Recent developments from frontier Physical AI companies are showing that robots are capable of moving from single task automation to complete workflow automation. This unlocks a market an order of magnitude larger than single task autonomy. Similar to the jump from L3 to L4 driving automation that allowed Waymo to start scaling its operations or the jump from AI chatbots to AI agents. Less than 5% of physical work in the world is actually single task. Machine tending, packaging, simple assembly. A lot of work, even if seemingly repetitive, require more higher level decision making than we think. Take for example Dyna's recent demonstration for their laundry physical agent. Addressable annual laundry labor itself is ~$9.5B. 85% of North America's 59,000 hotels have 200 rooms or fewer. These have on average one full time laundry attendant. That laundry attendant is continuously navigating multiple decision trees - when to load the washer, when to transfer from washer to dryer, when to fold laundry, when to move folded stacks to the shelves, etc. Correctly making these decisions requires real scene understanding, memory, and the ability to reliably execute a large number of subtasks. A laundry attendant that has a single task folding robot still needs to be near the laundry room for most of their shift since they need to support the robot in loading, unloading, transfering stacks and moving laundry baskets. They free up some time, but they can't effectively reallocate it to housekeeping due to the constant support required. When a robot is able to complete entire laundry workflows unattended, now the hotel manager can quickly fill a real laundry attendent hiring need with a robot or reallocate an attendant to housekeeping work. The ability to complete entire workflows makes robots much more useful to businesses. This is the value of physical agents.

So, the “5–6 weeks until we run out of oil” crew calling for >$200 oil has been consistently wrong since March, and yet the consensus on this platform is that they’ve been right. Hilarious, really.

We are very excited to partner with @RunPlutus and launch the MacroEdge Flagship Growth Portfolio. This actively managed portfolio is led by @SixFinance, our head of research, and is designed to compound capital at a high rate across full market cycles by pursuing absolute returns, independent of broad equity market benchmarks like the S&P 500 or Nasdaq 100. More information is available below: #MacroEdge# #DrivenbyHumanIntelligence#

We recently concluded our pre-seed round and raised $5.4M. This round was led by Rocketship VC with significant participation from Thomas Peterffy (Founder & Chairman of IBKR). We are very excited by what this means: we now have a large pool of cash to supercharge what we already relish- providing the best possible experience and outcomes for our customers. Thank you to all our customers for trusting us and all your awesome feedback! Amazing new stuff coming soon!

The U.S. robotics adoption curve is about to get a whole lot steeper, as there’s plenty of catching up to do with China, & suspect accelerating domestic robotics adoption will become a major priority for the administration, just as semiconductors have been.

Everyone’s focused on AI capex, but the humanoid robotics capex cycle hasn’t even begun. Scaling humanoid intelligence & eventually manufacturing these robots at scale will unleash an entirely new wave of capital spending ‘measured in the hundreds of billions.’

Those building frontier AI agree it may need to slow down. The problem is none can afford to be the only one who does. Rivalry, China, and billions of dollars in capital complicate the ethics very quickly. And then, of course, there’s the trade.