 🇲🇽 Mexico - $2.12 Trillion
14. 🇪🇸 Spain - $2.09 Trillion
15. 🇰🇷 South Korea - $1.93 Trillion
16. 🇹🇷 Türkiye - $1.64 Trillion
17. 🇮🇩 Indonesia - $1.54 Trillion
18. 🇳🇱 Netherlands - $1.45 Trillion
19. 🇸🇦 Saudi Arabia - $1.39 Trillion
20. 🇨🇭 Switzerland - $1.15 Trillion
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36. 🇵🇭 Philippines - $512.22 Billion
37. 🇧🇩 Bangladesh - $510.71 Billion
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44. 🇨🇱 Chile - $407.85 Billion
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46. 🇵🇪 Peru - $380.90 Billion
47. 🇵🇹 Portugal - $380.64 Billion
48. 🇳🇬 Nigeria - $377.37 Billion
49. 🇰🇿 Kazakhstan - $360.46 Billion
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82. 🇧🇾 Belarus - $102.04 Billion
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84. 🇵🇦 Panama - $95.02 Billion
85. 🇹🇿 Tanzania - $94.89 Billion
86. 🇸🇮 Slovenia - $86.73 Billion
87. 🇲🇲 Myanmar - $83.83 Billion
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100. 🇰🇭 Cambodia - $52.38 Billion
Source: IMF World Economic Outlook, April 2026
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ITALIAN SERVICES PMI ACTUAL 55.2 (FORECAST 53.4, PREVIOUS 52.5) $MACRO
S&P Global 🇺🇸 Manufacturing PMI rose to 55.9 from 53.9, the highest since May 2022, while factory hiring increased at the fastest pace in over five years.
S&P says AI-related machinery and equipment spending helped drive demand, though export orders fell for a 15th straight month.
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US SEP FINAL MANUF PMI 55.9 (57.0 FLASH, 53.9 AUG)
KD’s highest scoring games:
55 points | 83.7% TS
54 points | 80.1% TS
53 points | 62.7% TS
52 points | 64.6% TS
51 points | 67.8% TS
51 points | 70.3% TS
51 points | 63.2% TS
51 points | 78.7% TS
50 points | 79.6% TS
Efficiency is crazy…
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DOW JONES DOWN 55.94 POINTS, OR 0.10 PERCENT, AT 53,407.94 AFTER MARKET OPEN
NASDAQ UP 237.04 POINTS, OR 0.91 PERCENT, AT 26,367.24 AFTER MARKET OPEN
S&P 500 UP 29.33 POINTS, OR 0.38 %, AT 7,705.03 AFTER MARKET OPEN
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