study david hoffman's glow up since he started shilling altcoins more and eth less this is the altcoin thesis - it's simply too cringe to continue shilling BTC or ETH or even SOL and HYPE you have no choice but to shill ALTCOINS to retain any sense of CLOUT moving forward

Here’s what I’m watching tonight: 4 hours of Figure 03 robots doing home chores. Long, uncut scenes of housework in 30 different homes. Figure introduced Helix 2.5, its most advanced humanoid AI yet, built to answer one question: can a humanoid walk into a home it has never seen and get to work on its own? The setup One foundation model pretrained on Index, Figure’s global dataset of human behavior, then fine-tuned into three whole-body behaviors: tidying living rooms, folding towels, and making beds. Tested across 30 Bay Area homes with zero data collected in any of them, and with objects it had never seen. Results • 56% zero-shot success vs. 9% trained from scratch. Index pretraining was the only variable. • No partial credit in success rate. Every toy in the basket, every towel folded, the whole bed made. • Half the task data of a comparable Helix 02 behavior, and 30× wider generalization. • A human-to-robot transfer scaling law: doubling Index data improved action prediction predictably enough to forecast the largest run’s loss to four decimals. • Whole-body self-correction. The robot steps back, repositions, and walks around the bed to fix a fold. Index now generates ~35 minutes of new human experience every second, and Figure has committed $3.5B of compute to Helix.

Love my friends at figure, but failing half the time is not “doing real useful work.” See the 237/420 success rate below taken from the blog. Doing useful work = generalization + reliability.

We’ve raised $80 million in Series A funding, co-led by the Valor Atreides AI Fund and Hummingbird Ventures, with continued participation from Conviction, Abstract, A*, and Grant Gordon. This brings our total raised to over $100 million. We started Watney by asking a simple question -- what can a robot enable in industries where the work remains valuable on an infinite horizon? We found an answer in the fundamental inputs to civilization: energy, matter, and intelligence. A robot will never be as charming as a barista or as personable as a housekeeper, but it can be more exacting than a surgeon. And, a breakthrough in one quickly becomes the capability of millions. We don’t imitate human motions or processes. We care about the new, differentiated capabilities robots can unlock. We work on problems where our choice of embodiment gives us an order of magnitude advantage, whether through precision, reliability, or scale. Compute is just beginning to transform society, but it’s constrained by execution. Since 2025, Watney has been serving the largest hyperscalers in the world, helping accelerate their compute rollout through an end-to-end deployment model. Across hundreds of thousands of hours in customer facilities, our systems have achieved more than four nines of reliability. They’ve enabled our customers to build data centers faster, at larger scales, and with more ambitious architectures. Today, we operate the largest fleet of dexterous robots running 24/7/365 across the United States. This is all to say, it's an exciting time at Watney. We’re all here because we want to see more ambition in the physical world. We are hiring across all domains. Join us.

For as long as we've covered Robotics, the question has been "when?"… When do we move from novelty to utility, demos to deployment? In our latest Field Trip, we sent our analyst behind the scenes of the leading robotics lab to see with his own eyes what's happening on the bleeding edge of the curve. The verdict? Robotics has reached a tipping point. Useful productivity, autonomy and embodied intelligence are rapidly accelerating but most frameworks haven’t properly focused on the drivers. Instead, we lay our own framework for the coming wave of Physical AI.