Opening Fun

College tours:

A&M, TCU, Miami, Tennessee, Clemson
Nashville. Cool city.

College thoughts:

529 plans. $1000/mo. 7% 12/yr. Basically $440k with $220k earning non taxed.
Jensen Huang on the importance of working with AI. Instagram link.
Snoop Dog riffing on Thanking Himself. Meme for True-believers of Tesla.

Saturday Night Live - CouplaBeers

SpaceX. Starship Booster caught for 3rd time

WSJ Headline: SpaceX Again Loses Spacecraft During Latest Starship Test Flight

Markets:

Bad Week. Fundamentals still there, but uncertainty driving correction.

Keep in mind. Was over-valued.
Markets correcting.
- Tech down 12%, S&P 500 down 5.5%.
- Tesla down 45%. This means up 82% to back to normal. That’s huge!! Wait till Robotaxi.
- Netflix down 14%

Crypto

Fortknox for digital gold: Bitcoin.

Definitely bullish for Bitcoin and Crypto

Tesla

$550 price target by Wedbush.
- To previous comment: that implies 2x return. Double your money.
Tesla videos all over with FSD working in China. Not perfect, but pretty damn good.
40 minute uninterrupted drive in Schenzen.

SpaceX

NEW: Astronaut says Elon Musk is “absolutely factual” after a WaPo reporter asked him about how Musk said his rescue efforts were denied for political reasons.

Musk was condemned by the media for making the comment but it appears the astronauts agree.

Reporter: “Elon Musk has The astronauts were only supposed to be in space for 8 days. They have been there for 9 months.

China Tech

Xiaomi

Apple of China.

pronounced SHAU-mee

From WSJ: The Chinese EV Maker Threatening Ford and GM

- is year, the company’s assembly lines are set to turn out 300,000 vehicles, and it has already shipped more than 135,000 in less than a year on the market. The wait list for its first car, the SU7, a Porsche look-alike that starts at around $30,000, is around half a year, and Xiaomi’s Hong Kong-listed shares have more than tripled in a year. Lei has done what Tesla TSLA 3.91% increase; green up pointing triangle, Apple, Ford Motor increase; green up pointing triangle and General Motors have been unable to do: create a hit, inexpensive electric vehicle—and fast. Tesla took more than a decade from its founding to reach the 300,000-vehicle production level. Fifteen-year-old EV truck maker Rivian made one-sixth that number last year.
Tesla did 1.8m cars last year. 460k last quarter

Key Takeaways:

Headline is a joke. Tesla was the pioneer. would not even be happening or having this discussion if it were not for Tesla and Elon Musk.
Now we in the US government have to vote for Tesla otherwise China beat the United States in electrical vehicle manufacturing. Tesla is our only hope.

China AI

China Tells Its AI Leaders to Avoid U.S. Travel Over Security Concerns

On Feb. 17, Beijing summoned the country’s most prominent businesspeople for a meeting with Chinese leader Xi Jinping, who reminded attendees to uphold a “sense of national duty” as they develop their technology. The audience included DeepSeek’s Liang and Wang Xingxing, founder of humanoid robot maker Unitree Robotics.

Robots

Website for all things Robots: Robotsguide.com

Couple big announcements in US.

Figure

Discussed on All in Podcast. Figure’s focus on general-purpose humanoid robots aligns with the podcast’s tech-forward audience, and their recent moves—like a $675 million funding round in 2024 with backing from OpenAI and NVIDIA—

1x.tech

Robot called: Neo Gamma. U.S. based humanoid robot startup @1x_tech has unveiled their next-gen robot, NEO Gamma. Improvements: NEO can now walk with a natural human gait and arm swings.

Tesla

Robots? Enough said.
People thought and still think this is a joke!!

