Q3 2026 Financial and Operational Results xitter.cf/i/broadcasts/1PKqrNbLZ…
$HMC Honda will design future cars from the early stages so humanoid robots can help build them.
CEO Toshihiro Mibe says robots running whole factories is a long way off, but they'll handle more parts over time.
Plain fact: that's design for assembly. Easy-fit parts cut cost.
How can a humanoid robot work round the clock when a battery lasts about 2 hours of walking? Hot-swapping. UBTech's Walker S2 carries two 48V packs. It pulls out a flat one with its own arms and fits a charged one in about 3 minutes, while the other pack keeps it running.
Musk tells Isaacson AI could add $30 trillion a year, and that robots, not cuts, must fix US debt.
Musk's DOGE verdict, to Walter Isaacson: there was no way to fix the US deficit from inside government. "The only way we're going to solve the national debt is with AI and robots." He says he should have stayed in the background and kept it to a month or two.
$SPCX Musk says xAI is now giving Anthropic compute "which they really needed", after he met its staff to test his "evil detector". His safety pitch: frontier AI labs hold a weekly call and let rivals try each new model a week before release, so problems get fixed first.
Tesla's 19 Oct proxy adds a standing vote option: retail $TSLA holders on ProxyVote or Robinhood can have shares vote with the board at all future meetings, on everything or everything except mergers and contested board elections. No 'always against' option. Starts after 3 Dec.
Photo: Larry D. Moore, CC BY 4.0 (cropped)
Big deal of the week: Thoma Bravo-owned Proofpoint is buying $VRNS Varonis for about $6.3B cash, $49.75 a share, 52% above the price before sale rumours began in June. The bet: AI agents now dig through company data, so knowing who can see what matters more. Due to close H1 2027.
$NVDA physical AI in the warehouse: Toyota Material Handling Europe and SoftServe test robot forklifts in a digital twin of each customer's site before go-live, targeting up to 50% less on-site setup. Synthetic pallet images improved real-world pallet detection by over 70%.
Jensen Huang tells Merz that Germany's factories, data and engineers are its best ticket into the AI era.
Huang to German industry on its data: "It's your natural resource. It belongs to the nation."
Import the AI tools, he told Merz, but don't export your know-how and then import it back as AI. Physical AI won't replace specialists: "AI can only augment your capability."
Jensen Huang to Merz: "every single company in the future will have two factories" — a real one and a digital twin.
A digital twin is a virtual copy for testing changes before touching the real plant. Huang said most people in Germany will mostly work inside one. $NVDA
$NVDA has invested almost $1bn in Germany in the past year, Jensen Huang told Chancellor Merz in Berlin. Four new deals this week, per NVIDIA: Agile Robots, Avelios Medical, Mirelo and Reflex Aerospace.
Huang: "In a lot of ways, we are one of the largest VCs in Germany."
Swire Pacific (HK: 0019): its bottler Swire Coca-Cola has AI robots picking live orders at its Zhengzhou plant.
Each lifts up to four drink packs per move, up to 600 cases an hour. Three more plants next year.
Plain fact: a mixed pallet holds different drinks for one store.
Hitachi + FANUC: factory sims miss friction, heat and odd-shaped parts. They're training Physical AI on live Ibaraki lines first — bin picking and model changeovers — with Hitachi edge chips on FANUC arms, then selling it from FY2027.
How does a robot hand feel touch? One way is a capacitive skin: two layers of fabric electrodes with a soft rubbery layer between. Press a spot and the gap shrinks, so the electric charge it holds rises. Stanford's SoTa skin reads 202 such spots about 30 times a second.
SpaceX's Starfall reentry capsule flies again Tuesday on Bandwagon-5, after booster-landing weather scrubbed Monday's try. It's a returnable microgravity lab: per the FAA, 3.1 m wide but just 0.75 m tall, and able to carry up to 1,000 kg of payload. Window opens 11:30am UK.
If you'd like the cashtag in, adding " $SPCX" at the end brings it to exactly 280.
Credit: Photo: Charles & Maggie Boyer, CC0 (cropped)




















