Some thoughts on the election and what it means for the future of AI.
Expect gridlock. And this is a great thing. It will stop the most aggressively idiotic ideas (kill switches/total bans) from getting through as Trump goes Mr. Veto. Would have been even better if the house split, but same difference mostly.
What the world needs now is time. What do I mean?
People's first reaction to any tech is usually fear, but as they get their hands on it, figure out how it helps them in their lives, opinions can and do change gradually and then all at once.
As technology diffuses into the world, it's almost never anything like what the hypsters or fear mongers warn about and always something in between. Early fears prove nonsensical (cell phones cause brain cancer!) and those fears get replaced by more mundane problems/challenges (my kid spends too much time online and isn't socializing enough.)
Build outs of AI datacenters will not stop. There is a scarcity of compute and prices are just too expensive for tokens.
As SemiAnalysis wrote, the permits and everything else are already locked in through 2027. The problems will likely be in 2028 if some of the most idiotic populist nonsense gets traction. (
But those problems will be just another footgun for American because it means we will be moving our industrial capacity overseas AGAIN. A horrible and avoidable outcome. AI datacenters will simply move those high paying blue collar jobs overseas and countries that welcome power and tech build outs and tax incentives will get the datacenters.
Long the Middle East and Asia.
And it will move DCs into space too, but I am not long space yet because only one guy can do it, Elon.
If the "bubble" pops it will be because of the usual reasons (too much credit, other price pressures, etc) but it will not change the fact that this is one of the most, if not the most, important tech developments in the history of the world, big enough to put the printing press, the steam engine, the invention of money itself, the tractor and the Internet in the distant rearview mirror.
How you will use it will change as builders figure out the right form factor/interface. You can't just graft the old model onto the new and it takes time and energy to understand what the right balance is.
But anyone hoping that AI will not be useful and will just go away need to stop hitting the crack pipe so hard.
You already use AI every single day without even thinking about it. Your anti-lock breaks. When you search Google (long before the AI at the top.) When you use Google maps. When you use your cell phone to find directions.
Many drugs that you take were found through various AI discovery methods and drug screening methods. Protein folding already won the Noble prize and is accelerating medicine. Multiple anti-cancer drugs, designed by AI to target a specific person's cancer are moving forward and that is incredible stuff.
Self driving cars are saving actual lives right now for something humans do very, very badly. Humans kill 1.2 million people on the road every year and injure 50 million more and AI is already an order of magnitude better at driving.
There is no timeline, of any future in the multiverse, where AI is not useful and people just live without it.
All tech in history goes through a rapid build out and then breakdown phase as people figure out the best places for it and new business models to make it work in an endless push/pull of competing forces and fears and desires.
Even if this is a bubble (which it might be), it doesn't make the tech any less useful and it will only become more so in the years to come. died in the early heat death of the Dot Com bubble Internet but we got Uber/Lyft/Airbnb/Spotify/TikTok/QR codes/digital payments/cell phones and a thousand other useful services and inventions years later.
Things take time.
Every early tech causes fear. But the faster people get their hands on something, the faster that fear disappears like smoke in the wind and it just becomes another thing in our lives, like rocks or grass or a phone.
Also, this election wave was inevitable. This is how America does it. Without fail. We vote in one group. They claim a majority and the mandate of Heaven, only to get tossed out on their ass 4 or 8 years later.
It's by design. The Founding Father's knew absolute power corrupts absolutely, so best to design a beautiful, blunt instrument that just rotates power in and out every few years.
Works beautifully so far, if imperfectly.
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Robots have their own KPI now?
At AGIBOT Innovation Day 2026, co-founder Peng Zhihui said: “From today on, we hope that when the industry talks about the value of robots, it won’t just be about specs and demos, but how many effective hours of intelligent work they’ve actually delivered.”
AGIBOT calls this new metric Worken: active robots × autonomous working hours × output efficiency ratio.
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Rose Honey Tea
This tea has a pink hue
Relishing the pleasure of delicious food and delightful company, treasuring each mouthful and seizing lovely moments during a wonderful meal
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Another robot horse… this one’s built to carry your gear and run your errands.
PHYMI just unveiled Sagi, a robotic centaur with a humanoid upper body, four wheeled legs and a cargo box on its back. The box carries the load between stops, leaving its arms free to handle things.
Its launch film puts it to work hauling camping equipment, fetching items around an office and helping a courier with deliveries.
PHYMI also describes LINK, a system for giving Sagi tasks and helping it when a decision needs your input. You can see what it sees, clarify what you want and let it continue the errand.
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While humanoid makers work to bring robots into our homes, Japan’s MW plans to sell homes with a housework robot hanging from the ceiling.
In MW’s design, MW bot travels along ceiling and wall rails, keeping its base off the floor. It uses two arms for chores, works alongside MW Cargo for transport and tucks away in a Nest when idle.
Before anyone moves in, MW can plan counter heights, laundry stations and travel routes around the robot’s reach. That can reduce the variation it has to handle.
MW demonstrated a prototype folding laundry in September, but it was teleoperated. The company is targeting an autonomous home demo in 2027 and sales of robot-equipped homes in 2028.
For new construction, this approach makes sense. The trade-off is the installation work and a working area defined by the rails.
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This robotic toilet might be more useful than a robot that does your chores.
China’s Yueban built Xiaoban for people with limited mobility. Call it by voice or remote, and it comes to the bedside to help them use the toilet.
It plans its own route, detects obstacles and navigates around them. Once in position, it locks its wheels and deploys supports so users can lean on the armrests as they sit down or stand up.
It has a warm-water bidet and a warm-air dryer. Afterward, it heads to the bathroom, pumps waste into the existing toilet and rinses out its tank. No commode bucket for a caregiver to carry, empty or scrub.
Yueban says the camera stays off while someone is using Xiaoban. It only turns on to locate the bathroom toilet during emptying.
For older adults who struggle to get to the bathroom, especially in the middle of the night, this could be a huge relief.
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38 DoF... YQ Bionics has shared a first look inside the Y-Hand M2, which it calls the world's highest-DoF bionic hand.
Look at the joints. Bone-like segments, cartilage-like components and braided ligaments work together around curved joint surfaces. The hard parts carry compression while the soft elements carry tension, giving the fingers compliance built into their structure.
The pull comes from its in-house YQ Motors and YQ Muscles artificial muscle modules. Tendons running through sheaths carry that force across multiple joints, letting several actuators work together to move the fingers.
Encoders and force sensors tell the controller how the hand is moving and what forces it's experiencing. Combined with vision, that feedback helps the fingers conform to an object's shape and maintain their grip.
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Peach sugar pieEvery effective defensive counterstrike fosters strong self-belief and bravery. Surmounting intense offensive pressure and executing challenging counterattacks enable individuals to realize their capabilities and confront life's difficulties with greater courage.
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It's tough to make predictions, especially about the future.
- Yogi Berra
"it taught me that [people] could be confidently, convincingly, and completely wrong...[and] that teachers and writers and experts could not only be wrong, but could be the very agents by which wrongness is perpetuated in the world. Unwitting double-agents..."
- Jed
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