China Robots

Xpeng (not even in top 5?!)
Xiaomi.
- Xiaomi, a major Chinese electronics company, is making significant strides in humanoid robotics alongside its well-known smartphone and EV businesses. Their standout entry is the CyberOne, a full-sized humanoid robot unveiled in August 2022. Standing at 177 cm (5.8 feet) and weighing 52 kg (114 lbs), it’s got 21 degrees of freedom, letting it mimic human movements decently well—think walking, gesturing, even handing over a flower in demos. It’s powered by Xiaomi’s Mi-Sense depth vision module and AI algorithms, giving it 3D spatial awareness and the ability to recognize 45 human emotions, per their claims. Peak torque hits 300 Nm, and it tops out at 3.6 km/h (2.2 mph)—not a sprinter, but functional.
Unitree Robotics
- Why They’re Top: Unitree’s H1 humanoid is a standout—clocking a world-record speed of 7.4 mph in 2024, it’s fast, agile, and affordable. Their G1 model, priced at $16,000, is already on sale, targeting developers and early adopters.
- What They’ve Got: The H1 uses 3D LiDAR and depth cameras for 360-degree perception, with modular joints packing 70 Nm of torque. It’s been demoed doing flips and climbing stairs, and they’re scaling production after a $150 million Series C in December 2024.
- Real-World Edge: Partnerships with EV giants like BYD and XPeng have their bots testing in factories, proving they’re not just lab toys.
UBTECH Robotics
- Why They’re Top: UBTECH’s Walker S is a workhorse—deployed in car factories like Nio’s, handling tasks from inspections to material transport. Their 2023 Hong Kong IPO (valuing them at $1 billion) shows serious muscle.
- What They’ve Got: Walker S has 41 degrees of freedom, multimodal AI, and can navigate complex environments. Their earlier CyberOne (with Xiaomi) reads emotions and moves bipedally with 300 Nm torque.
- Real-World Edge: It’s in actual assembly lines, not just showcases—think precision tasks in automotive manufacturing, backed by Shenzhen’s tech ecosystem.
Agibot (Zhiyuan Robot)
- Why They’re Top: Agibot kicked off mass production in December 2024 at their Shanghai Lingang factory, claiming 962+ humanoids built already. They’re gunning for Tesla’s Optimus with a versatile lineup.
- What They’ve Got: The Expedition A2 series includes the A2 (40 degrees of freedom, precision tasks like threading needles) and A2 MAX (67 degrees, heavy lifting). They’ve got $150 million from a Series A to fuel this push.
- Real-World Edge: Videos show their bots assembling parts and testing performance—geared for manufacturing and aiming at commercial rollout in 2025.
LimX Dynamics
- Why They’re Top: Their CL-1 humanoid is a beast at terrain adaptation—climbing stairs and running outdoors with real-time perception. They’re small but mighty, with $46 million raised since 2022.
- What They’ve Got: CL-1 uses a closed-loop system linking sensors to motion control, making it rugged and practical. It’s pitched as a platform for future AGI-driven tasks.
- Real-World Edge: It’s been tested in dynamic settings—think industrial sites or disaster zones—showing off China’s knack for rugged robotics.
EX Robots
- Why They’re Top: EX Robots specializes in hyper-realistic humanoids, deployed in museums and service roles. They’ve been at it since 2016, with a factory in Dalian churning out lifelike bots.
- What They’ve Got: Their robots use 3D scanning and lightweight mechanics for fluid movements and facial expressions. Priced at $207,000-$276,000, they’re niche but advanced—think 60+ actuated joints.
- Real-World Edge: You’ll find them greeting visitors at science museums or hotels—less industrial, more public-facing, but undeniably real and interactive
Start at 19:54. Tesla Will produce several 1000 Optimus robots for factory use. Ramp Optimus production faster than anything ever manufactured. Thinks can make 100m per year if increase by 5x per year. Optimus will overwhelming be the value of the company. 100m * 20k = $2T revenue.
- Built everything from scratch
- Best manufacturing ever. Supply.