Robot evolution

Podcast Episode 03

Musk: a billion robots in ten years.

1 September. Chapel Hill. G20. Well over a billion. A bet, not a delivery note.

Alex and Stella · 2:38

Desk Index: 15 live jobs · US 6 · CN 7 · EU 1 · CA 1

From this episode

19,100 units, first half. China 97%. A billion is a slide.

Unitree, Shenzhen, moonwalk. A stage, not a shift.

The fall. Headfirst over the rail. Seconds sell.

Podcast Episode 02

Six thousand words. 26 August. Jobs that disappear forever. Ulsan already wrote that sentence as a strike.

Alex and Stella · 11:45

Desk Index: 15 live jobs · US 6 · CN 7 · EU 1 · CA 1

Many jobs will disappear forever.

26 August. Human Reserved. Robot tax. No headcount.

Ulsan names Atlas.

Full stoppage. Deal in late August. Factory date stays 2028.

Tighter than the speech.

1X ±0.2 mm. Xiaomi cycle. Figure past a thousand. Not an operating theatre.

Podcast Episode 01

The headline follows the sprint. The first humanoids slide into the halls.

Alex and Stella · 15:48

Desk Index: 15 live jobs · US 6 · CN 7 · EU 1 · CA 1

On the exchange.

19 August, Shanghai. Capital, not a hall.

Fremont under wraps.

Lines going in. No customer shipment.

Internal in 2026.

The factory date stays 2028.